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Truist BankNew York, New York
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth 2. Leads support work, business development and/or product/client relationship management3. Assists in the generation of ideas and strategies for new business opportunities including prospecting4. Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation5. Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, selling product and advisory ideas internally and externally, and managing resolution of complex client transaction issues6. May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work7. Manages highly complex financial modeling, pitch-book production development, client relationship, and deal team travel, etc. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree2. Minimum of 8 years of related work experience3. In-depth knowledge of investment banking, market, industry sector and/or financial products 4. Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management 5. Superior skills in written and oral communications Preferred Qualifications: 1. MBA degree, with a Finance focus2. 10+ years of related work experience3. 2-4 years of management experience - The annual base salary for this position in New York is $275,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 4 days ago

Wells Fargo Bank logo
Wells Fargo BankCharlotte, North Carolina

$215,000 - $355,000 / year

About this role: Wells Fargo is seeking a Senior Lead Credit Risk & Approval Officer that approves, monitors and manages the credit exposure within the Corporate & Investment Banking Commercial Real Estate ("CRE") portfolios. In this role, you will: Partner with senior LOB and Credit Risk managers to develop appropriate business strategies and targets for the region / business unit and provide leadership toward the implementation of the strategy. Provide a commercial approach to the business balancing market realities with appropriate risk management. Maintain appropriate credit quality and portfolio health through proper, timely and thoughtful credit risk decisions, recommendations, and approvals. Identify and manage portfolio trends, portfolio risks and concentrations. Ensure timely and accurate approvals, portfolio monitoring and reporting, risk rating grading changes and certifications, problem loan management, and non-accrual and loss identification and forecasting. Bring appropriate team members (inside and outside the LOB) into the deal approval process. Assist the relationship management teams in providing clear and concise recommendations and analysis for distribution up the approval chain. Assist and support business units in their efforts to prepare for and achieve satisfactory exams from RAR, OCC, Audit, etc. Reinforce Wells Fargo’s strong credit culture and strengthen team member engagement across the region. Train and develop team members to ensure a strong pipeline of diverse future leadership talent at all levels of the organization. Play an active role in knowing and supporting the customer by attending customer meetings. Develop an expertise in the geographies / markets covered by actively participating in the local real estate community and industry organizations. Engage and influence stakeholders, internal partners, and peers associated with analyzing new business products and prospects. Identify and recommend opportunities for approving loans and partner on structuring pricing and documentation for loan transactions of large size. Determine appropriate strategy and actions of Credit Risk team to meet moderate to high-risk deliverables. Collaborate and influence all levels of professionals including more experienced managers. Interact with internal and external customers. Develop and guide a culture of talent development to meet business objectives and strategy. Required Qualifications: 7+ years of Credit Risk & Approval experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: A BS/BA degree or higher in accounting, finance, or economics Proven knowledge of commercial real estate, capital markets and related industries. Prior real estate loan workout experience. Strong credit analysis skills Excellent verbal, written and interpersonal communication skills. Confirmed ability to be a thought leader in a large matrix organization. Consistent success in making sound business and credit decisions. Consistent ability to ensure team member alignment with business strategies and risk appetite. Demonstrated success making deals and building relationships. Deep understanding of Wells Fargo’s Commercial Real Estate (CRE) lending philosophy and credit culture. Posting Locations: 550 S. Tryon Street- Charlotte, North Carolina 1700 K St NW – Washington, District of Colombia Job Expectations: Required location(s) listed above. Relocation assistance is not available for this position. This position currently offers a hybrid work schedule. This position is not eligible for VISA sponsorship. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Specific compliance policies may apply regarding outside activities and/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. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $215,000.00 - $355,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits- Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 14 Dec 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. 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 6 days ago

Fingerprint logo
FingerprintChicago, Illinois

$140,000 - $160,000 / year

The Manager, Industry Marketing (Banking & Financial Services) will own and execute Fingerprint’s marketing strategy for one of our key verticals. You’ll combine deep industry knowledge with creative marketing instincts to shape how Fingerprint shows up in the financial services ecosystem, from brand storytelling and thought leadership to sales enablement and event presence. You’ll shape the narrative for one of the most important industries we serve, bringing clarity and creativity to complex topics like identity and fraud. This role sits within the Product Marketing organization, collaborating closely with Product, Sales, Content and Demand Generation to drive vertical awareness, pipeline, and revenue among Fortune 500 financial institutions, fintechs, and payment providers. What you'll be doing: Own the vertical strategy- Build and execute the go-to-market plan for Banking & Financial Services, aligned with Fingerprint’s growth goals and enterprise sales priorities. Be the industry voice- Develop and articulate a compelling POV on identity, fraud, and risk prevention in financial services; become a trusted internal and external subject-matter expert. Create high-impact content- Write and direct thought leadership pieces, customer stories, web copy, presentations, and campaigns tailored to the BFSI audience. Elevate Fingerprint’s visibility- Represent the brand at major industry events and conferences; identify speaking, sponsorship, and partnership opportunities that build credibility. Fuel demand and enable sales- Partner with Demand Gen and Sales to design campaigns, ABM initiatives, and enablement materials that accelerate pipeline within target accounts. Translate product innovation into business value- Work cross-functionally with Product Marketing to align messaging and launches with the challenges and priorities of enterprise financial institutions. Track market and competitive trends- Stay ahead of shifts in fraud, risk, payments, and authentication landscapes to refine positioning and ensure Fingerprint remains top of mind. Establish processes and best practices for industry marketing What we're looking for: 6–10 years of B2B marketing experience, with at least 3+ years focused on banking, financial services, or fintech. Strong grasp of enterprise buyer personas, risk and compliance priorities, and the digital transformation landscape within financial institutions. Proven experience owning vertical marketing strategy and collaborating cross-functionally to deliver measurable pipeline impact. Exceptional writing, storytelling, and content development skills; ability to tailor tone and message for different audiences. Confident representing the company at industry events and engaging directly with senior-level stakeholders. Strong program management and prioritization skills; thrives in a fast-moving, high-growth environment. The ideal candidate is well-connected within the BFSI ecosystem, with familiarity across banking associations, industry events, and media. For US-based employees , the cash compensation range for this role is $140,000 - $160,000. We set standard ranges for all US roles based on function, level, and geographic location, benchmarked against similar stage growth companies. To comply with local legislation and provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. However, these ranges are specific to the hiring location and may differ within or outside the US. Final offer amounts are determined by multiple factors, including geographic location as well as candidate experience and expertise, and may vary from the amounts listed above.

Posted 5 days ago

Mizuho logo
MizuhoNew York, New York

$250,000 - $275,000 / year

Banking Americas Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho’s client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Job Summary : Mizuho is hiring for a Vice President position on its New York-based Securitization team. The team is responsible for the origination, execution, and management of Mizuho’s bank-funded securitizations. The team works in partnership with Mizuho’s industry / relationship coverage teams, in addition to Mizuho’s broader Securitized Products business. Role Description: Support senior staff in all aspects of originating, syndicating and executing warehouse securitization transactions Generate pitch ideas, prepare pitch books, and join senior staff in meetings with existing and prospective customers Negotiate term sheets and transaction documentation with new and existing customers Prepare credit and ratings applications and negotiate internal approvals Process amendments, waivers, credit and ratings renewals, and review reports of new and existing transactions Develop models and perform credit and collateral analysis on different types of assets, including trade receivables, auto loans/leases, credit card receivables, floorplan loans, and other assets Perform market research and due diligence on existing and prospective customers and collateral pools Requirements: Bachelor's degree required, Master's degree preferred At least 6 years of relevant work experience Experience with term ABS and/or bank/conduit securitization structures In-depth understanding of the securitization market, multiple asset classes and types of structures Ability to work independently and in a team environment Advanced transaction modeling skills Analytical and detail-oriented with strong organizational and problem solving skills Ability to multitask in a fast-paced environment with varying priorities to meet internal and external deadlines Self-motivated and proactive Strong written and verbal communication skills Proficient in Microsoft Office applications (Excel, Word, PowerPoint) Experience dealing with rating agencies, due diligence, risk weight and other regulatory reporting, and credit/underwriting processes The expected base salary ranges from $250K - $275K. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Posted 3 weeks ago

Huntington National Bank logo
Huntington National BankBoston, Massachusetts

$110,000 - $125,000 / year

Description Summary: Capstone Partners' Associates work closely with senior team members, while executing a variety of corporate finance transactions and supporting business development initiatives. Capstone Partners' Industrials team is looking for an Associate to help clients in a range of situations. Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com . Duties and Responsibilities: Analyzing companies, industries, historical financial statements and prospective financial information. Building financial models and performing valuation analyses. Drafting proposal materials and transaction marketing documents. Assisting in identifying appropriate investors and/or strategic and financial buyers. Managing and executing due diligence. Maintaining relationships with client personnel at appropriate levels. Analyzing M&A market trends and writing related industry research. Updating deal records in firmwide CRM (DealCloud). Supporting in training, mentoring and oversight of team analysts & interns. Strong attention to detail, leadership skills and work ethic. Demonstrated aptitude for quantitative and qualitative analysis. Solid understanding of financial statements and financial modeling. High degree of maturity and integrity. Perform other duties as assigned. Basic Qualifications: Bachelor's degree in business, economics, finance, accounting or similar 2-4 years of investment banking (preferably M&A) experience Proficiency with Microsoft Office products and Capital IQ Preferred Qualifications: Strong verbal and written communications skills Excellent organizational and problem-solving skills Proven leadership and/or mentoring experience Advanced knowledge of capital markets, transaction legal matters & risk management Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work environment Willingness to travel Must be authorized to work in the United States - E-Verify Employer Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer If not held already, will be expected to pass the FINRA Series 79 and potentially the Series 63 exams (Investment Banking Professional) Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $110,000-$125,000 annual base salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 3 days ago

Texas Capital Bank logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . The Product Marketing Manager will work closely with the Corporate and Investment Banking teams, specifically the Institutional Services, Capital Markets and the Equities teams in developing proactive marketing strategies and campaigns that accelerate business development. The Product Marketing Manager will create relevant marketing assets across the purchase funnel that drive adoption of solutions and services. Content and assets should be leveraged across all channels, with a focus on digital. Responsibilities: Develop and execute marketing plans and campaigns for the Institutional Services, Capital Markets and Equities lines of business to drive growth. Produce high-impact content, such as thought leadership articles, research reports, presentations and one-pagers that showcase the firm's expertise. Partner with the broader marketing organization to manage marketing campaigns across paid and owned channels. Partner with Institutional Services, Capital Markets and Equities leadership teams to develop integrated marketing approaches to support business development initiatives. Track key performance indicators (KPIs) to measure the effectiveness of marketing efforts and provide reports to leadership. Commercialize the accomplishments of the Institutional Services, Capital Markets and Equities teams to drive a deeper awareness of the firm’s capabilities with key target audiences. Identify and create relevant marketing assets that support the entire purchase funnel, ultimately driving awareness, consideration and inbound inquiries. Ensure that all marketing communications and activities adhere to financial regulations. Qualifications: 7-8 years plus experience in financial services marketing; B2B preferred. Bachelor’s degree in business or marketing; MBA preferred. FINRA Series 7 licensed preferred or the ability to acquire within 6 months of hire. Knowledge of Institutional Services, Capital Markets and Equities products and solutions with a proven ability to collaborate with product teams on launches of new products and changes of existing products. Extensive direct marketing experience with a strong understanding of digital marketing techniques. Understanding of the interconnectivity of marketing channels between web, advertising, digital, print, social and email, and how to utilize each for a multiplier effect. Demonstrated ability to collaborate with cross-functional teams and drive adoption in asset usage. Superior communication, problem solving skills and the ability to learn and adapt quickly. Self-motivated with ability to work independently with strong organizational skills. Flexibility in a growing and changing environment. Comfortable using collaboration and CRM tools such as Copilot, Asana and Salesforce. Familiar with marketing automation tools such as Salesforce, Salesforce Marketing Cloud (SFMC), and Google Analytics. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

United Fidelity Bank logo
United Fidelity BankFt. Walton Beach, Florida
It's fun to work at a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. The Digital Banking Center Representative position is a key operational role that manages customer relationships obtained through online account opening; providing friendly and efficient services to UFB Digital Banking customers. The incumbent will be responsible for managing and effectively answering inquiries related to online account opening, reviewing online account applications, monitor account relationships, and resolving problems by researching and troubleshooting issues via telephone, internet, or written correspondence. This position will also support other operational departments, such as the Call Center, in other facets during downtime. Essential Job Functions include, but are not limited to: Monitor, review and process online account opening applications for consumer and business deposit accounts. Provide exceptional phone service, email, chat and web correspondence to internet customers by responding efficiently and accurately, explaining possible solutions, and ensuring that customers feel supported and valued. Follow up with customers/applicants when necessary. Provide customer assistance/troubleshoot for Retail Online Banking, Mobile Banking, Debit Cards, and other electronic banking areas for Digital Banking Customers. Seize opportunities to forward customers to branch staff when the opportunities to upsell products arise. Monitor transaction exceptions (i.e. NSF), evaluate account activities, and consider risks associated with Internet-established customer relationships. Follow standard operating procedures. Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Skills and Abilities Required to Perform Essential Job Functions: Excellent interpersonal skills – always interacting professionally with callers, associates, executives & senior leaders. Outstanding written and verbal communication abilities. Must demonstrate strong analytical and problem-solving attributes. Advanced organization and time management skills. Proficiency in Microsoft Office Suite of products. Ability to work under high pressure, within short deadlines, while making sound judgement decisions. Possess a high degree of integrity when dealing with sensitive information. Energetic team player. Education, Experience and Qualifications: High School Graduate or General Education Degree (GED) required. Banking experience preferred. 2-3 years of customer service or bank operations experience required. 2-3 years of call center experience is a plus. Physical Requirements of Essential Job Functions: The associate is frequently required to sit and/or stand, communicate, reach and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc. Working Conditions: Typical office working environment. Typical desk job. Extended viewing of computer screens. Donning microphone headsets to manage customer calls. Periodic travel between locations may be required. Typically, 8:00am – 5:00pm CST, Monday – Friday. Must be able to work over-time and Saturdays if needed. The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above. United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law .

Posted 1 week ago

Rutter logo
RutterNew York City, New York

$160,000 - $185,000 / year

About Rutter Rutter is the leading B2B2B unified API company , enabling fintechs and banks to seamlessly integrate with SMB financial data. Our platform powers the next generation of embedded finance by providing integrations across accounting, commerce, HRIS, CRM, banking, and more—helping fintech companies build financial products that save SMBs time and money. We are backed by a16z and work with industry leaders including Mercury, Parafin, Airwallex, Payoneer, a top 10 U.S. bank, and a top 3 digital payments processor. Our infrastructure supports some of the most innovative fintech and banking products in the market today and utilized by millions of SMB end users. We’re looking for a Senior Account Executive to join our sales team in our Flatiron, Manhattan office . You will be responsible for driving new business, managing the full sales cycle, and closing deals with fintechs, banks, and embedded finance platforms. You will work closely with product and engineering teams to help customers understand how Rutter’s API can enhance their underwriting, payments, and financial automation capabilities. Responsibilities Own the full sales cycle from prospecting to close, targeting fintechs, neobanks, and banks building SMB financial products. Engage with C-suite, risk leaders, product managers, and engineering teams to understand their needs and present Rutter’s solutions. Develop a deep understanding of how financial data—accounting, banking, commerce—improves underwriting models, payments automation, and financial workflows. Work closely with the GTM team to refine outreach, messaging, and lead qualification for high-intent prospects. Provide market insights and feedback to product and partnerships teams to help shape Rutter’s offerings. Negotiate contracts, structure partnerships, and manage legal and compliance discussions to close deals efficiently. Requirements 3+ years in a quota-carrying, full-cycle closing role in B2B SaaS, fintech, or API sales. Strong understanding of fintech infrastructure, underwriting models, payments automation, and financial data integrations. Experience selling to risk, credit, product, and engineering teams within financial institutions and fintech companies. Proven ability to manage complex sales cycles with multiple stakeholders and decision-makers. Data-driven and comfortable discussing API-based products, integrations, and technical workflows. Entrepreneurial mindset with the ability to work in a fast-paced, high-growth environment. Must be based in NYC and work in person at our Flatiron, Manhattan office. Compensation & Benefits OTE of $160K–$185K with uncapped commission and equity. High-impact role with direct influence on revenue growth and strategic fintech partnerships. Fast-growing market at the intersection of embedded finance, lending, and financial automation. Work alongside a top-tier team backed by a16z and leading fintech investors.

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankRoanoke, Virginia
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust.Learn more areas and lines of business at wellsfargojobs.com . In this role, you will: Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities Assist in providing service to Private Banking client relationships Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over basic accounts Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts Research and resolve operational issues related to complex accounts Work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support Interpret policies, procedures, and compliance requirements Potentially provide work direction and training to less experienced associates Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience in Wealth Management/Private Banking Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, KYC’s and TE’s. Experience in a support role within a banking and trust environment Experience interpreting policies, procedures, and compliance requirements Knowledge of how to interpret trust documents and business formation documents Ability to develop and manage clients and business relationships Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in SVP, Client link, TMT, DIPR. Ability to take initiative with work independently with minimal supervision in a structured environment Intermediate Microsoft Office (Word, E xcel, Outlook and PowerPoint) skills Excellent verbal, written, and interpersonal communication skills Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members Strong telephone etiquette skills Strong attention to detail and accuracy skills Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Specific compliance policies may apply regarding outside activities and/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. Posting End Date: 18 Dec 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 today

AQ Technology Partners logo
AQ Technology PartnersRedwood City, CA
AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions. We are seeking an experienced Investment Banking Associate to join our team supporting transactions with growth software companies based in our Redwood City, CA office. Both investment banking  and  technology industry experience required. Our Associates assume significant responsibility by working closely with senior bankers, overseeing and executing day-to-day deal activities, and managing and training analysts. Key responsibilities include the following: Partner with and support senior bankers in strategic M&A, private equity, and growth equity processes Initiate and manage the development of qualitative and quantitative analyses in support of transaction execution Responsible for modeling complex transaction scenarios and/or the oversight of such modeling Develop presentations in support of new business development Maintain a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients Train and mentor analyst staff A successful candidate will possess the following characteristics: 2-3 years investment banking experience as an analyst and/or an associate in the technology or software sector Strong academic performance Demonstrated capability to lead and manage projects Excellent organizational, execution and time management skills Team player with competitive drive; motivated self-starter with collaborative, team-oriented approach to success Strong communication and presentation skills in both large and small group settings Exceptional critical thinking and problem solving ability U.S. work authorization FINRA Series 63 and 79 registration #LI-AQT

Posted 30+ days ago

AQ Technology Partners logo
AQ Technology PartnersRedwood City, CA
About AQ Technology Partners AQ Technology Partners is a boutique investment bank focused exclusively on the software ecosystem. We provide high-touch M&A and financial advisory services to sector leading software companies and their investors. Our deep sector expertise, collaborative culture, and commitment to excellence enable us to deliver thoughtful, value-driven outcomes for our clients. Why AQ Technology Partners At AQ, you will be part of a close-knit team where your work directly impacts clients and outcomes. Our structure means exposure to senior leadership and live transaction experience from day one. We value initiative, intellectual curiosity, and a team-oriented mindset and we invest in the professional growth of every team member. Join us to gain the technical foundation, deal experience, and mentorship to launch a successful career in investment banking within one of the most dynamic market segments. Program Overview The AQ Summer Associate Program offers MBA students a fast-paced, hands-on introduction to software investment banking. Over the course of the summer, you will work directly with senior bankers and clients on live M&A and growth capital transactions, gaining exposure to every stage of transaction execution, from financial modeling and valuation to client strategy and negotiation. As a Summer Associate, you will take on meaningful responsibility immediately and throughout the internship program. You will provide relevant contributions to transaction execution, develop presentation and marketing materials for clients, lead analytical workstreams, and mentor junior team members. This experience is designed to accelerate your professional development and prepare you for a successful career in investment banking. Key Details Location: Redwood City, CA Program Duration: Summer 2026 (10 weeks) Eligibility: Current MBA student graduating between December 2026 and June 2027 Work Authorization: Permanent U.S. work authorization required Full-Time Opportunity: Candidates demonstrating exceptional performance will receive an offer to return as a full-time Associate following graduation Compensation: Total salary of U.S.$32,500 (less applicable payroll taxes, withholdings, and deductions) paid in semi-monthly installments over the 10-week internship period Responsibilities Support senior bankers in advising software clients and financial sponsors on strategic M&A, private equity, and growth equity transactions Conduct market and company research to support transaction positioning, strategic buyer engagement, and business development initiatives Prepare client-facing materials such as confidential information memoranda, management presentations, and financial modeling / analysis Partner with senior team members to develop new business opportunities and manage client relationships Train and mentor analyst staff, contributing to AQ’s collaborative and high-performance culture Qualifications Currently enrolled in a two-year MBA program with expected graduation between December 2026 and June 2027 2–3 years of prior professional experience in finance, accounting, consulting, or technology Strong academic track record Demonstrated excellence in quantitative and analytical deliverables Strong leadership, organization, and project management skills Exceptional written and verbal communication skills Ability to thrive in a dynamic, entrepreneurial environment and work collaboratively in a small team Passion for software, technology, and M&A #LI-AQT

Posted 30+ days ago

Huntington National Bank logo
Huntington National BankChicago, Illinois

$102,000 - $208,000 / year

Description Summary: The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal. Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking. Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size. Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Represents the bank within the community through representation on keyboards and at business and community functions. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Partner with more junior Regional Banking colleagues on more complex credits . Performs other duties as assigned. Basic Qualifications: Bachelor’s degree or equivalent (4 year of education and Business Banking/ Commercial lending experience) 10+ years of Business Banking/Commercial Banking experience Preferred Qualifications: Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $102,000.00 - $208,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 2 weeks ago

Baird logo
BairdChicago, Illinois
Investment Banking Analyst Baird is a leading global investment bank with more than 400 banking professionals in the U.S., Europe and Asia. We provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, restructuring, debt advisory and equity financing transactions. Since 2017, Baird has completed more than 700 advisory transactions, representing nearly $255 billion in transaction value, and nearly 500 financings, raising $195 billion. Committed to being a great workplace, Baird ranked No. 23 on the 2023 Fortune 100 Best Companies to Work For® list – its 20th consecutive year on the list. As an Investment Banking Analyst, you will: Play an integral role on investment banking teams, providing analytical support on mergers and acquisitions, public offerings and other financial advisory services for our clients. Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Develop your skills through broad exposure of working closely with both junior and senior bankers. What makes this great? Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. What we look for: Candidates with experience working in a solution-focused environment who can hit the ground running. 12-24 months of full-time work experience (Investment banking preferred). Candidates must have a proven academic record and a passion for Finance. The ideal candidate will have: An enduring work ethic and track record of success. The ability to function equally well in both a team setting and on a self-directed basis. Excellent mathematical, writing, verbal and computer skills. SIE and Series 79 licensing preferred or the ability to quickly obtain. The Baird Difference In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and unique benefits including: Protected Friday night and Saturdays Periodic Sabbaticals during career Shareholder opportunities Mandatory paid time off (PTO) Robust 401k match and profit-sharing contribution Learn more about Baird’s unique additional benefits here #DI #LI-GIB2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 30+ days ago

K logo
KnotNew York, New York
About the team Knot’s mission is to empower consumers and businesses alike with connected merchant and banking experiences. Knot is like “Plaid for merchant connectivity.” We are building the platform connecting merchants to the many applications that consumers and businesses interact with everyday. Our flagship CardSwitcher product allows consumers to instantly update & manage their cards on file with online merchant accounts (e.g. Netflix or PayPal), while newer products like TransactionLink support the retrieval of receipt-level transaction data and AgenticShopping enables 1-click, native shopping experiences. Founded in 2021, Knot was founded by two brothers and Thiel Fellows - Rory and Kieran O’Reilly - and today powers connected online payment experiences for hundreds of thousands of consumers. Companies like American Express, PayPal, Current, BILT, Step, and more choose to embed Knot’s SDK in their apps to power best-in-class experiences for their customers. Knot is proudly backed by a select group of investors, including Nava Ventures, 8VC, American Express, Plaid, and co-founders & CEOs of prominent companies like Twitter, Warby Parker, Allbirds, Casper, Intercom, Deel, Italic, DraftKings, and many more. About the team Knot is expanding across the digital banking ecosystem, and the Channel Sales function is a key part of that growth. This team drives new business through established technology platforms that serve community banks and credit unions. As a Account Executive, you will work directly with the GTM lead, CEO, and Product team to execute Knot’s channel sales strategy. This is a hands-on operator role focused on outbound execution and closing new business within a defined territory. You will sell to community banks and credit unions through the ecosystems of leading digital banking and infrastructure partners. What you’ll be doing Execute Knot’s channel sales playbook by prospecting, engaging, and closing community banks and credit unions Manage a defined list of target accounts and drive consistent, high-quality outbound outreach to key decision-makers Run the entire sales cycle from initial outreach through qualification, demo, contracting, and close Maintain organized, accurate tracking of all outreach, pipeline progress, and closed-won deals in internal systems Provide structured feedback from customer and partner interactions to help refine messaging and improve channel effectiveness Collaborate closely with the GTM lead, CEO, and Product team to ensure alignment on customer needs and technical capabilities Consistently achieve or exceed activity, pipeline, and revenue targets within your assigned accounts Who you are 2–5 years of experience in sales or business development, ideally within banking technology, SaaS, or payments Proven success selling into channel ecosystems such as digital banking providers, core processors, or issuer processors Experience selling to community banks and credit unions, with a clear understanding of how these institutions evaluate and adopt new technology Demonstrated ability to execute structured outbound campaigns and close new business, not just source leads Highly organized, detail-oriented, and comfortable managing multiple deals simultaneously Strong communicator who can translate Knot’s technical capabilities into tangible commercial value for financial institutions Motivated by precision, ownership, and the opportunity to directly influence revenue within a small, high-performing team What we offer Interesting and challenging work Competitive base salary (commensurate with experience) + up to 20% annual bonus + generous early employee equity 100% medical, dental, and vision insurance coverage for you and your dependents (U.S.) Unlimited PTO Parental leave Beautiful NYC office in the heart of Flatiron Herman Miller Aeron Desk Chair Food (snacks, frequent lunches, and often dinner for those working late)

Posted 2 days ago

C logo
Convergint CareerCharlotte, North Carolina
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Banking Service Technician II to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As a Banking Service Technician II, you are 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 Service Technician II is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive-up and electronic security. 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 manufacturer drive-up equipment (including remote drive-up), deal drawers, and 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 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, 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 manufacturer's specifications. Refers only to 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 the banking industry. Basic knowledge of Digital Video Recorders (DVRs) and Network Video Recorders (NVRs) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situations 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 technician 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. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 2 weeks ago

United Fidelity Bank logo
United Fidelity BankEvansville, Indiana
It's fun to work at a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. The Digital Banking Center Representative position is a key operational role that manages customer relationships obtained through online account opening; providing friendly and efficient services to UFB Digital Banking customers. The incumbent will be responsible for managing and effectively answering inquiries related to online account opening, reviewing online account applications, monitor account relationships, and resolving problems by researching and troubleshooting issues via telephone, internet, or written correspondence. This position will also support other operational departments, such as the Call Center, in other facets during downtime. Essential Job Functions include, but are not limited to: Monitor, review and process online account opening applications for consumer and business deposit accounts. Provide exceptional phone service, email, chat and web correspondence to internet customers by responding efficiently and accurately, explaining possible solutions, and ensuring that customers feel supported and valued. Follow up with customers/applicants when necessary. Provide customer assistance/troubleshoot for Retail Online Banking, Mobile Banking, Debit Cards, and other electronic banking areas for Digital Banking Customers. Seize opportunities to forward customers to branch staff when the opportunities to upsell products arise. Monitor transaction exceptions (i.e. NSF), evaluate account activities, and consider risks associated with Internet-established customer relationships. Follow standard operating procedures. Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Skills and Abilities Required to Perform Essential Job Functions: Excellent interpersonal skills – always interacting professionally with callers, associates, executives & senior leaders. Outstanding written and verbal communication abilities. Must demonstrate strong analytical and problem-solving attributes. Advanced organization and time management skills. Proficiency in Microsoft Office Suite of products. Ability to work under high pressure, within short deadlines, while making sound judgement decisions. Possess a high degree of integrity when dealing with sensitive information. Energetic team player. Education, Experience and Qualifications: High School Graduate or General Education Degree (GED) required. Banking experience preferred. 2-3 years of customer service or bank operations experience required. 2-3 years of call center experience is a plus. Physical Requirements of Essential Job Functions: The associate is frequently required to sit and/or stand, communicate, reach and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc. Working Conditions: Typical office working environment. Typical desk job. Extended viewing of computer screens. Donning microphone headsets to manage customer calls. Periodic travel between locations may be required. Typically, 8:00am – 5:00pm CST, Monday – Friday. Must be able to work over-time and Saturdays if needed. The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above. United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gen der identity or any other characteristic protected by law .

Posted 4 days ago

L logo
L&N Federal Credit UnionWilliamsburg, Kentucky
Summary Reporting to the Assistant Branch Manager, this full-time, non-exempt hourly position works to develop deeper relationships with new and existing members of the credit union. This position will offer solutions to member needs by offering a variety of account and loan options. Essential Functions & Responsibilities 1. Provide information concerning services to new and existing members related to accounts, consumer loans, auto loans, and mortgage loans. 2. Responsible for opening new member service accounts and resolving any questions or problems in regards to member service issues while looking for cross‑sell opportunities to better service the members. 3. Effectively follow all onboarding procedures with all new members. 4. Stay informed on all credit union promotions of new products or services. 5. Conduct member service interactions consistent with the standards detailed in our Managing Service Excellence program. 6. Adhere to Bank Secrecy Act and security procedures of the credit union. 7. Provide product knowledge to members and be prepared to compare with the competition. 8. Keep abreast of federal regulations and stay in compliance with all laws. 9. Cooperate and work together as a team with coworkers, maintain a neat work area, and perform other duties as required by management. 10. To practice confidentiality where appropriate in all employee, member and credit union affairs. 11. Will be required to be able to operate a cash drawer and balance it. 12. Assist Member Service Representative/Teller when possible to offer members prompt service. Qualifications and Certifications A high school education or GED required. Associate’s Degree or higher preferred. 1 year to 3 years of similar or related experience required.

Posted 2 weeks ago

Huntington National Bank logo
Huntington National BankCleveland, Ohio

$125,000 - $255,000 / year

Description Summary: The Regional Banking Senior Market Director is responsible for achieving the Regional Banking team goals within the market through executing on an aggressive sales strategy to achieve financial performance metrics.The Regional Banking Senior Market Director will accomplish this through developing, coaching, and leading a group of Regional Banking Relationship Managers and or Market Directors.They will develop and implement a plan for their market and execute upon that plan to include building strong relationships with their OCR partners within their local market. Duties and Responsibilities: Grow and expand the number of Primary Banking Relationships in each market. Is responsible forthe coaching and development of the existing team of colleagues to high performance and career advancement as well as identify and recruit the best talent within the marketplace. Provide feedback on Regional Banking products and services and assist in the development of products to meet the needs of the Regional Banking Segment. Provide oversight in local markets approvals, credit overrides and pricing exceptions. Responsible for participating in and/ or leading OCR functions within the market.Develop strong relationships with all essential OCR partners, including Regional Presidents, Credit Partners, Treasury Management, Retail Area and District Managers, Commercial and Private Banking and Mortgage leadership amongst others. Champion and sponsor larger credit opportunities through EMT credit committee. In conjunction with market teams, help win new business relationships through recommending differentiated products and service solutions to team/customers. Leverage your market network and COI's to expand your team's market exposure and presence. Assist in the strategy and management of the local/regional bank, while providing leadership at the company level to successfully execute Regional Banking strategies and goals. Represents the bank within the community through representation on key boards and at business and community functions. At the direction of the Regional President may perform some Market President functions. Perform other duties as assigned. Basic Qualifications: Bachelor's Degree 10+ years of experience Business/Commercial Banking -5 years of which should include leading sales teams Preferred Qualifications: Strong leadership skills and ability to develop colleagues. Demonstrated ability to meet and exceed sales goals and provide strategic direction. Proven ability to execute Regional Banking strategic plans. Drive and grow revenue in the area of responsibility. Proven ability to grow balance sheet. Strong collaboration with business partners. Experience managing remote teams. #LI-NG1 #LI-Onsite Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $125,000-$255,000 annually The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 day ago

Baird logo
BairdChicago, Illinois
Our Internship Program: Our competitive intern program is a robust experience that offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative and dynamic environment. Internship Location, Availability and Hours: Located in our Chicago office, interns must be flexible to work full time during the February – May 2026 timeframe, significant hours are required. What You’ll Do Undergo a training and trial work period of approximately 4 months during which you will play an integral role on investment banking teams, providing analytical support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, public equity offerings, and other financial advisory services for clients. Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Hone your skills by working closely with senior bankers and client senior management on a variety of transactions. Work primarily on domestic and cross-border M&A transactions, with clients including Fortune 1000 companies, private equity groups, and founder-run businesses. What You’ll Gain Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. Receive mentorship both formal and informal from a variety of experienced bankers What It Takes Candidates looking to break into investment banking A full-time minimum 15-week commitment during February – May 2026 timeframe is required Proven interest in investment banking or other areas within the financial services industry is beneficial Possess a strong work ethic and a record for excellence Ability to function both within teams and self-directed tasks Superior intellect, demonstrated leadership ability, excellent verbal and written communication skills, attention to detail, and a commitment to excellence. Compensation and Benefits: $110,000 Annual Salary (pro-rated for program) Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 5 days ago

Baird logo
BairdMilwaukee, Wisconsin

$175,000 - $200,000 / year

Complex deals, real ownership, and career momentum. Grow further at Baird. ​ Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success.​ We're looking for an experienced Investment Banking Associate to join our team in Chicago, IL or Milwaukee, WI. What You’ll Do ​ Responsibility that shapes your skill. Work that deepens your impact.​ Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors​ Drive the preparation of company valuations, financial models, marketing materials, and client presentations​ Contribute to business development efforts through research and analysis​ Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making​ ​ What You’ll Gain ​ A team that runs on trust, momentum, and shared values​ Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions​ Take on greater ownership through lean deal teams that offer more responsibility ​ Navigate clear paths for progression with mentorship, visibility, and real opportunity​ Advance alongside elite, high-performing peers who hold each other to a high standard​ Collaborate across Baird’s global investment banking platform—500+ banking associates working together to drive results across geographies, sectors, and specialties​ Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose​ ​ What It Takes ​ We’re looking for people ready to lead with focus and integrity​ At least one year of full-time experience in a solution-focused financial or quantitative role​ Strong analytical skills, attention to detail, and a track record of delivering results​ Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team​ Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment​ Compensation and Benefits: $175,000 - $200,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 3 weeks ago

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FIG Investment Banking VP - Banks

Truist BankNew York, New York

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Job Description

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

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.

Essential Duties and Responsibilities

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

1. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth 2. Leads support work, business development and/or product/client relationship management3. Assists in the generation of ideas and strategies for new business opportunities including prospecting4. Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation5. Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, selling product and advisory ideas internally and externally, and managing resolution of complex client transaction issues6. May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work7. Manages highly complex financial modeling, pitch-book production development, client relationship, and deal team travel, etc.
Required Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.    BA/BS degree2.    Minimum of 8 years of related work experience3.    In-depth knowledge of investment banking, market, industry sector and/or financial products 4.     Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management 5.    Superior skills in written and oral communications
Preferred Qualifications:
1.    MBA degree, with a Finance focus2.    10+ years of related work experience3.     2-4  years of management experience

- The annual base salary for this position in New York is $275,000

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

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

EEO is the LawE-VerifyIER Right to Work

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