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Raymond James & AssociatesNew York, New York
Job Description Summary An individual contributor with recognized skills in a specialized role in the field of Investment Banking. Job Description R aymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Job Summary Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analyst s work with a variety of financial products , including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time . Summer Analyst s will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact . Summer Analyst s are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings. Essential Duties and Responsibilities Develop financial models to assess debt and equity financing alternatives for transactions. Perform valuation methodologies, comparative company analysis and discounted cash flow analysis on target companies. Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories. Research, analyze, present and document drafting elements of a developing transaction. Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials. Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals. Maintain group databases as requested for research and analysis . Perform other duties and responsibilities as assigned , including duties requiring independent judgment and discretion on matters of significance to the business . Knowledge of : Fundamental concepts, practices, and procedures of Investment Banking. Fundamental investment concepts, practices and procedures used in the securities industry. Concepts, practices and procedures of Tax and Accounting. Financial markets and products. Skill i n: Communicating effectively, both orally and in writing. Analytical skills sufficient to assess and explain events in the market. Problem solving and solution design skills. Thinking independently and developing ideas and strategies. Utilizing technology and systems to produce reports, communications and presentations. Ability to : Gather information, identify linkages and trends, and apply findings to reports. Attend to detail while maintaining a big picture orientation. Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity. Think independently on matters of significance in order to market ideas. Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Establish and maintain effective working relationships at all levels of the organization. Utilize judgment and discretion to w ork independently as well as collaboratively within a team environment. Assume full responsibility and accountability for own actions. Demonstrate uncompromising adherence to ethical principles. Be proactive and demonstrate readiness and ability to initiate action. Education/Previous Experience : Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). Currently enrolled in an accredited under graduate degree program . OR ~ Any equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications None required. Location - New York, NY Education High School (HS) Work Experience General Experience - None Salary Range $60,405.80-$105,000.00 Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-KL1

Posted 1 week ago

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Campus HiresSan Francisco, California
Firm Profile Ducera Partners is a leading investment bank with expertise in mergers & acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital. Since its founding in June 2015, Ducera Partners has advised on over $850 billion in transactions across various industries. Ducera Partners has offices in New York, Los Angeles, San Francisco, and Stamford. For more information about Ducera Partners, please visit www.ducerapartners.com . Responsibilities As an Analyst, you will work on a wide range of transactions including restructurings, recapitalizations, acquisitions, divestitures, private placements, leveraged buyouts, and joint ventures. Analysts are expected to be involved in the development, structuring and financing of transactions and regularly attend internal and client meetings, negotiations and due diligence sessions. Analyst work will include, but is not limited to: Financial analysis and modeling Drafting of client presentations Preparation of memoranda for internal and external use Conducting financial and other business related research Coordinating complex and often time-sensitive processes Active involvement in client facing situations Assistance in the execution of transactions Qualifications Ducera Partners seeks to hire individuals who are highly motivated, team-oriented, intelligent and have excellent academic, leadership and extracurricular records. In addition, qualified candidates will possess the following: Strong financial modeling, finance, and accounting skills A demonstrated ability to work cooperatively with all levels of staff Excellent verbal and written communication skill Outstanding project management skills Exceptional attention to detail Requirements To be considered for the Analyst position, applicants must meet the following criteria: Completing Bachelor's Degree between December 2025 - June 2026 Resume must be in PDF format Following submission of this application, all candidates should complete a profile on Suited to further assist in an evaluation of your candidacy: Creating a Suited Profile Expected annual base salary: $110,000 The annual base salary listed reflects base salary only, and the total compensation package may include other components. Ducera Partners uses the Suited Assessment as part of our candidate evaluation and recruitment process to expand our consideration of candidates beyond traditional hiring metrics. Information on what is measured by the assessment, Suited’s data retention policies, and how to request a reasonable accommodation may be found here: Resource Guide for Investment Banking Candidates . Completing the Suited assessment is a mandatory part of our recruiting process; however, should you believe that even with appropriate reasonable accommodations enabled you require an alternative selection procedure, please email us at recruiting@ducerapartners.com. To see the results of our AEDT bias audit required under New York City Local Law 144, please click here: IB Assessment - Predictor 13A . Ducera Partners is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, martial or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. Ducera Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants.

Posted 30+ days ago

Corporate Banking Associate--GNI (Government, Nonprofit, and Institutions)-logo
Texas Capital BankHouston, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Brief Overview of Position A Corporate Banking Associate will have corporate banking experience ideally within the Government, Non-Profit, & Institutions (GNI) and help drive our financial results by supporting Senior Coverage Bankers in their efforts to identify opportunities and deepen relationships. This role will report to the GNI Group Manager and will be accountable to deliver best-in-class experiences and comprehensive financial solutions to clients and prospects. We are seeking qualified candidates with a passion for a long-term career in banking and the following core competencies Responsibilities Prepare for and engage in client and prospect calls individually and in support of Senior Coverage Bankers, with front-line activities comprising ~35% of the Associate I’s workday. Monitor transactions in the pipeline from prospecting phase through closing, both internally and externally. Support Senior Coverage Bankers in sourcing new prospect opportunities and develop solution-oriented pitch materials for clients and prospects. Identify cross-sell opportunities within existing portfolio. Responsible for coordinating and reviewing analyst prepared screening memos, underwriting documents, term sheets and return models to streamline the credit approval process. Review and finalize diligence lists and questions prior to meetings. Provide underwriting bandwidth during high growth periods especially on complex transactions. Assist Portfolio Managers with renewals and reviews of existing portfolio. Assist in recruiting, coaching, and mentoring junior colleagues. Qualifications Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 3.5 to 4.5 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Strong Analytical skills - critical thinking, data and information analysis, research, and problem solving. Strong Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Strong knowledge of banking suite of products and services. Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations Ability to produce reports, correspondence and presentations using Salesforce and Microsoft Office including Outlook, Excel and PowerPoint. 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

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Convergint CareerDetroit, Michigan
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking 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, 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 Specialist is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive up and electronic. Installs equipment and services/supports existing customers by responding to service calls. Drive up Specialists install, repair, rebuild, and service remote drive up systems, audio and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive up, locksmith and electronic projects. Systems include but are not limited to all manufacturers drive up equipment (including remote drive up), deal drawers, audio and video equipment related to drive up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills and experience. Handles moderately complex installations for the remote units such as alert systems. Installs new units with final connections, testing and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, and of moderate scope and complexity and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable with manufacturers specifications. Refers only the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive up, locking and electronic systems specific to banking industry. Basic knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. Must be able to pass high level security clearance Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous banking specialist experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Posted 1 week ago

Commercial Lender - Norman Business Banking-logo
MidFirst BankNorman, Oklahoma
The position is responsible for developing and expanding client relationships in the Metro OKC area by originating and closing real estate loans and commercial and industrial loans in the $1 million to $10 million target range. Responsible for soliciting new clients, proactively managing a client portfolio, providing exceptional customer service, and presenting full banking solutions to clients including cash management and treasury management products and services. Solicit, originate and underwrite commercial loans in the $1 million to $10 million range. Develop new customer relationships and management of an ongoing deposit and loan portfolio. Firm knowledge of cash management and treasury management products and services to complement and assist with growth of client relationships. Position Requirements: The successful candidate will possess a Bachelor's degree, extensive commensurate experience considered in lieu of bachelor’s degree Must have 7+ years banking experience with 3+ years in lending Strong credit skills and a current client portfolio to market preferred The candidate must possess strong prospecting, relationship building, loan structuring, and client retention skills and have the ability to work independently within a group of lenders.

Posted 30+ days ago

Banking Services Officer-logo
Mechanics BankGroveland, California
Mechanics Bank is currently searching for a Banking Services Officer to join our team at our Groveland Branch. The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch. Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with dotted line reporting to the Branch Manager. Leads branch in compliance, operations, service, and human resource related tasks for the operations staff. Develops and coaches employees in the branch. Is a subject matter expert in Bank policies and procedures and provides assistance on complex transactions. Oversees and supports the teller line, cash handling, dual control functions and is responsible for branch operations, staffing schedules, FTE budget management, and employee training and development. Ensures operations staff supports branch sales production activities through ethical referrals. Ensures exemplary customer service is provided and addresses any customer service escalations. What you will do: Manages the compliance and operations functions of a Retail branch. Sets priorities for Retail office operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures. Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank. Manages a team of employees. Provides leadership, coaching, feedback and developmental support. Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions. Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions. Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency. Reviews, prepares and analyzes reports, and makes recommendations for improvement. Manages the office in the absence of the Branch Manager. Ensures active community participation and leadership, including CRA activities, in the local community. Who you are: High School Diploma or GED required or equivalent combination of education and experience required. Minimum 5 years banking experience with an emphasis in operations required. Minimum 2 years management experience preferred. Notary license preferred. Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies. Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures. Knowledge of small business and consumer credit principles and practices. Excellent interpersonal skills; successful experience managing and leading people. Knowledge of State and Federal banking regulations pertinent to retail operations. Leadership ability to supervise and direct subordinate employees, and to provide coaching and development. Skilled handling customer issues in difficult situations. Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage. Attention to detail and accuracy to mitigate risk. Considered a customer service role model. #LI-GS1 Pay Range: $70,000 - $87,000 annually Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here . To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

Posted 30+ days ago

Vice President, Investment Banking - Professional Services-logo
Stout Risius RossCharlotte, District of Columbia
At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Vice President – Investment Banking, Professional Services Stout is seeking an experienced Vice President to join our Investment Banking group, specifically within the Defense & Government team, a key practice area in our Professional Services division. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A), capital raising, employee stock ownership plans (ESOP), and special situation transactions. The Vice President will play a pivotal role in driving the firm’s M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution. The Defense & Government team specializes in working with companies in the aerospace, defense, government services, and enterprise technology sectors. This is an exciting opportunity to lead impactful transactions and contribute to a high-performing team in a dynamic industry. Key Responsibilities: Partner closely with senior banking professionals on the Professional Services team to support business development through client coverage, prospecting, program management, and transaction execution. Lead the evaluation, origination, and execution of deals across diverse assignments, with a focus on the defense and government services markets. Build and maintain strong client relationships, primarily through the delivery of high-quality transaction execution and advisory services. Oversee all aspects of transaction execution, including team coordination, stakeholder engagement, and the development of advisory strategies and product ideas. Mentor and manage junior team members (associates, analysts, and interns) to ensure timely delivery of high-quality engagement deliverables. Manage complex financial modeling, pitch book creation, and deal logistics while maintaining strong client communication and engagement. Requirements: 10+ years of professional experience. 4–10 years of M&A investment banking experience preferred. A minimum of 5 years managing end-to-end M&A transactions. Prior experience in Professional Services, particularly in aerospace, defense, government services, or enterprise technology, is preferred but not required. Bachelor’s degree in Finance, Economics, or a related field (required). MBA (preferred). Advanced proficiency in Microsoft Excel, PowerPoint, Word, and other Office tools. Strong communication skills with the ability to thrive in a fast-paced environment. Knowledge, Skills & Attributes: At Stout, we foster a collaborative and inclusive culture that values individuals who are driven, entrepreneurial, and team-oriented. Our Vice Presidents bring a diverse range of professional and educational experiences to the table and demonstrate the following qualities: Positive and team-focused mindset. Accountability and reliability. Entrepreneurial spirit and commitment to excellence. Strong relationship-building skills. Exceptional communication and responsiveness. Intellectual curiosity and attention to detail. Advanced analytical and quantitative abilities. Comprehensive understanding of the sell-side execution process. Leadership capabilities with a proven ability to mentor and train junior team members while effectively managing senior-level relationships. Mentorship and Career Development: Stout is dedicated to fostering the growth and success of its team members. As an apprenticeship-driven business, Vice Presidents will benefit from full institutional support, working closely with senior leaders in the Professional Services team to further develop their careers. This description outlines the typical responsibilities and expectations for the Vice President role but is not intended to be all-encompassing. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. https://www.stout.com/en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, inclusion, and personal growth? Stout might just be the right place for you.

Posted 30+ days ago

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

Posted 4 days ago

Vice President, Investment Banking-logo
MarshBerryGrand Rapids, Michigan
MarshBerry is growing! We are seeking a Vice President to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking a Vice President for our Investment Banking & Consulting Team. The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects. This includes: negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such. Responsibilities: Serve as client-facing lead on merger and acquisition projects and financial consulting projects, developing strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution. Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction. Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability. Fully develop and utilize the company’s capabilities and position the company as a strategic partner. Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques. Coordinate approach with other business unit leaders, field and respond to new business inquiries, develop marketing strategies, and assist with external and internal branding execution. Manage existing relationships with clients, vendors and other business unit leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions. Research, write, and structure client ready work. Conduct quality review of project components, developing timelines and ensuring that they are met. Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients. Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports. Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system. Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs. Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. Other special projects, tasks or duties as assigned. Selection Criteria Education & Experience: Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree and/or Juris Doctor is a plus. Additional Professional Designations or Certifications desired, such as, CPA, CVA, CPCU and/or AM&AA. 6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services. Proven experience in leading work teams to achieve and exceed division goals and objectives. Demonstrated industry business acumen; ability to grasp new business concepts and issues. Proficient with technology; Microsoft Word, Excel and Power Point. This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire. Other: Analytical, proactive problem solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully. Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Ability to travel up to 40% of the time; includes overnight and limited weekend travel. Ability to work flexible and/or extended hours as needed. Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following: Crain’s Best Employers in Ohio The Nation’s Best and Brightest in Wellness North Coast 99 Top Work Places – The Plain Dealer Weatherhead 100 West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com . We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

Posted 30+ days ago

Relationship Manager, Digitial Banking-logo
CandescentAtlanta, Georgia
Candescent is the largest non-core digital banking provider. We bring together the transformative technologies that power and connect account opening, digital banking and branch solutions for banks and credit unions of all sizes on any core. Our Candescent solutions power the top three U.S. mobile banking apps and are trusted by banks and credit unions of all sizes. We offer an extensive portfolio of industry-leading products and services with an extensible ecosystem of out-of-the-box and integrated partner solutions. In addition, our API-first architecture and developer tools enable financial institutions to optimize and expand upon their existing capabilities by seamlessly integrating custom-built or third-party solutions. And our connected in-person, remote and digital experiences reinvent customer service across all channels. Self-service configuration and marketing tools give financial institutions greater control of their branding, targeted messaging and overall user experience. And data-driven analytics and reporting tools provide valuable insights to help drive continued growth and profitability. From conversions and implementations to custom development and customer care, our clients get expert, end-to-end support at every step. Job Description The Relationship Manager is responsible for establishing and maintaining relationships with executive level decision makers in Candescent top tier clients for the specific purpose of contractual continuity and increasing revenue generation through the sale of additional products and services. DUTIES & RESPONSIBILITIES • You are running a business measured by revenue - with revenue retention and growth goals achieved through marketing programs, add on business and collaboration with clients to drive innovation plans against strategy. • Responsible for educating clients on the business benefits of Candescent products and services. • Prepare proposals and presentations for specific recommendations for programs, services, and products. • Responsible for generating revenue in assigned accounts by securing sales of add-on products deemed as strategic products and by creating and managing strategies to improve end user adoption and bill pay penetration. • Negotiate pricing on renewals, products, and services both internally and externally. • Maintain an expertise on Candescent products and services by participation in official training programs as well as self-education on a continuing basis. • Serve as the primary point of contact for the client while coordinating Candescent resources required to service the clients and deliver products. • Attend conferences as required to network, establish and maintain relationships. • Represent NCR/Digital Insight at trade shows. QUALIFICATIONS: • Bachelor's degree and minimum 5 years experience in the financial services industry in a sales and/or account management role with demonstrated revenue quota achievement • Superior communication skills to facilitate establishing executive level relationships with clients • Prior experience in banking or credit union space - either as a practitioner or vendor to the industry. • Well versed in consultative, solutions-based selling. • Experience with relationship management or sales, including strong business acumen, strategic planning skills, and operations/escalation management. • Excellent organizational skills to manage multiple simultaneous projects in multiple customers. • General working knowledge of ASP solutions, Microsoft applications - Word, Excel, Outlook, PowerPoint, and CRM tools. • Demonstrated ability to work independently from remote locations. EEO Statement Integrated into our shared values is Candescent ’s commitment to diversity and equal employment opportunity. All qualified applicants will receive consideration for employment without regard to sex, age, race, color, creed, religion, national origin, disability, sexual orientation, gender identity, veteran status, military service, genetic information, or any other characteristic or conduct protected by law. Candescent is committed to being a globally inclusive company where all people are treated fairly, recognized for their individuality, promoted based on performance and encouraged to strive to reach their full potential. We believe in understanding and respecting differences among all people. Every individual at Candescent has an ongoing responsibility to respect and support a globally diverse environment. Statement to Third Party Agencies To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.

Posted 1 week ago

F
Fishback Financial CorporationBrookings, South Dakota
Job Description: This person shall be responsible for providing a superior service experience to all guests of FBT. This person must meet and resolve the transactional needs of guests in a timely and efficient manner, remaining ever aware of the guest. This person shall be responsible for developing and maintaining client relationships and managing client needs while proactively recognizing opportunities and offering solutions, all while putting people first. Qualifications: This person should have a n associate’s degree and a minimum of two year s of related experience, or the equivalent. This person should demonstrate strong communication skills through excellent verbal and written correspondence, effective listening, and responsiveness. This person should be genuinely personable, empathetic to others, collaborative, and a solution driven problem solver. Principal Responsibilities: Provide a superior service experience that not only satisfies the wants and needs of the bank’s guests but provides them with a unique experience indicative of First Bank & Trust’s culture and commitment to the communities we serve. Enthusiastically develop, maintain , and grow new and existing relationships that are profitable to the bank while minimizing risk. While not , a general understanding and aptitude for sales aids in this responsibility. Perform general teller functions including processing deposits, withdrawals, payments, and negotiable items. Maintain a balanced cash drawer each day. Remain risk-aware, recognizing and swiftly reporting any suspicious transactions. Assist in the daily servicing of branch hardware; including ATM and/or TCR(s). Anticipate needs and advise clients on solutions that personally benefit them. Assist in the opening of new accounts and establishing new relationships. Be an expert and educate clients in the bank’s suite of products, services and processes that meet both client and community needs. Proactively seek direction from the Retail Bankin g Supervisor and/or Retail Branch Manager that assures daily work aligns with organizational goals. In addition, be persistent in building relationships and collaborating with colleagues both in and outside of the Retail business line to meet client needs. Monitor and maintain both the deposit and credit portfolios for quality and potential risk. If necessary, follow through on collection efforts, using all legal means as required by Loan Policy and Guidelines. Act in accordance with FBT policies and procedures as set forth in the employee handbook. Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor. Compensation Grade Hourly Grade 4 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com .

Posted 2 weeks ago

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

Posted 30+ days ago

F
First National Bank Of PennsylvaniaCharlotte, North Carolina
Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. Position Title: Business Banking Underwriting Team Leader Business Unit: Credit Reports to: Manager of Business Banking Underwriting Position Overview: Manages a team of Business Banking Underwriters who prepare financial analyses for current and prospective commercial loan customers and make recommendations as to the creditworthiness of borrowers within a designated region. Communicates and executes credit underwriting risk strategies while ensuring compliance with regulatory guidelines. Responsible for the quality of underwriting and ongoing performance metrics for team. Position will have approval authority and recommend appropriate structures and risk/ mitigants where applicable. Primary Responsibilities: Manages a team of Business Banking Underwriter and ensure group wide performance and portfolio metrics are achieved. Provides training and guidance in completion of credit analyses for direct reports and other team members, including Business Banking Relationship Managers. Manages, distributes and monitors workflow for assigned regional team of underwriters. Reviews output from direct reports and makes recommendations for improvements. Analyzes the creditworthiness of borrowers, identifies key credit issues and prepares full written analysis according to available information and established policies and procedures accurately and timely including completion of the entire underwriting document and all components thereof with the focus on larger relationships and the most complex transactions with limited oversight. Acts as a senior loan adjudication resource in the Business Banking Loan process within prescribed lending authority and credit risk appetite. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Exceptional knowledge wide range of Commercial and Investment Real Estate lending and underwriting practices Past credit approval authority preferred Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 1 week ago

Executive Director, Online And Mobile Banking-logo
Northwest Bancorp, Inc.Columbus, OH
Job Description The Executive Director, Online and Mobile Banking will lead Northwest Bank's digital eco-system with responsibility for design and operation of consumer facing digital shop, buy, and serve experiences in digital channels (online, mobile, Northwest.com). In this highly visible and critical role, the Managing Director will be responsible for establishing and executing a user-based design vision to improve the client experience, accelerate online sales and enrollment, and drive higher retention and engagement through innovative offerings and features. Through both native development and third-party relationships, ensure experiences are aligned with the Northwest brand and support an omni-channel experience for new and existing customers. This role will be expected to be a strong, creditable voice in driving Northwest's digital and payments journey, enabling business partners and stakeholders with the insight and capability they need to drive strategic outcomes. Essential Functions Prepare ongoing assessments of digital products, recommend and execute improvements, establish a long-term roadmap to achieve a highly competitive position in the industry Be the center for knowledge - have a deep experience and curiosity about the digital product space and a desire to drive change throughout the organization Embody designed based thinking, including empathy, journey mapping, and the CX experience-put the client voice and data at the center of decision making Lead definition and execution of value propositions and end-to-end product experience, including on-boarding, transactional activities, payments, compliance workflows, customer support, operations, and bringing new solutions to market Own digital product positioning, and partner with marketing on go-to-market strategy and enablement to support the sales cycle Lead and develop digital experience team; build agile development capabilities to support roadmap execution in addition to strengthening external partnerships and evaluating/implementing new third party capabilities Manage and support technology integrations related to internal initiatives and acquisitions Recommend strategies to enhance the bank's brand and image in digital channels Influence the company's data strategy and analytics to improve offerings, marketing, client experiences, performance measurement, and overall engagement outcomes Improve the existing customer journey and simplify the experience while enriching features and capabilities Increase revenue and engagement through customer adoption, channel utilization, product usage, and delivering a solutions-based approach to meeting client needs Provide a deep understanding of financial services technologies, processing, payments, and use of third-party capabilities Possess a strong background in financial services and familiarity with banking products, services, payments, and regulations Contribute to bank-wide process improvement and efficiency efforts through automation and technology Manage product knowledge centers to support internal training, customer support, and servicing Translate line of business strategies into actionable digital marketing programs that drive revenue-attributable business outcomes across all divisions Possess excellent project management and cross-functional skills by working closely with teams across the organization, including Consumer and Commercial Bank, Legal, Compliance, and Risk Management, Executive Leadership Team, Marketing, Technology, Internal Communications, and external partners Ability to create content on demand in a range of styles and voices while observing hard deadlines, and have a proven record of program development, project management, and content strategy development Build an effective digital brand to attract new business Craft and drive strategies to enable sales teams, contact center agents, and frontline partners to leverage digital capabilities Possess a proven record of strong interpersonal skills - this position requires substantial interaction with bank representatives at all levels, including senior management. The ability to communicate persuasively, both orally and in writing, with other managers, staff, and the public is vital. Additional Essential Functions Essential Functions Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Safety and Health for Supervisors with Direct Reports Provide leadership and positive direction for maintaining the safety and loss prevention program Actively participate in and support employee participation in the safety and loss prevention program by ensuring that employees know how to properly report a safety issue, making sure that all accidents are promptly reported to Human Resources and documented, and ensuring that prompt action is taken whenever workplace hazards are identified Help implement emergency procedures QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Bachelor's Degree required Master's Degree preferred Work Experience More than 15 years: Managing and developing digital banking capabilities (online, mobile) across shop, buy, and service. Managing agile teams and developers and/or as a digital product owner Large bank experience a plus, specifically managing demands of multiple stakeholders and collaborating across marketing, technology, product, risk management, and lines of business Knowledge, Skills, and Abilities Ability to develop and implement an organizational vision which integrates key strategic goals, priorities, values, and other factors Ability to balance change and continuity - to continually strive to improve customer service and program performance, to create a work environment that encourages creative thinking, and to maintain focus, intensity and persistence, even under adversity Ability to design and implement strategies which maximize employee potential and foster high ethical standards in meeting the Northwest's vision, mission, and goals Ability to make timely and effective decisions and produce results through strategic planning and the implementation and evaluation of programs and policies. Ability to acquire and administer human, financial, material, and information resources in a manner which instills public trust and accomplishes Northwest's mission, and to use new technology to enhance decision making. Ability to explain, advocate and express facts and ideas in a convincing manner, and negotiate with individuals and groups internally and externally. Ability to develop an expansive professional network with other organizations Knowledge of key national and industry policies and economic, political, and social trends that affect Northwest; Understands near-term and long-range plans and determines how best to be positioned to achieve a competitive business advantage Travel Requirements Occasionally across the bank's regional offices and to acquire additional expertise through industry forums, conferences, and vendor engagements, approximately 10-20% of time Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 2 weeks ago

Commercial Banking Relationship Manager-logo
NBT BankNashua, NH
Pay Range: $119,993.00 - $160,008.00 Responsible for full range of New business Development activities. Evaluates loan applications and makes recommendations to higher authority. Maintains a loan portfolio that includes gathering relevant financial data and maintains customer relationships. Complies with bank policies and Federal/State regulations dealing with Commercial Lending. As necessary works with more experienced Banking Officers in handling more complex relationships. Education and Experience: 4 year degree or related experience 5-7 years lending experience Skills and Abilities: Strong accounting and credit analysis background Strong oral, written and listening skills Ability to attain/exceed goals Strong management and leadership skills Tasks Performed: 40% Develops a portfolio through New Business Development activities handling all but the largest most complex relationships with borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as Federal/State regulations affecting Commercial Lending. 25% Evaluates loan applications and makes recommendations to higher approval authority after analyzing borrower capacity, financial data, industry trends, collateral position, management ability and using personal judgment to determine credit worthiness. 20% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups. 10% Seeks advice and guidance from more experienced lending Officers throughout the loan underwriting, approval and closure process. 5% Other duties as assigned Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 10 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 1 week ago

Embedded Banking IT Senior Business Analyst-logo
Keybank National AssociationAlbany, NY
Location: 4910 Tiedeman Road- Brooklyn, Ohio 44144 Job Location Mobile- In office 3 days a week; 127 Public Square CLE, OH, 4910 Tiedeman Brooklyn, OH, 726 Exchange St. Buffalo, NY or 555 Patroon Creek Boulevard, Albany, NY Job Summary Join the Embedded Banking Team as an IT Senior Business Analyst! We support the growing Banking as a Service and Embedding Banking needs of Fintech and Commercial clients. This is an exciting and emerging digital channel. Our team consists of multiple scrum squads that work together to deliver new and enhanced features to our clients. We are looking for an IT Senior Business Analyst that will also function as a Scrum Master. Accountable for capturing the business and system/technical requirements for the APIs and backend services and facilitating scrum ceremonies. Interfaces with multiple areas including Product Owners, Lines of Business and Technology Stakeholders. The Technical Senior Business Analyst role will require strategic design and mapping of business requirements and solutions to system/technical requirements. An individual filling the Technical Business Analyst role should be comfortable working on an Agile team, leading discussions with both business and technology partners, and able to clearly articulate possible issues as well as solutions. The Technical Business Analyst will be responsible for writing technical specifications based on direct interactions with the line of business, technology team, and vendors/partners. The specifications will need to be precise and clear, as the Technical Business Analyst will work closely with technical leads to ensure feasibility and scalability of solutions. The Technical Business Analyst is engaged in best practice development initiatives, provides thoughtful leadership, and ability to adapt to ever-changing technology and business environments. Essential Job Functions: Influences and leads a cross-functional agile squad in the optimization of application capabilities & business processes. Provides Business Analysis and Project/Product support for the development, enhancement, quality assessment, and on-going support of the Embedded Banking Program and Commercial Banking Payments and Products. Captures requirements for multiple highly complex systems across multiple stakeholders; understands and applies the SDLC to the execution of deliverables. Works with Fintech partners, vendors, and corporate clients in evaluating solutions, onboarding, mapping data, designing integration specs, troubleshooting, etc. Utilizes industry trends to influence requirements for new application features and enhancements that are consistent with strategic priorities. Influences and significantly contributes to the design process to ensure it supports business requirements and an optimized user experience. Translates business requirements into technical requirements considering multiple users, risks, and/or impact scenarios and convey with appropriate level of detail to the development team. Applies expertise of the business and its trajectory and work with technical and business teams to support business objectives and align to the roadmap Works with QAS to lead project testing strategy. Support and/or participate in user acceptance testing to ensure quality in application releases and user experience Advises on security, risk management, and IT process principles and escalate to appropriate team(s) as needed. Partners effectively with security and risk teams to ensure tech portfolio changes adhere to standards Works effectively and individually with Technical and Non-Technical team members Has a passion for customer satisfaction and success Oversees and has accountability for the successful completion of all aspects of assigned project work Lead and Coach the scrum team and apply appropriate Agile/Scrum principles to create or enhance the timely delivery of valuable products; work with Prod/Exp Owner to evaluate team cohesion and effectiveness and provide recommended changes as needed. Support the adoption and implementation of Agile practices. Monitor and improve the scrum process and help to solve/remove impediments in the development process; recognize and remove external distractions. Required Qualifications/ Competencies and Skills: Bachelor's degree or similar experience in a related technology area Minimum of 3 years of experience in a similar role as an IT Business Analyst in Banking/Financial Industry Demonstrates the ability to effectively prepare and maintain the following documents / tools: Business process flow Requirements (business, functional, and technical) Executive summaries Demonstrates the following leadership skills: Able to effectively facilitate meetings, demonstrate brainstorming / consensus building skills, and interact with project sponsors from the line of business Works within deadlines for project team members Monitors progress and follows-up Provides respectful feedback and escalates where necessary Analyzes/Identifies areas of risk and develops plans to minimize Ability to learn quickly and think creatively Possesses excellent oral and written communication skills Passionate about learning new tools, languages, and workflows Experience with unit, functional, regression and performance testing Experience with SQL/executing queries; understanding of Data Models Team player with strong interpersonal skills and ability to take a leadership role when necessary Flexible and adaptable attitude disciplined to manage multiple responsibilities and adjust to varied environments. Experience working with developers Able to exercise independent judgment and take the lead role on enterprise level project with minimal direction from management Seeks opportunities to develop professional skills This position is NOT eligible for employment visa sponsorship for non-U.S. citizens. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $95,000 to $105,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 08/22/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 1 week ago

Chief of Staff Commercial Banking-logo
MidFirst BankOklahoma City, Oklahoma
The Commercial Banking Chief of Staff is a strategic thinker, trusted advisor and results-driven leader who will report to the Chief Commercial Banking Officer and collaborate with Senior Leadership on key strategic and operational initiatives. This role is key to the executive vision and helps shape strategy, drive high-priority initiatives and enhance operational excellence for the largest privately owned bank in the U.S. The Chief of Staff will have a unique role in helping shape the future of the Commercial Bank during transformative growth and innovation. What You Do Be a trusted and strategic execution partner to the CCBO while providing data-driven insights and recommendations that drive growth and increase the franchise value of the Commercial Bank Lead interesting, high-impact projects that do not fit neatly within organizational areas of responsibility, ensuring senior leadership and cross-functional alignment and accountability. Influence, advise, and support leadership in alignment with the broader business strategy Work closely with the CCBO and collaborate with key partners to manage the CCBO’s time; proactively manage the calendar and activities to optimize the CCBO’s impact and influence at all levels of the organization Take initiative to identify and prioritize opportunities, develop holistic strategies, and create an action-oriented environment as a partner with the broader leadership team Manage corporate initiatives for Commercial Banking such as the year-end process, quarterly town-halls, and board presentations Gather leadership and stakeholder perspectives on critical issues and craft clear, concise messaging that leads to informed decisions Identify and achieve measurable outcomes that are timely, cost-effective, and employee-centered, and establish a framework that accelerates execution and elevates team productivity while balancing short and long-term priorities What You Bring Bachelor’s Degree in business related field required, MBA/advanced degree or equivalent experience preferred Strong business acumen in financial services industry with proven success navigating matrixed organizations and influencing without direct authority Familiarity with translating high-level organizational goals into actionable plans and ensuring follow-through Proven experience researching, compiling, and synthesizing large and complex quantities of data into executive summaries Exceptional project management skills with the ability to oversee multiple complex projects and initiatives for which projects are not clearly defined Natural and analytical problem solving with the ability to distill complexity and drive clarity Exceptional communication, interpersonal, and influencing skills with the ability to build trust quickly across multiple audiences and stakeholders High level of accountability and integrity with capacity to persist and sustain energy Proven experience managing sensitive information and communications with the highest level of discretion

Posted 3 weeks ago

Executive  Director, Energy Corporate Banking, Upstream-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 . Texas Capital has been active in the oil & gas industry for more than 20 years and has built a team with deep industry knowledge, experience and relationships to support an industry that requires a specialized approach. Our dedication to the energy sector reflects Texas Capital’s long-term commitment to serving the leading clients in the industries that are important to the Texas economy. Our integrated corporate and investment banking team is comprised of experienced professionals dedicated to the broadly defined energy sector including upstream (operated and non-operated), minerals & royalties, midstream, water handling, as well as emerging opportunities in CleanTech, carbon capture and sequestration, and other energy-adjacent subsectors. Texas Capital provides value to our energy clients by utilizing our strong technical expertise, with team members specialized in engineering and geology, to support all transactions, including the formation of capital as well as advisory services. Corporate banking focuses primarily on the origination and structuring of secured and unsecured corporate loans and the syndication thereof with Texas Capital in an Admin Agent role. Corporate Banking is also responsible for delivering Texas Capital's extensive Treasury Management platform and risk management products and services. Corporate Banking relationships help to deliver the bank's full range of investment banking services relevant to our clients’ financing and strategic development including advice on Institutional Term Loans, Private Credit Term Loans, First Out Facilities, First-lien/Second-Lien Facilities, High Yield Bonds, Private Placements, Public Equity Offerings, M&A&D, Asset-backed Securitizations, Restructuring Advisory, etc. The Executive Director, will champion a client-centric culture and drive the strategy to acquire or retain and expand client relationships to generate revenue and increase share of wallet by presenting the full range of Texas Capital's products and services and delivering the entire bank to the client. Responsibilities of the Position Setting relationship strategies and directing relationship management activities with new and/or existing clients in the Upstream subsector of the energy industry, including public and private operating, non-operating and mineral & royalty companies, to grow revenue and market share. Providing ideas and insights to clients based on an understanding of their needs and financial well-being. Coordinating with the various product groups within Texas Capital to deliver the best solution and experience to clients. Developing and maintaining effective industry relationships with clients, external parties, legal counsel, etc. Monitoring transactions in the pipeline from the prospecting phase through closing, both internally and externally. Actively contributing to a high-performance and inclusive work environment in order to contribute to the overall success of the team. Assisting in recruiting and mentoring junior colleagues through active engagement on developing their skills (technical, coverage, leadership), providing real-time positive and constructive feedback to support their development. Ensuring all activities conducted are in compliance with governing regulations, internal policies and procedures. The duties listed above are the essential functions, or fundamental duties within the job classification. Texas Capital may assign reasonably related additional duties to individual employees consistent with standard departmental policy. Qualifications Bachelors or Masters degree in business (Finance, Accounting, Math, Economics, etc.) or other relevant degree. Demonstrated 8+ years of experience in Energy Banking, Corporate or Investment Banking preferred, or other relevant experience working with clients with advanced levels of risk and complexity of financial needs. Strong knowledge of the banking suite of products and services. Effective, self-directed individual with ability to work in a fast-paced, highly collaborative environment. Flexible to demands of work and viewed as a valuable team resource. Demonstrated ability to quickly adapt to new situations and to manage multiple projects with competing deadlines while maintaining high work standards. Strong quantitative skills focused on financial analysis, accounting and financial theory. Strong analytical skills including critical thinking, data and information analysis, research, and problem solving. Exceptional writing, interpersonal and communication skills. Strong knowledge and application of credit underwriting (i.e., cash flow models, financial spreads, credit packages and legal documentation). Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations. FINRA registration and licensing (minimum SIE, S63 and S79) in good standing required and maintenance thereof. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

U
U.S. Bank National AssociationPortland, Oregon
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description This position is responsible for the acquisition, expansion, and retention of new Payment business, including Merchant, Treasury Management and Card products. Job duties include: Contact existing and prospective clients to provide consultative advice on the business cash conversion cycle, working capital management and internal processes to develop Payment business. In collaboration with Business Banking Relationship Managers, manage relationships with existing clients to ensure proper servicing and structure of accounts and to expand existing business. Conduct receivables and payables business operating cycle analyses for identified client and prospective client relationships. Provide consultative and insightful feedback to clients. Provide product/service recommendations to create process efficiencies and provide other business flow benefits to the client or prospect. Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. Meet or exceed assigned sales and revenue goals and retention objectives. May assist in the structuring of new or modified Payment services and oversee the proper implementation of those services. Build relationships in the community and engage with local organizations. Identify business development opportunities as well as ways for U.S. Bank to make a difference in the communities we call home. Basic Qualifications - Bachelor's degree, or equivalent work experience -Five to seven years of related experience Preferred Skills/Experience - Advanced knowledge of Treasury Management and Payments - Well-developed sales and new business development skills - Strong client service and relationship skills - Effective verbal and written communication skills, and the ability to work independently - Active listening and problem-solving skills - Ability to teach customers how to use digital technology Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 6 days ago

Fair And Responsible Banking Quantitative Model Analyst-logo
US BankCincinnati, OH
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description This position will report to the Fair and Responsible Banking Analytics Manager and supports the U.S. Bancorp's Company's Fair and Responsible Banking Program Policy ("Policy") by performing discrimination risk analytics testing and monitoring activities covering a wide range of products, services, and focal points applicable to the Company. This position will be responsible for the design, development and maintenance of statistical models, statistical analysis, and incorporating business policies, procedures, and systems knowledge to ensure robust and comprehensive analytics. They will also collaborate with the Fair and Responsible Banking stakeholders of various levels within the organization, including Corporate Compliance, Model Risk Management, Audit, Legal, and Business Line personnel, to help ensure the effective performance of the Policy and related programs. This position requires an understanding of business objectives and key fair and responsible banking risk drivers across the product lifecycle. In addition to SAS and analytical skills, the successful candidate would be expected to communicate results concisely to a broad audience, including senior management. We are looking for candidates with the proven ability to work and thrive in a rapid-paced, deadline-driven, and collaborative environment; who have solid project management and organizational skills; and who have the drive to continually meet new challenges. The successful candidate is expected to drive effective and efficient analytics results, communicate concisely to differing audiences, and ensure high-quality written reporting and work output. ESSENTIAL FUNCTIONS: Design, develop, test, monitor, and support a variety of statistical methodologies using SAS programming. Perform robust statistical modeling, data mining, and data analysis across a variety of lending products. Interpret analysis results and communicate results concisely to various levels of management within the organization, including both technical and non-technical audiences. Create analytical reports summarizing fair and responsible banking risk and presents results for review by internal and certain external (regulatory staff) customers. Ensure documented interpretations and conclusions are appropriate. Maintain appropriate levels of technical writing documentation and collaborate with other analysts, to support and prepare materials related to Model Risk Management monitoring and validation activities. Provide timely risk escalation and awareness items to management and other stakeholders as appropriate. Identify and engage with the team in continuous improvement activities. Basic Qualifications Bachelor's degree in a quantitative field, and five or more years of relevant experience OR MA/MS in a quantitative field, and three or more years of related experience OR PhD in a quantitative field, and less than two years of related experience Preferred Skills/Experience Statistical modeling and fair lending model development expertise (including both linear and logistic regression techniques, non-regression statistical testing methodologies, and artificial intelligence/machine learning techniques). Extensive programming expertise (experience with SAS required; SAS certification, SQL, or other programming languages a plus). Experienced and knowledgeable regarding model best practices (knowledge of Model Risk Management concepts and expectations a plus). At least 4 years of experience in applicable laws, regulations, fair lending file review protocols, financial services, and using large and complex datasets. Knowledge of Regulation B, Fair Housing Act, discrimination risk concepts, fair lending examination procedures, and prohibitions against unfair, deceptive, or abusive acts or practices (UDAAP). Excellent project management and strategic skills. Must be detail oriented with a proven ability to manage a dynamic workload with multiple projects and changing priorities. Great presentation skills with the ability to communicate and collaborate effectively with a variety end users and management. Degree in a quantitative field (Mathematics, Statistics, Economics, etc.). Writing experience (e.g., technical writing and business reporting). Proficient with Microsoft Office packages, specifically Word, Excel, and PowerPoint. NOTE: This role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

R

2026 Investment Banking Summer Analyst Financial Services, New York, NY

Raymond James & AssociatesNew York, New York

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Job Description

Job Description Summary

An individual contributor with recognized skills in a specialized role in the field of Investment Banking.

Job Description

Raymond James Overview  

One of the largest independent financial services firms in the country could  be the place you build a career beyond your expectations.  

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.  

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.  

We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.  

Job Summary 
Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings.  

Essential Duties and Responsibilities 

  • Develop financial models to assess debt and equity financing alternatives for transactions. 

  • Perform valuation methodologies, comparative company analysis and discounted cash flow analysis on target companies. 

  • Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories. 

  • Research, analyze, present and document drafting elements of a developing transaction. 

  • Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials. 

  • Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals. 

  • Maintain group databases as requested for research and analysis. 

  • Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business. 

 
Knowledge of: 

  • Fundamental concepts, practices, and procedures of Investment Banking.  

  • Fundamental investment concepts, practices and procedures used in the securities industry. 

  • Concepts, practices and procedures of Tax and Accounting. 

  • Financial markets and products. 

Skill in: 

  • Communicating effectively, both orally and in writing.  

  • Analytical skills sufficient to assess and explain events in the market. 

  • Problem solving and solution design skills. 

  • Thinking independently and developing ideas and strategies.  

  • Utilizing technology and systems to produce reports, communications and presentations.  

 

Ability to: 

  • Gather information, identify linkages and trends, and apply findings to reports. 

  • Attend to detail while maintaining a big picture orientation. 

  • Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity. 

  • Think independently on matters of significance in order to market ideas. 

  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. 

  • Establish and maintain effective working relationships at all levels of the organization. 

  • Utilize judgment and discretion to work independently as well as collaboratively within a team environment. 

  • Assume full responsibility and accountability for own actions. 

  • Demonstrate uncompromising adherence to ethical principles. 

  • Be proactive and demonstrate readiness and ability to initiate action. 
     

Education/Previous Experience: 

  • Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).  

  • Currently enrolled in an accredited undergraduate degree program.  

OR ~ 

  • Any equivalent combination of experience, education, and/or training as approved by Human Resources. 

Licenses/Certifications 

  • None required. 

Location - New York, NY

Education

High School (HS)

Work Experience

General Experience - None

Salary Range

$60,405.80-$105,000.00

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

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