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RippleMatch Opportunities Phoenix, AZ
This role is with PNC. PNC uses RippleMatch to find top talent.   Retail Banking – Organizational Financial Wellness Intern   Position Overview   At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Retail Banking Summer Intern Program - Organizational Financial Wellness within PNC's Retail organization, you will be based in Denver, CO, San Francisco, CA, San Diego, CA, Dallas/Fort Worth, TX,, Houston, TX, Pittsburgh, PA, Detroit (Troy), MI, Chicago, IL, Atlanta, GA, or Little Falls, NJ.     Job Description Retail Bank Undergraduate Intern – PNC’s Organizational Financial Wellness As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week program, you will have the opportunity to gain exposure to a specific line of business, expand the tools you need to launch your career and complement your education with real-world job experience.   Retail Banking provides deposit, lending, brokerage and insurance services and investment management and cash management products and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. In 2018, a retail national expansion was launched designed to grow customers with digitally led banking and an ultra-thin branch network in markets outside of our existing retail branch network.   During the internship you will learn about sales and relationship management and acquire a deep knowledge of PNC's Retail Bank. You will gain on-the-job experience by having the opportunity to service on of our Retail Banking segments. The complexity of assigned projects will depend on your prior experience and work location. Travel to surrounding PNC locations in market may occur on a frequent basis. Each assignment is designed to give you challenging development opportunities helping to build your knowledge and skills.   PNC’s Organizational Financial Wellness: The Organizational Financial Wellness track of the Retail Bank Summer Internship develops the next generation of leaders through segments across key retail channels with a focus on Organizational Financial Wellness. Our Organizational Financial Wellness team helps organizations go beyond traditional benefits to provide more of what employees need to move forward financially.   We deliver a hositic set of employee impacting financial wellness solutions to organizations.  In addition, we work closely with organizations to drive engagement with their employees by creating experiences that help employees take steps toward their financial goals.  The solutions offered range from a bank-at-work program, to health and benefit spending accounts, student debt assistance, retirement plan services, and more.  A combination of a winning attitude, professionalism, and genuine interest in the financial wellness industry is instrumental to excel in this role. Organizational Financial Wellness employees need to be proactive, persuasive and personable. Associates in this program will experience a holistic view of how the Organizational Financial Wellness group functions to obtain the knowledge and skills necessary to suceed as an Associate Financial Wellness Consultant.   The Organizational Financial Wellness track of the Retail Bank Summer Internship is located throughout PNC’s footprint.   The ability to travel up to 10% and access to reliable transportation for handling local assignments are required.   This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager’s discretion.     Learn more about PNC’s Summer Internships by visiting  www.pnc.jobs/students .   Job Profile: Performs or assists in banking activities, including researching clients or prospects, creating and/or calling on targeted calling lists, scheduling, attending and/or leading client or prospect appointments, creating presentations and/or proposals, and identifying and/or delivering on next steps to move relationships forward.  Works under supervision and may have limited approval and/or exception authority. Helps build the client base through proactive, outbound quality sales conversations with both organizations and their employees. Creates loyalty and deepens relationships through a differentiated client experience. Participates in special projects related to the business and its strategic priorities. Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in product and sales. Participates in formal learning to develop the skills needed to excel in the role.   Required Education and Experience : Working toward Bachelor's Degree, Preferred business relevant majors (e.g. Finance, Accounting, IT, Economics, Marketing, Mathematics, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), Sophomore or junior status, Minimum GPA 3.0   PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.     Qualifications   Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.     Competencies Accuracy and Attention to Detail, Analytical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Initiative, Products and Services, Self-Directed Growth and Development     Work Experience Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.     Education No Degree     Pay Transparency   Base Salary: $18.00 – $35.00     Salaries may vary based on geographic location, market data and on individual skills, experience, and education.     Application Window   Generally, this opening is expected to be posted for two business days from 07/29/2024, although it may be longer with business discretion.     Disability Accommodations Statement   If an accommodation is required to participate in the application process, please contact us via email at  AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.     Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.     California Residents   Refer to the  California Consumer Privacy Act Privacy Notice  to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Posted 3 days ago

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RippleMatch Opportunities Boston, MA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 30+ days ago

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RippleMatch Opportunities Atlanta, GA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 30+ days ago

Banking Consultant I-logo
Magnifi FinancialLittle Falls, Minnesota
POSITION SUMMARY Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assists members with all routine transactions including teller machine transactions. • Creates a remarkable member experience by responding and providing resolutions to member requests with expertise. • Consults with members to identify and recommend Magnifi Financial products and services based on financial need. Makes referrals to appropriate departments. • Responsible for maintaining cash drawer, cash recycler and the day-to-day operation of ATM machines (deposit and restocking of ATM). • Performs a wide range of account services including, but not limited to setting up mobile deposit, mobile banking and digital banking, credit and debit card activation, debit card inquiries, transfers, funding loans, handling debit card inquiries, address changes, stop payments, transfers, check orders, etc. • Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking, digital banking, ATM’s). • May perform opening and/or closing duties for the branch. • Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts. EDUCATION AND EXPERIENCE • High school diploma or currently pursuing a high school diploma required, two-year degree preferred • Customer service and/or sales experience required • Notary Public designation in this position is optional BENEFITS We are committed to investing in our team! Magnifi Financial offers benefits that help everyone achieve their full potential. Full-time employees are eligible for the following benefits (benefits with an asterisk are also available to eligible part-time positions): Opportunities for Training and Development * Leadership Development * Job Level Advancement (ability to move up in your position through training and development) * Tuition Reimbursement * 32 Hours Volunteer Paid Time Off * Paid Time Off - Begin accruing upon date of hire for a total of 4 weeks per year for FT; prorated for PT * Medical Dental Vision Employer paid Life Insurance/AD&D Employer paid Disability Insurance Retirement Plan - Employer match up to 4%, eligible for annual profit sharing * Paid Parental Leave Bonus/Incentive Program Health and Wellness Programs * PAY Salary Range: $17.12/hr. through $25.68/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses. WHO WE ARE At Magnifi Financial, we offer a collaborative, friendly environment where we support our employee's growth and development, and create a positive work atmosphere. As a member-owned organization, we are focused on making dreams come true for our members. Our vision is enhancing the lives of members and community through strength, service and growth. Magnifi Financial has grown to more than 90,000 members, over $2 billion in assets, over 400 employees, and over 25 branch locations throughout Minnesota. But what hasn’t changed is our focus on the members and communities we serve.

Posted 1 week ago

Investment Banking Analyst | Technology (Software)-logo
Houlihan LokeyNew York, New York
Business Unit: Corporate Finance Industry: Technology

 Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

 Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.

 Technology Group Our Technology Group is a global team and recognized leader in providing high-quality, relationship-based advice to clients whose businesses offer Software and Digital Media solutions. We have an extensive track record of working with domestic and international clients and delivering creative, effective, and successful outcomes based on our deep understanding of our clients, their business models, and the markets in which they operate. The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success, and creativity and new ideas are encouraged. Associates are given substantial responsibility and encouraged to help us grow our business. They work on transactions that provide exposure to various investment banking services, including a predominant M&A focus and private placements across equity and debt. Responsibilities As a Senior Analyst, you will: Prepare, analyze, and help explain historical and projected financial information Create financial models Coordinate and perform business due diligence Prepare confidential information memoranda, management presentations, and marketing pitches Build relationships and maintain direct contact with clients and prospective clients, professional advisors, and other stakeholders Supervise and mentor junior staff Requirements / Qualifications The following qualifications/skills are required: You will have a strong academic track record 2 years of investment banking experience and technology / software transaction experience required A solid understanding of the sell-side M&A process, along with proven experience in successfully closing deals Fundamental understanding of financial valuation methodologies and applications Advanced financial modeling and analytical abilities; Strong LBO and DCF modeling skills Strong qualitative and quantitative research skills Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations Excellent verbal and written communication skills in English are essential Advanced knowledge of Excel Independent thinker and resourceful problem solver Strong work ethic, organizational skills, and ability to multitask Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment Ability to work independently in a fast-paced environment 

 Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$110,000.00-$130,000.00

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.

 Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. 

#LI-114736

Posted today

Banking & Capital Markets Tax Senior Manager-logo
PricewaterhouseCoopersStamford, New York
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 5 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity. Preferred Qualifications : Preferred Knowledge/Skills : Intimate knowledge of the tax issues affecting either the domestic and/or international banking industries. Intimate knowledge of public accounting practices, internal domestic banking tax departments or internal foreign banking departments. Comprehensive technical skills in FAS 109, FIN 48, tax provision preparation audit and review, and corporate and partnership tax compliance. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system. Lead as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: - innovating through new and existing technologies, along with experimenting with digitization solutions.- working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.- utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

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U.S. Bank National AssociationGresham, 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 Leasing Specialist position will support the Business Banking Group (BBG) team, which services small businesses in U.S. Bank markets across the country. Performs a variety of technical, specialized and complex functions within leasing operations to ensure accurate and efficient operations such as preparation of client and end user documentation, closing and funding transactions, managing and monitoring client operating agreements, accounting, servicing, and management of file review and document retention. Verifies, processes, and documents information relating to all aspects of standard and non-standard collateral and loan documentation to ensure completeness and accuracy. Releases collateral when loan is satisfied or no longer needed. Accomplishes tasks within designated time frame and provides high quality customer service by responding to customer inquiries, requests and problems. Researches and resolves problems and errors with accounts. Basic Qualifications High school diploma or equivalent Three to six years of experience in leasing or other financial operations activities Preferred Skills/Experience Advanced knowledge of products, terminology, closing policies and procedures, funding policies, underwriting requirements, legal documents, and systems related to assigned area of leasing operations Considerable knowledge of applicable credit policies and approval processes for assigned product(s), as well as applicable laws and regulatory requirements Ability to work with multiple functional areas to solve complex documentation needs Ability to apply critical thinking for all elements of lease/loan documentation construction Ability to master multiple software applications; strong PC skills Strong mathematical skills and general knowledge of basic accounting procedures used within the assigned area Proven commitment to quality customer service and ability to work well with customers Strong general office skills Excellent verbal and written communication skills The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $24.18 - $32.21 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 today

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

Posted 3 weeks ago

Senior Manager, Data Analytics - Banking-logo
CurrentNew York, NY
At Current, we're on a mission to empower our members to create better financial outcomes for themselves. Headquartered in NYC, we're a leading U.S. fintech and one of the fastest-growing companies with millions of members. We welcome everyone to build great products, grow quickly, and make an impact together. ABOUT THE ROLE We are seeking a seasoned analytics leader with a proven track record in guiding data and business analytics strategies and managing high-performing analytics teams. As the Senior Manager, Data Analytics within the Banking team, you will play a pivotal role in driving business growth and profitability across the entire product lifecycle and within the broader business P&L. You will be a key member of the Banking leadership team, leveraging data to inform strategic decisions, optimize operations, and identify new revenue opportunities. This role will lead a team of talented analysts, working cross-functionally to leverage data to successfully launch new products, scale existing offerings, and fuel business growth. By deeply understanding customer behavior, this role will ensure a seamless user experience and inform strategies that enhance customer value and drive business success. In this hands-on leadership role, you will drive the development and execution of analytical projects and processes. You will also be responsible for developing the competencies and talent strategies of your team to ensure their ongoing success and the overall success of the Banking department. Your leadership in data-driven decision-making, business intelligence, and analytics infrastructure will be instrumental in shaping the future of financial products and services at Current. RESPONSIBILITIES Lead and mentor a team of data analysts, fostering a culture of analytical excellence. Devise and implement analytics strategies to enhance banking performance, revenue, and customer growth. Create and manage data pipelines, dashboards, and reports to track key performance indicators (KPIs) for the Banking team and ensure efficient dissemination of the KPIs. Deliver timely insights, identify key business performance drivers, and uncover untapped growth opportunities. Enable the development and implementation of new customer treatment models, incentives, and pricing strategies to optimize P&L growth. Conduct in-depth analyses using internal and third-party data to identify trends, discover opportunities, and elevate customer experience. Partner with stakeholders across Leadership, Product, Credit Risk and Engineering teams to define success metrics, analyze trends, and provide actionable recommendations Partner with cross-functional teams, including Product, Engineering, Risk, and Customer Success, to conceptualize and launch new products and features. Design and Implement Experiments, customer segmentation, and personalization strategies and help establish frameworks and improve key processes. Review analytics initiatives on the banking and cross-functional teams and provide actionable feedback and recommendations. Deliver actionable insights to senior leadership on banking performance and key initiatives. Collaborate with Finance on business case analysis, revenue forecasting, and customer growth projections. Uphold data integrity, accuracy, and governance across the banking analytics ecosystem. Effectively manage team resources and personal bandwidth to prioritize and deliver high-quality analytical projects. ABOUT YOU 10+ years of experience in data analytics, preferably in fintech, banking, or customer-centric industries. 3+ years of experience managing and leading analytics teams and strategies. Strong proficiency in SQL and Python for data analysis and automation. Strong hands-on experience in managing multiple analytical workstreams. Proficient in designing, analyzing, and interpreting experiments. Well-versed in customer segmentation and deep-dive behavioral analytics. Proven ability to uncover revenue and growth opportunities through data insights. Track record of improving customer conversion and retention through data-driven product strategies. Experience in rolling out new products/features and tracking their impact. Skilled in developing compelling dashboards and reports to communicate insights effectively. Strong cross-functional collaboration with Product, Marketing, Finance, and Engineering teams. Advanced analytics capabilities, including statistical inference, significance testing, and forecasting methods. Exposure to machine learning modeling and related workflows. Preferred Skills & Qualifications Experience in fintech or financial services. Background in B2C products and analytics. Familiarity with credit, loans, or liquidity products. Experience in building classification and regression machine learning models. Strong knowledge of marketing data analytics, attribution, and performance measurement. Expertise in designing and analyzing randomized control trials (A/B or multivariate testing). At Current, you will have the opportunity to lead impactful analytics initiatives, drive data-informed decision-making, and shape the future of banking for millions of members. Join us in building the next generation of financial services! This role has a base salary range of $220,000 - $265,000. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. BENEFITS Competitive salary Stock options 401(k) savings plan Discretionary performance bonus program Biannual performance reviews Medical, Dental and Vision premiums covered at 100% for you and your dependents Unlimited time off and paid holidays Generous parental leave policy Commuter benefits Healthcare and Dependent care FSA benefit Employee Assistance Programs focused on mental health Healthcare advocacy program for all employees Access to mental health apps Team building activities Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches

Posted 30+ days ago

Lead Data Scientist, Banking-logo
CurrentNew York, NY
Lead Data Scientist, Banking At Current, we’re on a mission to enable our members to create better financial outcomes for themselves. Headquartered in NYC, we’re a leading U.S. fintech company and one of the fastest-growing companies with over 4 million members. No matter your title, we’re a team that collaborates on building great products and making an impact together. We are in search of an experienced Data Scientist to lead our ML model development for our lending and liquidity products. In this role, you will leverage VertexAI to lead the design, development, deployment, and governance of machine learning models that power and optimize our risk underwriting to achieve business objectives. The ideal candidate will possess a strong background in statistical analysis, machine learning techniques, and programming, and preferably a solid understanding of the Credit Risk domain and VertexAI’s capabilities, along with experience in deploying and scaling models using Scala and Google Dataflow. Responsibilities: Design, develop, and deploy models that are used for risk underwriting, risk management, limit setting, pricing, and customer acquisition and engagement optimization. Analyze diverse datasets, including but not limited to credit bureau, customer behavior, and alternative data, to extract meaningful insights and patterns, identifying actionable opportunities for optimization and innovation. Lead and mentor a team of data scientists and analysts, providing guidance and support. Conduct exploratory data analysis, feature engineering, and model selection to optimize performance and enhance predictive accuracy. Implement and maintain scalable machine learning pipelines and workflows on Google Cloud Platform, ensuring reliability, scalability, and efficiency. Leverage Google Dataflow to process large-scale data and build scalable data processing pipelines. Evaluate model performance and govern deployed models using appropriate metrics, techniques, and scalable automated methods. Maintain model documentation and perform ongoing refits/retraining of existing models to ensure models are always at or near optimal performance and risks of degradation are avoided or managed. Design experiments, measure, test, and conduct readouts to optimize and test the underwriting process, offers, and customer engagement. Collaborate with engineering teams to integrate machine learning models into production systems, monitor performance, and troubleshoot issues. Contribute to developing best practices, standards, and documentation for machine learning processes and methodologies. Develop and implement data-driven strategies for credit risk management. Requirements: 7+ years of experience in data science or machine learning roles, with expertise in developing and deploying machine learning models, preferably with a background in consumer credit risk and the lending space. 2+ years of experience leading and managing data scientists and/or data analysts. Degree in Computer Science, Statistics, Mathematics, or a related field. Proficiency in Python programming and machine learning libraries (e.g., TensorFlow, scikit-learn) for model development and deployment. Proficiency in data preprocessing, feature engineering, and model selection techniques to optimize performance. Familiarity with Google Cloud Platform services, particularly VertexAI and Dataflow, for scalable data processing and model training. Proficiency in SQL and at least one programming language for developing scalable and efficient machine learning solutions. Understanding of credit risk models and methodologies. Strong leadership, communication, and collaboration skills. Ability to work effectively in a fast-paced, cross-functional environment. Strong understanding of statistical analysis, hypothesis testing, and experiment design. Excellent problem-solving skills with the ability to translate business requirements into technical solutions. Preferred: Experience using the Scala programming language for developing scalable and efficient machine learning solutions. 2+ years of experience building and deploying models using Vertex AI. Experience in B2C Fintech or Financial Services domain(s). This role has a base salary range of $215,000- $275,000. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. Benefits: Competitive salary  Stock options  401(k) savings plan  Discretionary performance bonus program  Biannual performance reviews Medical, Dental and Vision premiums covered at 100% for you and your dependents  Unlimited time off and paid holidays  Generous parental leave policy Commuter benefits  Healthcare and Dependent care FSA benefit  Employee Assistance Programs focused on mental health  Healthcare advocacy program for all employees  Access to mental health apps  Team building activities Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches

Posted 30+ days ago

Commercial Banking Relationship Manager-logo
Northwest BankLebanon, Pennsylvania
Job Description Job Summary The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations Participate in continued sales, product and credit training Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education + Experience Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. Excellent verbal, written, and interpersonal communication skills. Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted today

U
UnitNew York, New York
ABOUT UNIT Unit is a market leader in embedded finance. We offer ready-to-launch financial services - like banking and capital - and serve millions of end-users across ~100 customers, including Wix, Bill.com , Honeybook, Relay, and more. We’re repeat founders with technical backgrounds, working hard to build a successful company that we’re proud to work at. Our product moves $40b+ annually and processes 12m+ API calls daily. We’ve raised $160m+ from top investors including Insight, Accel, and 60+ angels. THE ROLE We are looking for a strategic and execution-focused Head of Risk and Banking Operations to join our team. Reporting to the Head of Risk & Fraud, this role will oversee and lead both the Risk Operations and Banking Operations teams. The ideal candidate is a proven leader with deep industry knowledge, strong analytical and operational capabilities, and the ability to build high-performing teams in a fast-paced environment. This role is based in New York. KEY RESPONSIBILITIES Team Leadership & Execution Lead and manage the Risk and Banking Operations teams, including full-time and part-time employees. Oversee hiring, training, development, and performance management of team members. Ensure operational excellence in daily workflows, driving consistent, high-quality service delivery across risk and banking functions. Identify and execute opportunities for operational automation and scalability through technology and AI. Policy, Process, and Performance Define, implement, and continuously improve policies and procedures for onboarding (KYC/KYB/CIP/OFAC) and banking operations (payments and transactions, disputes). Establish and manage SLAs, KPIs, and other operational metrics to evaluate team efficiency and effectiveness. Own documentation of internal policies and technical processes, ensuring clarity and compliance. Cross-Functional Collaboration Serve as the primary point of contact for banking operations matters with Unit’s bank partners, and coordinate operational alignment. Interface with clients to provide guidance, training, and support on tools and banking operations processes. Partner closely with internal stakeholders across Risk, Fraud, Product, Customer Success, and Compliance. Collaborate with Product, Engineering, Fraud Analytics, and Data teams to develop rules, models, and tools that reduce manual work and enhance fraud detection and service efficiency. WHAT WE'RE LOOKING FOR 5+ years experience leading large operational teams, ideally across both risk and banking operations. Experience in a high-growth technology company or financial institution, preferably in embedded finance or fintech. Deep understanding of the banking ecosystem, regulatory frameworks (e.g. KYC, CIP, OFAC), and fraud risk management. Strong analytical skills, with experience using data to drive decisions and improve operational outcomes. Proven ability to lead cross-functional initiatives and deliver scalable solutions. Exceptional communication, client-facing, and stakeholder management skills. Team-oriented mindset with a strong sense of ownership and accountability. LIFE AT UNIT Working at Unit means joining a global team on a mission to create a more equitable financial ecosystem. We’re a fast-growing team of individuals who are passionate about their work, see the big picture and always seek to empower our clients and their end-customers.

Posted 4 days ago

Senior Manager, Business Controls - Corporate Banking-logo
Raymond JamesSaint Petersburg, Florida
Job Description Job Summary Under limited supervision, uses extensive knowledge and skills obtained through education, experience and/or certification in banking industry regulatory compliance to ensure first line compliance with banking rules and regulations within Corporate Banking. Manages Corporate Banking compliance functions/programs to ensure compliance processes and procedures are integrated and aligned with business processes and procedures. Responsible for leading compliance reviews and any audits/exams on behalf of Corporate Banking. Leads development and implementation of compliance initiatives. Acts as Corporate Banking subject matter expert regarding compliance and regulatory risk. Works with internal and external business partners to ensure regulatory compliance within the Bank’s Corporate Banking division. Influences strategic direction and develops tactical plans with substantial latitude for independent actions or decisions. Provides comprehensive solutions to complex problems or needs. Maintains extensive contact with internal and external partners to implement solutions and identify, research, and resolve problems. Works closely with senior leaders. Essential Duties and Responsibilities Performs human resource management activities including identifying performance problems, approving recommendations for remedial action, evaluating performance, and interviewing and selecting staff. Plans, assigns, monitors, reviews, evaluates and leads the work of others. All duties and responsibilities are from a first line perspective. Develops and maintains compliance related existing processes and procedures (e.g. Sales Practices, Reg W, Reg U, Fair Lending, Reg B, mortgage regulations, etc.). Leads through compliance updates/changes including assisting with new process and procedures. Ensures Corporate Banking and 3rd party servicers have processes and procedures in accordance with regulatory requirements and that they maintain compliance with their defined processes and procedures. Ensures risks, control points and quality assurance are properly addressed within process and procedures. Interface with RJB Compliance, RJ Compliance, and RJ Supervision to guide Corporate Banking in adherence to compliance and regulatory risk. Responsible for test schedule, test plan and testing of compliance related policy and procedures. Responsible for any loan origination system related testing impacting Corporate Banking with a compliance impact (i.e. calculations, language, etc.). Acts as lead for loan reviews, exams and/or audits. Gathers information from all Corporate Banking groups for audits/exams (internal audit, regulators and auditors). Conducts due diligence to respond to regulatory inquiries, exam requests, internal audit, and compliance requests. Leads responses to auditors/regulators. Manages corrective actions required to address regulatory identified matters. Reviews notices, compliance related regulatory reports and forms for adherance with rules and regulations. Coordinates Corporate Banking staff compliance training to ensure appropriate training based upon role. On point to opine/provide guidance on all compliance and regulatory matters for all functions including disclosures, processing, underwriting and closing. Ability to identify process gaps and risk exposures within Corporate Banking projects, strategies and operational processes. Provides support and guidance for all compliance efforts related to Corporate Banking. Coaches and mentors subordinates, identifies training needs and recommends appropriate development programs. Performs other duties and responsibilities as assigned. Knowledge of Advanced knowledge of concepts, practices and procedures of banking compliance. Strong understanding of the principles of banking and finance and securities industry operations. Advanced knowledge of financial markets and products. Management of internal and external regulatory exams and audits. Skill in Managing compliance programs. Integrating and aligning compliance processes and procedures with business processes. Providing support and guidance for compliance and regulatory efforts. Identifying and implementing controls and quality assurance processes. Reviewing materials for compliance with rules and regulations. Researching compliance/regulatory issues. Gathering information and preparing oral and written reports. Conducting oral presentations. Investigating compliance/regulatory irregularities. Making rule-based and analytical decisions. Operating standard office equipment and using required software applications. Ability to Attend to detail while maintaining a big picture orientation. Gather information, identify linkages and trends and apply findings to assignments. Interpret and apply banking regulations and identify and recommend compliance changes as appropriate. Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. Work independently as well as collaboratively within a team environment to accomplish work. Keep abreast of banking industry rules and regulations and best practices in compliance. Resolve complex problems/issues, independently analyze information, and make recommendations based on analysis. Read, analyze, interpret and apply information from regulations, policies, financial reports, and legal documents in order to identify and recommend changes. Partner with other functional areas to accomplish objectives. Establish and maintain effective working relationships at all levels of the organization. Incite enthusiasm and influence, motivate and persuade other to achieve desired outcomes without organizational authority. Communicate effectively, both orally and in writing, with all organizational levels. ***SIE not required*** Education Bachelor’s: Accounting, Bachelor’s: Actuarial Science, Bachelor’s: Applied Mathematics Work Experience General Experience - 6 to 10 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Hybrid 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-AT1

Posted 1 week ago

Healthcare Business Banking Relationship Manager-logo
US BankNewport Beach, CA
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 Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to U.S. Bank's Healthcare clients with annual revenue of up to $25 MM. BBRMs are experienced partners who understand their clients' needs and goals, as well as delivering comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a wide range of offerings to support both the individual and the business entity. This includes loan products, credit cards, payment processing, treasury solutions, and personal wealth planning. Healthcare Business Banking RMs are responsible for cultivating and managing new and existing healthcare client relationships. They achieve this by serving as trusted partners who assess and attend to client needs, provide education on available deposit and loan products and services, and recommend financial solutions based on each client's unique goals. They utilize their business banking expertise to consult and deliver a mix of products and services including lines of credit, term debt products, buyouts, and commercial mortgages. When a client's needs extend beyond core business banking offerings, the BBRM continues to direct the overall relationship and plays a leading role in managing referrals to/partnership with other business units. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Prior Healthcare and Practice Finance banking & structuring experience Prior experience in clinic and center Commercial Real Estate Experience working with Treasury Management and Wealth Management partners Experience working with Healthcare and Practice clients & prospects Experience managing complex credit structures and loan requests larger than $2.5MM Experience working with companies and practices up to $25MM in annual revenue Proven success developing new business and COIs in the healthcare industry Demonstrated knowledge of commercial credit and credit quality Agile and innovative approach to problem solving and decision making Excellent verbal and written communication and presentation skills Ability to work effectively with individuals and groups across the company to manage customer relationships Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $124,355.00 - $146,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

R
Rsm Us LlpChicago, New York
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Temporary Manager – Reg 9 Internal Audit & Process Risk Consulting (Banking & Wealth Management) We are seeking an experienced Temporary Manager to join our Global Banking Risk Consulting Practice, specializing in Reg 9 Internal Audit and Process Risk & Controls (PRC) Consulting. This role offers exposure to global banking and wealth management institutions, fostering collaboration, innovation, and professional growth. Key Responsibilities Lead and execute internal audit and risk consulting engagements for global banking and wealth management clients. Assess internal controls, regulatory compliance, and risk exposure, providing practical remediation guidance. Must have experience in Regulation 9 (Reg 9), fiduciary audits, and wealth management controls. Oversee project execution, fieldwork, and client presentations, ensuring quality and efficiency. Manage multiple engagements, delegate tasks, and oversee project economics. Communicate technical findings effectively to senior business and IT stakeholders. Qualifications 6+ years of internal audit, risk management, or controls experience in global banking/wealth management. Must have expertise in Regulation 9 (Reg 9). CPA, CIA, or equivalent certification preferred. Strong leadership, communication, and project management skills. At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status ; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com . RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here . At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $56 - $84 per hour

Posted 1 week ago

Associate, Investment Banking, Financial Institutions Group-logo
Royal Bank of CanadaNew York, New York
Job Summary Job Description What is the opportunity? We are seeking a Associate to play a critical role in building our platform within our US Investment Banking division. Successful candidates will be heavily involved in transaction execution, new business presentations and client meetings. What will you do? Transaction execution, new business presentations and meetings, and other such duties Working with team in development of pitch books and related client materials Coordinating with Industry, Product and other groups to evaluate and originate new business ideas/opportunities Generate new ideas for content creation and analyses for clients’ Proactively identify operational risks/ control deficiencies in the business Review and comply with Firm Policies applicable to your business activities Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis What is needed for success? Bachelor’s degree and MBA, MA or MS or equivalent with emphasis in finance/accounting Minimum of three years of Investment Banking experience Prior FIG investment banking experience and a strong understanding of bank valuation, financial and operational metrics, merger modeling and transaction execution’ Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting Highly motivated with demonstrated ability to manage conflicting priorities and requests Ability to take initiative and function independently, balanced with strong teaming skills Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization Must maintain high standards of professional and ethical conduct Series 79 & 63 licensed Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients The good-faith expected salary range for the above position is $175,000 - $225,000 depending on class year and factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC’s high performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-01-29 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. ​​​​​​​ We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 1 week ago

Vice President, Corporate Banking-logo
Royal Bank of CanadaNew York, New York
Job Summary Job Description Vice President, Corporate Banking, Royal Bank of Canada (US), New York, NY: Structure acquisition loans, bridge loans and corporate revolvers for identified clients and targets. Preparation of credit submissions and other documentation related to the transaction approval process (including assistance related to loans syndications, pipeline management, single name strategies and Exceptions Committee papers) through closing and ongoing monitoring. Structure, deliver (pitch through to deal close) and monitor syndicated and bilateral loan transactions. Provide proactive corporate banking coverage for portfolio clients including identification of cross sell opportunities such as trading, Debt Capital markets (DCM) and Equity Capital Markets (ECM). Proactive portfolio management including timely updates on client, industry and market performance, particularly in connection with any signs of potential deterioration or developments requiring amendments/waivers to existing loan documentation. Review and comply with firm policies applicable to your business activities. Proactively identify operational risks/control deficiencies in the business. Review and comply with firm policies applicable to your business activities. Escalate operational risk loss events, control deficiencies and risks that you identify to line manager and the relevant risk and control functions promptly. #LI-DNI Full time employment, Monday – Friday, 40 hours per week. Pay: $225,000.00 per year. MINIMUM REQUIREMENTS: Must have a Bachelor’s degree or foreign equivalent in Finance, Business, Economics or a related field and 4 years of related work experience. Must have 4 years of experience in building financial forecasts that include a company's income statement, balance sheet, and cash flow statement. Must have 3 years of experience in each of the following: * Draft and present commentary on financial forecasts to decision-makers * Financial and business risks associated with extending loans to corporate borrowers, including high-risk borrowers; * Serving as a relationship manager and point of contact for clients, with a comprehensive understanding of capital markets products and services (including equity capital markets, debt capital markets, foreign exchange, interest rate risk management, deposits, and structured finance); and * Collaborating with partners and leaders to offer products and services to clients. Must have 1 year of experience in each of the following: * Knowledge of technology companies and industry trends to effectively evaluate a company's performance and competitive standing, enabling informed lending decisions; and * Testing financial forecast assumptions by applying knowledge of trends in the technology industry and understanding broader economic conditions. Domestic travel required up to 5%. The base salary for this job is $225,000.00 per year. This salary does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC’s high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value To Apply: Please click “Apply Now” Button Job Skills Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-07-02 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 1 day ago

B
BMO (Bank of Montreal)Charlotte, NC
Application Deadline: 08/28/2025 Address: VIRTUAL13 - HomeRes - IL Job Family Group: Technology Role Description: As a member of the BMO Digital Architecture, the Senior Solution Architect, primarily Leads end-to-end technology solutions and high-level designs for key initiatives in collaboration with other architects and in alignment with bank's target architecture and standards for a business domain like Deposits, Cards, Lending, Channels, etc. Drives technology strategy and roadmaps of business functional areas - deposits, cards, payments, operations, customer experience, analytics working with business and technology partners Establishes as a technology solution expert in one or more of the banking domains to advise Lead Technology Officers and their business leaders in solving business problems Requires Skillset: Solution architect, who works with other architects including enterprise architects, leads with all aspects solution architecture and design of multiple projects in alignment with the bank's target architecture and standards Solution Architect with the following experience: Previous Development experience (Cloud, DevOps, Agile) Experience with services management (web services, REST, Web API, ESB, message-based) development, integration and deployment Enterprise-level Application Architecture Strong application security/infrastructure, & deployment exposure Data placement and data integration background Able to relate to end-to-end business processes into solutions with a goal of simplifying the business process and improving UX All aspects of solution function/data placement, end to end design & integration oversight, Multi-vendor integration design including infrastructure experience API design API Security, digital/mobile architecture experience AI, Insights, Automation experience Technical facilitator bringing various technology groups and vendors for solution design and execution to meet project timeline but keeping strategic focus MUST be able to document solution proposals (e.g., solution options sequence diagrams, conceptual diagrams) to get agreement from Security, Infrastructure, Enterprise Architecture, etc. Resolve issues as they arise Produce project level and program level technical documentations (solution options, solution architecture, high-level end-to-end design flow) collaborating with other technical leads Assists with and contributes to function area-specific target architecture, transition architectures, and technology roadmap Leads or assist with new technology evaluation against BMO target architecture and standards to solve business problems Ability to learn/internalize existing information to assist several projects effectively and immediately Strong written / verbal communication skills and comfortable interacting with developers all the way up to the "C" level Banking solution experience is desirable Understands or has application design experience in Cloud (e.g., AWS) technologies Addition Info: The person will be working on multiple projects (3 to 4) at the same time in different functional areas of the Bank (e.g., Channels, Sales/Marketing/CRM, Commercial Lending, Collections) 15 years of IT experience with minimum 6 years of hands-on solution architecture experience for enterprise-grade applications Not Looking For: Hard-core developers for Java or .Net application coding DBA, Data modellers Project or Program Manager Business analyst, Data analyst, System Analyst or System Administrator Typical Day-to-Day Activities Coordinate cross-team communication and facilitate reviewing of technical issues for the technical governance forums. Lead socialization of the technical decisions with the project team. Facilitate and lead resolution of all technical issues on the project/program by establishing strong working relationships with the business, operations and other technology team members Identify and communicate risks (business, application, technical) associated with component or application implementation. Evaluate multiple solution design options, working with a multi-disciplined team to design integrated solution architecture across application areas and helping the project adhere to Enterprise standards Document solutions using bank's standard template Document high-level design and hand-off work to next group in the development pipeline Example Work & Projects: Help extending existing target architecture and develop transition state solution architecture for customer data Drive Digital Architecture for Deposits, or for Retail products (retail lending or credit cards) Drive cross-product cross-channel customer experience integration architecture retail or commercial customers Drive the platform application architecture of a new loan origination platform Drive payment process automation solution in backend payment processing (ACH, Check Processing, Lockbox processing) Drive various aspects of Collections solution being part of the core architecture team responsible for enterprise-wide collections solution Drive and document solution for risk underwriting and credit risk auto-decisioning integration Drive target architecture and roadmap for various banking capabilities Salary: $112,200.00 - $209,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Business Banking Relationship Manager-logo
US BankSaint Cloud, MN
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Four to five years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Some knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00 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 1 week ago

Business Banking Relationship Manager 3-logo
US BankTempe, AZ
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 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 5 days ago

R

PNC - Retail Banking – Organizational Financial Wellness Intern, application via RippleMatch

RippleMatch Opportunities Phoenix, AZ

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Job Description

This role is with PNC. PNC uses RippleMatch to find top talent.


 

Retail Banking – Organizational Financial Wellness Intern

 

Position Overview

 

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Retail Banking Summer Intern Program - Organizational Financial Wellness within PNC's Retail organization, you will be based in Denver, CO, San Francisco, CA, San Diego, CA, Dallas/Fort Worth, TX,, Houston, TX, Pittsburgh, PA, Detroit (Troy), MI, Chicago, IL, Atlanta, GA, or Little Falls, NJ.

 

 

Job Description

Retail Bank Undergraduate Intern – PNC’s Organizational Financial Wellness

As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week program, you will have the opportunity to gain exposure to a specific line of business, expand the tools you need to launch your career and complement your education with real-world job experience.

 

Retail Banking provides deposit, lending, brokerage and insurance services and investment management and cash management products and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. In 2018, a retail national expansion was launched designed to grow customers with digitally led banking and an ultra-thin branch network in markets outside of our existing retail branch network.

 

During the internship you will learn about sales and relationship management and acquire a deep knowledge of PNC's Retail Bank. You will gain on-the-job experience by having the opportunity to service on of our Retail Banking segments. The complexity of assigned projects will depend on your prior experience and work location. Travel to surrounding PNC locations in market may occur on a frequent basis. Each assignment is designed to give you challenging development opportunities helping to build your knowledge and skills.

 

PNC’s Organizational Financial Wellness:

  • The Organizational Financial Wellness track of the Retail Bank Summer Internship develops the next generation of leaders through segments across key retail channels with a focus on Organizational Financial Wellness. Our Organizational Financial Wellness team helps organizations go beyond traditional benefits to provide more of what employees need to move forward financially.   We deliver a hositic set of employee impacting financial wellness solutions to organizations.  In addition, we work closely with organizations to drive engagement with their employees by creating experiences that help employees take steps toward their financial goals.  The solutions offered range from a bank-at-work program, to health and benefit spending accounts, student debt assistance, retirement plan services, and more.  A combination of a winning attitude, professionalism, and genuine interest in the financial wellness industry is instrumental to excel in this role. Organizational Financial Wellness employees need to be proactive, persuasive and personable. Associates in this program will experience a holistic view of how the Organizational Financial Wellness group functions to obtain the knowledge and skills necessary to suceed as an Associate Financial Wellness Consultant.

 

The Organizational Financial Wellness track of the Retail Bank Summer Internship is located throughout PNC’s footprint.

 

The ability to travel up to 10% and access to reliable transportation for handling local assignments are required.

 

This position is primarily based in a PNC location. Responsibilities  require  time in the office or in the field on a regular basis.  Some responsibilities may be performed remotely, at manager’s discretion. 

 

Learn more about PNC’s Summer Internships by visiting www.pnc.jobs/students.

 

Job Profile:

  • Performs or assists in banking activities, including researching clients or prospects, creating and/or calling on targeted calling lists, scheduling, attending and/or leading client or prospect appointments, creating presentations and/or proposals, and identifying and/or delivering on next steps to move relationships forward.  Works under supervision and may have limited approval and/or exception authority.

  • Helps build the client base through proactive, outbound quality sales conversations with both organizations and their employees.

  • Creates loyalty and deepens relationships through a differentiated client experience.

  • Participates in special projects related to the business and its strategic priorities.

  • Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in product and sales.

  • Participates in formal learning to develop the skills needed to excel in the role.

 

Required Education and Experience:

  • Working toward Bachelor's Degree, Preferred business relevant majors (e.g. Finance, Accounting, IT, Economics, Marketing, Mathematics, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), Sophomore or junior status, Minimum GPA 3.0

 

PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

 

 

Qualifications

 

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

 

 

Competencies

Accuracy and Attention to Detail, Analytical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Initiative, Products and Services, Self-Directed Growth and Development

 

 

Work Experience

Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

 

 

Education

No Degree

 

 

Pay Transparency

 

Base Salary: $18.00 – $35.00

 

 

Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

 

 

Application Window

 

Generally, this opening is expected to be posted for two business days from 07/29/2024, although it may be longer with business discretion.

 

 

Disability Accommodations Statement

 

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

 

 

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

 

 

California Residents

 

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

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