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PwC logo
PwCDenver, CO
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% 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: $124,000 - $280,000, 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 3 days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncColumbus, OH
Description Summary: The Business Banking Underwriter II is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Credits would typically include those with moderate complexity and customer exposure up to $2,500M. Utilizes single approval authority up to $2MM. Appropriately assess risk profile of borrower. Tasks as needed to support the line of business and job family Performs other duties as assigned. Basic Qualifications: Bachelors degree 3+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelors degree in Business related field Ability to underwrite credit exposures in excess of $1MM Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented Excellent written and verbal communication skills, including grammar and demeanor Strong organizational skills with attention to detail, planning and follow-up Ability to work independently on multiple tasks without compromising quality #Texas Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $113,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 5 days ago

Commerce Bank logo
Commerce BankPoplar Bluff, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $70,500.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job In partnership with a team of Relationships Managers (RM), this position is responsible for managing and servicing a portfolio of commercial customers, including expanding, building and maintaining strong customer relationships with a resulting high level of customer satisfaction. This position equates to an RM position in all aspects, with the exception of sales responsibilities. Essential Functions Manage a large portfolio of diverse and complex commercial relationships utilizing a high degree of critical thinking skills Participate in customer outreach activities in conjunction with Relationship Managers as appropriate (especially those with active new credit opportunities) Serve as the primary Relationship Manager for a specific number of smaller, mature commercial relationships, ensuring a high level of customer satisfaction and retention. Handle customer service requests for designated portfolio of existing relationships, including loan renewals and modifications. Work with Relationship Managers on credit requests, including general underwriting, loan structuring, negotiating/pricing, collateral, and analyzing industry/credit risk Knowledge, Skills & Abilities Required Basic knowledge of full range of commercial products, credit policies, procedures and terminology Basic analytical, problem-solving skills and negotiation skills Ability to accurately prepare credit memos with documentation of appropriate analysis Some independent decision making skills, but requires regular management oversight Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills. Function as a key team player simultaneously on multiple, different, and diverse teams within and including the entire Business Banking Division. Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 1+ years of commercial banking experience required Level of role is determined by knowledge, experience, skills, abilities, and education For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Business Banking Portfolio Manager I and II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $107,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 901 E Broadway, Columbia, Missouri 65201 Time Type: Full time

Posted 2 weeks ago

US Bank logo
US BankSan Francisco, 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 In this role you will: Scan the market Analyze customer and industry trends Identify market gaps and opportunities Analyze the competition Assess internal capabilities and capacities against external partnership or acquisition offers Benchmark capabilities to peer banks and fintech providers Accelerate revenue drivers Define the business model and case for new revenue lines, products, and services Test and validate assumptions while creating a sensitivity analysis for key drivers Assist in definition of the commercial launch and go-to-market strategy Strategy execution and tactics Lead roll-out of revenue strategies across the organization Work with cross-functional groups across product and channel partners Basic Qualifications Master's degree, or equivalent work experience 10 or more years of experience in project management activities Two or more years of managerial experience Preferred Skills/Experience Background in fostering an environment of innovation and customer centricity, institutionalizing agile innovation practices, and a customer insight to action culture Experience with fintech and corporate product and payments partnerships 5+ years' experience with strategy development, business planning and future visioning, as well as quantitative and economic modelling Payments, banking, or SMB software expertise Bachelor's degree (business, psychology, economics, strategy or equivalent) Master's degree (postgraduate, MBA or equivalent study) Experience in a high-pressure matrixed environment with exposure to multidisciplinary teams and/or involvement with a top-tier consulting firm. This role is hybrid. Team members who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working days. 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: $139,230.00 - $163,800.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

Stock Yards Bank & Trust logo
Stock Yards Bank & TrustIndianapolis, IN
As a Business Banking Relationship Manager, your day will be filled with opportunities to build relationships with potential and existing Business Banking customers and serve these customers in a highly consultative, needs-based manner. Experience in a banking relationship manager related role is important while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement to higher levels within the banking profession. Responsibilities Daily responsibilities include, but are not limited to, the following: Develop and utilize formal calling plans to target new business and expand existing Business Banking Clients Perform Credit analysis and portfolio management for assigned portfolio of business banking relationships for new and existing clients As part of portfolio management, maintain credit quality and process renewals and past dues in a timely manner Serve as the Business Banking "expert" for assigned Branch Managers located within an assigned territory Create a partnership with Branch Managers to build and expand relationships with the area businesses Assist with analyzing business financial statements, identifying strengths and weaknesses of loan requests Actively cross-sell appropriate SYB Banking products to new and existing customers Job Requirements The successful candidate will have the following qualifications: College degree required (preferably in area of business, finance, or accounting) Minimum of 3 years experience in a banking relationship manager type role Strong sales, relationship management, business development, and analytical skills Understand and articulate Business Banking strategies and philosophy Thorough level of lending skills Benefits 401(k) with a company match of up to 6% ESOP employer match Medical insurance Dental insurance Vision insurance Cancer / Disease insurance Accident insurance Flexible Spending Accounts Health Savings Accounts Bank paid Life / AD& D insurance Voluntary Life / AD&D insurance Bank paid Short-Term and Long-Term Disability insurance Employee Stock Purchase Plan Employee Assistance Program Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is frequently required to stand and walk. Requires mobility and local travel.

Posted 30+ days ago

T logo
The Washington Trust BankKennewick, WA
Location: Kennewick Office - 3250 W Clearwater Ave Kennewick, WA 99336 Annual salary plus performance-based incentive program. Hiring salary based on experience. Ability to develop and expand current client portfolio required. Bank Overview: Founded in 1902, Washington Trust Bank remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers. Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers. We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trust's longevity and success are a testament to our unwavering commitment to our clients and our employees. Exciting Leadership Opportunity in Central Washington We are seeking a dynamic Team Leader to guide our team of professionals in the Central Washington market. This role involves managing credit and account activities to ensure profitable customer portfolios while minimizing credit risk. Key Responsibilities: Sales Management & Support: Provide strategic sales management, support, and decision-making for team members to achieve goals set by the market manager. Communication: Ensure timely communication of Bank, Division, and market strategies, goals, and objectives to the team. Compliance: Oversee the implementation and adherence to loan policies, procedures, laws, and regulations. Cross-Selling & Retention: Drive cross-selling and retention efforts among team members. Administrative Duties: Workflow Management: Oversee the daily administration of workflow for all team members, including officers and non-officers. Performance Management: Negotiate performance goals with team members, monitor progress quarterly, and conduct annual performance reviews. Managerial Functions: Perform a variety of other managerial and administrative tasks to support the team's success. Essential Functions Risk Management & Business Development: Lead risk management and business development initiatives. Credit Approvals: Approve credit accommodations within your authority and recommend larger commitments to higher levels. Delegation & Support: Delegate lending authority to team members and collaborate with relationship officers on complex credit requests, ensuring adherence to credit policies and profitability standards. Portfolio Management: Manage a portfolio of key customers, focusing on larger, more complex, or problematic relationships. Sales Management: Lead a team of relationship officers, organizing and participating in business development activities to implement prospect and customer call plans. Community Engagement: Actively engage in community activities, including evenings and weekends. Customer Interaction: Conduct customer and prospect calls, both individually and with team members, to strengthen existing relationships and attract new customers. Internal Controls: Integrate effective internal controls into work processes, maintain knowledge of key controls, and ensure timely updates to documentation when risk parameters or workflows change. Training & Development: Ensure the team's business development and product knowledge training needs are met. Cross-Department Coordination: Liaise with Bank personnel in other departments and regions to retain relationships and maximize cross-sale opportunities. Compliance & Risk Management: Perform compliance and risk management duties as required or assigned. Managerial & Administrative Functions: Conduct annual performance reviews, recommend salary actions, promotions, demotions, transfers, and salary grade changes for subordinates. Skill Development: Develop the credit, customer relations, and business development skills of team relationship officers through goal setting, delegation, training, counseling, and performance appraisals. Policy Communication: Communicate and interpret bank guidelines, policies, and programs, including the officer extra compensation plan. Strategic Planning: Participate in formulating short and long-term team plans and evaluating the team organization structure and operating procedures. Affirmative Action Support: Actively support the Bank's Affirmative Action goals. Industry Awareness: Stay updated on new financing products, methods, techniques, key industry trends, and changes in laws, regulatory policies, and accounting procedures. Administrative Oversight: Monitor the daily administrative activities of team members to minimize risk to the Bank. Budget Monitoring: Oversee the approved annual budget for supervised personnel. Qualifications: Experience: Minimum of 10 years of commercial/corporate banking experience. People Management: Strong people management techniques and knowledge of Bank personnel policies and procedures. Credit Judgment: Sound credit judgment and strong underwriting skills. Analytical Skills: High level of analytical skill to conduct loan analysis and monitor loan progress considering market trends, credit/interest rates, economic conditions, etc. Financial Needs Knowledge: Strong knowledge of the credit and non-credit financial needs of various businesses. Business Development: Strong business development and sales management experience and skills. Product Knowledge: Excellent knowledge of the Bank deposit products, treasury management services, and bank operations. Interpersonal Skills: Strong, well-developed interpersonal skills to maximize business contacts and develop working relationships with potential and current commercial loan customers. Communication Skills: Strong verbal and written communication skills. Certification: Required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS). Leadership Competencies: Strategic Alignment Versatility Credit Risk Management Customer Partnerships Communications with customers, team members and community Technical Expertise Sales Impact Team Effectiveness Managing Time, Priorities and Resources Independence/Initiative Work Quality Coaching/Developing Team Members Focus on Business Results Facilitating Teamwork Influence Feedback/Open Communication Starting Compensation: $147,866 - $221,798 The compensation range represents the low and high end of the base compensation range for this position located in Kennewick, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and quarterly incentive compensation plan. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Posted 30+ days ago

PwC logo
PwCFlorham Park, NJ
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level 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 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: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: 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. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 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: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $266,000, 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

F logo
First Horizon Corp.Nashville, TN
Location: On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Nashville, TN, Birmingham, AL, New Orleans, LA, or Miami, FL. Position Overview: The Consumer Banking Director is responsible for leading and executing the strategy and operations of First Horizon Bank's physical banking centers, including ATM distribution and modernization initiatives. This role drives client experience, network optimization, and the introduction and management of Denova locations, ensuring our associates deliver exceptional service in innovative environments. Key Responsibilities: Physical/ATM Distribution Develop and manage the strategic footprint of bank-owned and partner ATMs to optimize accessibility for our clients. Analyze market trends and client patterns to determine location needs and oversee deployment, relocation, or removal of ATM units. Partner with technology and vendor teams to ensure reliability, security, and regulatory compliance of all ATM devices. Physical Banking Center Management Oversee the operational performance, staffing, and client experience in all physical banking centers, ensuring alignment with First Horizon Bank's standards. Establish best practices for in-person service, integrating associate feedback and driving a culture of continuous improvement. Lead the modernization of brick-and-mortar centers, enhancing amenities, technology, and layout to meet evolving client needs. Modernization & Innovation Drive the implementation of modernization projects, including technology integrations, self-service solutions, and refreshed physical spaces. Champion initiatives to digitize services and streamline processes, balancing high tech and high touch for our clients. Monitor industry trends and client expectations to propose innovative approaches for the future of physical presence. Denova Locations Identify opportunities for Denova locations-such as new concept banking centers, pop-up branches, or specialized service sites. Oversee end-to-end project management for Denova launches, including site selection, design, staffing, and marketing. Assess performance and impact of Denova sites, iterating strategy based on associate and client feedback. Strategic Leadership & Compliance Collaborate with cross-functional teams (Real Estate, Technology, Marketing, etc.) to roll out network adjustments and new initiatives effectively. Ensure all physical locations comply with applicable banking regulations, safety standards, and accessibility requirements. Lead, coach, and develop associates to achieve business goals and deliver outstanding client service. Qualifications: Bachelor's degree in Business, Finance, or related field required; Master's preferred. 10+ years of progressive responsibility in branch banking, retail network strategy, or relevant leadership roles. Proven experience with physical branch modernization and ATM network optimization. Strong project management skills and ability to lead cross-functional teams. Excellent communication, analytical, and strategic thinking abilities. Success Factors: Visionary leadership with an ability to drive change and create a culture of innovation and excellence among associates. Deep understanding of client behaviors and needs related to banking locations and services. Proactive management of modernization efforts-delivering tangible results for associates and clients. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

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Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the overall performance for Middle Market Banking in region, including the achievement of expected levels of client service quality, balance sheet quality, profitability and growth, and Risk Management. Should drive a consistent client experience that positions Truist as the Premier Advisory Bank in the Middle Market segment.Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Serve as primary sales leader for team of Middle Market Bankers ensuring that Truist Culture and Sales Processes are effectively executed. Coordinate prospect and client assignments with appropriate Business Banking, Commercial Real Estate, Commercial, Dealer, Senior Care and other leaders using the Truist segmentation philosophy. Develop and execute a focused marketing plan, growing new relationships, and expanding existing client relationships. Responsible for meeting loan, deposit, fee-based revenue expectations for the team. Manage weekly sales week including facilitating Monday sales calls, inspecting calling and referral activity, managing pipeline and holding RMs accountable for commitments through Friday debriefs. Deliver a differentiated Client Experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in sales meetings and call planning, joint calling with relationship managers, and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work). Assume responsibility for the profitability, quality, liquidity, and growth of the team's assigned middle market loan portfolios by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity and risk management. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives. Responsible for employment, training, performance ratings, salary changes, promotions, transfers, terminations, career enhancement and staffing for Middle Market team. Support Community Advisory Board activities. Participate in civic, government, professional, business, and community affairs, associations and groups to solicit new business. In addition to leading a team of middle market bankers, the MMBL may also be an individual contributor with an individual portfolio of clients and individual production expectations. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent education and related training Ten years of experience in financial services Ability to grasp large complex Middle Market C&I credits clearly Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions Strong interpersonal communications, capable of leading and developing Middle Market Bankers using the Truist leadership philosophy Preferred Qualifications: Master's degree in business administration (MBA) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 3 days ago

US Bank logo
US BankGlendale, 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 Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

T logo
Triumph Financial Inc.Dallas, TX
Join TBK Bank! At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: The VP, Banking Products will lead the effort in developing and delivering customer centric solutions that generate value and make a difference. The VP will be an executor who drives outcomes and possesses a deep understanding of consumer and business banking products and propositions, strong analytical skills, deep customer experience management, and a proven track record of success collaborating with executive leadership and cross-functional teams to execute. As VP, Banking Products, this position is accountable for turning strategy into execution. This role ensures product initiatives move from concept to delivery with speed, discipline, and measurable impact. Success will be defined not only by shaping the roadmap but by driving consistent execution that achieves financial performance, regulatory compliance, and customer adoption goals. ESSENTIAL DUTIES & RESPONSIBILITIES Product Strategy & Roadmap Translate product strategies into actionable execution plans with clear milestones, accountability, and delivery commitments. Drive disciplined execution of the product roadmap, ensuring on-time, on-budget delivery with minimal scope creep. Establish and enforce execution frameworks (agile, sprint planning, governance routines) to ensure consistent delivery across teams. Own end-to-end execution of the product lifecycle, from ideation through launch and post-launch performance management. Ensure KPIs and dashboards are used to track execution success; proactively address delivery risks and course-correct as needed. Accountable for translating strategic goals into measurable financial outcomes (deposit growth, product adoption, profitability). Commercial Contribution Own the P&L for products, including pricing, profitability, and portfolio performance. Partner with Finance to forecast revenue, manage cost structures, and optimize margins. Identify and deliver on opportunities to grow deposit balances, improve retention, and enhance customer lifetime value. Cross-Functional Collaboration Work closely with Distribution to ensure product readiness, training, and frontline enablement. Collaborate with Marketing to deliver go-to-market plans, campaigns, and customer communications. Partner with Technology/Vendors to define product requirements, support agile delivery, and ensure digital excellence. Drive outcomes by partnering with Risk and Compliance to ensure products meet regulatory standards and internal controls. Customer-Centric Innovation Champion customer insights and data-driven decision-making to shape product features and enhancements. Lead ideation and pilot programs to test new deposit solutions and refine based on feedback. Performance Management Establish KPIs and dashboards to track product performance, adoption, and customer satisfaction. Conduct regular reviews with stakeholders to assess progress and recalibrate strategy as needed. Performs other duties as assigned. EXPERIENCE & EDUCATION 8+ years of experience or equivalent expertise in product management or a relevant domain area. Bachelor's degree in Business, Finance or related field or equivalent work experience. 5+ years leading a team of Product Managers. SKILLS & ABILITIES REQUIRED Proven experience in product leadership, within banking or financial services. Strong understanding of banking products, market dynamics, and regulatory environment. Excellent analytical, strategic thinking, and communication skills. Demonstrated ability to lead cross-functional teams and influence without direct authority. In-depth knowledge of the product development life cycle, design, and data analytics. Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management. Demonstrated prior experience working in a highly matrixed, complex organization. Experience collaborating with technology partners to scale solutions and drive innovation. Strong problem-solving skills and strategic thinking in product development. WORK ENVIRONMENT The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate noise (i.e. business office with computers, phone, and printers, light traffic). Ability to work in a confined area. Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary. While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone. Specific vision abilities are required by this job due to computer work. Light to moderate lifting is required. Regular, predictable attendance is required. We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today!

Posted 1 week ago

Cape Cod Five Cents Savings logo
Cape Cod Five Cents SavingsPlymouth, MA
SUMMARY: The Assistant Banking Center Manager (ABCM) supervises the staff at a Cape Cod 5 Banking Center. Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers. As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals. As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Oversees, supervises and mentors Banking Center staff for purposes of the day-to-day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values. Monitors and decisions management reports. Develops a rapport with customers, greeting customers by name, possesses an understanding of account ownership types and authority, as well as, being responsive and timely with correspondence and problem resolution; all while displaying a caring attitude (GUEST philosophy). Provides backup to the Banking Center Manager. Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures. Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption. Fulfills all Banking Center opening and closing activities. Introduces and advises on the Bank's deposit and consumer loan products and services to proactively meet customer needs. Proficient in determining customers' existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc. Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc. Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans. Safeguards customer trust by upholding the duty of customer confidentiality. Complies with all required laws, regulations, policies, and procedures. Timely completion of all assigned learning activities. Proficient in vault custodian duties. Actively participate in Banking Center meetings and one-on-one coaching sessions. Participates/volunteers in community groups and events. Additional duties as assigned. EDUCATION & CERTIFICATIONS: Bachelor's degree preferred, or combination of secondary education and four years of progressive retail banking experience Nationwide Mortgage Licensing System (NMLS) registration Notary Public commission Completion of Medallion signature guarantee training required KNOWLEDGE, SKILLS & ABILITIES: Three or more years supervisory experience and proven leadership capabilities required, including minimum of one year retail banking supervisory experience (e.g., Relationship Banker III or above). Conversant in all Bank business lines Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc. Ability to execute more complex account openings and transactions independently Ability to supervise saff at the RBI-IV levels Critical thinking, decision making and problem solving skills Demonstrated high level of judgement and decision making ability Demonstrated ability to fulfill the opening/closing activities of the Banking Center Prior customer relationship building experience Must have a supervisory aptitude Demonstrated management and leadership skills Must have cyber security awareness to protect the digital environment, the Bank, and customers COMPETENCIES: Managerial Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner

Posted 2 weeks ago

US Bank logo
US BankHouston, TX
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: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 days ago

F logo
Fidelity National Information ServicesBrown Deer, WI
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 15 - 25% Job Description Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. About the team FIS' Banking Solutions segment serves community, regional, and global banks, credit unions and commercial lenders, government institutions, corporations, and more. Its solutions allow our clients to borrow, save, pay and invest, and they range across core processing, digital channels, card and loyalty, fraud and risk management, small business and corporate treasury, wealth and retirement, back office, and more. What you will be doing As the Head of Data & AI Solutions for the Core Banking division, you will be a dynamic and strategic leader shaping and commercializing FIS' Data & AI offerings across Core Banking products. Reporting to the SVP Division Executive, Core Banking, you will lead the design, development, and delivery of AI-powered capabilities that transform how banks operate, serve customers, and manage risk. You will be responsible for defining the product vision and roadmap for AI and data-driven solutions embedded in core platforms like IBS, Horizon, and MBP, with a focus on common data standards, agentic experiences, automation, and predictive insights. This is a high-impact role that requires deep technical fluency, strong product instincts, and the ability to collaborate across engineering, data science, and business stakeholders. This role will also work closely with FIS' Chief Data & AI Officer to ensure solutions are aligned with the enterprise technology principals. This is a fantastic opportunity to partner with clients in order to maximize their value from Data & AI solutions, whether that's helping to understand customers better, building stronger relationships, automating complex tasks, or improving customer service. You will own the PnL for Data & AI Core Banking Solutions and manage a small direct team, whilst orchestrating the broader organisation via matrix leadership in order to win as one team. Key responsibilities include: Product Strategy & Vision: Define and evolve the Data & AI product strategy for Core Banking, aligned with FIS' modernization and growth objectives Use Case Development: Identify, validate, and prioritize AI use cases across operational efficiency, client experience, and compliance - e.g., onboarding automation and predictive servicing Roadmap Ownership: Build and manage a multi-year roadmap for data and AI capabilities, including operational data store, GenAI, agentic assistants, and embedded analytics Cross-Functional Leadership: Partner across product, engineering, data science, and platform teams to deliver scalable, secure, and compliant solutions. Collaborate with sales, marketing, and client success to ensure adoption and impact Client Engagement: Serve as the voice of the customer, engaging directly with banks to understand needs, gather feedback, and validate solutions Data Strategy Alignment: Work closely with the Enterprise Data & AI team to ensure alignment with FIS' unified data architecture, governance, and model development standards PnL Ownership: Management of the existing revenue stream, with responsibility for meeting financial targets and growing revenue channels Thought Leadership: Build and maintain strong client and industry relationships by regularly engaging in industry forums, one-on-one executive meetings, participating in user group and advisory board sessions, and championing transitions to strategic platforms to drive growth through retention and new sales efforts What you bring Substantial experience leading Data & AI products within the financial services domain Proven go-to-market track record, with skilled PnL management, knowing which levers to pull to grow revenue streams Strong technical understanding of Data & AI use cases, and how it can transform client workstreams A client facing executive, with excellent communication skills and the ability to translate technical solutions into relatable business outcomes What we offer you You'll be at the forefront of FIS' transformation, helping regional and community banks harness the power of AI to modernize operations, personalize customer experiences and drive growth. This is a unique opportunity to shape the future of banking through data and innovation, including: A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities A modern, international work environment and a dedicated and motivated team A variety of career development tools, resources and opportunities The chance to work on some of the most challenging, relevant issues in financial services & technology A fantastic range of benefits designed to help support your lifestyle and wellbeing A work environment built on collaboration, flexibility and respect #LI-MC1 FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $236,790.00 - $397,810.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Posted 30+ days ago

Atlantic Union Bank logo
Atlantic Union BankBethesda, MD
Position Description The Business Banking Relationship Manager II calls on businesses and business owners with revenue up to $10,000,000. This role is focused on new business development and actively profiles clients and prospects in their market to generate loan, deposit and treasury services opportunities. The BBRM II is additionally actively focused on cross-sell referrals to various groups within the bank. Position Accountabilities Generate new business to assist in meeting Business Banking line of business goals established by the Head of Business Banking and in line with the company's organizational growth and profit goals. Actively assess needs of potential prospects and clients and provide appropriate financial solutions. Ensure proper loan underwriting and structuring is achieved through enforcement of the bank's Business Banking and Corporate loan policies and ensure that loans are properly approved in accordance with defined loan authorities and in conjunction with the centralized underwriting units. Make calls on high potential prospects and business banking customers to sell and service all banking needs (loans, deposits, investments & wealth management services, etc.). In addition, promotes and cross-sells other bank products and services to meet customer requirements as customer profiles are reviewed. Manage and monitor loan portfolio, all exceptions and past dues in accordance with loan policy. Proactively manage the loan portfolio regarding renewals to avoid matured loan facilities. Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Work closely with Relationship specialists, Business Banking Leaders to achieve sales and service targets. Assist in directing public relations activities and the coordination of contacts within the community including activity in local Community Reinvestment Act organizations. Coordinate business activities with our branch network to help set business product sales and service objectives. Develop and maintain constructive relations with all company departments, including, but not limited to retail banking, commercial banking, centralized underwriting units, treasury management, investments/wealth management, mortgage, loan operations, deposit operations, client call center, etc. Adhere to the necessary individual and group training for business banking relationship managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures. Perform assigned responsibilities in compliance with all job-relevant legal and regulatory requirements. Maintain current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities. Actively manage and maintain a pipeline for borrowing and non-borrowing customer opportunities. Organizational Relationship This position reports to the local Business Banking Leader Position Qualifications Education & Experience Bachelor's degree in related field or relevant work experience Formal credit analysis training Minimum of five years business banking and/or lending experience Minimum of five years comprehensive sales experience Knowledge & Skills Proven track record of high performance and success in a sales/service driven banking or financial services environment Effective leadership skill set Excellent interpersonal, public relations and client service skills Excellent organizational and verbal/written communication and sales presentation skills Proven ability to solve problems and make sound business decisions Some training and development experience Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $98,767--$164,895. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Posted 1 week ago

Virginia Credit Union logo
Virginia Credit UnionMechanicsville, Virginia
Job Description: PRIMARY FUNCTION: Responsible for offering and selling financial products and services to both consumer and small business members. Performs thorough needs assessments on members and small business prospects and members to grow and deepen member relationships while ensuring quality member service. Primary focus is around small business lending, consumer lending, real estate lending, and building and growing a book of business. JOB DUTIES AND RESPONSIBILITIES: Provides superior member service by accurately and efficiently performing all member service related transactions in accordance with VACU policies and procedures. Skilled in assessing consumer and business member needs , providing solid advice/recommendations, and building strong relationships based on mutual trust in order to optimize sales opportunities with new and existing member/business clients. Primary point of contact within each branch for small business clients and the resident expert for small business products and services. Will spend the majority of their time focused on small business prospecting and deepening business membership needs, including small business lending packages, memberships and account openings. Expected to make outbound calls and in-person visits to small business prospects and existing small business members to deepen relationships and uncover sales opportunities. Professional communication skills with business acumen are expected in order to effectively communicate through emails to business members and business prospects Expected to grow business prospects while nurturing and deepening existing business memberships in order to effectively build a book of business. Expected to have a strong understanding of all mortgage and equity products in order to provide proper guidance and recommendations. Ensure the member’s needs are met by partnering with the appropriate specialist and/or teammate to serve the member’s banking, small business, mortgage, and investment needs. Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration. Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform, including Security and Information Security Establishes member relationships through quality service and cross selling VACU products/services to meet member needs Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority Partners with branch management team on all sales and service initiatives Demonstrates the ability to provide effective decision making that is in the best interest of VACU, the branch and the member Must maintain appropriate knowledge of all VACU products and services Answers the phone and respond to member phone inquiries professionally and accurately Building and retaining member relationships by performing follow – up and courtesy calls to members. Responsible for ensuring that business goals and individual member service and sales goals are consistently met. Provides quality service by following all member service expectations Responsible for delivering high quality service and needs based sales to members Required notary certification. Must stay informed of all notary rules and regulations. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. Must develop and maintain a working knowledge of all applicable federal and state regulations including corporate policies and procedures. Stay up to date on all required loan documents, systems, credit reports and related lending documents. Other duties may be required and assigned by the supervisor JOB QUALIFICATIONS: Knowledge: Demonstrates understanding of products and services offered by financial institutions with a primary focus on competitive business lending, products, and services. Skills: Satisfactory computer skills required. Abilities: Professional and effective communication and public relations skills, cross-selling, problem solving and interpersonal skills. Sound judgment. Ability to handle difficult situations. Ability to handle multiple tasks. Professional appearance and manner. Minimum Education and Experience: College graduate with concentration in business. May substitute work experience. Preferred experience in business banking and building a book of business Significant experience with a financial institution with an emphasis on sales Must be able to be actively registered with the Nationwide Mortgage Licensing System and Registry (NMLS) PHYSICAL REQUIREMENTS: This job requires the ability to sit and stand for long periods of time. This job requires occasionally lifting up to 50 pounds and/or up to 30 pounds frequently.

Posted 1 day ago

T logo
Truist BankForest Hills, North Carolina
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Work Style: Office-centric (in office) 4 days/weekPosition is located within Wholesale Banking Service Delivery-Complex Servicing which supports various specialized loan portfolios such as syndicated/participation loans, Asset Based Lending, and Dealer Floorplan.This position is responsible for designing and implementing process-oriented solutions and ensuring adequate change management and adoption across all levels of the organization. This position is responsible for driving results, enabling, and supporting teammates. This position works at the tactical level (analyzing data, solving problems, and working with teams for implementation) to manage identified optimization projects and to develop forward-looking processes and systems that support the development, operational effectiveness and continual improvement to support EOS objectives. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Responsible for / owns process models and procedures. Functions as a SME within their process vertical and displays a mastery of industry specific knowledge. Responsible for sampling and monitoring of assigned processes in relation to defined KPIs. Responsible to report and track KPI metrics and identify bottlenecks/process variations that cause KPIs to be missed.2. Works with various partners across EOS and supporting LOBs and/or Functions to identify opportunities and structure abstract questions or issues into manageable, specific work streams and deliverables.a. Facilitate sessions to set direction and create change for business processes from a technological and workflow perspective.b. Design and implement process-oriented solutions and ensure adequate change management and adoption across all levels of the organization. Provides oversight and ensures overall quality of junior teammates' key tasks and delivery.c. Within assigned line of business, resolve or escalate risks or roadblocks prohibiting achievement of identified scope.d. Train and support Production groups to ensure awareness and adoption of the target state. 3. Drive improvement process benefit expectation and realization. Measure and monitor return on investment (ROI) of process improvement projects to ensure organizational efficiency and profitability.4. Facilitate and build relationships internal and external to the assigned business unit to ensure initiative success.5. Establish and maintain strong working relationships with key business partners with special emphasis on Business sponsors, Audit, Demand Management, Strategic Planning and members of the Senior Leadership Team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelors’ degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience. 2. Four years of process or project analyst or relevant industry experience in banking, financial services, or other services industry. 3. Experience leading optimization projects in financial services or transactional-based processes. 4. Ability to use research and data analytics to diagnose problems, recommend action plans to resolve issues and drive business decisions. 5. Ability to lead cross-functional teams without formal authority. 6. Excellent skills in presentation, facilitation, communication and negotiation. 7. Solid understanding of program and project management disciplines, techniques, and approaches. 8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 9. Solid understanding of program and project management disciplines, techniques, and approaches. 10. Ability to work in a fast-paced, highly complex, results driven environment and to prioritize multiple high-profile projects and initiatives. 11. Excellent verbal and written communication skills, including public speaking, group facilitation and ability to interact effectively with various levels of leadership. Preferred Qualifications: 1. Master’s degree in business, engineering, design, or technology field; banking or financial management education. 2. Deep knowledge of operational and technical environments of financial institutions, including knowledge of applicable banking laws and regulations. 3. Certified Lean Six Sigma Green Belt certification with two years’ experience in applying methodology. 4. Business Process Management (BPM) experience. 5. Certified Associate in Project Management (CAPM) or Project Management Professional (PMP) designations. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 2 days ago

T logo
Truist BankCharlotte, North Carolina
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an office centric role requiring working in the office four days per week in one of the locations listed on the requisition. Identifies business unit data critical business process and critical data elements in alignment with Enterprise Data Management and Governance established policies, standards, and procedures. Ensures data controls are implemented and maintained to effectively support the execution of business processes. Participates in domain working groups, best practices forums, and data management routines to stay informed of industry trends and support the accuracy and completeness of data through the supply chain. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Supports the definition and validation of business-critical processes and the associated critical data elements (CDEs) that support them. 2. Business Metadata Management: a. Onboard new CDEs that are specific to corresponding Business Unit or Corporate Group – collaborate with Technical Data Stewards. b. Propose new CDEs and Data Domains to Data Domain Working Group for approval – collaborate with Data Domain Working Group. c. Review assigned CDEs and their business metadata on an established frequency basis – collaborate with Metadata Center of Excellence (COE). d. Discover and execute CDE change requests – collaborate with Metadata COE; Technical Data Stewards. e. Submit CDE change requests for approval to Data Domain Working Group – collaborate with Data Domain Working Group, Metadata COE, and Technical Data Stewards. f. Perform business process and traceability mapping - collaborate with Business Unit / Corporate Group representatives, Metadata COE and Technical Data Stewards. g. Review trusted source assignments – collaborate with Technical Data Stewards. 3. Data Quality: a. Define Data Quality rules and standards for corresponding Business Unit or Corporate Group. b. Collaborate and coordinate with Data Quality Lead and team, Data Quality Issues Management Group, and Data Domain Working Group to align Data Quality rules and standards for corresponding Business Unit or Corporate Group with enterprise-level Data Quality rules and standards – collaborate with Data Quality COE Lead and team, Data Quality Issues Management Group and Data Domain Working Group. c. Partner with Technical Business Stewards to enroll and implement Data Quality rules for corresponding Business Unit or Corporate Group into appropriate systems– collaborate with Technical Business Stewards. d. Monitor Data Quality activities, track data issues and risks, and develop associated mitigation strategies for corresponding Business Unit or Corporate Group. e. Participate in Data Quality Issue Management Group and provide Corporate Group- or Business Unit-specific information – collaborate with Data Quality Issue Management Group. f. As member of Data Quality Issue Management Group and/or Data Domain Working Group, escalate Data Quality issues and considerations as necessary to the Enterprise Data Governance Council – collaborate with Enterprise Data Governance Council. g. Assist in resolving Data Quality Issues, either as part of Business Unit / Corporate Group or as part of the Data Quality Issue Management Group or as part of the Data Domain Working Group – collaborate with Data Quality Issue Management Group; Data Domain Working Group. 4. Enterprise Metadata Repository / Metadata Catalogue: a. Onboard new CDEs’ related business metadata – collaborate with Metadata COE. b. Update central metadata repository with business metadata content (business terms, definitions, classifications, and business and Data Quality rules) – collaborate with Metadata COE and Technical Data Stewards. c. Review CDEs’ metadata on an established frequency basis – collaborate with Metadata COE. d. Discover and execute CDE metadata update requests – collaborate with Metadata COE. e. Get CDE metadata change requests approved with Data Domain Working Group – collaborate with Data Domain Working Group. 5. Data Privacy, Security, Retention and Archiving: a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer. b. Further responsible for defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer. c. Monitor data security for data elements for corresponding Business Unit or Corporate Group. d. Report or escalate data privacy issues to Data Privacy Group – collaborate with Chief Privacy Officer and team. e. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents – collaborate with Chief Privacy Officer and team. f. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group. g. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards. 6. Data Sharing, Access Control and Data Transfer: a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer b. Further responsible for defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer. c. Monitor data security for data elements for corresponding Business Unit or Corporate Group d. Report or escalate data privacy issues to Data Privacy Group – collaborate with Chief Privacy Officer and team. e. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents – collaborate with Chief Privacy Officer and team. f. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group. g. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent and two years of related experience or equivalent education and related training or experience 2. Solid understanding of principles, practices, theories, and/or methodologies associated with the data stewardship/management 3. Previous experience in planning and managing IT projects Preferred Qualifications: 1. Three years of related experience2. Banking or financial services experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 2 days ago

Houlihan Lokey logo
Houlihan LokeyLos Angeles, California
Business Unit: Corporate Finance Industry: Business Services 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. Business Services Houlihan Lokey’s Business Services Group offers M&A advisory, capital raising , and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Houlihan Lokey’s Business Services Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital - raising, restructuring, and financial and valuation advisory services. Our team covers a broad array of sectors, with financial professionals dedicated to eac h of our primary coverage areas. Our senior-level relationships throughout the industry open doors to opportunities for our clients—whether they are seeking financing, a strategic partner, or a prospective buyer. In 2024 , Houliha n Lokey was ranked the No. 1 investment bank for all global business services M&A transactions by LSEG (formerly Refinitiv ).* *Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Associates may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Associates with substantial responsibility and interaction with senior-level professionals. Qualifications Currently an MBA candidate; coursework in accounting and finance is highly recommended Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000.00 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-116177

Posted 5 days ago

Greenhill & Co. logo
Greenhill & Co.New York, New York
Join Mizuho | Greenhill as a Managing Director. The expected base salary ranges from $400,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Posted 1 week ago

PwC logo

Strategy& Banking And Capital Markets, Senior Manager

PwCDenver, CO

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Job Description

Industry/Sector

FS X-Sector

Specialism

Corporate and Business Strategy

Management Level

Senior Manager

Job Description & Summary

At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance.

As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth.

Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

  • Craft and convey clear, impactful and engaging messages that tell a holistic story.
  • Apply systems thinking to identify underlying problems and/or opportunities.
  • Validate outcomes with clients, share alternative perspectives, and act on client feedback.
  • Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.
  • Deepen and evolve your expertise with a focus on staying relevant.
  • Initiate open and honest coaching conversations at all levels.
  • Make difficult decisions and take action to resolve issues hindering team effectiveness.
  • Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

Basic Qualifications:

Minimum Degree Required:

Bachelor Degree

Minimum Years of Experience:

7 year(s)

Preferred Qualifications:

Degree Preferred:

Master of Business Administration

Preferred Knowledge/Skills:

Minimum of 8 years of strategy consulting or industry consulting experience preferred.

Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including:

  • Helping companies define and evaluate corporate and business unit strategies and investment portfolios;

  • Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy;

  • Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships;

  • Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget;

  • Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence;

  • Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies;

  • Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights;

  • Designing and conducting market research to understand consumer needs and purchasing behaviors;

  • Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity;

  • Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients;

  • Identifying and pursuing new business opportunities, and leading client / market development;

  • Attracting, retaining, assessing and developing staff / team members;

  • Demonstrating flexibility and creativity in managing work-life balance of self and team members;

  • Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel

Travel Requirements

Up to 80%

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: $124,000 - $280,000, 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

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