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Mechanics Bank logo
Mechanics BankVentura County, CA
Mechanics Bank is currently searching for a Sr. Business Banking Relationship Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can sit out of our Santa Barbara, Ventura or Ventura County locations. Serves as the relationship manager and trusted advisor for new and existing business banking clients. Develops and grows new business and builds/maintains strong relationships with prospects, and spheres of influence. Drives financial performance through quality credit, profitable revenue and growth. The Sr Business Banking Relationship Manager (BBRM) will focus on traditional business banking credit facilities, including C&I, commercial real estate, capital finance and equipment lending. What you will be doing: Initiates and develops new business through outside business development activities. Cultivates prospects from self-sourced leads and may include existing customers, referral leads, bank partners and other sources. Contacts prospective customers to present information on credit facilities and other banking needs. Responsible for managing a portfolio of business clients, and expanding current/existing portfolio. Manages the portfolio from a balanced perspective on sales, efficiency and risk. Is responsible for timely and adequate preparation of annual reviews and recommendation to the appropriate decision making bodies within the bank. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives. Who you are: Undergraduate degree in Business, Accounting, Finance or related field preferred Additional experience may be considered in lieu of degree. 6-10 years of relevant commercial lending experience Excellent relationship management and business development abilities, analytical and problem solving skills, sales skills, and credit and credit quality skills. Advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience. Advanced knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank's products. Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking. Exemplary motivation, enthusiasm, and professionalism. Responsive and respectful team player that generates synergy between business units. Demonstrated history of volunteerism, including participation in community organizations and causes. #LI-HJ1 Salary: $91,620-$164,900 annually Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

Posted 30+ days ago

Enterprise Bank & Trust logo
Enterprise Bank & TrustSanta Fe, NM
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: VP Business Banking Job Description: Summary: Manage and expand an existing loan portfolio of business banking customers while also assisting bank partners with the development of new relationships. Business banking customers are those that generally have revenues under $10,000,000 and loan needs under $1,500,000. It is expected that the role be proactive in providing financial solutions to both existing and prospective clients. Also responsible for developing sound and profitable business relationships, assessing credit and exceeding customer needs and expectations while complying with regulatory requirements. Essential Duties and Responsibilities: Manage and service business banking relationships by working closely with customers, focusing on relationship retention. Evaluate pertinent financial information and determine whether a credit is an acceptable risk. Approve loans within assigned lending authority according to company policies and procedures. Recommend credits outside lending authority to the next level in accordance with established procedures. Monitor existing loans for delinquencies as well as conformity to terms and conditions. Work closely with Branch Managers and lobby staff to cross-sell additional bank products and services. Actively participate with and assist senior lending officers on larger, more complex credits. Monitor market conditions, observe competitor impact and make recommendations to maintain competitive and profitable product line. Develop and maintain comprehensive knowledge of all bank products and services, including loans, cash management, credit cards and deposits to facilitate cross-selling and enhance the client experience. Analyze financial statements and related information. Frequently represent the bank in the business community; actively develop relationships with business owners, C-level execs, COIs, etc. and build a network of prospective bank customers. Monitor the financial health of borrowers/guarantors and analyze financial statements Develop and implement a marketing plan to increase loan referrals from outside referral sources and internal bank partners Performs other duties as required. Qualifications: Must have demonstrated skills in commercial credit underwriting, business development and portfolio management for small-to-mid-sized companies. Must have excellent communication, presentation and tactful interpersonal skills. Superb people skills to work within a team environment and successfully develop and retain client relationships. Proven ability to cross-sell other banking products, including loans, deposits and treasury management. Self-motivated to work independently and take ownership. Effective time management and organizational skills are required. Must be attentive to detail and accurate when analyzing financial statements and presenting a credit package for formal approval. This position requires the use of sound business discretion, good judgment, and excellent problem solving skills. Strong working knowledge of regulations, compliance standards, market trends and products relating to the banking industry. Superior analytical and decision making skills based on a thoughtful assessment of risk. Supervisory Responsibilities: None Education and/or Experience: Bachelor's degree (B.S.) from four-year college or university Five to seven years related experience and training in Commercial and/or Business Banking Computer and Software Skills: Microsoft Office Salesforce Google Mail Certificates, Licenses and Registrations: None Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.

Posted 2 weeks ago

Dollar Bank logo
Dollar BankVirginia Beach, VA
Job Description Do you enjoy presenting to groups and building relationships? Then this is the position for you! The Group Banking Representative will partner with current and prospective business clients with the goal of generating opportunities to promote the Bank's products and services in the workplace and obtain new customer relationships. You will be responsible for conducting business calls and formal presentations to local businesses, educational institutions, and community organizations. Education and Experience Requirements: High school diploma/GED. College degree preferred. One (1) year of sales experience required. Outside sales preferred. Certificate, Licenses and Registration Requirements: N/A Knowledge, Skill, and Ability Requirements: A valid driver's license and access to a reliable vehicle. Ability to learn the products and services offered by the Bank. Working knowledge of Microsoft Word and Excel. Demonstrated ability to manage and perform multiple tasks while delivering professional results. Excellent written and verbal communication skills and ability to conduct formal in-person and virtual presentations. Demonstrated proactive techniques, creativity, resourcefulness, and self-motivation in producing results. Essential Functions: Provide quality customer service to all internal and external customers. Work jointly with assigned branches to develop and maintain business relationships through a designed calling program to increase Group Banking participation with our retail branches. Generate new customer relationships by conducting onsite visits to local businesses, educational institutions, and community organizations. Participate in community and civic functions, either in an advisory or active capacity, with an emphasis on maintaining and developing business relationships. Conduct in-person and virtual presentations to groups of prospective customers outlining the features and benefits of the Bank's products and services. Submit weekly reports identifying the businesses visited, purpose of the call, customer service opportunities, upcoming events, and new customer relationships generated. Participate in special committees as assigned by the Retail Banking management. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Supervisory Responsibilities: N/A

Posted 30+ days ago

Associated Bank logo
Associated BankSaint Paul, MN
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Future opening- This posting is for future growth consideration in Business Banking, not an immediate opening at this time. Under limited supervision, manage and develop a portfolio of commercial relationships and ensure retention of total client assets and net growth in relationships, while complying with established Associated Bank risk management and credit policy, business strategy and regulatory guidelines. Work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through COIs and other proactive measures. Play a vital role in the growth and development of the commercial banking portfolio and market share. Primary focus will be to profile and work collaboratively with internal partners to sell/cross-sell commercial products to our existing client base, as well as to prospects. Build deposits, loans, fee income and refer appropriate customers and prospects to all applicable cross-sell partners, including Commercial Deposits & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management and Institutional Services, Associated Benefits and Risk Consultants, Retail Bank-at-work, etc. Job Accountabilities Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share, as well as retain/grow existing portfolio. Client and prospect calling activity consists of telephone, in person calling and working collaboratively with internal partners. Responsible for working collaboratively with internal partners to cross sell all bank products and services, especially non-borrowing services, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management & Institutional Services, Associated Financial Group, Employee Benefit Services, Retail Bank-at-work, etc., to our existing client base and to prospective customers. Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources. Develop commercial banking relationships by profiling and analyzing financial data, along with the Portfolio Manager, to determine the merits of specific loan requests and recommend structure. Make presentations on specific loans and participate in the bank's loan approval process, recommending approval and appropriate structure of credits, along with the Portfolio Manager. Identify needs and refer customers to partners within and across lines of business who can best meet those needs. Participate in community and business functions/groups to ensure a positive image for the bank. Establish referral contacts within the community. Serve on community, corporate or not-for-profit boards, as applicable. Education Bachelor's Degree or equivalent combination of education and experience Business Required Bachelor's Degree or equivalent combination of education and experience Finance Required Bachelor's Degree or equivalent combination of education and experience Accounting Required Experience 6-9 years Commercial banking or business to business sales and strong business development skills. Knowledge of non-borrowing products, past track records of sales and client management success. Required Licenses and Certifcations Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $87,920.00 - $150,720.00 per year

Posted 30+ days ago

1st Source Bank logo
1st Source BankMishawaka, IN
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes financial transactions for clients accurately and efficiently. Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Follows established Bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work). Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) or more years of customer or retail service experience preferred. Cash handling experience preferred. Ability to respond and assist clients with inquiries and/or problem resolution. Customer service and sales oriented. Careful attention to detail and time management. Good listening and verbal and communication skills. Good PC skills - ability to work in Windows based system essential. Ability to cross-sell bank products and services. Ability to work evenings and weekends based on banking center needs. Ability to communicate in another language is a plus. Good organizational skills. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 30+ days ago

A logo
Aramark Corp.Philadelphia, PA
Job Description Treasury Director - Credit Card Operations & Banking Services Are you a strategic thinker with a passion for optimizing financial collection and banking systems and supporting innovation in payments? Aramark is looking for a Treasury Director to lead our credit card cash operations and banking services across a national footprint. This is a high-impact role where your expertise will shape the future of our cash flow infrastructure, enhance customer experience, including "delighting our clients and our clients' customers" and support our growth in a fast-paced, client-driven environment. Job Responsibilities Strategic Leadership & Payments Innovation Partner with Operations, IT, and Finance to align credit card operations with business goals. Lead the charge on payment acceptance strategies-think contactless, move towards full cashless, mobile wallets, and real-time payments. Evaluate and implement cutting-edge payment solutions to boost efficiency and client satisfaction. Ensure impact to costs, cashflow and reconciliation are included in all decision-making. Support new client launches, system integrations, and expansion initiatives. Credit Card Operations Excellence Lead team responsible for opening, maintenance, and closing of field merchant processing accounts nationwide. Oversee credit card settlement with IT Payments team across all physical and digital platforms. Manage key relationships with payment processors, card networks, and merchant acquirers. Track all Card Brand Updates. Analyze impact to organization and communicate to IT, Finance and Operations to ensure compliance while minimizing cost and impact to field operations. Address any issues escalated from internal financial shared service centers as those teams reconcile deposits, chargebacks, and fees, using all opportunities to improve reconciliation, reporting and automation. Liaison with Cybersecurity team to ensure compliance with PCI-DSS and other regulatory standards. Drive initiatives to reduce transaction costs and accelerate settlement timelines. Banking Services & Cash Management Lead team responsible for the opening, maintenance, and closing of field bank accounts nationwide. Serve as the go-to liaison for banking partners, ensuring top-tier service and optimal fee structures. Maintain accurate documentation and enforce strong internal controls. Support cash positioning and forecasting through smart account structuring. Manage banking & merchant processing aspects of all domestic acquisitions & divestitures. Support internal financial shared services teams with request for proposals, implementations, improvements and support of banking products. Team Leadership & Treasury Strategy Inspire and lead a team of treasury professionals through coaching and development. Champion automation and digital transformation within treasury operations. Contribute to broader treasury functions like liquidity management, forecasting, and risk mitigation. Qualifications Bachelor's in Finance, Accounting, or related field (MBA, CTP, MAG member a plus). 10+ years of progressive treasury experience, including 5+ in leadership. Deep knowledge of and proficiency in credit card processing, merchant services, and banking operations, including banking and merchant processing portals, required. Proven ability to collaborate across teams and drive strategic initiatives. Experience with retail or consumer-facing payment technologies (POS, e-commerce, omnichannel). Strong analytical, negotiation, communication, and project management skills. Proficiency in account reconciliation products, treasury management systems and ERP systems a plus. Expertise in data analytics and the ability to build insightful dashboards in Power BI or Tableau is preferred. This role is onsite at Aramark's Global Headquarters in Philadelphia, PA. About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at http://www.aramarkcareers.com or connect with us on Facebook, Instagram and Twitter. Nearest Major Market: Philadelphia

Posted 1 week ago

Northwest Bancorp, Inc. logo
Northwest Bancorp, Inc.Buffalo, NY
Job Description The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to customers with revenues ranging from 10mm - 100mm. The Relationship Manager will provide a full breadth of banking solutions to meet their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Prospect actively and successfully bring in new relationships to Northwest Develop and expand existing commercial banking relationships Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education+ Work Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience Experience consistently delivering strong sales performance Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. This individual will be responsible for covering the broader WNY region and can be based anywhere from Buffalo, NY to Syracuse, NY.* The base pay range for this position is generally $140,000 - $180,000 + eligibility for our competitive incentive plan. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 2 weeks ago

US Bank logo
US BankBeavercreek, OH
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach 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. They will have access to an expansive set of products and solutions to better serve our business clients today and into the future. The responsibilities are as follows: Be the primary advisor for our business clients. Build, develop and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Obtain and process client and account information. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client's unique goals and needs. Bring new business clients to the bank through strong business development and prospecting. Basic Qualifications Bachelor's degree, or equivalent work experience Three to four years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Advanced knowledge of credit administration, analysis, and credit policy/procedure 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 Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00 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

R logo
Robert W. Baird & Co. IncorporatedChicago, IL
High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success. We're looking for an experienced Investment Banking Analyst to join our Tech & Services team. What You'll Do: Learn by doing and be trusted with meaningful work from the jump Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services Work with your team to prepare company valuations, build financial models, and create marketing materials Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal What You'll Gain: The kind of environment that turns early talent into lasting careers Contribute to every stage of a transaction, from conducting research to facilitating due diligence Gain insight into how teams collaborate across geographies, sectors, and specialties to support client objectives Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity What It Takes: We're looking for people who want to go far, and go together A candidate energized by learning, teamwork, and real responsibility 12-24 months of full-time work experience (investment banking preferred) A proven academic record and a passion for finance (a finance degree is helpful, but not required) Drive, resilience, and a strong work ethic Ability to work independently and thrive in a collaborative setting Strong mathematical, writing, and verbal skills; relevant software proficiency SIE and Series 79 licensing preferred (or the ability to obtain them quickly) Compensation and Benefits: $110,000 - $125,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 2 weeks ago

1st Source Bank logo
1st Source BankElkhart, IN
POSITION SUMMARY Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services. ESSENTIAL REQUIREMENTS Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures. Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed. Opens personal accounts, CD's and cross-sells bank services. Answers client inquiries and resolves less complex issues. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Adheres to established bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary. Assists Manager with audits, reporting and scheduling as requested. Responsible for the completion of all training related to the position. Regular and predictable attendance is an essential requirement of the position. Understands all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS: Demonstrates appropriate levels of interpersonal skills for clients and staff members. Performs all other duties as assigned. EXPERIENCE/SKILLS: Four (4) or more years of retail banking experience preferred. Customer service and sales oriented. High degree of attention to detail. Good written and verbal communication skills. Good PC skills - proficiency in Microsoft word and Excel essential. Ability to cross-sell bank products and services. Highly motivated. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION One (1) - three (3) years college preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyNew York, NY
Our New York City office is looking for a Vice President to join the Healthcare Services Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 6+ years of relevant experience within the investment banking industry, or 3.5+ years of post-MBA experience, with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the healthcare services industry is strongly preferred, but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree required; an MBA and/or CFA designation would be an asset Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 3 weeks ago

1st Source Bank logo
1st Source BankValparaiso, IN
POSITION SUMMARY Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services. ESSENTIAL REQUIREMENTS Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures. Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed. Opens personal accounts, CD's and cross-sells bank services. Answers client inquiries and resolves less complex issues. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Adheres to established bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary. Assists Manager with audits, reporting and scheduling as requested. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all training related to the position. Understands all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Demonstrates appropriate levels of interpersonal skills for clients and staff members. Performs all other duties as assigned. EXPERIENCE/SKILLS Four (4) or more years of retail banking experience preferred. Customer service and sales oriented. High degree of attention to detail. Good written and verbal communication skills. Good PC skills - proficiency in Microsoft word and Excel essential. Ability to cross-sell bank products and services. Highly motivated. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION One (1) - three (3) years college preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 2 days ago

Mizuho Financial group logo
Mizuho Financial groupSan Francisco, CA
Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Job Summary: U.S. Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, equity and debt capital markets, leveraged finance and other global products and services for existing and prospective Mizuho clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients. Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: Conduct extensive quantitative economic, industry and company research and analysis Draft and prepare pitch books with detailed industry materials for multiple healthcare sectors Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing Financial modeling, valuation, comparable & relative value analyses and market-specific analysis Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities Draft client pitches and marketing materials including M&A, public/private debt & equity capital markets, syndicated bank financing, and other internal documentation by coordinating internal and external resources Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution Assist in the development and continued cultivation of client relationships Qualifications: Bachelor's degree in Finance or Economics and a minimum of 3 year investment banking, corporate finance, and capital markets experience with a top tier global bank OR an MBA concentrating on Finance or Economics Strong interest and understanding of the Healthcare industry; experience with banking transaction related to the Healthcare industry is a huge plus Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions Ability to manage multiple projects simultaneously Maturity and good judgement in handling confidential and sensitive information Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 30+ days ago

F logo
First National Bank (Fnb Corp.)Baltimore, MD
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Position Title: Business Banking Underwriter 1 Business Unit: Credit Reports to: Business Banking Underwriting Team Leader Position Overview: Responsible for preparing financial analyses of current and prospective commercial loan customers, spreading financial statements, analyzing industry and economic conditions, completing cash flow analysis, completing full underwriting presentation and performing credit investigations to make appropriate recommendations as to the creditworthiness of borrowers and protect the Bank from loss. The incumbent provides the highest quality of service to every customer. The incumbent typically works on loans/portfolios of lower complexity as the incumbent's work requires significant oversight. Primary Responsibilities: Analyzes the creditworthiness of borrowers, identifies key credit issues and prepares full written analysis according to available information and established policies and procedures accurately and timely including completion of the entire underwriting document. Utilizes software to complete financial spreads, risk ratings, covenant tests, cash flow and global cash flow accurately and timely to aid in the analysis of a borrower's creditworthiness according to established policies and procedures. Research available data including internet sources and subscription-based utilities as available and summarizes information regarding current and projected status of certain industries and borrowers of Bank services along with general economic trends and conditions according to the availability of research data to aid in the quality of lending decisions. Develops a personal program for maintaining an adequate level of knowledge in banking matters, compliance, credit analysis, policies and procedures and personal skills and demonstrates interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Knowledge of a wide range of commercial lending (C&I, IRE, Muni, and NFP), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Compensation Grade: EXT07 Pay Range: $62,738.00 - $104,572.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

B logo
BMO (Bank of Montreal)Chicago, IL
Application Deadline: 10/30/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. May coordinate closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Advises clients on loan products, options, rates, terms and collateral requirements. May advise business clients on cash management/deposits solutions. Advises clients, where possible, on business management and other financial matters. Develops and manages Commercial banking relationships, plans for prospective clients; may include focused calling and pipeline management activities. Acts as the prime subject matter expert for internal/external stakeholders. Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation. Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services. Monitors and tracks performance, and addresses any issues. Ensures proper documentations for loans and cash management services. Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing. Evaluates and structures loan requests, determining appropriate documentation for Approved loans. Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements. Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations. Follows up after closing to insure all documents are completed and filed. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 3 weeks ago

Huntington Bancshares Inc logo
Huntington Bancshares IncColumbus, OH
Description Summary: The Business Loan Funding Coordinator - Sr performs detailed review, within expected service levels, of executed loan documentation to ensure compliance with all aspects of the approval for closing and funding in adherence with Regulatory and Bank guidelines/policies. Duties and Responsibilities: Having a clear understanding of commercial loan documentation and requirements to perfect lien position, effectively communicates requirements, minimizing customer impact. When necessary, engages internal counsel and credit administration to obtain proper approvals and / or waivers. Ensures proper loan and collateral documentation by staying abreast of and interpreting various laws, regulations, policies and procedures of loan documentation. Monitors and directs monetary disbursements as well as involvement in post-closing quality control. Identifies and proactively addresses documentation and / or perfection issues that may create problems with the commercial loan funding. Performs other duties as assigned. Basic Qualifications: 3+ years of related experience Associates Degree Preferred Qualifications: Paralegal certificate and/ or experience Bachelor's Degree Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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. 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 4 days 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 We have an exciting opportunity for a talented Relationship Manager to come in and manage and grow a large and complex portfolio of commercial loans. This sales and relationship focused individual will prospect for and close new business relationships and retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on One U.S. Bank and making appropriate referrals. The Relationship Manager provides financial advice to customers, approves loans within assigned limits, manages loans and portfolio credit quality. Basic Qualifications Master's degree in finance, accounting or other related field OR equivalent experience 10 or more years of commercial lending experience Three or more years of management experience Preferred Skills/Experience Considerable knowledge and experience in managing and growing a large and complex portfolio of commercial loans Strong leadership and strategic management skills Excellent verbal and written communication skills Well-developed analytical, decision-making and problem-solving skills Base pay for this role usually falls within $145,000 to $225,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further. 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: $170,255.00 - $200,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 days ago

Mizuho Financial group logo
Mizuho Financial groupNew York, NY
Summary: Responsible for autonomous oversight of an assigned portfolio of Project Finance agency roles including Administrative Agent, Intercreditor Agent, Depositary Bank, and Collateral Agent. Primary duties include reviewing loan documentation for agency provisions before and after financial closing, coordinating with lender groups, borrowers, legal counsel, and consultants, complying with loan provisions for draw requests and wire transfers, maintaining accurate collateral records. Principal Duties and Responsibilities: Agency: Provide excellent service to clients and lenders Review draft loan documents prior to financial closing to ensure agency provisions are suitable to Mizuho. Interact with loan Originators and legal counsel to implement recommended changes. Review and track compliance deliverables for each new assigned transaction. Set up data sites for new deals and ensure lenders are added Coordinate the action of the lenders as Administrative Agent in accordance with the financing agreements Host calls among lenders, borrowers, and consultants Distribute required information and/or reports of such agent transactions to each participant Take prompt action upon request from the participants Administrative: Comply with Mizuho's policies and procedures Complete work in a timely and accurate manner Maintain organized file system for each deal Collect Know Your Customer due diligence and Customer onboarding requirements Interact and coordinate administrative matters with other departments Perform other work-related duties as assigned Other: Mentor and develop talent by helping and supporting the transition of Junior Staff to work independently. Support Management with Ad-hoc requests Visit sites and attend bank meetings (domestic and international) as needed Work overtime when workload is heavy Minimum Job Requirements or Experience: Eligible to work in the US Undergraduate degree required in Finance, Economics, Accounting or Business Administration; advanced degree is a plus - i.e. MBA, MS, or LLM degree 4+ years experience in Agency Services supporting Project Finance transactions Ability to analyze , contracts, cash flow models and deal structures Effective oral and written communication skills Capacity to effectively organize and multi-task in a fast paced environment Advanced PC skills (Excel, Word, PowerPoint, etc.) Spanish bilingual language skills is a plus The expected base salary ranges from $87K - $125k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 30+ days ago

Merchants Bank of Indiana logo
Merchants Bank of IndianaCarmel, IN
Apply Job Type Part-time, Temporary, Internship Description Are you looking for an internship that encourages creativity and innovation? We believe our people make the difference in our business and our interns are no exception. In our internship program you will be responsible for supporting your assigned team with a variety of projects and administrative work. No coffee runners work here in the summer; you will do real work that you can add to your resume once you have completed this program. For our top performing interns, this program is our pipeline for many of our entry level full-time positions. As a Merchants Intern you will… Be assigned projects tailored to your department. The goal is that you will take what you have learned in your course work, apply it to your projects and then implement those solutions or recommendations. The aim is for these projects to help you build and broaden technical ability as well as help develop emotional intelligence (AKA soft skills). Have both a manager and mentor to help guide you through our program and your day-to-day work. Be given the opportunity to deliver a final presentation of your project results and make business recommendations to your department, team members and executive leadership. Have a better understanding of "what we do and how we do it" and be prepped and ready to enter the workforce. We also offer weekly Development Days to help our interns grow professionally and learn about our industry. These offerings include… Mock interviews and resume review with our talent management team to help prepare you to enter the workforce. LinkedIn training to help you build and develop your personal profile and teach you about online professional networking. DISC Assessment - coursework on how to leverage work styles and preferences to help improve teamwork, communication, and productivity in the workplace. "Company Insiders" Training - Listen to current Merchants employees tell their success stories and learn about who we are and what each department does to support our success. Requirements We are looking for… Students who have completed at least their sophomore year of college. College graduates are welcome to apply as well. High school diploma or GED from an accredited institution required. Ranked as the top-performing U.S. public bank by S&P Global Market Intelligence, Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana, operating multiple lines of business, including multifamily housing and healthcare facility financing and servicing, mortgage warehouse financing, retail and correspondent residential mortgage banking, agricultural lending, and traditional community banking. Merchants Bancorp conducts its business through its direct and indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital Corp., Farmers-Merchants Bank of Illinois, and Merchants Mortgage, a division of Merchants Bank of Indiana. Merchants Capital was established in August of 1990 as a mortgage banking firm specializing in multifamily housing and health care facilities finance. With extensive experience in these types of finance, the company is a premier provider and servicer of Multifamily, Affordable, Healthcare, and Student Housing. Our mission is simple: to provide the best origination and service of our loan and investment products with exceptional customer service, accuracy, creativity, speed, and conformance to regulations.

Posted 30+ days ago

Infosys LTD logo
Infosys LTDDallas, TX
Job Description Infosys Consulting is seeking a visionary and accomplished Senior Principal to lead its financial services applied experience design initiatives. This role is ideal for a seasoned leader with 15+ years of experience in digital strategy, experience design, product innovation, and agile delivery-who is passionate about reimagining financial services through the lens of human-centered design and AI-powered user experiences. About the Role: As a Senior Principal, you will shape and drive strategic digital transformation initiatives for top-tier banking and wealth management clients. You will lead multidisciplinary teams across design, product, and technology to deliver next-generation digital experiences that are intuitive, intelligent, and impactful. You will also play a pivotal role in advancing Infosys Consulting's thought leadership and service offerings in the AI-driven user experience. Key Responsibilities: Digital Strategy, Experience Design & AI Enablement Define and lead end-to-end digital transformation strategies with a focus on reimagining user experience, creating AI-enhanced customer journeys, and enabling hyper-personalization and intelligent automation. Champion research ops and design ops offerings and initiatives by institutionalizing scalable processes for user research, persona development, journey mapping, rapid prototyping, and design systems-leveraging AI-first approaches, and ensuring consistent, high-quality insights and experience design across digital banking and wealth management programs Lead UX/UI researchers and designers to craft seamless, adaptive, and predictive user experiences across digital channels. Establish and scale digital innovation labs and design sprints to accelerate ideation and solutioning. Translate emerging technologies (AI/ML, NLP, GenAI) into tangible business value through innovative digital products and services. Consulting Delivery & Leadership: Oversee the delivery of complex, multi-stream experience design and digital programs, ensuring excellence in quality, budget, and stakeholder engagement. Serve as a trusted advisor to senior executives by guiding them through digital maturity assessments, roadmap development, and execution planning-anchored in AI-first experience design strategies that prioritize intelligent personalization, predictive user journeys, and adaptive digital interfaces. Lead cross-functional teams in agile environments, fostering a culture of experimentation, continuous learning, and customer obsession. Bridge business and technology by translating strategic goals and user experience ambitions into actionable initiatives with measurable outcomes. People Development: Mentor and coach consultants and designers, cultivating the next generation of digital leaders who embrace and apply emerging technologies. Promote a culture of inclusion, collaboration, and design excellence across global teams. Encourage continuous learning and mastery in experience design, research operations, and AI-enhanced UX practices by creating structured learning paths, design critiques, and knowledge-sharing forums. Operationalize Talent Development in Design and Research Ops by implementing systems and rituals (e.g., design reviews, research share-outs, retrospectives) that embed growth, feedback, and operational excellence into the team's daily routines Cultivate global design thinking culture by applying design thinking principles across distributed teams, ensuring empathy, iteration, and user-centricity are embedded in every phase of delivery. Business & Practice Development: Lead strategic pursuits and co-create proposals that articulate compelling value propositions. Build and nurture executive relationships with clients, fintech partners, and ecosystem collaborators. Drive account growth by identifying whitespace opportunities and shaping long-term digital transformation and experience design agendas. Shape the firm's AI-first, experience design and digital strategy offerings in financial services by developing proprietary frameworks, accelerators, and methodologies. Publish thought leadership on AI-driven UX, digital trends in financial services, and experience innovation. Represent Infosys Consulting at industry forums, client roundtables, and innovation summits. Qualifications: 15+ years of experience in digital strategy and experience design and 5+ years working in consulting capacity, preferably at a top global consulting firm. Proven expertise in experience design, digital product management, and AI/ML applications in customer experience. Strong command of agile methodologies, design thinking, and digital delivery frameworks. Exceptional communication, facilitation, and executive engagement skills. Demonstrated ability to deliver and lead oral presentations, anchor business/design workshops Excellent client relationship management, executive presence, verbal, written and inter-personal communication skills Proven ability to lead projects, build strong and effective business relationships Have experience creating sales collateral and selling to clients. Highly motivated with strong analytical acumen and problem-solving skills Must be willing and able to travel depending on prospect and client requirements Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.

Posted 30+ days ago

Mechanics Bank logo

Sr. Business Banking Relationship Manager

Mechanics BankVentura County, CA

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Job Description

Mechanics Bank is currently searching for a Sr. Business Banking Relationship Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can sit out of our Santa Barbara, Ventura or Ventura County locations.

Serves as the relationship manager and trusted advisor for new and existing business banking clients. Develops and grows new business and builds/maintains strong relationships with prospects, and spheres of influence. Drives financial performance through quality credit, profitable revenue and growth. The Sr Business Banking Relationship Manager (BBRM) will focus on traditional business banking credit facilities, including C&I, commercial real estate, capital finance and equipment lending.

What you will be doing:

  • Initiates and develops new business through outside business development activities. Cultivates prospects from self-sourced leads and may include existing customers, referral leads, bank partners and other sources. Contacts prospective customers to present information on credit facilities and other banking needs.

  • Responsible for managing a portfolio of business clients, and expanding current/existing portfolio. Manages the portfolio from a balanced perspective on sales, efficiency and risk.

  • Is responsible for timely and adequate preparation of annual reviews and recommendation to the appropriate decision making bodies within the bank.

  • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

  • Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives.

Who you are:

  • Undergraduate degree in Business, Accounting, Finance or related field preferred

  • Additional experience may be considered in lieu of degree.

  • 6-10 years of relevant commercial lending experience

  • Excellent relationship management and business development abilities, analytical and problem solving skills, sales skills, and credit and credit quality skills.

  • Advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience.

  • Advanced knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank's products.

  • Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.

  • Exemplary motivation, enthusiasm, and professionalism.

  • Responsive and respectful team player that generates synergy between business units.

  • Demonstrated history of volunteerism, including participation in community organizations and causes.

#LI-HJ1

Salary: $91,620-$164,900 annually

Eligible for commission/incentive plans

Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.

Benefits package includes[1]:

  • Medical, prescription, dental, and vision coverage for employees and their eligible family members

  • Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits

  • Health Savings Account with employer contribution

  • Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit

  • 401(k) and Roth 401(k) with company contribution

  • 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program

  • Supplemental Health plans, Voluntary Legal and Identity Theft Services

  • 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year

  • Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

  • Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

  • Please view Equal Employment Opportunity Posters provided by OFCCP here.

  • To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit

California Privacy Policy for Prospective Employees | Mechanics Bank

[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

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