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Old Second National BankChicago, Illinois, United States, IL

$78,000 - $105,000 / year

Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together! Position Overview The Healthcare Portfolio Manager is responsible for supporting a HealthCare Banking Team with client portfolio management including tracking, collecting & monitoring financial data, covenant testing, Term Loan Review preparation and corresponding with clients and outside counsel as appropriate. Regularly interacts with internal Commercial Relationship Managers & Credit teams internal/external business partners, outside attorneys, and closers. Primary Job Functions Builds relationships with customers and prospects to thoroughly evaluate their commercial banking needs. Some focus will be lending with additional emphasis on cross-selling Cash Management products, Retail Banking Engages in portfolio and risk management of banking team clients ensuring compliance with bank credit policies and procedures. Engages in co-management of client relationships with a focus on client financial analysis. Tracks and monitors completion of required covenant testing and annual Term Loan Review preparation via Bank's credit underwriting group. Supports the Loan renewal process by collecting and reviewing client financial information to support approvals. Prepares credit approval memos with credit oversight. Assesses and clears past due collateral exceptions. Partners with Commercial Relationship Manager liaising with bank clients, the Commercial Credit team, Commercial support/operations and internal/external business partners. Secondary Responsibilities: In partnership with Commercial Relationship Manager, identifies and engages with clients in support of Bank's portfolio management efforts. Participates in loan approval process by contributing to the creation of Loan Committee presentations. May visit clients with Commercial Relationship Manager as appropriate. Work closely with Banking Team CLA's to clear exception items, board new business and move client relationships forward. Minimum Requirements AVP Level Internal Applicants Bachelor's degree in Accounting, Business, Finance or related field and three or more years of formal commercial credit experience required. External Applicants Bachelor's degree in Accounting, Business, Finance or related field and three or more years of formal commercial credit experience required. External candidates must have some direct experience in lending/credit focused in the healthcare specialty. VP Level Internal Applicants Bachelor's degree in Accounting, Business, Finance or related field and five or more years of formal commercial credit experience. External Applicants Bachelor's degree in Accounting, Business, Finance or related field and five or more years of formal commercial credit experience required. External candidates must have some direct experience in lending/credit focused in the healthcare specialty. Competencies: Working knowledge of balance sheets and income statements Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) General Banking (Credit/Debit) knowledge Working knowledge of credit u/w documents Familiarity of Commercial underwriting guidelines Consultative skills and client relationship management Location Details This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs. Onsite work is performed at the Chicago- Wacker location. Note: Job levels and hiring decisions are based upon both the business needs of the department and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of an AVP or VP level role but may be hired in at a lower level based upon business needs and staffing dynamics. Compensation & Benefits AVP Level: Base pay: $78,000 - $105,000 Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. VP Level Base Pay: $95,000 - $135,000 Officer Bonus Eligible: Eligible to participate in the Annual Officer Incentive plan with a target bonus up to 25% of base salary based various performance components. Benefits: How We Support You- Old Second Thanks for considering Old Second!

Posted 4 weeks ago

Dominium Management Services, Inc logo
Dominium Management Services, IncScottsdale, AZ

$50,000 - $54,000 / year

Dominium is helping tackle the affordable housing crisis - and we're looking for motivated candidates to join our team and help further our mission. With offices in Minneapolis, Atlanta, Dallas and Phoenix, Dominium is one of the nation's most respected and innovative affordable housing development and management companies. We create quality, affordable homes and engage with our residents daily to create a strong sense of community and connectivity. Join us in making a difference in people's lives every day at a company where you can challenge yourself to develop both personally and professionally. POSITION SUMMARY: The primary responsibilities of this position are to maintain the day-to-day banking/treasury operations for the business. ESSENTIAL FUNCTIONS: Opens and closes business bank accounts in accordance with company policies and banking requirements. Oversees daily management of check and ACH positive pay systems to ensure transaction accuracy and security. Maintains and updates internal accounting systems with current banking information as needed. Promptly processes stop payments on checks to prevent unauthorized transactions. Manages user access to various banking platforms, including onboarding new users and removing outdated accounts. Coordinates the ordering and distribution of banking supplies for the Property Management teams. Support the Director of Treasury in executing continuous improvement initiatives to enhance banking operations. QUALIFICATIONS: Associates/Bachelors Degree in business highly preferred Knowledge of various banking platform [CashPro, Access, CEO] highly preferred Experience in roles with high email volume Strong customer service skills Attention to detail and prompt communications skills PAY: $50,000 - $54,000/year + 5% bonus potential. About Us: Dominium is a purpose-driven leader in affordable housing. We operate in approximately 20 states, supported by a team of over 1,300 dedicated employees. For more than 50 years, we have delivered excellence in the development and management of affordable housing communities across the United States. Dominium's values - EDGE: Entrepreneurial Innovation, Developing People, Growth Mindset and Execution - guide us in fulfilling our Purpose: to provide quality, affordable housing that builds Enduring Value for our residents, employees, communities and financial partners. We believe housing provides dignity, and our work has a positive, lasting impact on the lives of individuals and families - often for generations. Our properties last for decades, leaving a lasting impact in the communities where they are located. We offer a competitive salary, an incentive bonus program, training and development programs, career growth and community volunteer and outreach programs. We also provide a comprehensive benefits package for eligible employees, including Basic Life and AD&D; Employee, Spouse and Child Supplemental Life and AD&D; and Short and Long-Term Disability insurance. We also offer Medical, Dental and Vision coverage, with optional Health Savings Accounts, as well as Medical and Dependent Care Flexible Spending Accounts. We offer Voluntary Benefits (Accident, Critical Illness, Whole Life) and an Employee Assistance Program. Additionally, you have access to a 401(K) plan, Health and Financial Wellness Programs, Paid Time Off including Paid Holidays and Floating Holidays, Paid Parental Leave, Education Reimbursement, Employee Recognition and the Dominium Employee Emergency Fund. Dominium is committed to providing equal employment opportunities to qualified applicants and employees. Dominium prohibits employment discrimination on race, color, creed, religion, national origin, citizenship, sex (including sexual orientation and gender identity), pregnancy, marital status, familial status, status with regard to public assistance, disability, membership or activity in local commission, veteran status, military status, age, genetic information, union membership, use of lawful consumable products, or any other category protected by applicable state or federal law. #LI-JM1

Posted 3 weeks ago

Banc of California logo
Banc of CaliforniaDurham, North Carolina
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY The incumbent supports business development efforts (Originations) by analyzing, underwriting new lending opportunities and assisting in structuring and closing of new loans as well as transitioning loans to Portfolio Management. This role will work closely with senior Bankers on new transactions. They will also be a key part of business development efforts by attending market events and cultivating their own personal network in the tech ecosystem. There is a focus on credit analysis, credit application preparation and coordination with Portfolio Management. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Join all calls with prospect from start to be up to speed on firm and deal. Coordinate demo with GTM if needed. Aggregate and review all diligence materials required for EOI/CAR. Prepare EOI with guidance of banker/CM. Prepare CAR. Engage appropriate CM. Work with Client Services/Prospect to ensure relevant bank accounts set up. Work with CM/loan closing/prospect to ensure all needed diligence and closing docs have been received. Work with prospect on borrowing kit and determine advance needed at close. Prepare any needed change memos and portfolio duties to ensure efficient transition (if applicable). Review LinkedIn, Axios, Pitchbook data and other resources to build targeted lead list. Reach out to prospects to set meeting for banker when needed (usually on deals banker has no connectivity or small firms banker). Manage pitch meeting scheduling and follow up (largely sending marketing collateral after meetings) where needed. Work with GTM and client services to close deposit only opportunities. Attend/organize local events to build network with CFOs/Attorneys and/or service providers. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Experience: Required: At least two years’ experience as a Venture Banking Portfolio Analyst or comparable experience at a financial institution, venture capital/private equity firm, business development, or in public accounting Education & Certifications: Required: Bachelor’s degree or equivalent experience Preferred: Master’s degree or higher Skills, Behaviors and Knowledge: Required: Responsiveness, passion for excellent customer service Willingness to go above and beyond Proven ability to underwrite well and independently Accuracy, attention to detail, strong organizational skills Excellent knowledge of Venture Bank compliance systems Team orientation HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 30+ days ago

Seacoast National Bank logo
Seacoast National BankSarasota, FL
Location: This position can be located at any Seacoast Bank office within the state of Florida. Position Summary: The Consumer Product Manager is responsible for the strategic development, management, and performance of consumer banking products, including checking, savings, CDs, lending, money movement, and related services. This role drives product innovation, customer experience enhancements, and profitability through data-driven insights, market analysis, and cross-functional collaboration. Key Responsibilities: Product Strategy & Development Define and execute product strategies aligned with customer needs and business goals. Lead the development and launch of new consumer banking products and features. Monitor industry trends and competitor offerings to identify opportunities and risks. Portfolio Management Manage the lifecycle of consumer deposit products, ensuring competitiveness and compliance. Optimize pricing, features, and positioning to drive growth and retention. Analyze product performance metrics and recommend improvements. Customer Experience & Innovation Partner with UX, digital, and operations teams to enhance customer journeys. Champion customer feedback and insights to inform product decisions. Drive digital transformation initiatives within the consumer product suite. Product Quality Assurance Establish and maintain quality standards across all consumer banking products. Collaborate with operations and technology teams to ensure defect-free products Implement continuous improvement processes based on testing outcomes Monitor post-launch performance to proactively identify and resolve quality issues. Cross-Functional Leadership Collaborate with marketing, compliance, legal, finance, and technology teams. Develop go-to-market plans and support product campaigns. Ensure regulatory compliance and risk management across all product initiatives. Financial Performance Own product P&L, including revenue, cost, and profitability targets. Develop business cases for new initiatives and track ROI. Qualifications: Bachelor's degree in Business, Finance, Marketing, or related field required, (MBA preferred). 3+ years of experience in product management, preferably in consumer banking or financial services required. Strong understanding of retail banking products, customer behavior, and market dynamics. Proven ability to lead cross-functional teams and manage complex projects. Excellent analytical, communication, and strategic thinking skills. Experience with digital banking platforms and fintech partnerships is a plus. Preferred Skills: Familiarity with product development methodologies. Proficiency in data analysis tools (Tableau, SAS, etc.). Proficiency in Microsoft Office tool set (PowerPoint, Word, Excel). Knowledge of regulatory requirements impacting consumer banking. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1

Posted 30+ days ago

Huron Consulting Group logo
Huron Consulting GroupNew York, NY

$165,000 - $185,000 / year

Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future. Join our team as the expert you are now and create your future. Senior Managers serve in an outward-facing, hands-on, and multi-faceted role combining project and engagement management, team leadership and material interaction with clients at both tactical and strategic levels. While activities vary based on project size/scope and individual skill sets and strengths, the Senior Manager can expect to spend considerable time on client-facing engagements through all project phases (pursuit to delivery), project management, and intensive data-analysis to implement impactful recommendations. Additionally, Senior Managers time will revolve around overall practice development, the mentorship of Coachees (when assigned), and general project/organizational administrative tasks. We are looking for an Oracle Financials Sr. Manager / Solution Architect who can define and oversee ERP solution design across global transformation programs. This role requires deep Oracle ERP Cloud expertise, the ability to align solutions with client business strategy, and hands-on leadership in guiding design and architecture decisions. Key Responsibilities Own the end-to-end solution design for Oracle ERP Financials and EPM Cloud implementations, ensuring scalability, compliance, and performance. Lead workshops with business stakeholders to translate requirements into future-state designs. Support pre-sales activities and contribute to proposals and client presentations. Act as a thought leader, staying ahead of Oracle roadmap and innovation (AI, automation, analytics). Provide architectural oversight across modules (AHCS, GL, AP, AR, FA, CM). Collaborate with integration, reporting, and data teams to ensure seamless end-to-end design. Define standards, templates, and best practices for ERP implementations. Qualifications: Bachelor's or Master's degree in a field related to this position or equivalent work experience with Oracle SaaS solutions 5-7 years of related experience with ERP and EPM Cloud implementations in a consulting role Must have strong banking industry experience. Insurance and capital markets is nice to have but not mandatory. 5+ years of experience leading implementations with at least 2 of the following Oracle Cloud modules: Accounting Hub (AHCS), General Ledger (GL), Receivables (AR), Payables (AP), Asset Management (FA), Cash Management, OFSAA solutions Experience as a functional application specialist, but also familiarity with Oracle's FS Reference Architecture Proven experience with integrations from Banking, Insurance, and/or Capital Markets solutions; knowledge of OIC Excellent communication skills - oral and written - and the interpersonal skills needed to quickly establish relationships of trust and collaboration The ability to train and participate in the professional development of Huron staff in both project management and technical dimensions Proven ability to contribute on multiple projects of differing scale and duration Willingness to travel up to 50% as needed to work with client or other internal project teams The estimated base salary range for this job is $165,000 - $185,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $189,750 - $231,250. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future. Position Level Director Country United States of America

Posted 30+ days ago

US Bank logo
US BankBeverly Hills, CA

$111,095 - $130,700 / year

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 are the primary advisor for our business clients. They play a pivotal role in helping our business clients achieve their financial goals and they do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. We're looking for candidates that have skills and experience in: Prospecting companies with revenues above $10MM. Working with SBA (7A and 504) loans Have an established COI (circle of influence) base Proactively manage an assigned portfolio of clients by staying on top of all renewals, annual reviews, etc. The responsibilities of the role include the following: Build, develop, and manage both new & existing relationships. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Spend 60-70% of their time on outside business development activities and growing their Centers of Influence network. Typically, these customers are companies up to $25MM in annual revenue and are a mix of pure C&I as well as Developer & Investor Commercial Real Estate. Obtain credit approval on loans within assigned limits and manage both loan and portfolio credit quality. Provide appropriate credit structure recommendations to customers. Have an expansive set of products, solutions and services that allow recommendations to both prospects & clients. Make appropriate referrals to other internal business units. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Prior experience in Developer & Investor Commercial Real Estate Prior Commercial & Industrial experience Experience managing complex credit structures and loan requests larger than $2.5MM Experience working with clients and prospects up to $25MM in annual revenue Proven success developing new business and COIs Demonstrated knowledge of commercial credit and credit quality Agile and innovative approach to problem solving and decision making Excellent verbal and written communication and presentation skills Ability to work effectively with individuals and groups across the company to manage customer relationships Location This role offers a hybrid/flexible schedule, which means there is an expectation to work onsite or be with customers three or more days a week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

Moelis logo
MoelisNew York, NY

$175,000 - $225,000 / year

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Associate to join our Technology financial advisory practice in New York City. Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required. Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent A drive for results, and ability to perform well under pressure and against tight deadlines Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Exceptional Microsoft Office suite (Excel a must) and financial reporting skills Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

F logo
First Horizon Corp.Dallas, TX
Location: On site listed in the job posting SUMMARY Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein. ESSENTIAL DUTIES AND RESPONSIBILITIES Operational efficiency Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy. Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors. Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team. Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures. Mitigate the bank's risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention. Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers' difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing. Control the inventory of cash, Official Checks and Personal Money Orders through dual control. Client experience Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively. Ensure an excellent overall client experience by assisting clients with select service needs. Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Sales and service Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates. Team management Maintain workflow and handle scheduling the associates supporting financial transactions. Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively. Assist in evaluating employee performance and counseling when needed. Assist in determining and satisfying training needs and establish performance plans. Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

PwC logo
PwCMelville, NY

$150,000 - $438,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you are expected to lead the way as technologyenabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Responsibilities Set the strategic direction for the Financial Services Tax team Lead business development initiatives to drive growth Oversee multiple projects maintaining quality delivery Maintain executive-level client relationships Provide technical knowledge and industry insights Foster a culture of digitization and automation Equip professionals to succeed in complex transactions Leverage One Firm knowledge to address client needs What You Must Have Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Considerable knowledge of tax issues in banking industry Considerable knowledge of public accounting practices Significant technical skills including FAS 109 and FIN 48 Identifying and addressing client needs Developing and sustaining meaningful client relationships Preparing and presenting complex written and verbal documents Leading teams to generate a vision and establish direction Utilizing automation and digitization in professional services Evaluating and negotiating new and existing contracts Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

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Piper Sandler CompaniesBirmingham, MI
Job Description: At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients. The Summer Analyst Program Piper Sandler is currently seeking undergraduate students for our 2027 Investment Banking Summer Analyst Internship Program. Summer Analysts generally work 10 weeks within an industry or product group in Investment Banking and have the opportunity to learn financial modeling and basic analysis of companies and industries, as well as gain an understanding of the dynamics of the capital markets. The Internship Program includes one week of formal training held near Piper Sandler's Minneapolis, MN headquarters. Interns will also be invited attend networking events during the program. Our Investment Banking internships are a direct pipeline to our full time Analyst positions for the following year. In our Birmingham, MI office, summer analysts are placed within the following sectors: Services & Industrials Qualifications: Anticipated graduation date from an undergraduate institution of December 2027 or May/June 2028 Seeking a bachelor's degree in Accounting, Finance, Economics or another business-related field Microsoft Word, Excel and PowerPoint skills Leadership and teamwork skills Willingness and desire to learn Prior to the start of the internship, it is beneficial for interns to have taken finance and accounting courses or self-study. Training will be provided prior to the start of the internship. You must be work authorized in the United States on a full-time basis without the need for employer sponsorship now or in the future. The Company cannot offer employment to F-1 (student) visa holders who require employer sponsorship in the future or cannot work now on a full-time basis. As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow, and beyond. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary for individuals expressing interest in this position is $110,000 per year. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

Posted 1 week ago

First Interstate BancSystem, Inc. logo
First Interstate BancSystem, Inc.Billings, MT
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Billings Downtown Tower, MT branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Commercial Banking Representative I functions as a primary contact for commercial banking clients with basic loan portfolios and assists Commercial Relationship Managers with servicing those clients. Responsible for maintaining and expanding the relationship with clients by providing overall client support services. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard procedures. Essential duties are performed individually or with direct supervision, based on the individual's experience level. ESSENTIAL DUTIES AND RESPONSIBILITIES Handles day-to-day client calls, client transactions, and client problem resolution. Responds to client account inquiries, performs account maintenance and researches/resolves client problems. Executes client transactions within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager (RM) any requests outside specified norms or items requiring Relationship Manager signature or approval. Transactions may include: transfers, withdrawals, distributions, wire transfers, payments, fee waivers/fee refunds, client overdrafts, monitoring reports, and other loan and account operations requested by clients. Prepares and/or reviews client account documents for meetings between the RM and the client, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines. Assists in obtaining necessary information to submit loan applications, such as financial statements, tax returns and business documentation. May also work with outside vendors, such as attorneys or title companies; UCC searches, title work, OFAC Environmental Reports, appraisals, and flood determinations. May work with outside counsel, title companies, other product vendors, etc. to request documents needed for loan requests, when applicable. Specializes in loan documentation and ensures accuracy in loan documents and legal loan files. To include reviewing documents, organizing legal loan documents, and supporting information, and accuracy in digital records. Submits complete and accurate requests for documentation in accordance with loan approval, ensuring all appropriate supporting documents are available in Director/Unity Client, including but not limited to loan approval, Borrower, Guarantor, and Grantor entity documents, collateral reports, and all other information necessary to generate loan documents. Provides complete packages to Loan Servicing for Boarding/Funding, ensuring appropriate GLs are credited for fees collected. Ensures all documentation is uploaded to Director/Unity Client timely and imaged files are complete. Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements and assists Relationship Manager with obtaining required information to clear ticklers. Supports commercial relationship managers and group managers with review and certification of legal entity validation (dba, partnership, S-Corp, C-Corp, LLC, and trusts), real estate collateral documentation (title commitment, environmental reports, hazard insurance, and appraisals), UCC and titled collateral validation. Supports commercial relationship managers and group managers with treasury and deposit products in partnership with internal bank Treasury, Retail Banking teams and other business line referral programs including payment and wealth products. Generates or obtains daily, weekly, monthly, and quarterly reports as assigned. Reviews reports for accuracy and compliance and updates systems or makes other corrections. May reconcile client accounts, enter client financial data into databases, and monitor exceptions to company policies. Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Actively participates in any required corporate and business line training in these areas. Understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with clients to understand each client's normal account activity, as appropriate for this position. Maintains working knowledge of all regulatory, legal, and Credit Policy requirements to ensure all applications, documentation and loan accounts are compliant. Participates in internal and external training to maintain knowledge of Bank products; attends operational and exception meetings and keep abreast of all credit policies and changes. Maintains positive working relationship with peers and other business unit team members. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. KNOWLEDGE, SKILLS AND ABILITIES Basic understanding of credit products, bank systems and commercial lending. Exhibits a general understanding of applicable federal regulations, credit policy and bank policies and procedures. Ability to work effectively in a fast-paced production environment. Strong organizational skills, time management skills and strong attention to detail. Strong interpersonal skills including oral and written communication. Problem solving skills. Proficiency with personal computers and related software packages. EDUCATION AND/OR EXPERIENCE High School Diploma or General Education Degree (GED) required 1-3 years banking experience and/or equivalent combination of education and experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse- Frequently Sitting- Frequently Standing- Occasionally Overtime- Subject to business need Noise Level- Moderate Typical Work Hours- M-F (8-5) Regular and Predictable Attendance- Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Posted 1 week ago

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Truist Financial CorporationCharlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for centralized operations reporting for Retail and Small Business Banking (RSSB) Operations, as well as the development and oversight of Community Branch Banking (CBB) workforce strategy and planning, including management of the branch FTE Plan. Consults on RSBB workforce initiatives and process improvements. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Lead reporting and analytics efforts for RSBB Operations and for Community Branch Banking Workforce, including leadership of a team of experienced reporting analysts and consultants who support the delivery of the responsibilities of the role. Design reports, dashboards and tools that improve efficiency and provide workforce insights. Act as a strategic change agent in the effort to establish a culture of data-driven decision-making. Prepare key operations and branch banking workforce reporting required for various RSBB risk committees, working groups, regulatory meetings, or other purposes as assigned. Coordinate ad hoc reporting and analytics initiatives at the direction of RSBB Operations executive leadership. Responsible for strategic workforce plans including branch-level FTE plan, shared resource solutions, workforce efficiencies, and other workforce initiatives. Effectively translate complex strategies into tactical action plans for execution. Responsible for measuring progress against strategic workforce plans and other workforce KPIs. Propose KPIs, set targets and benchmarks, establish recurring reports and provide insight into trends. Identify solutions for performance issues. Consult on execution of RSBB workforce initiatives with data insights and process improvements. Implement opportunities to centralize and/or automate processes to gain efficiencies. Represent RSSB Operations on cross-function project teams. Influence strategic direction of projects and initiatives with workforce impacts. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Business, Computer Science, Economics, Mathematics/Statistics/Advanced Analytics, Marketing, Operations or a related discipline, or equivalent education and related training 12 years of related experience Experience working with reporting and analytics tools Demonstrated experience managing teams and projects in a complex analytical environment Excellent problem-solving skills with a demonstrated record of success in an internal or external consulting environment Excellent written and verbal communication skills; ability to communicate technical information to nontechnical audiences Demonstrated experience and proficiency with Excel and Microsoft Office suite Preferred Qualifications: Master's degree in Business, Statistics, or related discipline Demonstrated experience managing analytical projects in Financial Services or other industries with complex (multi-product, multi-channel, geographically diverse) client relationships At least ten years' experience working with customer/prospect data in consulting, financial services, or other similar environments General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 2 weeks ago

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Truist Financial CorporationRichmond, VA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Head of AI Enablement is a senior technology leader responsible for designing and deploying enterprise-grade AI and GenAI solutions across Consumer and Small Business Banking Technology, Data and Operations (TD&O). Reporting directly to the Chief Divisional TD&O CSBB Officer, this leader partners with business executives, product managers, and engineering teams to translate business requirements into scalable, production-ready AI applications that drive measurable value. This role is hands-on and technically deep - blending engineering expertise in LLMs, agentic frameworks, and applied ML with the ability to engage directly with business stakeholders. The ideal candidate has built and deployed AI platforms or intelligent products in a technology-first environment, demonstrating fluency in system design, data architecture, and model integration. Acting as both architect and catalyst, the Head of AI Engineering & Enablement leads cross-functional squads to develop prototypes, operationalize AI agents, and integrate cognitive capabilities into existing business platforms. They ensure solutions are built with security, ethics, and performance at scale, while establishing engineering patterns that accelerate adoption across all LOBs. This role requires a rare combination of technical acumen, strategic agility, and executive presence-someone who can earn credibility with engineers and inspire confidence from business leaders. Candidates from technology or product companies are strongly preferred; those from financial services must demonstrate equivalent experience delivering engineered AI products, not program oversight. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Translate complex business requirements into engineered AI and GenAI solutions that deliver measurable business outcomes. Architect and lead the development of LLM-based, agentic, and machine-learning systems that integrate with enterprise data and technology platforms. Guide engineering teams in model development, fine-tuning, and deployment, ensuring performance, security, and compliance. Build reusable frameworks, APIs, and components to accelerate AI adoption across product lines. Partner directly with the TD&O Divisional Leaders and their engineering, product, and operations teams to identify high-impact use cases and embed AI capabilities into existing workflows. Serve as a trusted engineering partner to business executives, translating strategic goals into technical blueprints. Foster a builder culture rooted in experimentation, delivery, and responsible innovation. Establish and enforce AI engineering standards-including model observability, version control, and performance telemetry in partnership with Enterprise Architecture and the Policy, Standards, Practices Governance team. Stay ahead of emerging AI technologies, tools, and frameworks; continuously assess opportunities to integrate frontier capabilities. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Technical Expertise: Proven experience designing, deploying, and maintaining AI or GenAI systems in production-such as LLM-based solutions, agentic architectures, or advanced ML pipelines. Engineering Leadership: 10+ years leading product, platform, or applied AI engineering teams in high-scale environments (e.g., cloud, SaaS, fintech, or large-scale enterprise systems). Architectural Fluency: Deep understanding of modern AI infrastructure, including vector databases, model orchestration, RAG pipelines, and MLOps/DevOps integration. Applied Business Translation: Ability to engage directly with business leaders to convert strategic goals into technical blueprints and deliver working solutions. Ethical and Regulatory Awareness: Demonstrated knowledge of Responsible AI frameworks, model risk governance, and secure data management practices in regulated industries. Communication and Influence: Ability to earn trust across senior leadership, from CIOs to product executives, by articulating AI's value in business terms. Education: Bachelor's degree in Computer Science, Engineering, Data Science, or a related technical field (advanced degrees preferred) or equivalent experience. Preferred Qualifications: Prior experience at a technology or product company, leading AI platform or applied ML development at scale. Hands-on experience with enterprise AI frameworks (Azure OpenAI, AWS Bedrock, LangChain, AutoGen, CrewAI, or similar). Demonstrated success establishing AI engineering standards, reusable frameworks, or AI Centers of Excellence. Experience delivering GenAI applications for customer engagement, operations, or risk functions in complex organizations. Industry leadership through publications, open-source contributions, or conference presentations. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 30+ days ago

Quantexa logo
QuantexaCharlotte, NC
What we're all about. Do you ever have the urge to do things better than the last time? We do. And it's this urge that drives us every day. Our environment of discovery and innovation means we're able to create deep and valuable relationships with our clients to create real change for them and their industries. It's what got us here - and it's what will make our future. At Quantexa, you'll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We'd love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our United States sales team and continue to improve outcomes for our clients in a transformational way. As a Sales Director, you will be responsible for contributing to and executing the sales go-to-market strategy within your defined territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the largest and most significant banks in the world, solving complex business problems through Quantexa's unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. We are flexible in regards to where you are based. However ideally we are looking for someone who can regularly access clients in New York, Boston and other East Coast locations, so this role would be better suited to someone located on the east side of the country. What you'll be doing. Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders. In collaboration with leaders from sales and the business units, create a specific strategy for your named accounts. Identify how Quantexa's solutions map to the client's needs, and create compelling ROI narratives. Lead the sales process from lead to sales closing and beyond. Expand current client spend across business units and Quantexa use cases. Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa.

Posted 3 weeks ago

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First Horizon Corp.Raleigh, NC
Location: On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Orlando, FL, Miami, FL, Lafayette, LA, New Orleans, LA, Dallas, TX. Reports To: Head of Strategic Initiatives, Consumer Banking About the Role As a Data Integration Senior Analyst at First Horizon, you will serve as a strategic partner to Consumer and Small Business Banking leadership, driving data-informed decision-making through robust integration and analysis. You will lead efforts to collect, validate, and synthesize performance data across the bank into scalable, centralized systems that power scorecards, dashboards, and key metrics. Your expertise in geographic information systems (GIS) will be instrumental in advancing geospatial analytics and supporting the rollout of new GIS tools. This role requires a strong command of data architecture, visualization, and cross-functional collaboration to deliver actionable insights that shape strategic initiatives. Responsibilities Lead the design and maintenance of scalable data integration workflows to support performance reporting across Consumer Banking. Partner with cross-functional teams to identify and resolve data gaps, inconsistencies, and quality issues. Oversee the collection and analysis of external market data, including branch footprint and competitive intelligence across First Horizon's 12-state network. Collaborate with retail, business banking, analytics, and strategy teams to ensure timely and accurate data delivery. Develop and maintain documentation of data sources, methodologies, and update schedules to ensure transparency and repeatability. Produce high-impact reports and dashboards for senior leadership, including ad-hoc analysis to support strategic decisions. Champion data governance and integrity standards across all integration efforts. Contribute to the development and implementation of advanced GIS tools and spatial analytics capabilities. Qualifications: Bachelor's degree in Business, Finance, Economics, Data Science, Environmental Sciences, or related field; equivalent experience considered. 4+ years of experience in data integration, analytics, or operations, with increasing responsibility. Proven ability to architect and manage centralized databases and data pipelines for performance reporting. Advanced experience with GIS tools and spatial data analysis, including mapping and geospatial insights. Proficiency in Excel and data visualization platforms (Power BI, Tableau, GIS Insights). Strong scripting skills (SQL, Python) for data transformation, automation, and analysis. Excellent communication and stakeholder engagement skills, with a track record of cross-functional collaboration. Deep interest in banking strategy, branch networks, and market dynamics. Why Join First Horizon? You'll have an opportunity to make a visible impact alongside high-performing associates, help drive strategic change, and develop your skills in a collaborative environment. If you're proactive, curious, and thrive on turning information into action, we would love for you to apply. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 4 weeks ago

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Truist Financial CorporationMclean, VA

$110,000 - $130,000 / year

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for clients that have over $1MM in investments at Truist. The Wealth Private Advisor will identify and fulfill banking and credit solutions for clients where the FA will act as the Primary Relationship Advisor. The Wealth Private Advisor will build and maintain successful and effective partnerships with internal IRM (Integrated Relationship Management) partners including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. The Wealth Private Advisor will be held accountable for relationship partnership with FAs. The Wealth Private Advisor should have working knowledge and experience in investments, banking, insurance, and lending products to provide appropriate recommendations to meet client needs and financial goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist. a. Develop and deliver video (primary) and in person presentations to small and large groups alike, in order to demonstrate and train on the value of a Wealth Private Advisors relationship with both internal and external partners. Leverage business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon existing clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. b. Help FAs and clients set and prioritize goals and develop customized solutions, set a progress timeline to implement multiple strategies and/or solutions and ensure follow up. c. Work with FAs, clients and potential clients to coordinate information gathering, development and delivery of financial profiling. In addition, liaise between client and appropriate internal and external partners to implement all solutions and/or recommendations presented in the plan. d. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's client relationship management (CRM) system. e. Proactively call within the assigned Truist region with IRM partners on identified key IRM partnerships f. Educate clients and FA on Wealth credit and banking solutions. Also recommend solutions to clients to help achieve their financial goals. g. Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience" Build strong relationship with Complex and Team Directors in assigned Truist region, in addition to all PCG FAs within region. a. Develop and execute training for FAs on value and referral process b. Create on-going two way feedback loops with Complex Directors and PSG FAs Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant book of business. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives. Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles Highly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations Must have excellent verbal, written and phone communication skills and demonstrated leadership ability Ability to handle ambiguity and promptly capable to adapt to changing environment Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict Demonstrated ability to engage and foster effective revenue generating IRM partnerships Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally. Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients, their attorneys and CPA's. 4-year degree, 10-15 years of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years of sales experience in a related industry FINRA licensing: 7, 66 and insurance life and health. Must be able to partner well internally Preferred Qualifications: CFP, CFA, Master's Degree The annual base salary for this position is $110,000 - $130,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 30+ days ago

S logo
SmartFinancial, Inc.Sevierville, TN
SmartBank Associates enjoy an AMAZING benefits package including: Comprehensive benefits- medical, dental, vision, life, and disability insurance Matching 401(k) Generous paid time off (PTO) SmartFlex Days Up to 11 Paid Company Holidays Incentive Program Mental Health Benefits Including 8 Free sessions with a coach or certified professional Tuition Reimbursement Company apparel provided at no cost Community involvement opportunities We are looking for associates who are energetic and can deliver on our values everyday! Act with Integrity Be Enthusiastic Create Positivity Demonstrate Accountability Embrace Change Major Duties and Responsibilities: Upholds SmartBank Core Values and Core Purpose. Exercises daily supervision over the branch staff and sees that operational efficiency is achieved. Assists with personnel administration matters as assigned. Examines workflow procedures, staff levels, and client flow and transaction volume. Implements revisions to maximize productivity and income generating opportunities. Ensures adequate training in selling and cross selling of bank products and services, Bank policy, procedure, programs and objectives. Partners with Training Department to coordinate training as needed. Provides consistent and timely coaching and guidance to associates to assist with strengthening their product knowledge, identifying customer needs, and develop associates' sales skills. Maintains prescribed security controls and compliance with current regulatory legislation in order to protect the branch against criminal and fraudulent operations and unnecessary risk or exposure. Maintains continuity and consistency of service, policy, and procedure between the SmartBank branches. Provides guidance and makes decisions on complex client situations and accounts. Facilitates quarterly Financial Center Managers' meetings. Coordinates with leadership to ensure each region is receiving coordinated information. Works with Human Resources to ensure proper branch staffing and hiring including interviewing for potential available positions. Sets sales goals and objectives and implements actions, by motivating staff to sell bank products both inside and outside of the bank. Ideal candidates for the role will include: Bachelor's Degree or equivalent work experience. Minimum three years of banking experience in management position. Training Requirements (licenses, programs, or certificates): None Knowledge, Skills, and Abilities: Excellent Client Experience skills. Strong communication skills. Proven track record of success in driving sales performance and developing associates. Outstanding leadership skills, strong interpersonal skills, and ability to effect change. Work Conditions: Able to routinely stand, sit, bend and stoop. Occasionally lift or carry loads up to 40 pounds. Frequently and regularly required movements using wrists, hands, and/or fingers. Average, ordinary, visual acuity necessary to prepare and inspect documents or products and operate machinery. Ability to hear average or normal conversations and receive ordinary information. Travel to various branch locations is required. Must be available to work the required schedule of the branch office to include some Saturdays. May be required to travel to different bank locations for training sessions or meetings. A career at SmartBank is more than just a job, it is a family where values are upheld and hard work is recognized. Our SmartBank team of associates are trustworthy, loyal and innovative. We have been supporting our customers for over 10 years in Tennessee, Alabama, and Florida and are continuing to grow. We empower our associates to treat our customers with care and to be involved in the communities we support. We build exceptional value by fostering a work environment that respects individual needs, establishes high expectations and recognizes achievement - It is the SmartBank way.

Posted 30+ days ago

Commerce Bank logo
Commerce BankSaint Louis, MO

$91,000 - $184,000 / year

About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $91,000.00 - $184,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as solicit new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $50MM and over. Essential Functions Coordinate with assigned customers and targeted prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Facilitate the resolution of customer problems, engaging product experts as needed Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace Ensure compliance with all bank policies, procedures, regulations, and laws Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $100MM to $150MM Average deposit portfolio of $50MM to $100MM Annual contribution of $750M to $1.5MM Perform other duties as assigned Knowledge, Skills & Abilities Required Strong knowledge of full range of commercial products, credit policies, procedures, and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Strong time management skills, with ability to appropriately prioritize calling activities and strategies Goal oriented with well-developed sales skills Strong strategic, analytical, and problem-solving skills Ability to mentor and provide leadership to junior roles Experienced at structuring complex credit requests Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Basic proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree in Business Administration, or equivalent combination of education and experience required 8+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Relationship Manager II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $91,000 to $184,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8001 Forsyth Blvd, St. Louis, Missouri 63105 Time Type: Full time

Posted 30+ days ago

PwC logo
PwCChicago, IL

$150,000 - $438,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you are expected to lead the way as technologyenabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Responsibilities Set the strategic direction for the Financial Services Tax team Lead business development initiatives to drive growth Oversee multiple projects maintaining quality delivery Maintain executive-level client relationships Provide technical knowledge and industry insights Foster a culture of digitization and automation Equip professionals to succeed in complex transactions Leverage One Firm knowledge to address client needs What You Must Have Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Considerable knowledge of tax issues in banking industry Considerable knowledge of public accounting practices Significant technical skills including FAS 109 and FIN 48 Identifying and addressing client needs Developing and sustaining meaningful client relationships Preparing and presenting complex written and verbal documents Leading teams to generate a vision and establish direction Utilizing automation and digitization in professional services Evaluating and negotiating new and existing contracts Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

US Bank logo
US BankMinneapolis, MN

$133,365 - $156,900 / year

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 U.S. Bancorp Corporate Audit Services (CAS) welcomes applications from talented professionals to join our growing Digital, Technology, and Operations audit team. This position will support audit coverage of Corporate and Commercial Banking back-office functions, focusing on commercial loan processing, foreign transaction processing, and global trade operations within the Wealth, Corporate, Commercial and Institutional Banking Operations (WCIBO) business line. WCIBO provides operational support to all Wealth, Corporate, commercial and Institutional Banking units, as well as select Consumer and Business Banking (CBB) business groups, with a focus on service, a reduced risk profile, innovative operational solutions, and client support. The CAS Senior Audit Project Manager is primarily responsible for supervising staff in the completion of audit engagements with minimal supervision from managers, however there are no direct reports. The Senior Audit Project Manager is a subject matter expert in a particular topic, helping to drive the audit strategy and influence the business line's understanding of risk mitigation, and may support multiple complex and/or horizontal audit engagements covering related topics. The Senior Audit Project Manager is expected to handle complex tasks autonomously, monitor progress of audit engagements against plan and schedule, assess work performed by the audit engagement team, and provide coaching and on-the-job training for team members to ensure engagements are completed in conformance with internal audit policies and procedures. Primary Responsibilities: Monitor and engage in Operations transformation initiatives, including collaboration with other CAS teams/subject matter experts Expand use of data analytics by the Operations audit team (not a primary responsibility) Supervising audit staff in the completion of audit engagements, ensuring the highest quality work delivered timely. Supervision includes: Assessing work performed by staff by providing coaching notes that are relevant to the scope, accuracy and completeness of work performed. Performing sufficient reviews to ensure work contains relevant facts to support audit scope and conclusions and adhere to internal audit policies and procedures. Reviewing issues to ensure potential exposures and significance are included, root causes are identified, and operationally effective and cost-effective actions to address those causes are developed into appropriate recommendations. Completing or assisting managers in planning audit engagements. Includes identifying and analyzing business processes, key risks, and critical controls; interviewing auditees; determining audit scope; evaluating control design adequacy; and developing audit programs which provide sufficient guidance for testing control performance effectiveness and making evaluations which effectively achieve audit objectives. Assisting the managers in reporting and wrap up phases of audits. Includes appropriate disposition of issues and drafting audit reports which include issues. Monitoring progress of audit engagements against plan and schedule. Includes making necessary adjustments and promptly completing work paper reviews on a timely basis to ensure all issues are identified and dispositioned prior to report draft issuance. Providing on-the-job training for staff. Includes business knowledge of products, services, and delivery systems; company policies and procedures; applicable laws and regulations; and formal/informal control frameworks. Collaborating across the three lines of defense regarding business processes, risks, and controls. Coordinating audit activities by integrating other internal audit subject matter teams (product/service, technology, compliance, financial crimes, etc.) to ensure appropriate and efficient coverage of the business products, services, and processes. Managing the team's workload to assist other audit teams when resources are needed for areas of higher risk. Performing other duties as requested by management including continuous monitoring for responsible areas. Basic Qualifications Bachelor's degree, or equivalent work experience Typically more than 10 years of applicable experience Preferred Skills/Experience Typically has 10 or more years of applicable experience working with Corporate and Commercial Banking loans and various capital markets products Subject matter expert level of understanding of commercial banking operations, products/services, systems, and associated risks/controls, including Syndicated Loans, Equipment Finance, Commercial Real Estate, Asset Based Finance, and capital markets products (e.g. foreign exchange, derivatives, international remittance, and letters of credit). Subject matter expert level of knowledge of applicable laws, regulations (Swap Dealer Reporting, Volker Rule, Dodd-Frank), financial services, and regulatory trends that impact bank operations Subject matter considerable knowledge of Risk/Compliance/Audit competencies Strong process facilitation, project management, and analytical skills Business acumen and credibility to help business line(s) proactively identify and address changing workforce needs Excellent presentation, interpersonal, written, and verbal communication skills Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations Experience with Archer and TeamMate+ CIA, CISA, CPA, or other relevant professional designations or advanced degree Location expectations This role requires working from a U.S. Bank location three (3) or more days per week. 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: $133,365.00 - $156,900.00 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

O logo

Avp/Vp Portfolio Manager (Healthcare Commercial Banking)

Old Second National BankChicago, Illinois, United States, IL

$78,000 - $105,000 / year

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Job Description

Who We Are

At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.

With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!

Position Overview

The Healthcare Portfolio Manager is responsible for supporting a HealthCare Banking Team with client portfolio management including tracking, collecting & monitoring financial data, covenant testing, Term Loan Review preparation and corresponding with clients and outside counsel as appropriate. Regularly interacts with internal Commercial Relationship Managers & Credit teams internal/external business partners, outside attorneys, and closers.

Primary Job Functions

  • Builds relationships with customers and prospects to thoroughly evaluate their commercial banking needs. Some focus will be lending with additional emphasis on cross-selling Cash Management products, Retail Banking
  • Engages in portfolio and risk management of banking team clients ensuring compliance with bank credit policies and procedures.
  • Engages in co-management of client relationships with a focus on client financial analysis.
  • Tracks and monitors completion of required covenant testing and annual Term Loan Review preparation via Bank's credit underwriting group.
  • Supports the Loan renewal process by collecting and reviewing client financial information to support approvals.
  • Prepares credit approval memos with credit oversight.
  • Assesses and clears past due collateral exceptions.
  • Partners with Commercial Relationship Manager liaising with bank clients, the Commercial Credit team, Commercial support/operations and internal/external business partners.

Secondary Responsibilities:

  • In partnership with Commercial Relationship Manager, identifies and engages with clients in support of Bank's portfolio management efforts.
  • Participates in loan approval process by contributing to the creation of Loan Committee presentations.
  • May visit clients with Commercial Relationship Manager as appropriate.
  • Work closely with Banking Team CLA's to clear exception items, board new business and move client relationships forward.

Minimum Requirements

AVP Level

Internal Applicants

  • Bachelor's degree in Accounting, Business, Finance or related field and three or more years of formal commercial credit experience required.

External Applicants

  • Bachelor's degree in Accounting, Business, Finance or related field and three or more years of formal commercial credit experience required.
  • External candidates must have some direct experience in lending/credit focused in the healthcare specialty.

VP Level

Internal Applicants

  • Bachelor's degree in Accounting, Business, Finance or related field and five or more years of formal commercial credit experience.

External Applicants

  • Bachelor's degree in Accounting, Business, Finance or related field and five or more years of formal commercial credit experience required.
  • External candidates must have some direct experience in lending/credit focused in the healthcare specialty.

Competencies:

  • Working knowledge of balance sheets and income statements
  • Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • General Banking (Credit/Debit) knowledge
  • Working knowledge of credit u/w documents
  • Familiarity of Commercial underwriting guidelines
  • Consultative skills and client relationship management

Location Details

This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs. Onsite work is performed at the Chicago- Wacker location.

Note: Job levels and hiring decisions are based upon both the business needs of the department and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of an AVP or VP level role but may be hired in at a lower level based upon business needs and staffing dynamics.

Compensation & Benefits

AVP Level:

Base pay: $78,000 - $105,000

Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.

VP Level

Base Pay: $95,000 - $135,000

Officer Bonus Eligible: Eligible to participate in the Annual Officer Incentive plan with a target bonus up to 25% of base salary based various performance components.

Benefits: How We Support You- Old Second

Thanks for considering Old Second!

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