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Dollar Bank logo
Dollar BankPittsburgh, PA
Job Description The Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and providing tailored recommendations on banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions. In addition to a comprehensive retail training program designed to develop consultative sales skills, the Regional Banking Supervisor supports branch operations and ensures service excellence. This role provides an opportunity to lead by example, guiding team members in delivering personalized financial solutions while maintaining a high standard of customer satisfaction. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's North Region markets. These branch locations include Cranberry, Wexford, Richland, Butler, North Hills, Natrona Heights, and Shaler. Travel reimbursement is provided after a specific mileage threshold is met. Education and Experience Requirements: High school diploma/GED required. One year demonstrated track record of achieving sales goals is required with either College (Associate's) degree OR a minimum of 2 years demonstrated ability to deliver outstanding customer service in financial services or retail industry. Leadership, supervision, or mentorship experiences required. Ability to travel between multiple assigned branches according to business needs. A valid driver's license and access to a reliable vehicle is required. Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Essential Functions: Build relationships with our customers by engaging in a consultative sales approach. Utilize the relationship building skills taught through Dollar Bank's training program to create customer loyalty. Educate our customers on ways to utilize technology in branch, online or mobile. Utilize sound decision making skills while balancing customer service and financial loss. Assist in training and development of new employees within the bank. Learn how to open and close branches. Adhere to all established branch operational processes and procedures. Multitasking skills to quickly shift from transaction to transaction. Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. Arithmetic skills to count money accurately. Computer literacy to access account information and process transactions. Develop a thorough knowledge of Bank products and guidelines by attending the required classes. Maintain a professional appearance and conduct yourself in a professional manner at all times. Maintain the highest level of professional integrity and ethics All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Posted 3 weeks ago

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

Posted 2 weeks ago

Mechanics Bank logo
Mechanics BankHonolulu, HI
Mechanics Bank is currently searching for a Branch Manager Retail Banking to join our team at our Kahala Branch. The Branch Manager is vital in driving the branch towards achieving success across key areas including sales initiatives, consumer and commercial banking management, customer service, operational management, and community involvement. The Branch Manager is expected to actively make outside business development sales calls and take a leadership role within the community through participation in community events. The Branch Manager will develop and implement strategies that align with the branch's budget and profitability goals, ensuring the delivery of superior banking services and fostering a culture of teamwork and exceptional service. What you will be doing: Develops and implements sales strategies to meet sales goals, providing ongoing training, coaching and performance feedback. Achieves targets for commercial and consumer banking products and services. Conducts outside business development efforts to expand the branch's market presence and customer base. Leads the branch team towards achieving sales goals, providing ongoing training, coaching and performance feedback. Manages and deepens commercial and consumer banking relationships, ensuring high levels of satisfaction and loyalty. Responsible for partnering with commercial lenders and treasury sales teams in a collaborative environment to deliver the best product and services solutions. Offers tailored financial advice by thoroughly understanding client needs and available banking solutions. Continuously assess portfolio performance, initiating strategies for growth and improvement. Ensures compliance with banking regulations and policies, overseeing smooth daily branch operations. Develops and implements a strategic branch plan that considers market potential and aligns with budget and profitability goals. Enhances operational efficiency to improve productivity and minimize costs. May process transactions and account maintenance activities including processing daily transactions, opening a cash drawer, balancing the ATM, Wire Transfers, and/or acting as a back-up for the vault banker. Serves as a resource for complex account servicing needs. Works with staff to generate ways to pleasantly surprise customers, differentiating the bank from competitors. Proactively educates customers on utilizing available access channels. Assists customers with account servicing needs and resolves difficult customer issues with diplomacy. Conducts care and relationship review calls with consumer and business clients to ensure satisfaction. Represents the bank at community and business events, participating actively to enhance the bank's community relations. Serves as the face of the bank in community and business events, actively sponsoring and participating to strengthen the bank's community ties. Builds and maintains strong community relationships, leading initiatives that contribute to local development and underscore the bank's commitment to the community. Who you are: Bachelor's degree in finance, business administration or related field. Minimum of 5 years in banking with at least 3 years in a leadership role, inclusive of experience in outside sales and business development. In depth knowledge of banking regulations, market trends and a wide array of financial products and services. Successful track record in sales, business development, and managing successful teams. Strong leadership skills with a focus on community involvement and the ability to build and maintain professional relationships. Strong analytical, planning, and decision-making skills. Competency in banking systems and proficiency in Microsoft Office Suite. Local travel required. Valid driver's license, vehicle, and liability insurance required. Maintenance of internal and professional licenses and certifications specific to this job classification as directed by the Bank. #LI-AS1 Salary: $68,640.00 - 107,610 annually Eligible for Commission/Incentive Plan Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

Posted 30+ days ago

PwC logo
PwCPhiladelphia, PA
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 3 days ago

B logo
BMO (Bank of Montreal)Carpentersville, IL
Application Deadline: 10/09/2025 Address: 170 N McLean Blvd Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 3 weeks ago

Huntington Bancshares Inc logo
Huntington Bancshares IncMinnetonka, MN
Description Summary: Still in school but ready to launch your career? Our internship program is perfect for ambitious students looking to gain valuable hands-on experience that will build more than just your resumé - it will expand your career possibilities after graduation. Our program is structured to provide students unique experiences tailored to their field of interest. Through these experiences, you'll build a foundation on which to further your career, your abilities and your dreams. Internships span 12 weeks and are offered in all of our business segments. Why Huntington? As an intern, you will be exposed to many facets of our business and our distinguished culture: We offer a robust schedule of events - full of professional development opportunities Interact with our Executive Leadership Team on multiple occasions Learn from senior leaders about career pathing and Huntington business segments Master the key concepts of our innovation framework through a business relevant team project Immersion into our award winning culture through volunteer and social events Duties & Responsibilities: Collaborate directly with your manager Support organization and department initiatives Provide recommendations to improve your department Work both independently and within a team Exhibit a professional, business-like demeanor Exhibit excellent oral and written communication skills Aptitude - proficiency with computer software, particularly the Microsoft Office Suite Take initiative to achieve personal career goals Participate in all HNB internship events Energy, enthusiasm, and passion for Huntington! Basic Qualifications: High School graduate Enrolled in an Undergraduate or Graduate accredited University Demonstrated teamwork and leadership through extracurricular activities and/or work experience Exceptional communication, interpersonal, and relationship building skills Ability to work independently or as part of a team Proficiency in MicrosoftOffice applications Preferred Qualifications: Course(s) of study applicable to the area of business Ability to maintain professional composure in a dynamic work environment that often requires management and completion of multiple tasks Demonstrate sound judgment and ability to apply logical/critical thought processes when developing solutions Ability to display a positive business presence with management and external personnel A strong interest in Banking as a career Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $20-$25 The compensation range represents the low and high end of the base compensation range for this position. Colleagues in Intern positions are eligible for paid holidays and Huntington's retirement savings plan. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 4 days ago

Infosys LTD logo
Infosys LTDBoston, MA
Job Description Infosys is seeking a seasoned Associate Client Partner to join its Financial Services vertical, a strategic business unit driving digital transformation across banking, insurance, and capital markets. This role is pivotal in managing and expanding high-value client relationships, with a focus on delivering innovative solutions and driving revenue growth. The Associate Client Partner will be responsible for overseeing a portfolio valued between $10 million and $30 million annually, acting as the primary interface for client engagement, opportunity development, and strategic account planning. The role demands close collaboration with cross-functional teams, including delivery managers, solution architects, and senior leadership, to ensure seamless execution and long-term client success. Role Description: Client Engagement & Business Development Lead client relationships and manage the full sales cycle: prospecting, evaluation, proposal, and closure. Grow assigned account portfolio and identify new business opportunities. Delivery Oversight Partner with delivery managers to ensure successful project execution. Resolve delivery challenges related to infrastructure, resources, or performance. Solutioning & Go-to-Market Strategy Collaborate with Solutions Leaders to develop customized pitches. Promote go-to-market offerings and drive solution-based revenue. Account Planning & Governance Develop and execute strategic account plans including relationship mapping, opportunity pipeline, pricing strategy, and risk mitigation. Make pricing decisions within the scope of the Master Services Agreement. Support pre-sales proposals and contribute to alliance-building efforts. About Infosys Financial Services: Infosys Financial Services (FS) is one of the largest and most dynamic verticals within Infosys, contributing nearly one-third of the company's global revenue. The practice serves a wide range of clients across banking, capital markets, insurance, and fintech, helping them navigate complex challenges and embrace digital transformation. Our FS practice is at the forefront of digital disruption, leveraging cutting-edge technologies such as AI/ML, blockchain, cloud computing, and data analytics to redefine how financial institutions operate. We partner with global banks, insurers, and asset managers to deliver solutions that enhance customer experience, improve operational efficiency, and ensure regulatory compliance. Infosys FS is known for: End-to-end transformation programs across core banking, payments, lending, and wealth management. Platform-led innovation, including Infosys Finacle and other proprietary solutions. A strong focus on sustainability, resilience, and agility in financial operations. Deep domain expertise combined with a Global Delivery Model that ensures speed, scalability, and cost-effectiveness. As part of this practice, you'll work with industry leaders and cutting-edge technologies to shape the future of financial services. Required Qualifications: Bachelor's degree or foreign equivalent required from an accredited institution. We will also consider three years of progressive experience in the specialty in lieu of every year of education and 7+ years of experience, with strong sales/relationship management/account management experience Significant business development and project management experience Experience in the relevant industry/vertical Track record of interacting and building relationships with CXO-level client contacts Hands-on experience with proposal creation and leading proposal presentations Strong leadership, interpersonal, communication, and presentation skills Wide variety of IT and business consulting engagement experience Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time. Preferred Qualifications: Knowledge of industry-specific go-to-market solutions. Understanding of financial services business drivers and challenges. Experience with global delivery models and managing large consulting teams. Proven success as an Account Manager in a high-growth environment. Benefits: Along with competitive pay, as a full-time Infosys employee, you are also eligible for the following benefits: Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness, Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off

Posted 3 weeks ago

F logo
First National Bank (FNB Corp.)Pittsburgh, PA
Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. No Corporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: The purpose of this internship is to give a college student the opportunity to see all aspects of the Commercial Bank at FNB, with a focus on Credit Analysis and Underwriting. This would include but not be limited to: credit training, financial spreads and analysis, cash flow and collateral analysis; opportunities to shadow outside sales calling efforts with both Commercial Lenders and Business Partners, and interaction with Sales & Executive Management. In the role of Commercial Banking Intern, you have the opportunity to apply your knowledge of business and finance to real world scenarios within our commercial banking segment. Throughout this experience you will gain practical, challenging and meaningful on-the-job work experience as a commercial banking professional with an organization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Participate in credit training Participate in other systems training and be provided with the opportunity to work with credit analysts, portfolio managers and commercial lenders in tracking, administering and growing the Bank's commercial portfolio Shadow either commercial lenders or their business partners on outside business calls Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking Spend time interacting with Commercial Administration Management (both Regional Banking Executive's and Market Managers) Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to further aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Moelis logo
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking a Executive Director to join our Life Sciences financial advisory practice in New York. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary Range: USD$275,000 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

Huntington Bancshares Inc logo
Huntington Bancshares IncGreenville, SC
Description Summary: The Business Banking Underwriter IV is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Loans would typically include those with most complex credit structures and customer exposure up to $10MM. Utilizes single approval authority up to $4MM. Appropriately assess risk profile of borrower. Assist with training and mentoring new hires as well as providing support for the UWI, UW II & UW III job families as needed. Tasks as needed to support the line of business and job family. Act as primary back up for their manager as needed for team huddles & meetings. Is positioned with knowledge and expertise to represent direct manager outside of function group as needed. Collaborate with both credit and segment risk to meet or exceed department goals. Performs other duties as assigned. Basic Qualifications: Bachelor's degree 7+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelor's degree in business related field 3-4 years leadership / management experience Ability to underwrite credit exposures in excess of $4MM. Previous authority to underwrite and decision credits without additional signers. Demonstrates confidence, assertiveness, professionalism, and ability to interact with all levels within the organization in a professional manner. Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented. Excellent written and verbal communication skills, including grammar and demeanor. Strong organizational skills with attention to detail, planning and follow-up. Ability to work independently on multiple tasks without compromising quality. Ability to determine and make necessary changes without oversight within their functional team to better the unit as a whole. #Texas Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000 - $140,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 4 days ago

T logo
Texas Capital Bancshares, Inc.Houston, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Key Responsibilities: Lead with ultimate responsibility for the overall, holistic business performance, growth, and profitability of the Diversified Industries group at Texas Capital, at appropriate levels of risk. Develop and execute a long-term strategy for the business and build engagement and buy-in around the vision and strategy for the Diversified Industries Corporate Banking group at all levels of the business. Drive business performance, growth and profitability on an ongoing business, meeting quarterly and annual performance targets while executing the business strategy and managing risk and compliance. Attract, retain, inspire and develop a diverse, high-performing group of Corporate Relationship Managers and juniors. Structure the organization to achieve its business objectives in an efficient and effective manner. Drive client relationships across Texas Capital - working closely with the Investment Bank and other businesses with a focus on the top tier names, ensuring that a high degree of client contact is consistently maintained. Help to manage some key relationships with existing and potential clients with a view to leveraging further business and widening the portfolio. Focus on the spectrum of needs for Corporate customers and across a national remit. Actively partner with the credit team and provide guidance in order to help maintain strong credit quality and effective deal processing. Partner with Product Executives to ensure a holistic client coverage approach. Ensure that all activities and duties are carried out in full compliance with regulatory requirements, enterprise-wide risk management framework, and internal Texas Capital policies and policy standards. Key Competences: Solving large, challenging cross-enterprise problems and implementing innovative and creative solutions to address them. As a member of the CIB Leadership Team, support the development of the group's strategy and business plans that align with Texas Capital's purpose, values, risk appetite, and policies. Establish and maintain effective, collaborative relationships with independent risk, business risk, compliance and other relevant groups within Texas Capital Work Experience: Significant experience at 15+ years senior leadership level in corporate banking or equivalent with experience on a national scale. Detailed knowledge of the financial services industry (including history, trends, and future development). Ability to maintain and enhance the standing of Texas Capital's Diversified Corporate Banking team within financial markets. Experience in a strategy, product, consulting, or business development role, multiple areas preferred. Demonstrated ability to lead and influence internal and external partners in varied disciplines (business, technical, customer experience, risk, controls). Established and evidenced leadership credentials, including leading through change. Education: Bachelor degree in accounting, finance or related area The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 4 days ago

NBT Bank logo
NBT BankNashua, NH
Pay Range: $119,993.00 - $160,008.00 Responsible for full range of New business Development activities. Evaluates loan applications and makes recommendations to higher authority. Maintains a loan portfolio that includes gathering relevant financial data and maintains customer relationships. Complies with bank policies and Federal/State regulations dealing with Commercial Lending. As necessary works with more experienced Banking Officers in handling more complex relationships. Education and Experience: 4 year degree or related experience 5-7 years lending experience Skills and Abilities: Strong accounting and credit analysis background Strong oral, written and listening skills Ability to attain/exceed goals Strong management and leadership skills Tasks Performed: 40% Develops a portfolio through New Business Development activities handling all but the largest most complex relationships with borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as Federal/State regulations affecting Commercial Lending. 25% Evaluates loan applications and makes recommendations to higher approval authority after analyzing borrower capacity, financial data, industry trends, collateral position, management ability and using personal judgment to determine credit worthiness. 20% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups. 10% Seeks advice and guidance from more experienced lending Officers throughout the loan underwriting, approval and closure process. 5% Other duties as assigned Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 1 week ago

US Bank logo
US BankLos Angeles, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Reporting to the Head of FX CBB Sales, the successful candidate will be responsible for the development and execution of strategic and tactical sales plans for the West regional Business Banking segment that is aligned with overall corporate strategy. This position has responsibility for driving and deepening client relationships and FX sales revenue. Essential Responsibilities: Discuss FX hedging strategies with clients, model and execute client transactions while acting as team player and backing up colleagues Providing education and partnership to internal partners Lead in collating presentation materials and participate in client conversations focusing on cross-border payments and currency risk management Work closely on internal projects and analytical work for clients Collaborate with broader client coverage teams including business bankers, treasury management, credit, etc. in addressing client needs Onboard new clients, set up credit lines, negotiate ISDAs, and prepare for trade execution Work closely with our internal trading, middle and back-office functions to support client trading activity Actively ensure compliance with all US Bancorp policies and procedures such as Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, Etc. Essential Qualifications: Bachelor's Degree. Major or minor in economics or finance preferred 10+ years' experience in the foreign exchange market Strong oral and written communication skills Superior time management, including multi-tasking abilities and prioritizing daily tasks Quantitative skills, must be extremely proficient in excel including data manipulation and statistical modelling The ability to work in a high volume, fast paced environment with attention to detail critical Strong presentation skills with the ability to analyze and evaluate data to offer conclusions and recommendations Self-motivated with a keen desire to learn and contribute within a dynamic team environment In depth knowledge of the cross-border payments industry. Potential for up to 75% travel. The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $159,970.00 - $188,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

The Bank of San Antonio logo
The Bank of San AntonioAustin, TX
Description The Commercial Banking Relationship Manager will sources, sell to, and manage relationships with commercial banking clients as well as our high network clientele with our Private Banking team. They will grow revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships. Collaborate with team members for acquisition, expansion and retention of clients. Manage loan and portfolio credit quality through active relationship management, sources prospects and develops new customer relationships. Provides financial advice to clients and sells appropriate bank products and services to those prospects and clients. Business must include commercial and industrial (C&I). The Commercial Banking Relationship Manager will evaluate a client's financial data or investment options and recommends strategies based on the client's risk profile and personal financial statements. They will also act as a liaison to our Private Banking team by uncovering any Private Banking needs. The Commercial Banking Relationship Manager will maintain compliance with all applicable laws and regulations to achieve satisfactory procedural and compliance audits or examinations. This position relies on extensive experience and judgment to plan and accomplish goals. Report to senior management. Escalate critical matters when necessary and updates manager on a regular basis. Ensures excellent internal and external client relations at all times. Responsibilities and Duties: Execute integrated sales and relationship strategies that are in alignment with the bank's business plan to achieve desired revenue and service standards by meeting assigned goals. Responsible for client satisfaction and relationship profitability, while providing customers with a single point of contact within the bank. Serve clients by identifying clients' needs and cross-sell the full range of bank products and services to new and existing clients. Participate in joint calls/meetings with business partners within the bank to develop customer relationships and support specific product sales across business lines. Use sound judgment in qualifying potential customers and related business deal. Ensure customers meet credit and compliance criteria. Partner with Credit Analyst to ensure all necessary documents are delivered to allow for a complete credit assessment. Build and manage portfolio including monitoring credit quality and taking action as appropriate. Ensure that all client services and product processing activities are carried out in accordance with all regulatory, legal and governmental regulations. Work with corporate compliance, loan and deposit operations to ensure conformity with bank policies, procedures and Federal and State regulations and laws. Represent the bank in civic and community functions to further enhance its image and develop expanded business. Attend meetings and training as required to continue development and to enhance knowledge of products, processes and technologies. Adhere to all bank policies, procedures and regulatory requirements Requirements Education and Experience Qualifications: Bachelor's degree in Finance, Business or related field required At least 7 years banking experience, preferably in commercial banking. Knowledge of credit process /formal credit training and commercial banking products and services is preferred. 5+ years commercial banking with demonstrated superior sales performance and actively managed a cross-marketed portfolio is preferred.

Posted 30+ days ago

F logo
First National Bank (FNB Corp.)Charlotte, NC
Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. No Corporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: The purpose of this internship is to give a college student the opportunity to see all aspects of the Commercial Bank at FNB, with a focus on Credit Analysis and Underwriting. This would include but not be limited to: credit training, financial spreads and analysis, cash flow and collateral analysis; opportunities to shadow outside sales calling efforts with both Commercial Lenders and Business Partners, and interaction with Sales & Executive Management. In the role of Commercial Banking Intern, you have the opportunity to apply your knowledge of business and finance to real world scenarios within our commercial banking segment. Throughout this experience you will gain practical, challenging and meaningful on-the-job work experience as a commercial banking professional with an organization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Participate in credit training Participate in other systems training and be provided with the opportunity to work with credit analysts, portfolio managers and commercial lenders in tracking, administering and growing the Bank's commercial portfolio Shadow either commercial lenders or their business partners on outside business calls Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking Spend time interacting with Commercial Administration Management (both Regional Banking Executive's and Market Managers) Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to further aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

NBT Bank logo
NBT BankOneonta, NY
Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 1 week ago

US Bank logo
US BankBeverly Hills, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call and bring in new business clients to US Bank. Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to serve our business clients today and into the future. We're looking for candidates that have skills and experience in: Prospecting companies with revenues above $10MM+ Equipment Financing 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. Responsibilities include: 65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate, and manage new and existing relationships with business clients. Recommend financial solutions based on each client's unique goals and needs. Be the primary advisor for our business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients. Basic Qualifications Bachelor's degree, or equivalent work experience Four to five years of experience in relationship banking Preferred Skills/Experience Strong business development and relationship management skills Self-motivation, team player, positive personality, and production driven. Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal, and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,345.00 - $115,700.00 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 3 weeks ago

Houlihan Lokey logo
Houlihan LokeyDallas, TX
Business Unit: Corporate Finance Industry: Healthcare Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Healthcare The Healthcare Group is seeking to complement its team of professionals with an experienced, motivated Associate who will be immediately additive to the group. The composition of transaction work will be approximately 90% sell-side M&A, and 10% debt and equity financing. Associates are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst. As part of our team, you will: Prepare, analyze, and explain historical and projected financial information Coordinate and perform business due diligence and execute M&A transactions Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed Perform valuation and ad hoc financial analyses Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications 3+ years of Investment Banking experience Advanced knowledge of accounting and finance Undergraduate degree Strong analytical/technical and qualitative abilities Preferred Qualifications Excellent verbal and written communication skills Strong financial and computer skills (Excel, Word and PowerPoint) Excellent public speaking and presentation skills Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously Extensive operational financial modeling and valuation experience Hands-on M&A experience Transaction experience in Healthcare is a plus Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000.00-$225,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 30+ days ago

Infosys LTD logo
Infosys LTDAtlanta, GA
Job Description Infosys Consulting- What We Do We are a leader in advisory services for many of the world's best-known names in Financial Services. We combine innovative and human centric approaches with the latest technological breakthroughs to help large organizations drive a complex change agenda. We do this through our highly talented, industry-focused consultants, who bring deep domain expertise to senior business leaders across all our engagements. Our customized programs address key challenges and opportunities most impacting the C-suite. The Role- What You'll Do As a Principal Consultant, you will work on strategic programs tackling complex, industry-specific challenges, while further deepening knowledge in your area of specialization. You will independently deliver high quality solutions and actively build key client relationships. You will work with the top Fortune 500 Financial Institutions to envision new products, define domain blueprints and roadmaps, redefine experiences and processes, monetize data, modernize payments infrastructure, and drive innovation. You will have the opportunity to develop and leverage your industry experiences and relationships to bring innovative ideas and insightful perspectives to life and become established as a thought leader in the industry. Basic Qualifications The ideal candidate will have a minimum of 7 years' experience in the Financial Services industry with a broad understanding of Transaction Banking business This is for business consulting unit in Infosys, we do the "tip-of-the-spear" work. It includes, strategy, enterprise architecture, products and services envisioning and target state architecture blueprinting as primary activity areas. Since infosys is IT services provider as well, the job requires people to take up roles as lead BA / Functional consultant/Functional Program Manager in technology delivery in transformation program based on the projects we win. The consultants will also have to take a bottom-line for firm building activities as well. The amount of effort varies based on job level. This includes, developing consulting collaterals, writing thought papers, and extensively take part in pre-sales efforts We expect people to be problem solvers and analytical thinkers and bring out innovative solution idea besides all or many of the above experiences Good experience of at least 1 to 3 cycles of implementing transaction banking solutions covering all or many of these Global cash and liquidity solutions, Virtual accounts, Target balancing and notional pooling, Accounts payables and receivables. Customer Treasury products (hedging forward contracts, structured products etc.,), Payment's solutions that support transaction banking or Ledgers for transaction banking products. At least 1 to 3 full cycles of consulting or solution implementation experience in a commercial bank/SI/or a Fintech MBA could be waived if they have post graduate qualification Preferred Qualifications Hands-on experience working on and delivering business/product transformation initiatives in banking Working knowledge of Design Thinking 7+ years of experience or 5+ years of experience for MBA graduates, either in management consulting or directly at Banks, Banking Product Vendors and Fintechs. Any industry certifications would be an advantage MBA or equivalent advanced degree For transaction banking payments, we expect people have decent knowledge of payments processing in electronic clearing covering WIRES, ACH and cross border. Knowledge of card networks and the processes would be important. Payments area is a techno-functional in nature and we expect consultants to appreciate architecture and should be at easy working with development /engineering teams. Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time." General Information This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee. Along with competitive pay, as a full-time Infosys employee, you are also eligible for the following benefits:- Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness, Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off

Posted 1 week ago

B logo
Banco Santander BrazilPoznan, OH
Product Owner - Daily Banking (Segment MŚP) Country: Poland Na bank zadbamy dla Ciebie o: umowę o pracę (pierwsza na 12 miesięcy), pracę hybrydową częściowo w biurze w Poznaniu, ul. Kolorowa 8 i 10 (przy centrum handlowym King Cross), Warszawie, al. Jana Pawła II 17 lub Pereca 1 (przy Rondzie ONZ), Wrocławiu, ul. Robotnicza 11 (przy Muzeum Współczesnym), zespół/lidera: Iwona Trubowicz Marchwińska - śmiało sprawdź z kim możesz pracować [Iwona Trubowicz-Marchwińska | LinkedIn], pracę w zespole, który odpowiada za rozwój kluczowych produktów i usług bankowych dla mikro i małych przedsiębiorców. Szukamy Product Ownera, który rozumie potrzeby firm z segmentu MŚP i potrafi przekuć je w proste, intuicyjne rozwiązania transakcyjne. Należymy do pierwszej trójki największych banków w Polsce i jesteśmy częścią międzynarodowej Grupy Santander. W naszej centrali łączymy kilkanaście jednostek biznesowych, w tym nasze zaplecze technologiczne. Choć jesteśmy zupełnie różni to mamy jeden cel - wszystko robimy na bank. Na co dzień pracujemy w metodyce agile - w chapterach i squadach.Mamy też możliwość integracji z innymi pracownikami np. dzięki ponad 20 Klubom Zainteresowań. Cenimy różnorodność wśród naszych pracowników. Wierzymy, że każdy, bez względu na indywidualne predyspozycje, może wnieść niepowtarzalną perspektywę do naszej firmy. Aplikuj, jeśli: masz doświadczenie w zakresie właścicielstwa produktu - najlepiej w bankowości lub sektorze finansowym, znasz potrzeby i specyfikę mikro i małych firm jako klientów banku, znasz obszar bankowości transakcyjnej - produkty takie jak konta, przelewy, karty, cash management, AML itp., umiesz analitycznie myśleć, wyciągać wnioski i podejmować decyzje w oparciu o dane, masz silne nastawienia na klienta (wewnętrznego i zewnętrznego) i umiejętności przekładania potrzeb użytkowników na konkretne rozwiązania, umiesz współpracować z wieloma interesariuszami w dużej organizacji, w tym z jednostkami IT, jesteś otwarty/a na zmiany i pracę w dynamicznie zmieniającym się środowisku. Mile widziane jeśli będziesz mieć: doświadczenie menagerskie. Twoje zadania w tej roli: zarządzanie rozwojem produktów z obszaru daily banking (rachunki, przelewy, karty, dane klienta, obrót gotówkowy) dla klientów mikro, małych i średnich firm, współtworzenie i realizacja strategii produktowej dla bankowości transakcyjnej w segmencie MŚP, analizowanie potrzeb klientów biznesowych i przekładaniem ich na konkretne funkcjonalności oraz user stories, priorytetyzowanie backlogu produktu i współpracą z zespołami deweloperskimi w metodyce Agile, monitorowanie efektywności wdrożonych rozwiązań i identyfikowaniem obszarów do optymalizacji, współpraca z interesariuszami - m.in. zespołami sprzedaży, obsługi klienta, compliance, AML, ryzyka i IT, dbanie o zgodność produktów z regulacjami prawnymi, wewnętrznymi politykami oraz wymogami AML, śledzenie trendów rynkowych oraz benchmarkiem rozwiązań konkurencji w zakresie bankowości dla MŚP. To masz na bank: umowę o pracę (pierwszą na 12 miesięcy), pracę w trybie hybrydowym w (lokalizacja na początku oferty), prywatną opiekę medyczną Medicover (z możliwością wykupienia pakietu stomatologicznego), system kafeteryjny z punktami do wymiany na aktywności, np. wypoczynkowe, kulturalne, gastronomiczne lub dofinansowanie do przedszkola/żłobka/klubu dziecięcego, kartę Multisport, ofertę produktową banku oraz pożyczki na pracowniczych warunkach, aktywności wellbeingowe, np. Kluby Zainteresowań, webinary, ćwiczenia, podcasty; inicjatywy w biurach np. mammobus, profilaktyczne badanie wzroku, warsztaty z samoobrony, wyprawkę dla dzieci, benefity dla osób z niepełnosprawnościami: dodatek finansowy na cele prozdrowotne, dodatkowe 2 dni urlopu dla pracowników z lekkim stopniem niepełnosprawności, całkowita praca zdalna, jeśli charakter pracy na to pozwala, platformę ze szkoleniami zewnętrznymi i wewnętrznymi - np. programowanie czy analiza danych lub komunikacja, podejście strategiczne, negocjacje i inne, program poleceń pracowniczych - nagrodę pieniężną za polecenie osoby do pracy w banku. Jak wygląda wdrożenie i rozwój? Na bank nie rzucimy Cię na głęboką wodę. Zaplanowaliśmy wdrożenie, które obejmować będzie wprowadzenie do organizacji, Twojej jednostki biznesowej i zadań. Na początku Twój/oja przełożony/a pokaże Ci naszą kulturę organizacyjną i odpowie na wszystkie pytania. Dołącz do nas w kilku krokach. Wyślij CV do naszej analizy, a my podejmiemy decyzję czy zaprosimy Cię do kolejnego etapu. Spotkaj się (online) z rekruterem(-ką) i managerem(-ką). Wykonaj zadanie merytoryczne/test (w zależności od stanowiska). Pracuj z nami w naszym zespole! Po każdym z etapów rekrutacji otrzymasz od nas informację zwrotną, dostosowaną do jego poziomu zaawansowania. Po spotkaniach zaś wrócimy do Ciebie z kompleksowym podsumowaniem mailowym lub telefonicznym. Stosujemy najwyższe standardy zarządzania ryzykiem, dbamy o bezpieczeństwo naszych klientów i świadczonych usług.

Posted 1 week ago

Dollar Bank logo

Regional Banking Supervisor, North Region

Dollar BankPittsburgh, PA

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Job Description

Job Description

The Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and providing tailored recommendations on banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions.

In addition to a comprehensive retail training program designed to develop consultative sales skills, the Regional Banking Supervisor supports branch operations and ensures service excellence. This role provides an opportunity to lead by example, guiding team members in delivering personalized financial solutions while maintaining a high standard of customer satisfaction. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's North Region markets. These branch locations include Cranberry, Wexford, Richland, Butler, North Hills, Natrona Heights, and Shaler. Travel reimbursement is provided after a specific mileage threshold is met.

Education and Experience Requirements:

  • High school diploma/GED required.
  • One year demonstrated track record of achieving sales goals is required with either College (Associate's) degree OR a minimum of 2 years demonstrated ability to deliver outstanding customer service in financial services or retail industry.
  • Leadership, supervision, or mentorship experiences required.
  • Ability to travel between multiple assigned branches according to business needs.
  • A valid driver's license and access to a reliable vehicle is required.
  • Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.

Essential Functions:

  • Build relationships with our customers by engaging in a consultative sales approach.
  • Utilize the relationship building skills taught through Dollar Bank's training program to create customer loyalty.
  • Educate our customers on ways to utilize technology in branch, online or mobile.
  • Utilize sound decision making skills while balancing customer service and financial loss.
  • Assist in training and development of new employees within the bank.
  • Learn how to open and close branches.
  • Adhere to all established branch operational processes and procedures.
  • Multitasking skills to quickly shift from transaction to transaction.
  • Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
  • Arithmetic skills to count money accurately.
  • Computer literacy to access account information and process transactions.
  • Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
  • Maintain a professional appearance and conduct yourself in a professional manner at all times.
  • Maintain the highest level of professional integrity and ethics
  • All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

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