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

Posted 1 week ago

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

Posted 30+ days ago

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

Posted 1 week ago

Houlihan Lokey logo
Houlihan LokeyChicago, IL
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

Northwest Bancorp, Inc. logo
Northwest Bancorp, Inc.Wilkes Barre, PA
Job Description The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions: Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Education and Experience: Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred 6 - 8 years account relationship management experience preferred 6 - 8 years experience consistently delivering strong sales performance preferred #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

Houlihan Lokey logo
Houlihan LokeyCharlotte, NC
Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey's Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. The Business Services team has a strong focus on Marketing Services, Human Capital Management Services, and IT Services in the Atlanta office. Job Description Associates are primarily responsible for the creation and oversight of financial models, marketing materials, internal and external presentations, as well as 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. The Business Services team has a particularly strong sector focus in Marketing Services and IT Services in our Atlanta office. 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 Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience 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 Business Services 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 1 week ago

Mizuho Financial group logo
Mizuho Financial groupHouston, TX
Mizuho's Energy Investment Banking team is seeking a technically skilled and commercially minded Engineering Technician to join our Energy Investment Banking team in Houston. This role supports the evaluation and execution of upstream oil & gas transactions, working closely with petroleum engineers, bankers, and clients to deliver high-impact technical and financial insights. Key Responsibilities Include: Support technical evaluation of oil & gas assets, including reserves, production, development plans, and economic modeling Prepare engineering materials for client presentations, pitchbooks, and data rooms-type curve analysis, basin benchmarking, and asset maps Assist in live deal execution: manage data room logistics, coordinate Q&A, and support due diligence efforts Collaborate with senior engineers and bankers to assess asset quality, upside potential, and technical risks Maintain and update internal databases and technical models used for meeting materials and M&A / A&D processes Key Qualifications Include: Bachelor's degree in Petroleum Engineering, Geoscience, or related technical field. 1-5 years of experience in upstream oil & gas, preferably in engineering, A&D advisory, or investment banking Familiarity with Aries, Enverus, Spotfire, PHDWin, and Microsoft Excel/PowerPoint Strong communication skills-able to translate technical findings into clear, client-ready insight Detail-oriented with the ability to manage multiple workstreams under tight deadlines #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 30+ days ago

First Bancorp, Inc logo
First Bancorp, IncRockland, ME
Description Whether you're passionate about finance, technology or helping others - a career at First National Bank offers a world of opportunity to grow and succeed. Work collaboratively with a team while having fun and providing product and technical support knowledge to customers. In return, we have a lot to offer. Great pay, competitive benefits and a bonus plan. Opportunities for personal growth and professional development. And yes, a real opportunity to make a difference in the place where you live. Qualifications: Cash handling experience Direct customer service experience High School degree or GED Sales and computer experience desirable Function: Provide customers with high quality service by selling bank products and services and/or making appropriate referrals to other bank personnel. Work in a team environment demonstrating enthusiasm, a positive outlook, and a professional manner while maintaining confidentiality. Focused on meeting branch goals. Duties: Determine customer needs to effectively sell bank products and services and make appropriate referrals. Meet branch goals for deposit growth, personal and business accounts, and Individual Retirement Accounts (IRAs). Meet enrollment goals for ancillary products. Accurately process customer banking transactions in teller system following bank policies for identification of customers, review of activity and appropriateness of transaction. Place deposit holds as needed. Exhibit and apply a thorough understanding of account title structures and their resulting impact on account ownership, access to funds, and FDIC insurance coverage. Maintain a basic understanding of loan, investment, and merchant products and refer customers to appropriate Bank personnel to help branch meet referral goals. Provide loan and deposit information regarding the structure and design of bank products including features/benefits, rates, terms, interest calculations, payment applications, balance, and statement information. Investigate and correct errors reported by customers; work with management to report unusual account activity. Open Deposit Accounts. Maintain branch's safe deposit box system including new rentals, access to rented boxes, payments, and maintenance. Accept requests to wire funds. Create necessary forms or submit instructions for account maintenance such as stop payments, holds, AFTs and debit cards. Demonstrate an understanding of the impact of federal regulations, including the Bank Secrecy Act (BSA) on daily activities and stay abreast of changes through completion of training classes. Exhibits an understanding of common scam and fraud situations and knows how to report internally. Has a full understanding to deposit compliance regulations including Regulation CC - deposit holds.

Posted 30+ days ago

T logo
Truist Financial CorporationNew York, NY
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Plays an integral role in supporting new business development, due diligence, and/or transaction execution Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, modeling, due diligence, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Minimum of 5 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications MBA degree, with a Finance focus 6+ years of related work related experience The annual base salary for this position in New York is $175,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncCharlotte, NC
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

F logo
First National Bank (FNB Corp.)Independence, OH
Primary Office Location: 6060 Rockside Woods Blvd. Independence, Ohio. 44131. Join our team. Make a difference - for us and for your future. Position Title: Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Basic Level MS PowerPoint- Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: 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 3 weeks ago

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

Posted 5 days ago

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Robert W. Baird & Co. IncorporatedCharlotte, NC
Complex deals, real ownership, and career momentum. Grow further at Baird. Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. Our global team ranks as one of the leading Industrial M&A advisors among all investment banks. With significant resources committed in the United States and Europe, our Industrial team's global investment banking and financial sponsor coverage platform provides an extensive network of relationships among active Industrial strategic buyers and investors around the world. Baird's Global Industrial platform includes over 100 investment bankers, who have completed over 280 M&A and financing transactions since 2020. What You'll Do: Responsibility that shapes your skill. Work that deepens your impact. Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors Drive the preparation of company valuations, financial models, marketing materials, and client presentations Contribute to business development efforts through research and analysis Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making What You'll Gain: A team that runs on trust, momentum, and shared values Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions Take on greater ownership through lean deal teams that offer more responsibility Navigate clear paths for progression with mentorship, visibility, and real opportunity Advance alongside elite, high-performing peers who hold each other to a high standard Collaborate across Baird's global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose What It Takes: We're looking for people ready to lead with focus and integrity At least one year of full-time experience in a solution-focused financial or quantitative role Strong analytical skills, attention to detail, and a track record of delivering results Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment Compensation and Benefits: Min: $200,000 - $200,000 Max Annual Salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 2 weeks ago

Mizuho Financial group logo
Mizuho Financial groupNew York, NY
Project Finance Americas Project Finance provides clients with a broad range of financial advisory and debt structuring and arrangement services for large-scale, capital-intensive projects. Project Finance America's scope includes oil, gas, renewables, digital infrastructure, storage, hydro, transmission, data centers, and thermal power, greenfield and acquisition financing. The team is integrated with Investment Banking and Mizuho's Project Finance platform is a global business which is consistently ranked as a top-tier global Project Finance franchise. Summary: Play a critical role in structuring, originating and executing non-recourse project finance transactions in the Natural Resources and Power & Infrastructure sector Develop relationships with top tier and emerging developers active in the Natural Resources and Power & Infrastructure space Play a critical role in marketing for new business origination Work closely with internal partners across Capital Markets include Debt Capital Markets, Equity Capital Markets, Financial Sponsors, Rates / Derivatives, Risk, etc. Liaise with Project Finance colleagues around the world Duties and Responsibilities: The role will involve: establishing a foundation in natural resources, renewables, digital infrastructure, energy transition and power markets, preparation of marketing materials and proposals, calling on clients, attending bank meetings, making presentations, negotiating for mandates, reviewing legal documents and negotiating with clients, structuring transactions, research work, analysis of existing or potential transactions and/or industries, analyzing various risks and preparing credit applications and the development of cash flow models. General: Work in partnership with Investment Banking and the Financial Sponsors Group to originate new project finance opportunities comprised of advising and lending as well as obtain mandates and/or execute non-recourse and limited recourse financings Perform the necessary research and analytics (including financial statement analysis and cash flow modeling) required for the above. Perform execution of arranger, agent and FA work. Prepare credit applications and other internal documents as well as obtain appropriate internal approval for the group to develop Power & Infrastructure sector project finance transactions. Cross-sell other Mizuho financial services, including, but not limited to: Deposits, Derivatives, debt capital markets products and others. Administrative: Contribute to the development and execution of the group's overall business plan. Collaborate with the Team Leader to establish a business strategy for Natural Resources and Power & Infrastructure client accounts. Supervise the preparation of marketing materials, credit applications, and legal documents. Perform other duties as required or assigned. Requirements may include: MBA, MS or LLM degree with a strong quantitative background, or other relevant work experience 2-4 years of experience in Project Finance 1 year of credit experience Excellent communication and presentation skills. Strong analytical skills. Advanced skills in Excel, Word and PowerPoint. The expected base salary for this role will be in the range of $175k-$225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 3 days ago

Keybank National Association logo
Keybank National AssociationTacoma, WA
Location: 1101 Pacific Avenue - Tacoma, Washington 98402 JOB BRIEF (PURPOSE) The Team Lead Business Banking Relationship Manager reports to the Business Banking Sales Leader (BBSL). The position provides coaching support to assigned Business Banking RM team in addition to individual goals. The Team Lead position focuses team and own efforts on the acquisition of new clients and expanding share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million. Develops centers of influence in the market that can be leveraged into profitable relationships. Develops strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Effectively manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS The role of the Business Banking Relationship Manager (BBRM) is to develop new and expand existing client relationships by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives). The BBRM will be responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. This includes: Sales Coaching Coaches to the segment value proposition and defined client experiences and directs the team sales efforts through utilization of consistent sales processes/tools including a disciplined approach to prospecting, development of internal/external centers of influence and follow-up to leads. Coaches each Business Banking Relationship Manager (BBRM) to fully appreciate, understand and be able to deliver solutions that meet the client's comprehensive needs, based on the review and analysis of personal and financial data gathered through Relationship Reviews, the Desktop and personal meetings. Participates in joint calls with BBRMs to enhance selling skills and uncover opportunities. Executes a consistent, disciplined sales management process through coaching and actively identify and manage a robust pipeline. Conduct team meetings to distribute line of business information and share best practices. Partner with BBSL to pre-flight complex credit deals and work with credit campus as needed. Support initiatives defined through market activities (i.e. Team to Win) Opportunity Management Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Employs a disciplined approach to prospecting; documents calling efforts. Builds client referral pipeline via identification and development of internal and external centers of influence. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Proactively provides client solutions by contacting leads identified in the Desktop. Needs Assessment Develops a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings. Delivers distinctive service by completing annual relationship reviews with all "focus" clients, consistently updates the Desktop with current client data, call summaries, etc Brings other Key business partners to the table to deepen the relationship. Present/Pitch Promotes and cross-markets products and services to clients by keeping clients informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact. Makes joint calls with Branch Managers to enhance their selling skills and uncover consumer opportunities. Fulfillment Actively listens to concerns, presents a clear concise picture and provides the client with a targeted solution to close the sale. Functions as client's credit sponsor with Business Service Center to facilitate the underwriting process and credit approval. Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred. Follow-Up Ensures ongoing contact with new clients to enhance client's initial experience with Key Aggressively grows and maintains a profitable book of business by successfully closing deals to meet or exceed individual and District revenue, contribution, fee income, loans and deposit goals. MARGINAL OR PERIPHERAL FUNCTIONS Provides feedback to corporate partners regarding new product development. Coaches Branch employees to enhance Business Banking selling skills/ knowledge REQUIRED QUALIFICATIONS Demonstrated ability to provide business development coaching support. Ability to balance and organize priorities. Undergraduate degree in business/related field or equivalent work experience. A minimum of 3 years of commercial lending experience. A minimum of 3 years of demonstrated sales and business development experience with proven results. Strong customer service skills. Excellent verbal and written communication skills and strong presentation skills. In depth knowledge of financial products and banking regulations. Demonstrated experience with and broad understanding of personal and commercial financial statements. Proven experience with and comprehensive understanding of commercial lending and small business operations. Proficient in personal computer applications. COMPETENCIES/SKILLS Action Oriented: Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others. Business Acumen: Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace. Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with and gains their trust and respect. Presentation Skills: Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and bosses; is effective both inside and outside the organization, on both cool data and hot and controversial topics; commands attention and can manage group process during the presentation; can change tactics midstream when something isn't working. Process Management: Good at figuring out the processes necessary to get things done; knows how to organize people and activities; understands how to separate and combine tasks into efficient work flow; knows what to measure and how to measure it; can see opportunities for synergy and integration where others can't; can simplify complex processes; gets more out of fewer resources. Drives for Results: Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results. Negotiating: Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be both direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing. #LI-YF1 COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $155,000 to $171,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 10/17/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncRosemont, IL
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

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Truist Financial CorporationHouston, TX
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Plays an integral role in supporting new business development, due diligence, and/or transaction execution Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis May coach and mentor Analysts or Interns Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Minimum of 6 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications MBA degree, with a Finance focus 8+ years of related work experience Experience in mentoring and coaching The annual base salary for this position is $175,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 3 days ago

B logo
BMO (Bank of Montreal)Newport Beach, CA
Application Deadline: 10/16/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio. Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral. Supports credit-granting decisions by making recommendations to manager. Supports portfolio monitoring and compliance, within the portfolio to identify deteriorating credit conditions and ensure compliance. Analyses metrics and assesses industry trends to spot risks and opportunities. Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies. Develops proposals to capture new business and expand client relationships. Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. Identifies revenue and cross-selling opportunities to enhance portfolio growth. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. 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: Preferred 3 - 4 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Technical proficiency gained through education and/or business experience. Intermediate level of proficiency: Problem Solving Collaboration Detail-Oriented Analytical Thinking Loan Structuring Regulatory Compliance Portfolio Management Credit Risk Assessment Banking Operations Microsoft Office Advanced level of proficiency: Data analysis tools Financial analysis Salary: $69,000.00 - $127,800.00 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 2 weeks ago

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The Washington Trust BankBend, OR
"Washington Trust Bank is a place where laughing and enjoying work are part of our DNA. Working hard to make sure we take care of the customer and the bank. The culture is about doing the right thing! It makes it easy to come to work every day and give 100%." - Dominic DeCaro, Director- Credit Resource Center & Small Business Banking Office Location: Bend, Oregon- 1203 NE 3rd Street, Suite 110, Bend, OR 97701 Washington Trust Bank is looking for a dynamic candidate to join our Small Business Banking team. Our Relationship Manager position offers an opportunity to develop and maintain client relationships, becoming a trusted business partner to our Central Oregon market. Our team is experienced, equipped and empowered to provide the highest level of customer service. If this is what next steps in your career look like - we want to hear from you! The drive and proven ability to source and generate external business You value your personal achievements and working with a team toward success You value building strong relationships You have ambition to excel in your career You take pleasure in working with a company that values the highest level of integrity and ethics We are looking for someone who has the drive to: Establish meaningful relationships with customers Use trust and respect in an effort to deepen these relationships Maintain personal accountability in relation to the team's and branch's goals Collaborate with managers and team members for the bank's sales strategy Participate in community events The job: Proactively investigating opportunities Taking applications and booking loans Knowledgeable in business and financial acumen Taking a leadership role in community activities Being fully equipped to speak to WTB's products and services You will be working toward ultimate customer service with other driven professionals like yourself. When faced with those customers whose service needs exceed the capacity of your branch, you will have the support of the rest of WTB, the Pacific Northwest's largest privately held bank. Requirements Bachelor's Degree in Finance, Accounting, Business or related field or equivalent experience General banking knowledge and/or Small Business lending acquired through experience in the Small Business transactions, processing control procedures, general ledger and accounting principles and familiar with traditional bank policies. Work experience in fiduciary relationship management, including experience in Small Business Lending Knowledge of Small Business policies and structure, product knowledge and financial analysis. Working knowledge of Bank products and services. Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc). Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients High degree of PC based technical skills, including proficiency with the Microsoft Suite of products. Required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS). Compensation: SBB Relationship Manager II: $83,563 - $125,345 SBB Relationship Manager III: $101,575 - $152,363 SBB Relationship Manager IV: $123,721 - $185,581 The compensation range represents the low and high end of the base compensation range for this position located in Bend, OR. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and quarterly incentive compensation plan. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Posted 2 weeks ago

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

Posted 30+ days ago

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Banking Analyst Intern, application via RippleMatch

RippleMatch Opportunities Chicago, IL

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Job Description

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.

About RippleMatch

RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.

Requirements for the role:

  • Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field.
  • Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred.
  • Basic understanding of financial markets, banking operations, and investment strategies.
  • Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents.
  • Understanding of risk management principles and practices.
  • Skills in financial forecasting and the creation of predictive models.
  • Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling.
  • Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects.
  • Effective communication and interpersonal skills, essential for interacting with clients and colleagues.
  • Proficiency with Microsoft Office Suite, particularly Excel for financial analysis.
  • Eagerness to learn about the banking sector and its regulatory environment.

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