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

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. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Major Duties :• Develops new relationships. Identifies prospects and develops the marketing strategy for specific clients. Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement Advises and consults with clients as it relates to Goals Driven Wealth Management Generates leads through well established relationships with COI's and cultivates a network of additional COI's As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level Carries out activities that are large in scope, cross-functional and technically difficult Role is balanced between high level operational execution and development and execution of strategic direction of business function activities Responsible for direct interaction with different committees and/or management. Strategic in developing, implementing and administering programs within functional areas Leads others to solve complex problems Knowledge :• Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience is required. Knowledge of investments, trust and financial consulting concepts is necessary to identify cross selling opportunities Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network Excellent oral and written communication skills are required Highly flexible and adaptable to change Interprets internal/external business challenges and recommends best practices to improve products, processes or services Communicates difficult concepts and negotiates with others to adopt a different point of view Requires specialized depth and/or breadth of expertise in own job discipline or field Experience :• At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience May lead functional teams or projects with moderate resource requirements, risk, and/or complexity Salary Range: $158,010 - 268,640 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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

Application Deadline: 12/30/2025 Address: 7500 Elk Grove 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: $63,300.00 - $117,200.00 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.

Application Deadline: 12/18/2025 Address: 320 S Canal Street Job Family Group: Audit, Risk & Compliance 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 Manager- Business Banking Credit Risk Strategy develops and maintains risk decision-support strategies using analytical solutions to enable high-quality, fact-based decisions for a designated risk portfolio. Supports the development of the strategy and roadmap for data quality, data analytics, data modeling, reporting, business intelligence, and the design and development of sophisticated decision support tools. Understanding the key drivers of losses and P&L, their relative importance and the current trends; apply this knowledge effectively to forecast losses meaningfully and accurately; Analyze underlying model outputs relative to other business, ensure that the models provide rational and logical output, Reconcile detailed financial data from disparate data sources, Present the findings to various key stake-holders and senior management across the US Banking organization, specifically Business Banking and Small Business Cards; Hold discussions with and present to various review and challenge teams, internal and external auditors and regulators; Ensure best in class governance and documentation practices for these functions; Drive process efficiencies through automation for the underlying data, forecasting and reporting processes. Acts as a trusted advisor to assigned business/group. Guides/assists in the identification and classification of issues; recommends action plans. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Researches existing or emerging requirements & related best practices to assist and develops recommendations for changes/enhancements. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Leads the development and maintenance of the risk strategy management framework. Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. Represents the decision strategy function during internal/external regulatory audits and/or examinations. Ensures alignment between stakeholders. 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. Leads and integrates the monitoring, measurement & reporting on the status of the risk decision strategy performance to internal & external stakeholders. Leads the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines. May provide specialized support for other internal and external regulatory requirements. Provides input into the planning and implementation of ongoing operational programs in support risk decision strategy management framework. Leads/participates in the design, implementation and management of core business/group processes. Develops and maintains risk strategies using analytics, predictive modelling and business rules to optimize decisions and productivity. Supports the planning and execution of the change management process including simulation, validation testing and reporting requirements to evaluate the effectiveness of the new or modified strategies. Provides advice and guidance to assigned business/group on implementation of analytical solutions. Develops and maintains in-depth knowledge of business product strategies and related risk management requirements and legislative/ regulatory directives. Works with stakeholders to identify the business requirements, understand the profitability structure, the risk / return assessment and the expected outcomes. Works with data owners to discover and select available data sources from internal sources and external vendors (e.g. lending system, payment system, external credit rating system) to fulfill analytical needs. Works with internal and external stakeholders to understand the capabilities of risk models and core risk systems to ensure effectiveness of risk decision strategies. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Summarizes statistical findings and draws conclusions and presents actionable business recommendations. Presents findings & recommendations in a simple, clear way to drive action. Consults with stakeholders to improve consistency and transparency of risk measurement, metrics and reporting. Monitors and tracks performance; addresses any issues. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth product knowledge for the designated business / portfolio. In-depth knowledge of risk management theory, processes and portfolio management reporting techniques. In-depth knowledge of modelling & analytics concepts and applications. In-depth knowledge of risk systems technology. In-depth knowledge of regulatory requirements. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $74,000.00 - $138,000.00 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.

SUMMARY: Oversee and lead all Credit and non-retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the over-arching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provides open lines of communication to foster teamwork, trust and a supportive culture. ESSENTIAL DUTIES AND RESPONSIBILITIES: Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public. Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume Oversee the Company's Treasury Management sales and operations activities. Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders Develop and implement strategies to accommodate current and future organizational plans, programs, and needs. Provide the highest level of customer relations and service Ensure compliance with Bank policies, procedures and processes. Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary. As necessary, meet with investors and analysts to report on the current status of the Company Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team-oriented culture throughout the Company Serve as a member of, or chairperson of various Sr. Management Committees as needed Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings Serve as an active member of the Farmers National Bank Board of Directors Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position. Completes all other duties as assigned SUPERVISORY RESPONSIBILITIES: Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems. EDUCATION AND/OR EXPERIENCE: Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently Must have excellent verbal and written communication skills Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management Strong knowledge of credit policies and lending practices Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected Must be able to travel on an as-needed basis

Program/Project Manager- I-Banking Regulatory, Vice President Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The role is part of the COO Cross/Transformation Team within Corporate and Investment Banking (CIB) Chief Operating Officer (COO) organization. This is a role leveraging both Program Management Office (PMO) and project execution/consulting skills providing solutions for CIB US with a focus on regulatory and non-financial risk related initiatives. Qualified candidate must have extensive program/project management experience and should be able to work independently to conduct analysis and proactively bring proposed solutions in support of business goals. Knowledge of industry standards and best practices in regulatory and control aspects of the Markets, Banking and/or Leverage Finance businesses is important. The ability to think, communicate, and support and/or drive execution is key. The role will provide support for various projects within the CIB COO organization, coordinating teams of internal staff and external partners supporting the execution. S/He will also serve as mentor to more junior staff and those who are responsible for supporting key operational functions and providing recommendations for improvement. Develops and maintains an understanding of overall business functions with in-depth knowledge of specific areas/functions and related activities. Initiates, leads and/or supports projects that have a high level of complexity and visibility/impact across the organization. Oversees and may contribute to the development of project definition and scope at the project level. Organizes and defines parameters of assigned projects and assembles relevant data for said project(s). Participates in and leads the planning, research, analysis, development, and implementation of new and modifications to existing applications and processes to provide new or improved capabilities, products, and/or services. Represents the business as the subject matter expert on special projects and initiatives, as necessary Monitors key milestones and outcomes of responsible projects in the program throughout the project lifecycle to ensure adherence to established quality standards. Serves as focal point for external vendors/service providers regarding daily operational activities within the projects assigned. Manages/leads projects involving multiple stakeholders and drives the formulation of business processes and requirements Coordinates resources in different geographies, to resolve complex issues, improve systems/processes, and facilitate integration between systems Validates information and interfaces with other departments to include presentations of documented findings, alternatives and recommended actions. Maintains the governance for the projects assigned and escalate issues as needed. Support development of presentations, dashboards, reports and other team and executive level project communications and documentation Supports the COO leadership team during the analysis of new initiatives, escalation of issues and during the planning for the next strategic life cycle. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree; in Finance, Accounting, Engineering or equivalent field or equivalent work experience. Must possess 10 years of program/project management and business planning experience within a financial services organization. Experience building partnerships and consulting effectively with leadership. Experience in one or a combination of the following: project management, implementation of end-to-end processes, business operations or strategic planning in financial services. Understanding of and experience with Waterfall and Agile methods. Ability to consult, build, and maintain solid working relationships in and outside of immediate department Ability to determine and report status and priorities/metrics to senior management Ability to manage multiple small to medium sized projects simultaneously Ability to research, analyze, document, and present organizational metrics that drive business decisions, Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members Ability to work as an individual contributor and lead teams Comfortable managing large teams/groups without direct reporting relationship Proven success with in-person and virtual meeting facilitation with mid and senior level stakeholders Expert Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Ability to create audience-appropriate and professional management presentations (PowerPoint and Excel-based). Includes presentations used to facilitate management working sessions through senior executive briefings Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of Investment Banking industry: products, services, operations and systems Understanding of the regulatory landscape related to financial services with an emphasis on those impacting Investment Banking. Strong attention to detail and accuracy skills Working knowledge of Spanish will be a plus but not required Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $86,250.00 USD Maximum: $155,000.00 USD Link to Santander Benefits: Santander Benefits- 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

Job Description: At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. The Summer Analyst Program Piper Sandler is currently seeking undergraduate students for our 2027 Investment Banking Summer Analyst Internship Program. Summer Analysts generally work 10 weeks within an industry or product group in Investment Banking and have the opportunity to learn financial modeling and basic analysis of companies and industries, as well as gain an understanding of the dynamics of the capital markets. The Internship Program includes one week of formal training held near Piper Sandler's Minneapolis, MN headquarters. Interns will also be invited attend networking events during the program. Our Investment Banking internships are a direct pipeline to our full time Analyst positions for the following year. In our Houston, TX office, summer analysts are placed within the following sectors: Energy, Power & Infrastructure. Qualifications: Anticipated graduation date from an undergraduate institution of December 2027 or May/June 2028 Seeking a bachelor's degree in Accounting, Finance, Economics or another business-related field Microsoft Word, Excel and PowerPoint skills Leadership and teamwork skills Willingness and desire to learn Prior to the start of the internship, it is beneficial for interns to have taken finance and accounting courses or self-study. Training will be provided prior to the start of the internship. As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here . Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow, and beyond. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary for individuals expressing interest in this position is $110,000 per year. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

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

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

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

Industry/Sector Banking and Capital Markets Specialism Operations Management Level Manager Job Description & Summary At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold 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. As a Manager, you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are expected to be accountable for making sure project success and maintaining standards, enhancing your leadership style, and motivating, developing, and inspiring others to deliver quality. Responsibilities Work with business stakeholders to understand their needs and deliver crypto services Lead teams and manage client accounts Focus on strategic planning and mentoring junior staff Confirm project success and maintain elevated standards Enhance leadership style and motivate team members Develop and inspire others to deliver quality Identify opportunities for improvement Embrace technology and innovation What You Must Have Bachelor's Degree 5 years of experience What Sets You Apart Actuarial Science, Business Administration/Management, Commerce, Computer and Information Science, Computer Applications, Computer Engineering, Computer Engineering & Accounting, Data Processing/Analytics/Science, Economics, Electrical Engineering, Engineering, Engineering and Business, Finance, Information Technology, Management Information Systems, Mathematics, Mechanical Engineering, Operations Management/Research, Risk Management, Software App, Statistics preferred Experience in crypto and/or digital assets Understanding of front, middle and back office processes In-depth knowledge of the digital assets ecosystem Personal experience in trading crypto/digital assets Delivering crypto services to PwC targeted clients Business Requirements Analysis and Project Management Facilitating workshop/meeting including remote facilitation Building and/or using various tools/accelerators Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the overall performance for Middle Market Banking in region, including the achievement of expected levels of client service quality, balance sheet quality, profitability and growth, and Risk Management. Should drive a consistent client experience that positions Truist as the Premier Advisory Bank in the Middle Market segment (defined as $75-500MM in annual sales). Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Serve as primary sales leader for team of Middle Market Bankers ensuring that Truist Culture and Sales Processes are effectively executed. Coordinate prospect and client assignments with appropriate Business Banking, Commercial Real Estate, Commercial, Dealer, Senior Care and other leaders using the Truist segmentation philosophy. Develop and execute a focused marketing plan, growing new relationships, and expanding existing client relationships. Responsible for meeting loan, deposit, fee-based revenue expectations for the team. Manage weekly sales week including facilitating Monday sales calls, inspecting calling and referral activity, managing pipeline and holding RMs accountable for commitments through Friday debriefs. Deliver a differentiated Client Experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in sales meetings and call planning, joint calling with relationship managers, and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work). Assume responsibility for the profitability, quality, liquidity, and growth of the team's assigned middle market loan portfolios by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity and risk management. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives. Responsible for employment, training, performance ratings, salary changes, promotions, transfers, terminations, career enhancement and staffing for Middle Market team. Support Community Advisory Board activities. Participate in civic, government, professional, business, and community affairs, associations and groups to solicit new business. In addition to leading a team of middle market bankers, the MMBL may also be an individual contributor with an individual portfolio of clients and individual production expectations. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent education and related training Ten years of experience in financial services Ability to grasp large complex Middle Market C&I credits clearly Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions Strong interpersonal communications, capable of leading and developing Middle Market Bankers using the Truist leadership philosophy Preferred Qualifications: Master's degree in business administration (MBA) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the origination of banking services including financing, capital markets, and ancillary solutions under the Power, Utilities & Infrastructure and Energy verticals. Financing transactions ranging across acquisition and bridge loans, corporate revolvers, and regular way funding needs. Candidate will focus on mid-to-large cap sized private, sponsor-backed, and public companies with an ability to execute growth across Truist's full suite of products and capabilities. Additional responsibility on internal client management duties and business planning as specified by manager and team 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. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Licenses: Series 7 or 79, 63 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: Work experience in investment and corporate banking, corporate finance and / or capital markets Relevant experience with the PU&I industry Financial modeling ability, as well as strong writing and presentation skills The 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

Salary Grade : 18 SUMMARY: The Banking Center Operations Officer supports daily operations across Mutual Bancorp's retail network, serving as a key liaison between departments and Banking Centers to ensure efficient issue resolution and coordination. The role includes monitoring operational performance, supporting training and communication efforts, and driving process improvements to align activities with strategic goals and enhance client experience. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Banking Center Support Provide day to day support to the Banking Centers, via phone, email and TEAMS. Provide support across Mutual Bancorp's subsidiaries' Banking Center networks by periodically visiting Banking Centers and participating in retail meetings. These engagements help foster collaboration, identify process improvement opportunities, support peer audits, and contribute to other strategic initiatives. Works closely with the Banking Centers, Deposit Operations, Banking Services Administration departments to develop and maintain departmental dashboards and metrics used for reporting. Perform daily monitoring of internal controls to ensure Banking Center colleagues are adhering to established policies and procedures; escalating issues when identified including NSF decisions, Banking Center cash limits and periodic audits. Follow through audit and examination recommendations and/or findings, ensuring safe and sound practices are being followed by Banking Center Operations and Banking Center personnel. Collaborating with affected personnel to ensure identified deficits are resolved in a timely manner. Work with Accounting and Deposit Operations to resolve general ledger errors in a timely manner and provide feedback to colleagues, supervisors and training colleagues, when applicable, to improve job performance and client experience. Assist with vendor management: Brinks, Loomis, Diebold, FIS Global, New England Money Handling, Custom Cards, etc. Provide supervisory support and guidance to the Banking Center Operations Team. Evaluate user access profiles and make recommendations to enhance the client experience and streamline workflow processes. User access will need to be modified frequently, utilizing the proper paperwork or workflow, when status change notifications are received. Collaborate with Application Support on Silver Lake and Argo to develop, test and implement software enhancements, upgrades, parameter changes and custom work requests. Work with inter-departmental teams, managers and colleagues to educate, gain consensus and implement projects through to their completion. Ensure software enhancements, modifications and other related functions that impact Banking Center personnel are properly communicated, trained to and implemented. Collaborate with the Learning & Development to enhance current program offerings and develop additional training to improve overall performance of Banking Center colleagues; participating in training programs as necessary. Identify areas of weakness within all Banking Center roles and make recommendations to improve overall performance. Attend and present operational updates at all retail Meetings. Maintain advanced working knowledge of all retail facing applications to provide back-up support for all Retail functions. Emphasis will be on but not limited to: Argo, Check 21, 4Sight, Evolve, CXI, Synergy, Enterprise Workflow, and Synapsys. Provide external client support verbally and in writing to sustain good client relations. Actively participate in the planning and preparation to open, close or relocate Banking Center locations. Assist with managing safe deposit box operations. Ensuring bank procedures comply with current laws and regulations and Banking Center colleagues are properly trained to perform safe deposit box operations at each location that provides this service. Perform annual safe deposit box escheatment. Be present for each Safe Deposit Box drilling for non-payment. Transport contents to central vault. Oversee Medallion Stamp Program as program administrator. Review users on a weekly basis. Review annual certifications. Work closely with Human Resources to provide reporting and detail for performance management as part of the progressive disciplinary processes. Maintain onboarding requirements for all retail associates to ensure each new or transferred colleague is confident in their role and able to focus on their responsibilities. Work collaboratively with the various departments, as assigned by the Director of Banking Center Operations, as the liaison between such departments and Retail Banking. Facilitate review and approval of service events exceptions Participate in committees as requested, such as Operations Committee, Pricing and Compliance committees Provide content and disseminate all necessary retail communications Work with the Banking Services Operations Administrator on Banking Center Operations workflow, structure and administrative task distribution. Provide coaching, training and support to Banking Services Operations Administrator and Supervisors Retail Banking - Management Reporting, Interdepartmental Activity and Banking Center Support Develop, test and implement new procedures when new products, services, account features, equipment and technological advancements are introduced to Banking Center personnel. Maintain Knowledge Vault and other resources to provide Banking Center colleagues with a comprehensive resource that assists them to confidently and accurately complete tasks and transactions. Works with the Managing Director of Retail Services, and the Director of Community Banking to provide leadership and feedback to Retail Banking Centers and team members regarding deliverables, opportunities and Banking Center performance Projects Provide Retail/Banking Center Operations representation on various projects, as requested. Analyze projects for benefit to the bank, colleagues, and clients. Make recommendations to Operations Committees or any other relative committee for new vendors, process or procedures Work with interdepartmental teams, managers, and colleagues to educate, gain consensus, and implement projects through to completion. Establish and review procedures, documents, and processes that relate to projects. Ensure effective implementation of procedural improvements and additions. Communicate pertinent information to others impacted by the project. Develop and facilitate training for Banking Centers on new initiatives, vendors, process or procedures. Develop processes and procedures for new projects and initiatives. Client Correspondence Provide back-up support to the Director of Banking Center Operations Officer to evaluate, respond, document and track Retail client complaints. Draft and prepare correspondence. Ghostwrite documents for Managing Director of Banking Services Operations and Chief Banking Services Officer, when necessary. Ensures correspondence is neat, accurate and grammatically correct. Upon approval, distributes to appropriate parties. Provide support in processing client complaints, including communication and updates to the Compliance Department. Use logs and tickler system to ensure timely follow-up. QUALIFICATIONS: EDUCATION & CERTIFICATIONS: (Minimum education required to perform the duties of this position) Bachelor's degree (or equivalent experience.) Obtain Accredited Payments Risk Professional (APRP) certification EXPERIENCE: Minimum five years' experience in the field of retail banking. Three years' management experience and proven leadership capabilities, preferably in a retail banking environment. KNOWLEDGE, SKILLS & ABILITIES: Ability to be an effective listener and critical thinker focuses on how each decision made could impact the client's experience. Ability to use risked based analysis when making approvals and exceptions. A forward thinker, someone who keeps abreast of the ever-changing banking environment. Asks questions and makes the client experience the top priority. A good decision maker, looking at and understanding the facts, asking questions and thinking about possible outcomes. Experience working, interacting and providing client service to people of diverse interests. Driven, confident, professional, resilient and highly organized. An agent of change. Ability to recognize, question, and make recommendations for change, then following through to make sure the changes are implemented. Ability to multi-task and prioritize. Proven record of accuracy and ability to meet deadlines. Ability to work collaboratively with peers and management. Excellent written and verbal communications skills. Proficient with Microsoft Excel, Power Point, Word and Outlook. Ability to learn how to use additional reporting tools, as identified by management. Must be able to work a flexible schedule, including weekends and evenings. COMPETENCIES: System savvy/Digital supporter Critical thinker Effective communicator Change agent Mentor/Developer/Coach Problem Solving Adaptability

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. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth Leads support work, business development and/or product/client relationship management Assists in the generation of ideas and strategies for new business opportunities including prospecting Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, selling product and advisory ideas internally and externally, and managing resolution of complex client transaction issues May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work Manages highly complex financial modeling, pitch-book production development, client relationship, and deal team travel, etc. 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 8 years of related work experience In-depth knowledge of investment banking, market, industry sector and/or financial products Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management Superior skills in written and oral communications Preferred Qualifications: MBA degree, with a Finance focus 10+ years of related work experience 2-4 years of management experience The annual base salary for this position in New York is $275,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Primary Purpose: Special projects, deposit pricing, retail, treasury. Essential Responsibilities: Assist Bank President and Commercial Team in special projects as needed Assist Commercial Loan Officers and Private Bankers in the day to day monitoring of loan portfolios as needed. Perform various other member service tasks and assignments as requested Attend outside prospect and member meetings as requested Learn the Bank's products and services as well as affiliate companies to assist loan officer in identifying cross-selling opportunities Observe full confidentiality of financial information Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA) Summer Internship Minimum Required Skills and Competencies: Must be at least 18 years of age or older. Must have completed at least two years of college prior to May 18th, 2026, and be currently enrolled in college. Basic Computer Skills and Proficiency with Microsoft Word, Excel, and PowerPoint Must be available to work Monday through Friday, May 18, through early-mid August. Punctual and dependable Works well in a team environment Detail-oriented and willing to help others Must be at least a rising Junior Desired Skills and Competencies: Prior banking or finance experience Majoring in Business, Finance, Accounting, or Economics Rising senior preferred Physical Requirements: Express or exchange ideas by means of the spoken word via email and verbally. Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Not substantially exposed to adverse environmental conditions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.

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