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Guidehouse logo
GuidehouseAtlanta, GA
Job Family: Management Consulting Travel Required: Up to 75%+ Clearance Required: None What You Will Do: Guidehouse is a next-generation advisory, technology, and managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national defense. Our mission is to help clients solve their most complex and important challenges. Our vision is to build relationships, advance knowledge, insight, and capacity to implement solutions that increase trust in society. We act as partners with our clients and industry: we work hand-in-hand with clients to develop and implement measurable, meaningful, and sustainable improvements that position them, and their organizations, for success. We connect leading practices with deep industry insight: Our professionals leverage experience gained from work with the government and in commercial industry, bringing the insight, capabilities, and cultural acumen required to develop well thought-out, sustainable solutions. Our Commercial Financial Services practice works with financial industry leaders, including banks, life insurance companies, hedge funds, and nonbank financial institutions. With new competitors entering the marketplace, razor-thin margins, and a shifting regulatory focus, financial companies are exploring new business models, grappling with modernizing their processes and technology to remain competitive. Guidehouse offers a challenging high-profile career working closely with prestigious clients at senior levels to deliver real value. Guidehouse is a flourishing company built on trust, teamwork, and enthusiasm that values and respects its employees and clients. As a Senior Consultant, you will have responsibility for client management, solution implementation and generation of project results. You will own project workstreams and interact with the client daily to ensure engagement success. This includes supporting day-to-day operational meetings with client sponsors and consulting leaders. As a Senior Consultant, you will be expected to prepare and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor consultants and ensure quality deliverables. We encourage career development and hiring for the long term. As a Senior Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities, and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Managing Consultant level. What You Will Need: Minimum three (3)+ years of prior experience in consumer banking as a consultant and/or in the industry Bachelor's degree Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly Knowledge and experience in one or more of the following areas: o Consumer Banking regulations and compliance o Operational improvement and effectiveness o Technology strategy, governance, and effectiveness o Business architecture and operating models o Business process improvement and robotics o Change management Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers The ability to travel up to 75% for client engagements, as required Proficient in all Microsoft Office products Creative problem-solving ability and a collaborative, consultancy mindset Focus on exceptional quality in all deliverables Proven ability to successfully lead client service delivery teams that deliver the highest quality work Demonstrated positive and productive client relationship skills Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail Experience working on discrete, time sensitive projects Highly motivated, driven, and dynamic attitude towards work and career High-energy, positive, persuasive, and aptitude to lead by example What Would Be Nice to Have: Prior management consulting experience highly preferred CPA, Lean Six Sigma, PMP, or other relevant certifications The annual salary range for this position is $107,000.00-$178,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncColumbus, OH
Description Summary: The analyst supports the CSG Credit Products team and ongoing portfolio management and underwriting activities. In this entry level role, the analyst will develop skills in credit and market analysis including cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects. The Analyst will generally support the Credit Products Portfolio Management team and will also collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, and others in creating such analysis. The Analyst position is an entry-level developmental role for colleagues seeking a career in Portfolio Management; but may also be constructive for a colleague seeking a path to Relationship Management, Credit, Capital Markets, or many other Commercial roles within the Bank. Duties & Responsibilities: Gather and analyze financial and business information to determine creditworthiness for loan and credit products. Complete financial spreads, risk rating, performance tearsheets, compliance testing, and other portfolio monitoring & maintenance activities Underwrite complex commercial loans in accordance with Huntington credit policies. This may include financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation and management assessment. Conduct industry and market research using numerous resources available; distilling key themes and conclusions into concise summary form for presentation purposes. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree required 2+ years of experience in an underwriting or commercial banking environment Preferred Qualifications: High level of attention to detail Proficiency in Microsoft Office suite (particularly Microsoft Excel) Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

B logo
BMO (Bank of Montreal)New York, NY
Application Deadline: 10/10/2025 Address: 180 Montgomery St. Job Family Group: Capital Mrkts Sales & Service The Technology Investment Banking team is hiring an experienced Associate to join the team in either San Francisco, CA or New York, NY. Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Participates in deal teams to develop, present, and win mandates for new opportunities. Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. Initiates contact with partners for new client sales. Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility. Reviews and continually monitors performance of existing accounts and client relationships. Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations). Identifies opportunities to diversify client portfolios. Identifies opportunities for increased efficiency and improved service to internal and external clients. Provides analytical findings to deal teams. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Creates financial models to analyze client portfolios and anticipate client needs. Uses financial analysis to proactively identify opportunities to cross-sell. Generates updated financial models / analyses as dictated by business needs and industry requirements. Analyzes/ assesses industry compilations. Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.). Provides feedback on, and supports continuous improvement opportunities. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts. Delivers financial modeling to support strategic recommendations to clients. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. 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. An undergraduate degree with academic coursework in finance, economics, or accounting 3+ years of Technology investment banking experience is preferred Knowledge of capital markets, investment banking products and applicable regulations. Credit analysis experience/ understanding. Good knowledge of the organizational portfolio management policies and objectives. Demonstrates solid deal/transaction execution and/or project management skills. Exceptional skills in quantitative analytics, financial modeling and credit analysis skills. Expertise in financial computer applications and database management tools. 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. Base Salary Range $175,000.00 USD - $225,000.00 USD Salary: Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 4 days ago

Fireblocks logo
FireblocksNew York, NY
The world of digital assets is accelerating in speed, magnitude, and complexity, opening the door to new ways for leveraging the blockchain. Fireblocks' platform and network provide the simplest and most secure way for companies to work with digital assets and it trusted by some of the largest financial institutions, banks, globally-recognized brands, and Web3 companies in the world, including BNY Mellon, BNP Paribas, ANZ Bank, Revolut, and thousands more. Welcome to Fireblocks, the industry-leading digital asset infrastructure technology company responsible for 15% of all crypto transactions! Here's the bit about us: Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets & cryptocurrencies. At Fireblocks, we enable businesses to securely build, run and scale digital asset operations through the Fireblocks Network and MPC-based Wallet Infrastructure. Our next-generation multi-layer technology protects Digital assets from cyber-attacks, internal collusion, and human error. Fireblocks is the only platform that provides insurance for digital assets in storage, transfer, and E&O. As of January 2025, we serve over 2000 institutional customers, have secured the transfer of over $7 trillion in digital assets, and are the world's highest-valued digital asset infrastructure company, with over $1 billion raised. Our mission is simple: Enable every business to easily and securely support digital assets & cryptocurrencies. Come join us as we Secure. Simplify. Scale. Here's the bit about the opportunity: As part of the Fireblocks' US Enterprise sales team, you will play a meaningful role in scaling one of the fastest-growing companies in the Blockchain and Cybersecurity field. You'll target a mixture of Banks & Financial Institutions across the US, working closely with Sales Engineers and Business Leaders. This position is based in our office in New York. You'll be: Achieving monthly and quarterly revenue targets Working closely with Fireblocks BDRs, Business Solutions and GTM Team Building and maintaining relationships with prospects and customers Prospecting, territory, and account planning Updating and maintaining the Fireblocks CRM You'll bring: Enterprise SaaS or institutional sales experience, selling into financial services and/or TradFi An understanding of how Banks operate across the enterprise Passion for blockchain technology and cryptocurrency Experience within financial services, cybersecurity, or cryptocurrency is preferred Experience formalizing and supporting the co-sell motion in working with technology partners is preferred Track record of over-achievement in an enterprise sales position Entrepreneurial and relentless hunting attitude A willingness to prospect and qualify for new opportunities Thrives in a team-selling environment We have a comprehensive onboarding and training program for all new employees. We are looking for A players who want to work with the best. Track record of success and closing complex deals within the financial services or fintech sectors. For employees hired to work remotely from New York, or from our NYC HQ, Fireblocks is required by law to include a reasonable estimate of the compensation range for this role.This range is specific to New York City, and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as years of experience, skills, and other business needs. It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. A reasonable base salary range estimate for this position is $140,000 to $180,750. The base salary is one component of the total compensation package, which for some roles may include a target bonus, a very competitive equity grant, and very generous benefits. While we believe competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission and culture are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are. Fireblocks' mission is to enable every business to easily and securely access digital assets and cryptocurrencies. In order to do that, we strongly believe our workforce should be as diverse as our clients, and this is why we embrace diversity and inclusion in all its forms. Please see our candidate privacy policy here.

Posted 3 weeks ago

PwC logo
PwCDallas, TX
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax 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. The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

EisnerAmper logo
EisnerAmperNew York, NY
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Partner to join our Financial Services Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services, specifically in the banking sector. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Collaborate to plan audit objectives and determine an audit strategy Lead multiple audit engagements and competing priorities Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively Understand and manage firm risk on audits and proposals Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Participate in efforts to grow the practice, i.e.. Business Development Basic Qualifications: Bachelor's degree in Accounting or equivalent field 10 + years of progressive audit and/or assurance experience Experience working with financial services clients, specifically banking related organizations. CPA Preferred/Desired Qualifications: Master's degree in Accounting or equivalent field 6 + year of supervisory experience EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About Our Assurance Team: In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. Preferred Location: New York

Posted 30+ days ago

H logo
Home Bancshares, Inc.atkins, AR
GENERAL DESCRIPTION OF POSITION The Senior Internal Auditor, Banking and Corporate Services, organizes, plans, and conducts independent assurance and advisory engagements of financial institution activities to determine the adequacy and effectiveness of internal controls and risk management processes. This position is responsible for engagements that may range from low to very high levels of complexity. The Senior Internal Auditor, Banking and Corporate Services, general audit areas include but are not limited to consumer and commercial banking, wealth management, accounting and financial reporting, enterprise risk management, and other corporate services functions. ESSENTIAL DUTIES AND RESPONSIBILITIES Provide assistance to Internal Audit Management in completing annual risk assessments used to determine risk-based internal audit plan. Organize and plan assigned engagements, including researching area under review; determining engagement scope and developing work programs; performing walkthroughs with lines of business; and planning and assigning staff resources. Conduct fieldwork for assigned engagements, including performing independent testing and analysis; communicating progress and key information with stakeholders throughout the engagement; developing and communicating risk-based findings and recommendations to management; performing root cause analysis; and preparing audit reports for management and Director's Audit Committee. Provide assistance in the development of Internal Audit staff, particularly Internal Auditors I and II, through supervising engagement work, reviewing workpapers and testing, providing feedback, and assisting in mentoring and training. Participate in Internal Audit projects as assigned. May also serve as project manager for assigned Internal Audit projects with general oversight and responsibility for assigned projects. Represent Internal Audit on enterprise-wide projects. Obtain a minimum of 40 continuing education hours related to audit and specific industry knowledge. Provide audit assistance in other Internal Audit areas. The ability to work in a constant state of alertness and in a safe manner. Completes required BSA/AML training and other compliance training as assigned. Perform any other related duties as required or assigned. RESPONSIBILITIES FOR WORK OF OTHERS Supervises a small group (3-7) of employees, usually of lower classifications. Assigns and checks work; assists and instructs as required and performs same work as those supervised, or closely related work, a portion of the time. Content of the work supervised is of a non-technical nature, but presents numerous situations to which policies and precedents must be interpreted and applied. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 5 years related experience and/or training. COMMUNICATION SKILLS Ability to read a limited number of words and recognize similarities and differences between words and between series of numbers; Ability to write and speak simple sentences as a means for basic communication. Ability to read and understand simple instructions, short correspondence, notes, letters and memos; Ability to write simple correspondence. Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; Ability to write routine reports and correspondence. Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. Ability to read, analyze, and understand general business/company related articles and professional journals; Ability to speak effectively before groups of customers or employees. Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to read, analyze, and understand common scientific and technical journals, financial reports, and legal documents; Ability to respond to complex or difficult inquiries or complaints from customers, regulatory agencies, or members of the business community. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations. CRITICAL THINKING SKILLS Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), or other relevant certifications. PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. SOFTWARE SKILLS REQUIRED Intermediate: 10-Key Advanced: Accounting, Spreadsheet, Word Processing/Typing WORKING CONDITIONS Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks. While performing the functions of this job, the employee is occasionally required to stand, walk, use hands to finger, handle, or feel; continuously required to sit, talk or hear. The employee must occasionally lift and/or move up to 10 pounds; regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision. ADDITIONAL INFORMATION Bachelor's degree in finance, accounting, or related fields OR equivalent work experience in internal audit at a financial institution Relevant certification (CIA, etc.) required within 1 year of obtaining position if not already held 5-7 years previous experience in an internal audit function at a financial institution Closely related experience (risk management, public accounting, etc.) may be considered Working knowledge of Global Internal Audit Standards required Experience with AuditBoard platform preferred Proficient in the use of Microsoft 365 / Office products Position may require occasional travel

Posted 2 days ago

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

Posted 3 weeks ago

Camden National Corporation logo
Camden National CorporationAuburn, ME
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Primary responsibilities consist of business development to grow and acquire customer relationships, ensuring the banking center meets or exceeds their sales goals, leading service and sales management, managing the office, and overseeing risk and compliance. The Banking Center Manager II will oversee a location with a deposit base exceeding $50M or have oversight of 2-3 retail locations with supervisory responsibilities of other Banking Center Managers. The essential functions are noted below; however, at Camden National responsibilities may evolve over time given organization, technological and/or staffing changes. At any point other duties may be assigned. Essential Duties and Responsibilities include the following: Oversees and directs activities of banking center staff to ensure banking center performance meets or exceeds goals - service, sales, financial and operations. Leads service and sales management effort. Manages, develops, coaches and motivates staff for optimum performance, holding staff accountable for results. Implements sales and service programs within the banking center to promote retention, expansion and acquisition of customer relationships. Leads and actively participates in business development activities for both consumer and small business. Employs Building Trusted Relationship skills to acquire, expand and retain customer relationships Demonstrates a strong knowledge of bank products and solutions. Contact customers, business representatives, and community/civic organizations to promote goodwill and generate new business. Responsible for all areas of people management including recruiting, development, engagement, and performance management. Assesses local market conditions and identify current and prospective sales opportunities. Examine, evaluate, and process loan applications for customers following established procedures for safekeeping and control of assets, records, loan collateral, and securities. Direct, coordinate, and monitor activities to implement institution's policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, consumer credit loans and commercial loans. Responsible for risk and compliance within the banking center including but not limited to formal audit results. Responsible for day-to-day management of facility. Supports and promotes the Bank's CRA Policy. Supervisory Responsibilities Manages 3-10 subordinate banking center staff. Is responsible for the overall direction, coordination, and evaluation of these units. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B.A.) from four-year college or university; or five to ten years related experience and/or training; or equivalent combination of education and experience. Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills To perform this job successfully, an individual should have knowledge of Accounting software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 5 days ago

Camden National Corporation logo
Camden National CorporationRockland, ME
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ The Commercial Banking Office III (CBO III) is responsible for high level commercial business development sales efforts that are primarily centered on products and services meant for business clients. CBO III's will also be responsible for referring their clients to other lines within the bank when applicable to meet the customers' needs. The CBO III will examine, evaluate, and authorize or recommend approval of customer applications for extension of lines of credit, commercial loans and owner-occupied commercial real estate loans that are generally over $750,000 and for companies within the bank's footprint. The CBO III will also originate from time to time non-owner occupied commercial real estate transactions that are generally under $5 million. The CBO III will also be responsible for generating commercial deposits. While other duties may be assigned, the essential duties and responsibilities of the CBO III include, but are not limited to: Creating and implementing individual business plans that align with the regional, market and Commercial Division's overall objectives and goals. Identifies and develops prospects for loan and deposit opportunities. Uses tools made available by the bank, as well as other resources to develop prospects. Prepares pre-call plans to optimize effectiveness of each call. Involves teammates within or outside of the Commercial Division when essential for the best possible customer experience. Interviews prospects/applicants and requests essential information for loan applications or deposit generation. Responsible for ensuring that credit and pricing parameters used for their prospects align with the corporate goals and objectives. Working collaboratively with the Credit personnel and Commercial Administration Team personnel to ensure efficient workflow for all loan applications, leading to superior customer experiences. This may include the formation of a "Deal Discussion Memo" and "Term Sheet" that is vetted by appropriate personnel as part of the loan vetting and sales process. Works collaboratively with Retail Banking personnel and Camden National Wealth Management personnel to ensure that a "relationship" approach is being taken to meet customer needs. Is responsible for the accuracy of their submissions to the Loan Pipeline Report and will update the report accordingly. Manages own efforts toward meeting or exceeding targeted production goals. Personal production goals for the CBO III will generally include new loan production of a minimum of $15 million and new deposit production of $2 million or more. Loan fee income and average growth in loans and deposits will align with the budget for their market. These goals will be set by the CBO III's manager in collaboration with the EVP, Commercail Banking. Coordinating, through attorneys and Commercial Administration Team personnel, the production of all commercial loan documentation for self-generated loans. Actively managing, either directly or through the collaborative efforts of others within the Commercial Administration Team, all commercial loan relationships assigned to the CBO III. This includes collection efforts when needed, credit file maintenance, site visits and loss mitigation efforts when applicable. Frequently representing Camden National Bank at various business, community and social functions. Being actively involved, at leadership or committee level positions, with non-profits within the market, region or state. Supervisory Responsibilities: The CBO III will not have direct supervisory responsibilities. Core Competencies: Customer focus: Keeps customers as a top priority and makes business decisions that balance the needs of the customer with the Bank's goals and objectives. Actively listens to customers and leads the efforts of others to creatively solve customer issues. Communication: Is able to effectively communicate before groups of people, both within and outside the organization. Is able to clearly communicate the vision of Camden National Bank and is persuasive and is able to influence sales and credit decisions. Is comfortable and effective in communicating upward. Results Orientation: Sets aggressive personal goals and develops actionable plans that have specific schedules for completion. Has a sense of urgency and holds self accountable for agreed upon goals. Agent of Change: Contributes to changes that improve the organization or customer experience. Is able to professionally communicate ideas to others within the bank. Project Skills: Possesses and demonstrates good project team member skills as demonstrated by collaboration and communication traits. May be called upon to lead Level III projects. Leadership Skills: Shows ability to influence and lead others through skillful communication and expertise built on experience. Desired skills, background, and expertise: The CBO III must possess: Successful track record of goal attainment as an individual producer. Formal credit analysis training/experience or the experience and educational equivalent. Ability to work collaboratively at all levels of the organization. Proven ability to successfully communicate, interact, and build effective relationships. Must possess a valid driver's license. Education and Experience: Bachelor's degree and ten years related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, memoranda. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Mathematical Skills Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills To perform this job successfully, an individual should have knowledge of Word Processing software, Contact Management systems, Internet software, and Spreadsheet software. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 1 week ago

US Bank logo
US BankOverland Park, KS
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

A logo
Aramark Corp.Nashville, TN
Job Description The Cash & Banking Accountant is responsible for analyzing information, maintaining accurate records, assisting with accounting duties, and provide timely, courteous responses to inquiries or complaints from clients, vendors, and lenders. You should also be a skilled researcher and possess strong communication and computer skills. Job Responsibilities Review and verify the accuracy and completeness of the full portfolio bank reconciliations for their team on a monthly and quarterly. Assist with the day to day activities of a team of 4-8 associates. Ensure compliance with all SOX key controls. Report and document issues that pose a risk to the cash assets of ARAMARK. Provide ongoing support and training for the associates. Monitor the monthly and weekly progress of the associates. Monitor and report on reconciling items from bank reconciliations. Aid in the performance of GL reviews. Provide Support to the Cash Managers in employee relations and talent management. Perform the monthly reconciliation of credit card master accounts May also perform monthly reconciliations for Lockbox, Petty Cash and Gift Card accounts May also train newly hired employees Other duties as assigned This job profile does not contain a comprehensive listing of all required activities, duties, or responsibilities. Job duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice. Qualifications 1+ years of experience in bank or general ledger reconciliations is required. Experience with Blackline software is a plus. Strong technical and analytical skills. Strong Microsoft Excel skills. Experience with v-lookups, pivot tables, and conditional formatting is needed. Knowledge in Oracle Financial is a plus. Must be a strong team player, highly motivated, and eager to learn. Ability to deal with diverse groups and various levels of financial and operating personnel. Degree in Accounting or related field, or relevant experience instead of the degree required. Benefits Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental leave and disability coverage. Benefits vary by location and are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works. For more information about Aramark benefits, click here Aramark Careers - Benefits & Compensation There is no predetermined application window for this position, the position will close once a qualified candidate is selected. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all applicable laws, including, but not limited to all applicable Fair Chance Ordinances and Acts. For jobs in San Francisco, this includes the San Francisco Fair Chance Ordinance. Flexible work arrangements Generous PTO, Vacation and 9 paid holidays Volunteer days, community partnerships, Employee Assistance Program Employee discounts on select services and products Your choice of three medical plan tiers, two carriers to choose from & My Healthy Changes well-being program Adoption Assistance & Paid Parental Leave Tuition Funding Sources and Scholarship Programs Retirement plan (401K or SIRP for those eligible) with match on annual contributions About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at http://www.aramarkcareers.com or connect with us on Facebook, Instagram and Twitter. Education Nearest Major Market: Nashville

Posted 1 week ago

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Truist Financial CorporationNew York, NY
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties 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. 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. 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. 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 6-8 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 10-12 years of related work experience The base salary for this position is $225,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 1 week ago

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

Posted 3 days ago

Mizuho Financial group logo
Mizuho Financial groupNew York, NY
Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Job Summary: Mizuho is hiring for a Director position on its New York-based Securitization team. The team is responsible for the origination, execution, and management of Mizuho's bank-funded securitizations. The team works in partnership with Mizuho's industry / relationship coverage teams, in addition to Mizuho's broader Securitized Products business. Role Description: Support senior staff in all aspects of originating, syndicating and executing warehouse securitization transactions Generate pitch ideas, prepare pitch books, and join senior staff in meetings with existing and prospective customers Negotiate term sheets and transaction documentation with new and existing customers Prepare credit and ratings applications and negotiate internal approvals Process amendments, waivers, credit and ratings renewals, and review reports of new and existing transactions Develop models and perform credit and collateral analysis on different types of assets, including trade receivables, auto loans/leases, credit card receivables, floorplan loans, and other assets Perform market research and due diligence on existing and prospective customers and collateral pools Requirements: Bachelor's degree required, Master's degree preferred At least 9 years of relevant work experience Experience with term ABS and/or bank/conduit securitization structures In-depth understanding of the securitization market, multiple asset classes and types of structures Ability to work independently and in a team environment Advanced transaction modeling skills Analytical and detail-oriented with strong organizational and problem-solving skills Ability to multitask in a fast-paced environment with varying priorities to meet internal and external deadlines Self-motivated and proactive Strong written and verbal communication skills Proficient in Microsoft Office applications (Excel, Word, PowerPoint) Experience dealing with rating agencies, due diligence, risk weight and other regulatory reporting, and credit/underwriting processes The expected base salary ranges from $300K - $325K. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 3 weeks ago

Hogan Lovells logo
Hogan LovellsMilan, TN
Keen to become part of a truly global, collaborative team of professionals? Your journey begins here. Siamo alla ricerca un/a giovane professionista per potenziare il nostro team di Banking, sede di Milano. Il/la candidato/a ideale: un/a neolaureato/a con una forte motivazione ed entusiasmo per il settore una/un laureata/o in Giurisprudenza con esperienze nel team Banking and Finance di uno studio primario L'ottima conoscenza della lingua inglese (scritta e parlata) è requisito essenziale Equal opportunities employment statement It is the policy of Hogan Lovells to provide equal opportunities for all lawyers, trainees and employees in relation to recruitment, training and promotion. Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of ethnic origin, sex, sexual orientation, age, disability or religion and belief.

Posted 30+ days ago

R logo
Relay Network, LLCRadnor, PA
About the Company Relay Network is the innovator of the new B2B channel designed for businesses to create more valuable customer relationships. Our HIPAA-compliant, personalized channel combines the timeliness of SMS with the multifaceted experience of scrolling feeds. By delivering exactly what customers need, when they need it, in a familiar format, we help organizations guide customers through dynamic journeys that support key customer actions within critical moments such as onboarding, care management, and adherence. Recognized by the top industry analysts, Relay serves more than 100 industry-leading clients and more than 60 million end users across numerous verticals, including healthcare, financial services, and life sciences. Located in the Greater Philadelphia area, Relay is ranked one of the Top Workplaces by The Philadelphia Inquirer and prioritizes building dynamic, harmonious teams. Relay doesn't look for people who simply fit in, we look for individuals who continuously shape who we are. Duties & Responsibilities Responsible for managing Relays targeted strategic banks which include the top 50 Retail Banks, top Credit Unions, and large regional Banks with AUM over $20B in assets. Heavy focus on opening new greenfield accounts and cross selling into other Banks/FI's where Relay has existing relationships. Partner with internal resources to manage the entire end-to-end sales process, from lead generation via a BDR team to pipeline management through deal execution. Achieve budgeted ARR revenue goals for the business while operating within policies/procedures. Responsible for meeting and exceeding revenue objectives for new business and the expansion of existing accounts where applicable. Collaborate within Leadership to secure, retain, and grow accounts. Represent and recommend Relay for key trade shows and industry conferences. Represent the company as a leading solution provider and partner. Identify and anticipate the needs to clients through discussions of their objectives and strategies. Critically evaluate sales opportunities and make decisions about the core value of the business potential. Selling on value and ROI. Maintain and communicate an accurate pipeline and sales forecast. Proactively builds, enhances, and maintains effective relationships with potential and existing clients to ensure a high level of customer satisfaction, retention, and increase sales and revenue profitability. Lead the development of pitches, capabilities, presentations, strategic and tactical ideas, and proposals. Identify, develop, and cultivate relationships with senior level (C-level and VP/Director level) clients and be able to simultaneously nurture existing relationships to drive renewal business. Maintain up to date information on industry trends and the competitive landscape. Indicators of Success The ideal candidate will be a tenacious individual who embraces the start-up mentality and the agile work atmosphere of a growth-oriented organization. Ultimate success will be measured by delivering on commitments, exceeding goals, and achieving both with integrity and respect for co-workers. In addition, the candidate will have: Executive level relationship building skills Excellent communication skills including written, verbal, and listening skills A self-starter mentality Relevant Experience 8+ years of proven software sales experience, at least 5 years Enterprise Sales specifically in Financial Services/Banking Demonstrated success working directly with Financial Services/Banking organizations especially in the Retail, SMB, or Credit Card divisions Strong knowledge and understanding around Financial Services/Banking Strong strategic account planning experience Demonstrated ability to develop business relationships and opportunities through relationship building and influence at the C-level Consistent achievement of year over year quota attainment Experience in comprehending and delivering ROI/business case Must have an entrepreneurial spirit; this is an opportunity to drive and deliver business in a rapidly growing sales organization that offers unlimited earning potential Strong industry selling experience Strong client-facing skills Proven track record of closing multi-decision maker, seven-figure enterprise software deals

Posted 3 weeks ago

B logo
BMO (Bank of Montreal)New York, NY
Application Deadline: 10/30/2025 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service The Financial Institutions Group (FIG) Investment Banking team is hiring a Vice President to join in New York. Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Operates as key member of the deal team with efforts to maximize sector penetration and returns. Institutes cross-selling initiatives to increase ranking with client. Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. Initiates contact with partners for new client sales. Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility. Reviews and continually monitors performance of existing accounts and client relationships. Conducts due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations). Understands client needs and provides relevant ideas and opinions to generate recommendations. Collaborates with sector coverage partners for clients and prospects to identify / deliver creative, timely solutions. Provides deal expertise and prepares/oversees delivery of creative and timely "pitches". Supports credit concurrence/pricing efforts as a client advocate. Maintains key ongoing coverage contact with clients and sector managers. Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services. Identifies and leverages key decision makers and influencers in client / internal organizations. Acts as a positive change agent to drive improved efficiency and effectiveness. Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates. Assists in the development of strategic plans. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Works with specialists as needed to support successful deal completion. Ensures alignment between stakeholders. Creates financial models to analyze client portfolios and anticipate client needs. Uses financial analysis to proactively identify opportunities to cross-sell. Generates updated financial models/ analyses as dictated by business needs and industry requirements. Analyzes/ assesses industry compilations. Applies appropriate technical concepts and completes / leads consistent and reliable technical and financial reports / analyses to support client deliverables. Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.). Balances the Bank's risk appetite with client needs when making recommendations / proposals. Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Reviews and guides work of Analysts and Associates to deliver business results. Delivers financial modeling to support strategic recommendations to clients. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. 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, FIG Investment Banking experience is preferred An undergraduate degree. Focal areas of finance, economics, or accounting preferred with high academic achievement Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some experience in a corporate lending environment developing business. Relevant business services sector experience is highly desired. Good knowledge of the organizational portfolio management policies and objectives. Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative. Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions. Expertise in financial computer applications and database management tools. 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. Base Salary $250,000.00 USD Salary: Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 3 days ago

Mechanics Bank logo
Mechanics BankSeaside, CA
Mechanics Bank is currently searching for a Banking Services Officer to join our team at our Seaside Branch. The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch. Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with dotted line reporting to the Branch Manager. Leads branch in compliance, operations, service, and human resource related tasks for the operations staff. Develops and coaches employees in the branch. Is a subject matter expert in Bank policies and procedures and provides assistance on complex transactions. Oversees and supports the teller line, cash handling, dual control functions and is responsible for branch operations, staffing schedules, FTE budget management, and employee training and development. Ensures operations staff supports branch sales production activities through ethical referrals. Ensures exemplary customer service is provided and addresses any customer service escalations. What you will do: Manages the compliance and operations functions of a Retail branch. Sets priorities for Retail office operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures. Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank. Manages a team of employees. Provides leadership, coaching, feedback and developmental support. Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions. Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions. Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency. Reviews, prepares and analyzes reports, and makes recommendations for improvement. Manages the office in the absence of the Branch Manager. Ensures active community participation and leadership, including CRA activities, in the local community. Who you are: High School Diploma or GED required or equivalent combination of education and experience required. Minimum 5 years banking experience with an emphasis in operations required. Minimum 2 years management experience preferred. Notary license preferred. Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies. Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures. Knowledge of small business and consumer credit principles and practices. Excellent interpersonal skills; successful experience managing and leading people. Knowledge of State and Federal banking regulations pertinent to retail operations. Leadership ability to supervise and direct subordinate employees, and to provide coaching and development. Skilled handling customer issues in difficult situations. Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage. Attention to detail and accuracy to mitigate risk. Considered a customer service role model. #LI-DNI Pay Range: $70,000 - $87,000 annually AIP/Bonus: up to 7.5% Eligible for commission/ incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

Posted 30+ days ago

F logo
First National Bank (Fnb Corp.)Asheville, NC
Primary Office Location: 1 Town Square Blvd Suite 160. Asheville, North Carolina. 28803. Join our team. Make a difference - for us and for your future. Position Title: Business Banker 2 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing, managing and maintaining business relationships, developing and administering a portfolio of loans, analyzing credit worthiness, monitoring loan performance and promoting the Bank's image in order to develop new and expand existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops, manages and maintains business relationships by profiling and maintaining relationships, determining banking needs, selling products and services to meet needs, resolving poor performance and other problems in a professional manner to develop new and expend existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. Develops and administers a portfolio of loans by making sound credit analysis of customer's financial condition and ability to repay according to established policies, procedures and objectives such as portfolio yield, loss ratio and delinquency while providing excellent customer service contributing to the Bank's profit and growth objectives. Analyzes credit worthiness by determining the soundness of the loan, understanding the customer's financial condition, collateral position and the ability to repay in accordance with the Bank's credit quality, profitability and growth objectives and established policies and procedures and government regulations to create a portfolio of quality loans that meet or exceed the standards of the Bank. Monitors loan performance by maintaining contact with borrowers, understanding their financial condition and resolving problems in accordance with established policies and procedures and in an accurate and timely manner in order to reduce risk from collateral deterioration or the borrower's inability to pay. Promotes the Bank's image by participating in community development activities and service organizations without jeopardizing other responsibilities and in compliance with the Community Reinvestment Act requirements in order to present a favorable image in the community and establish contacts that could generate new business. Develops and maintains a personal program for maintaining an adequate level of knowledge in business development, lending and other banking matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Guidehouse logo

Commercial Financial Services Senior Consultant | Consumer Banking

GuidehouseAtlanta, GA

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Job Description

Job Family:

Management Consulting

Travel Required:

Up to 75%+

Clearance Required:

None

What You Will Do:

Guidehouse is a next-generation advisory, technology, and managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national defense. Our mission is to help clients solve their most complex and important challenges. Our vision is to build relationships, advance knowledge, insight, and capacity to implement solutions that increase trust in society.

We act as partners with our clients and industry: we work hand-in-hand with clients to develop and implement measurable, meaningful, and sustainable improvements that position them, and their organizations, for success. We connect leading practices with deep industry insight: Our professionals leverage experience gained from work with the government and in commercial industry, bringing the insight, capabilities, and cultural acumen required to develop well thought-out, sustainable solutions.

Our Commercial Financial Services practice works with financial industry leaders, including banks, life insurance companies, hedge funds, and nonbank financial institutions. With new competitors entering the marketplace, razor-thin margins, and a shifting regulatory focus, financial companies are exploring new business models, grappling with modernizing their processes and technology to remain competitive.

Guidehouse offers a challenging high-profile career working closely with prestigious clients at senior levels to deliver real value. Guidehouse is a flourishing company built on trust, teamwork, and enthusiasm that values and respects its employees and clients.

As a Senior Consultant, you will have responsibility for client management, solution implementation and generation of project results. You will own project workstreams and interact with the client daily to ensure engagement success. This includes supporting day-to-day operational meetings with client sponsors and consulting leaders. As a Senior Consultant, you will be expected to prepare and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor consultants and ensure quality deliverables.

We encourage career development and hiring for the long term.  As a Senior Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities, and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Managing Consultant level.

What You Will Need:

  • Minimum three (3)+ years of prior experience in consumer banking as a consultant and/or in the industry

  • Bachelor's degree

  • Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly

  • Knowledge and experience in one or more of the following areas:

o   Consumer Banking regulations and compliance

o   Operational improvement and effectiveness

o   Technology strategy, governance, and effectiveness

o   Business architecture and operating models

o   Business process improvement and robotics

o   Change management

  • Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers

  • The ability to travel up to 75% for client engagements, as required

  • Proficient in all Microsoft Office products

  • Creative problem-solving ability and a collaborative, consultancy mindset

  • Focus on exceptional quality in all deliverables

  • Proven ability to successfully lead client service delivery teams that deliver the highest quality work

  • Demonstrated positive and productive client relationship skills

  • Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail

  • Experience working on discrete, time sensitive projects

  • Highly motivated, driven, and dynamic attitude towards work and career

  • High-energy, positive, persuasive, and aptitude to lead by example

What Would Be Nice to Have:

  • Prior management consulting experience highly preferred

  • CPA, Lean Six Sigma, PMP, or other relevant certifications

The annual salary range for this position is $107,000.00-$178,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

  • Medical, Rx, Dental & Vision Insurance

  • Personal and Family Sick Time & Company Paid Holidays

  • Position may be eligible for a discretionary variable incentive bonus

  • Parental Leave and Adoption Assistance

  • 401(k) Retirement Plan

  • Basic Life & Supplemental Life

  • Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

  • Short-Term & Long-Term Disability

  • Student Loan PayDown

  • Tuition Reimbursement, Personal Development & Learning Opportunities

  • Skills Development & Certifications

  • Employee Referral Program

  • Corporate Sponsored Events & Community Outreach

  • Emergency Back-Up Childcare Program

  • Mobility Stipend

About Guidehouse

Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.

If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

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