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Northwest Bancorp, Inc. logo
Northwest Bancorp, Inc.Muncie, IN
Job Description The Commercial Banking Market Executive is responsible for leading and coaching a team of relationship managers to grow portfolio of C&I banking relationships through the addition of new clients and the expansion of existing relationships. The Commercial Banking Market Executive will provide oversight, guidance, advice and support to relationship managers as needed to ensure adherence to corporate policy and risk parameters, appropriate loan structure/pricing, cross-sale penetration and prospect conversion. Essential Functions Develop new and expand existing commercial banking relationships and partnerships with branches, treasury management, trust and investments to promote additional business opportunities and profitability for Northwest Prospect actively and successfully bringing in new relationships to Northwest Achieve and exceed budget goals as assigned to Region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Encourage clients and their employees to maintain their personal banking at Northwest Establish market sales and 1 on 1 coaching meetings to promote best practices and help win business Engage with various product partners on a regular basis to discuss cross sell opportunities and referrals to expand and deepen client relationships Work closely with Credit Administration, Loan Review, Special Assets, and Senior Management in providing feedback on the condition of loan portfolio Manage a commercial loan portfolio Develop close working relationship with Portfolio Management Team Leader and develop new and expand existing commercial banking relationships Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in conjunction with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and compliance with Federal and State regulations Participate in continued sales, product and credit training Maintain a working knowledge of all treasury management services Complete all required Compliance training in a timely basis Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Complete special projects as assigned Education, Experience and Skills Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing More than 15 years of commercial lending experience Experience managing a sales team Experience consistently delivering strong sales performance and exceeding goals Comprehensive knowledge and understanding of commercial lending, loan servicing, and credit and non-credit products Strong negotiating skills in terms, loan structure, and pricing. Commercial credit and sales training from a banking organization or equivalent preferred. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

JLL logo
JLLNew York, NY
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. JLL is currently seeking an Analyst to join our team and support our renewable energy and energy transition investment banking practice in the Americas. This role provides an excellent opportunity for immediate exposure to investment banking transactions and allows you to collaborate with experienced professionals in the renewable energy and low-carbon sectors. About the Role: The Analyst will work as part of deal teams advising on investment banking transactions within the renewable energy and energy transition space Responsibilities include assisting in the creation of marketing materials, client presentations, financial models, investment due diligence, industry studies, capital markets analyses, and other workstreams, while gaining valuable experience in client and investor interactions Beyond transactional work, the Analyst will participate in building the business and shaping JLL's strategies. This may involve engaging in research initiatives aligned with your interests in climate finance The Analyst will have the opportunity to contribute to new business development efforts under the mentorship of JLL's senior leadership Upon joining JLL, Analysts are provided with a clear career development plan, along with regular check-ins and performance reviews. JLL has a long track-record of internal promotion and strongly believes in investing in our team and maintaining a healthy work-life balance for everyone Analyst base salaries and end-of-year bonuses are competitive with elite boutique and bulge-bracket investment banks Candidate Criteria: Minimum GPA of 3.5 Demonstrated interest in the renewable energy industry and environmental finance is crucial 1-3 years relevant work experience, with a preference for candidates with experience in renewable energy finance or investment Strong financial modeling, presentation and writing capabilities required JLL will also consider candidates with professional experience in investment banking, principal investing, project finance or the finance group of an energy or power-related company Strong financial modeling, accounting, excel and PowerPoint skills Entrepreneurial drive and preference to work in a culture with substantial client exposure Intellectual curiosity and a desire for career progression The position is based in New York City with occasional travel requirements Estimated total compensation for this position: 110,000.00 - 120,000.00 USD per year The total compensation range is an estimate and not guaranteed. An employment offer is based on an applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data . Location: On-site -New York, NY Job Tags: CMG If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and 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 - including the online application and/or overall selection process - you may email us at accomodationrequest@am.jll.com. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.

Posted 30+ days ago

Golub Capital logo
Golub CapitalChicago, IL
Position Information Hiring Manager: Associate Director Department: Treasury Department Overview The Treasury Department is responsible for the Firm's overall cash management, allocation of investment opportunities and maintenance of third-party debt facilities. Primary functions within Treasury include short and long-term cash forecasting, FX management, pre-trade compliance, asset allocations, cash positioning, liquidity optimization and debt compliance. The Treasury Department collaborates closely with many internal and external partners to ensure the Firm's financing goals are met. These partners include senior management, Corporate Development, Structured Products, Capital Markets, Middle Market Lending and Broadly Syndicated Loan Origination Teams, Accounting, Operations, Tax, Technology Solutions and Investor Relations, and external partners such as banking partners, trustees, accounting firms, tax counsel, administrators and rating agencies. Position Responsibilities The Treasury Banking Specialist will initiate outgoing domestic and international transactions through online cash management systems. Primary duties and responsibilities include: Processing daily wire transfer transactions according to set policies and procedures within bank portals and Treasury Management System ("TMS") Bank account opening, closing and maintenance Building and maintaining wire templates within the TMS and bank portals (as needed) Reviewing wire requests; validating wire instructions and authorizations Performing verify callback processing to validate the authenticity of an outgoing transaction Performing research in response to inquiries regarding wire processing and account activity Reviewing system reports and monthly volumes and fees reports Identifying and escalating non-routine issues, risks, exceptions and fraud Monitoring for Client Revolver funding requests daily Assisting and providing support to bank account KYC process Performing other duties as assigned Candidate Requirements Qualifications & Experience: Bachelor's degree in relevant subject (Accounting or Finance preferred) Minimum of 3 years' experience required; wire room or GTreasury experience strongly preferred Ability to work in a fast-paced environment, handle time and priorities under pressure and meet deadlines Strong written and oral communication skills Meticulous attention to detail and accuracy Strong problem-solving skills Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. Financial Analysis: Leverages financial information and policies, accounting principles, technology and other financial analytics to ensure compliance and generate insights. Develops financial models using predictive analytical techniques to drive reason-based decision making. Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. Cash and Liquidity Management: Performs cash and liquidity management responsibilities (e.g., cash forecasting and positioning) to ensure the necessary funding is in place for deals. Pre-Trade and Debt Compliance: Ensures pre-trade and debt compliance across the Firm's investments. Leverages knowledge of the regulatory environment, governing documents and internal policies, including current and proposed laws, regulations and guidance to ensure compliance. Compensation and Benefits For Illinois Only: It is expected that the base salary range for this position will be $60,000 - $80,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.

Posted 30+ days ago

PwC logo
PwCJacksonville, FL
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Associate 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. 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 Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Preferred Qualifications Certification(s) Preferred CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Basic Qualifications Preferred skills Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international banking industry and public accounting practices, internal domestic banking tax departments or internal foreign banking. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation 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. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. 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: $77,000 - $214,000, 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

Camden National Corporation logo
Camden National CorporationBerlin, NH
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. __ Position Summary: The Digital Banking Systems Administrator will display a mastery of Camden National Bank's Digital Banking Systems. This position supports the digital growth of the bank with general responsibilities including administration, management, support, upkeep and evolution of all applicable systems and services. The Digital Banking Systems Administrator should collaborate with all business lines and develop and maintain tools, processes, and reliable data that help the Bank make more effective business decisions, be consistent in the way we measure and drive performance, and improve service, quality and productivity. This role will need to understand the other systems within the bank and how they interact with Digital Banking Systems and should excel in the following areas: Project Management, Leadership, Operations, Technology and Industry Knowledge, Data Analysis, Digital Communications, Customer Services, Internal Support, Troubleshooting, Online and Mobile Banking Products and System Administration. Essential Duties and Responsibilities: Lead and manage the implementation of new services or functionality and upgrades to our digital platforms and app updates Lead and manage early adopter and beta partnerships with our digital banking vendor, core provider, and/or third-party service providers Understand file transfer processes between our banking vendor, core provider, and/or third-party service providers and the subsequent relation to the customer experience and/or bank operations Develop and maintain diagrams demonstrating micro and macro level calls/responses and relationships between our digital banking vendor, core provider, and/or third-party service providers Maintain awareness of current events with impacts to Camden National Bank's Digital Banking platform, including but not limited to: cybercrime, consumer technology product trends, commercial technology product trends, cyber security trends, and technology legislation Maintain awareness of competitor product and service offerings in the U.S. and abroad and mainstream features available on popular apps and websites (i.e. biometric login, reveal password, code generators for authentication) Create, update, edit, and approve department procedures and training documents and department Confluence and SharePoint sites Provide Tier 3 customer support when Tiers 1 and 2 are unable to resolve customer inquires Submit, manage, and resolve cases with our digital banking vendor, core provider, and/or third-party service providers Identify, validate, and report bugs and issues within the base digital banking platform and app for all services supported by our digital banking vendor, core provider, and/or third-party service providers Participate in software development research, representing the bank and influencing vendors towards adopting UI and functionality favorable to the Camden strategy Administration of Q2Central/Q2Co-Pilot/Q2Console, Q2 SMART, Q2 Discover, SmartPay Manager and Business, PayCenter Portal (Zelle), IPay Portal, Smartsheet (at a department level) and Q2Customer Portal Basic Qualifications: Bachelor's degree in IT, Data Analysis, Business or related field Preferred Qualifications: 5 or more years of similar or relatable experience Knowledge of coding Skills and Abilities: Ability to form strong relationships Outstanding verbal and written communication skills Ability to read/write SQL data query language Effectively use technology to perform daily activities and outstanding customer service Ability to collaborate and work successfully in a team environment as well as independently Top-notch attention to detail to maintain the highest level of accuracy when handling daily functions Maintain a level of discretion and confidentiality while dealing with sensitive customer information Supervisory Skills: This job has no supervisory responsibilities The statements contained herein reflect general details as necessary to describe the principle functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or to equalize peak work periods to balance workloads. ____ 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 30+ days ago

Commerce Bank logo
Commerce BankSaint Joseph, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $70,500.00 - $139,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job This position involves both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of up to $150MM. Essential Functions Participate in outreach activities with assigned customers and target prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ensure a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensure adequate loan documentation, and analyze industry/credit risk Facilitate the resolution of customer problems and engage product experts as needed Participate in community and business functions/groups to ensure a positive image for the Bank and establish referral contacts within the marketplace Ensure compliance with all Bank policies, procedures, regulations, and laws Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of full range of commercial products, credit policies, procedures and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Basic strategic, analytical, problem-solving skills and credit analysis skills Basic persuasive and negotiation skills with strong sales skills Some independent decision-making skills, but requires regular management oversight Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 1+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Business Banking Relationship Manager I, II, and III job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $139,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 328 Felix St, St. Joseph, Missouri 64501 Time Type: Full time

Posted 30+ days ago

Moelis logo
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Consumer and Retail team in New York. PRIMARY RESPONSIBILITIES Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing REQUIRED SKILLS & EXPERIENCE Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs EDUCATION Bachelor's degree (or foreign equivalent) in Business or related field plus seven years of progressively responsible, post-baccalaureate experience as Business Analyst, Client Relationship or Management Associate Masters Degree in Business or related field strongly preferred Expected Salary Range USD $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

Houlihan Lokey logo
Houlihan LokeyBaltimore, MD
Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey's Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Our team covers a broad array of sectors, with bankers dedicated to each of our primary coverage areas. We maintain deep, senior-level relationships with major strategic and financial buyers of professional and technology-related services companies, as well as large, public, and private company thought leaders within the industry. As one of the leading M&A advisors in our sector, we help open doors to opportunities-whether our clients are seeking a strategic or financial partner in a change-of-control or minority-investment transaction. Job Description Financial Analysts in the Business Services Group support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relationships with clients in one or more sectors within the Business Services coverage universe. Our Business Services team has particularly strong sector practices in the areas of: Engineering and Infrastructure Facility and Residential Services IT Services Marketing Services Testing, Inspection, Certification, and Compliance Training and Education As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and planning of engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have prior investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. While teamwork is essential to the firm's success, creativity and new ideas are encouraged. At least one year of investment banking experience is required Coursework in accounting and finance is required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-114736

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncChicago, IL
Description Summary: The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal. Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking. Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size. Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Represents the bank within the community through representation on keyboards and at business and community functions. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Partner with more junior Regional Banking colleagues on more complex credits. Performs other duties as assigned. Basic Qualifications: Bachelor's degree or equivalent (4 year of education and Business Banking/ Commercial lending experience) 10+ years of Business Banking/Commercial Banking experience Preferred Qualifications: Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $102,000.00 - $208,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 5 days ago

1st Source Bank logo
1st Source BankNorth Liberty, IN
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes financial transactions for clients accurately and efficiently. Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Follows established Bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work). Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) or more years of customer or retail service experience preferred. Cash handling experience preferred. Ability to respond and assist clients with inquiries and/or problem resolution. Customer service and sales oriented. Careful attention to detail and time management. Good listening and verbal and communication skills. Good PC skills - ability to work in Windows based system essential. Ability to cross-sell bank products and services. Ability to work evenings and weekends based on banking center needs. Ability to communicate in another language is a plus. Good organizational skills. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc. 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 to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 30+ days ago

F logo
First Horizon Corp.Lafayette, LA
Location: Onsite at the location in the posting. SUMMARY This role is primarily responsible for driving business growth and expanding our client base within the banking center. The focus will be on proactive business development, sales leadership, and building strong relationships with clients and the local community. The successful candidate will use a strategic, client-focused approach to identify new business opportunities, generate referrals, and increase the profitability of the center. ESSENTIAL DUTIES AND RESPONSIBILITIES Business Development & Sales Leadership Proactively develop new client relationships and expand the center's portfolio through networking, outbound calls, community involvement, and relationship-building activities. Build and manage a robust pipeline of potential clients to drive new revenue and meet sales targets. Leverage existing network and local knowledge to bring new business to First Horizon, with a preference for candidates who have a book of business they can transition. Coach and lead associates to adopt a business development mindset, with an emphasis on client acquisition and relationship deepening. Collaborate across teams to cross-sell banking products and services that meet clients' needs. Establish and nurture key partnerships within the community and local organizations to strengthen the bank's market presence. Develop and execute strategic plans to achieve growth goals and enhance market share for the center. Client Engagement Serve as the center's primary ambassador in the community, representing First Horizon's brand and commitment to client-focused service Work with associates to deliver exceptional experiences for all clients and proactively identify ways to add value. Maintain regular contact with key clients and prospects to ensure satisfaction and identify new opportunities. Team Leadership Mentor, train, and motivate associates to achieve business development and sales goals. Foster a collaborative, high-performance team environment focused on results and continuous learning. Provide coaching around business development best practices and monitor associates' progress on growth initiatives. Strategic Planning Analyze local market trends and competitor strategies to identify business opportunities and inform decision-making. Develop business plans and set clear, measurable objectives for growth and sales activities. QUALIFICATIONS Proven experience in business development and sales, with a track record of successfully acquiring and retaining clients. Previous banking experience is required; preference for candidates with deep local connections and an established client network. Strong leadership background, particularly in motivating teams around sales success. Ability to craft and execute business development strategies that deliver growth. Stable employment history demonstrating commitment and results. Team-oriented approach with strong interpersonal and communication skills. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 1 week ago

Ameriprise Financial logo
Ameriprise FinancialCharlotte, NC
The Banking and Lending Director, as a player-coach, will provide leadership and strategic direction over the development and day-to-day management of a team of Banking & Lending Officers who act as an in-depth Banking Solutions product experts, working directly with clients and partnering with Ameriprise Financial Advisors to consult on client-specific needs providing quality service, excellent product support and education, reinforcing the trusted Advisor/client relationship. Key Responsibilities: Develop and execute strategies that increase client acquisition of banking and lending product solutions consistent with and in direct support of advisor financial advice and planning. Develop and manage a team of Banking & Lending Officers who will interact directly with clients in partnership with and in support of advisors Drive awareness and broaden client relationships and engagements with an increasingly robust bank lending and deposit product set Provide high-touch experience to high-net worth clients directly and working with advisors on complex or unique financial situations, promptly responding to inquiries, providing guidance and personalized banking solutions to support the Advisor/client strategy and objectives Build and maintain close relationships with clients and business partners including Ameriprise Financial Advisor networks, High Net Worth Resource group, Banking and Cash Solutions Sales Consulting team, and Bank and Cash Solutions Product teams Act as single-point-of-contact for experienced advisor recruits and onboarding team to transition banking and lending books of business to Ameriprise Meet with clients, advisors and key partners, virtually and through other networking opportunities, groups, events, etc. to build relationships and educate on the benefits offered through Bank product acquisition Required Qualifications: 10+ years' relevant experience 5 years' management/leadership experience in the financial services industry Active Series 7 or ability to obtain within 120 days National Mortgage Licensing System and Registry (NMLS) registration Preferred Qualifications: 10 years' experience in origination/business development within banking or financial services including a proven track record of performing successful lead management Highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment Ability to maintain client confidentiality Excellent communication skills and ability to consistently set expectations with client and Ameriprise Financial Advisor Ability to problem solve with strong analytical skills and excellent attention to detail Experience as a loan officer/originator (Mortgage, Home Equity, Securities-backed Lending) Experience as a personal banker/customer serviced (Checking, Savings, CDs and related services) Experience working with Wealth Management Clients About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Marketing/Product Management Line of Business BANK Bank

Posted 3 days ago

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

Posted 5 days ago

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

Posted 1 week ago

T logo
Truist Financial CorporationCharlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Designs, delivers, communicates, monitors and/or administers broad-based programs and practices which may include but not limited to job attributes, pay structure, incentive plans, annual rewards and other compensation related programs. Develops and implements strategies for delivery of compensation to ensure external competitiveness/internal fairness, appropriate linkages between pay and performance, and compliance with legal and regulatory requirements. Consults with Chief Human Capital Enablement Officers and executives regarding ongoing compensation management, job evaluation, incentive program/plan design, merit programs and other compensation related topics. Accountable for the effectiveness of compensation policies, procedures, and controls. Leverages a process improvement mindset to implement efficient and effective ways to carry out core responsibilities. Works with Leads a team of compensation professionals to build strong partnerships across the team and the organization. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for developing and executing the organization's compensation and rewards strategies to ensure that the organization has competitive compensation programs, policies and practices that meet the needs of the business. Lead the design and development of incentive plan programs, ensuring alignment to business strategy and appropriate risk balancing. Provide for a collaborative approach to influence shared services compensation work through a strong partnership with Executive Leaders and business partners. Identify, design and lead large, complex compensation related programs and projects (e.g. merger, salary structure, geographic differentials, internal equity, vendor selection and management) while completing in a timely, efficient and effective manner. Responsible for managing annual compensation event for assigned business units. Ensure groups remain within budget and demonstrate a pay for performance approach to award allocations. Partner closely with Executive Compensation, other areas of compensation and HR partners to deliver on the full suite of Rewards available to the organization. Provide ongoing leadership, guidance, and empowerment to compensation consultants by providing the team with tools, knowledge and resources needed to perform as one team. Develop, communicate and interpret compensation policies, procedures and regulations (e.g. Fair Labor Standards Act, Consumer Financial Protection Bureau, Interagency Guidance on Sound Incentive Compensation Policies) to establish and maintain uniform understanding and application within each Line of Business. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent combination of education and experience. 10 years of experience in Compensation, Total Rewards, or related field. Demonstrated proficiency developing Total Rewards/Compensation strategies to achieve operational and financial results. Extensive experience in design and management of compensation (such as functional incentive plan design, executive compensation, etc.) tied to business and organizational strategies and management objectives. Ability to lead large, highly complex projects of notable risk exposure. Ability to influence others at senior levels to adopt a new perspective. Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry. Preferred Qualifications: 12 years of experience as a compensation professional. Experience working in a matrixed environment. Experience working in the financial services industry; professional certification in HR related discipline (PHR, SPHR, CCP, assessments, etc.). People management experience. Wholesale/Wealth experience. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting Constantly (More than 50% of the time) Standing Occasionally (Less than 25% of the time) Walking Occasionally (Less than 25% of the time) Bending Occasionally (Less than 25% of the time) Lifting Up to 10 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Up to 25% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 3 weeks ago

Camden National Corporation logo
Camden National CorporationEllsworth, 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 achieving individual sales and service goals and managing the banking center in the absence of the banking center manager. 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. Contributes to the success of the banking center by meeting or exceeding individual sales goals. Demonstrates a strong knowledge of bank products and solutions. Employs Building Trusted Relationship skills to acquire, expand and retain customer relationships. Participates in workforce management including recruiting, development and engagement. In the absence of the Banking Center Manager 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 Responsible for risk and compliance within the banking center Responsible for day-to-day management of facility Supports and promotes the Bank's CRA Policy Supervisory Responsibilities This position does not have any supervisory responsibilities. 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 Equivalent to a four-year college degree. Two years to five years of similar or related experience. Position requires knowledge in a specialized area. Working knowledge of financial, commercial and/or technical practices required to fulfill the diverse requirements of the position. 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 30+ days ago

Year Up logo
Year UpChicago, IL
OVERVIEW: The Student Services Manager will report directly to the Associate Director of Student Services and will provide professional support services to prospective and current Year Up United students. The Student Services Manager is responsible for monitoring and supporting students' success throughout the program by assessing external readiness factors and intervening as appropriate to assist with barrier mitigation and reduction. This role includes direct case management support of students, building internal program capacity for student services, and expanding access to external resources for delivering counseling and related social services. To be successful in this role, you will be an experienced social work professional who thrives in fast-paced, dynamic environments. You will be skilled at working in a multidisciplinary setting while also being comfortable testing new infrastructure, providing feedback, and participating in conversations about program growth and how to best support our students and interns. In addition, you will maintain the highest levels of confidentiality and ethics, and possess an ability to communicate with and relate to diverse audiences. In keeping with Year Up United values, the Student Services Manager will also have the opportunity to interact with students as a coach, group facilitator, and advocate, participating in creating and sustaining a positive educational environment, with trust among students, staff and site leaders. KEY RESPONSIBILITIES: Program Enrollment and On-boarding Participate in prospective student engagement activities to identify students who will be successful in the Year Up United program Conduct one-on-one interviews and assessments of prospective students to assess readiness and Year Up United's ability to support them through the program Conduct Onboarding Student Support Plan interviews and written plans for conditionally accepted students Collaborate with site-based staff to address student needs and barriers by sourcing community supports and referring students to resources (e.g. healthcare, childcare, legal representation) Other duties as assigned Direct Services Build relationships with students through individual meetings, group sessions, and by being a visible presence on site and/or virtually Provide one-on-one crisis intervention to assess student and intern needs, stabilize, and provide a Barrier Reduction Support Plan connecting students to appropriate available resources Document student/intern interactions, case management work and referrals in the organization's database tracking system Develop and facilitate supportive or psycho-educational and community resource groups (e.g. benefits enrollment, wellness, life skills, prevention groups) as needed Program Development and Functional Team Support Participate actively as a member of the Students Services team, contributing ideas and recommendations for improving programming and processes based on student needs and staff experiences Manage Student Services interns (BSW, MSW) supporting the site, and direct their work as needed. Provide supervision for licensure as needed Represent Student Services in weekly site level meetings to discuss the progress of students and interns, and to develop interventions and provide direction, as appropriate Serve as a consult for staff as they support students and interns through Program Make recommendations to the Year Up United STS team to strengthen partnerships for student support services offered on-site and off-site Partnership Development & Capacity Building Initiate and manage the building of new relationships with community-based organizations and social service agencies to address student needs. Develop, steward, and enhance existing relationships Make recommendations to Year Up United Student Services team, site leadership, and college partners to improve collaborative experiences for the student support services offered on-site and off-site Site Team/Learning Community Member Serve as a member of a learning community (LC), supporting student programming and program facilitation on a weekly basis Participate in staff meetings and trainings and complete LC required tasks Develop supportive and trusting relationships with students and act as a tertiary level of support for all students by consistently interacting with the learning community programmatic activities QUALIFICATIONS: 2-4 years of experience preferred, specifically as an advocate or case manager for historically underserved and disenfranchised individuals, particularly young adults Master of Social Work degree from an accredited school of social work is strongly preferred (the ability to secure the SIFI certification is required in order to manage Student Services MSW interns) Knowledge and understanding of crisis intervention protocols and modalities An existing network of contacts within, and extensive knowledge of the social services resources available in the local region History of cultivating relationships and building alliances with agencies and schools Proficient in professional case management documentation with skills in creating support plans and capturing clear written case notes Strong organization and time management skills Effective communication skills and the ability to connect with people from a variety of lived experiences Experience with facilitation and instruction in group environments Uphold company core values in all interactions A proven passion for working with young adults, an unshakable belief in their potential, and a strong commitment to the mission of Year Up United Understanding of the Opportunity Divide and its drivers Commitment to diversity, equity, and inclusion Salary: $63,000-$85,000 #LI-Hybrid COMPENSATION & BENEFITS: Year Up United has established salary ranges for each of our sites, which allows us to pay employees competitively, equitably and consistently in different geographic markets. For roles in which the location is listed as flexible, the range displayed reflects the minimum and maximum target for new hire salaries for the position across all US locations. Salary offers take into account a candidate's skills, experience, and location. Your recruiter can share more about the specific salary range for your location during the hiring process. Benefits: Comprehensive healthcare options and dental coverage; 401(k) match for eligible participants. Vacation: Earn three weeks paid vacation in first year of employment; four weeks after initial year. Professional Development: Funds available to support staff in achieving career objectives ($2,500 per year) This is an exempt role (paid on a salaried basis). ORGANIZATION DESCRIPTION: Year Up United is a national 501(c)3 workforce development organization committed to ensuring equitable access to economic opportunity, education, and justice for all young adults-no matter their background, income, or zip code. Employers face a growing need for talent while millions of talented young adults lack access to meaningful careers. These inequities only further perpetuate the opportunity gap that exists in our country-a gap that Year Up United is determined and positioned to close through three interconnected strategies: providing targeted skills training and connections to livable-wage employment for students and alumni; empowering others to serve and support young adults, and changing systems that perpetuate the opportunity gap. Year Up United's intensive training program utilizes a high expectations, high support model where students learn in-demand technical and professional skills and apply them during a corporate internship. Year Up United has directly served more than 40,000 young adults since its founding in 2000. Year Up United's nationwide presence includes Arizona, Austin, Bay Area, Charlotte, Chicago, Dallas/Fort Worth, Greater Atlanta, Greater Boston, Greater Philadelphia, Jacksonville, Los Angeles, the National Capital Region, New York City/Jersey City, Pittsburgh, Puget Sound, Rhode Island, South Florida, Tampa Bay, and Wilmington. Voted one of the Best Nonprofits to Work For in the country by The NonProfit Times, Year Up United is a rewarding and impactful place to work. Our staff is passionate, supportive, mission-driven, and committed to positive change and continuous learning. We set high standards for both ourselves and our students and live by a set of core values that reflect an unshakable belief in the talent and potential of our young people. The work we do is life-changing, and we know that our team is the greatest asset in achieving our mission. COMMITMENT TO DIVERSITY: Year Up United embraces diversity and equal opportunity in a serious way. All aspects of employment, including the decision to hire, promote, discharge, or discipline, are based on meritocracy. We do not permit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristics protected by federal, state, or local laws. Learn more about our commitment to diversity: http://www.yearup.org/about-us/careers/commitment-to-diversity/ Year Up United is also committed to working with and providing reasonable accommodations to individuals with disabilities. Your recruiter can provide details regarding the expected work environment and any physical requirements. Please let our hiring team know if you need an accommodation at any point during the interview process. Information received relating to accommodation will be addressed confidentially. TO APPLY: Please submit a thoughtful cover letter and resume through our website. Note that applications without a cover letter will not be considered. We respectfully request no phone calls.

Posted 30+ days ago

FactSet Research Systems Inc. logo
FactSet Research Systems Inc.Norwalk, CT
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Global Marketing at FactSet focuses on driving awareness and demand for FactSet's current and future solutions in support of company revenue goals. Through thought leadership, brand awareness initiatives and a consistent focus on the customer experience, we establish FactSet as a trusted partner helping to solve our client's greatest challenges through the power of collaboration. All along the customers' buying journey through retention, we partner with our business units, sales teams, and technology stakeholders to execute go-to-market strategies, deliver robust marketing programs and produce compelling content that attracts, engages, and converts qualified prospects and retains customers. The Marketing Senior Specialist, Product Marketing & Programs is responsible for developing and executing strategic marketing plans for FactSet's Sell-Side solutions, including go-to-market and marketing planning, execution coordination and success measurement. By building strategic marketing plans and guiding Product Management and Sales teams throughout the go-to-market processes, the Senior Specialist focuses on seamless execution of initiatives that increase brand and solution awareness, generate leads, boost retention and achieve measurable ROI. The Senior Specialist combines industry and product knowledge with marketing expertise, and closely collaborates with internal and external stakeholders to build marketing strategies aligned with business objectives, and ensuring effective positioning and messaging. She/he manages internal relationships and collaborates with business stakeholders, translating their product strategy to best-practice GTM, and supporting the broader Marketing organization to align with business objectives to drive success. Location: Norwalk, CT | New York City | Boston | London Working Environment: Hybrid Responsibilities: Act as the main marketing business partner for Sell-Side business unit and connected priorities. Work autonomously across business stakeholders to understand sales targets and strategic product and workflow initiatives to drive strategic go-to-market planning. Collaborate with product management teams across the GTM framework to develop and update value propositions, including target market and buyer personas, for existing and new sellable products/significant enhancements for Sell-Side audience. Build marketing plans for existing solutions and launch plans for new solutions including positioning, regional focus, audiences, and optimal mix of tactics with measurable goals and schedule. Collaborate across Marketing teams to coordinate and manage marketing plans and drive execution of multi-channel campaigns. Test and optimize existing tactics to meet programs goals, investigate and introduce new methods to enhance the marketing mix. Act as subject matter expert across marketing teams to create assets to support the sales and marketing processes, and leverage sales and client success channels to effectively educate client-facing teams on new and existing solutions. Analyze marketing plans and programs to make data-driven decisions and shift marketing strategies accordingly. Compile and communicate campaign and event reports within Marketing and to business stakeholders. Continuously increase expertise in go-to-market best practices, value-driven product positioning and launch, strategic marketing planning, tactics, campaign orchestration, and related persona focuses. Follow implemented processes across marketing technology to ensure proper tracking and optimal collaboration across teams. Collaborate effectively within the immediate team, across the broader Marketing organization, and with FactSet stakeholders and external vendors. Required Skills: 5+ years' experience within the Fintech sector, within client-facing, product management or marketing roles. Understanding of the Sell-Side industry, including key user workflows and buyer personas. Understanding of the Market Data, Analytics and Technology landscape that FactSet provides solutions within, and the surrounding competitive environment. Significant experience in building B2B value proposition, launching solutions and managing marketing programs. Highly organized, detail-orientated, and self-motivated. Excellent communication skills and demonstrated professionalism. Bachelor's degree is required. What's In It For You: At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn more about our benefits here. The budgeted salary for this position in the state of Connecticut and in NYC is $85,000 - $90,000. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. US applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Company Overview: FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify

Posted 30+ 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: Ideal candidate will have prior experience working as an associate and/or an analyst for a global investment bank with fundamental credit focused training (leveraged, distressed or structured finance) or Mergers & Acquisitions and will be able to work independently and function as part of a team. This person must be exceedingly well organized, flexible and enjoy a variety of challenges. Ideal candidate thinks "out-of-the box" and has a desire to execute on creative solutions that touch multiple areas of a global investment bank. The Associate will be a fundamental team member of a core group within the organization that interacts with a wide variety of bank and securities products globally The responsibilities for the Associate include: Assist in the execution of leveraged finance transactions and bespoke strategic solutions for Sponsor clients Constructing and analyzing detailed financial models Manage key aspects of business and financial due diligence and credit underwriting processes Performing financial valuation, discounted cash flow and multiples-based analyses Fundamental credit analyses and research including analyzing credit documentation Assisting in financing structuring, underwriting transaction evaluation, due diligence and execution Assisting in running sell-side processes and assessing M&A transactions Run day-to-day deal execution and project management on a range of transactions including Financing and M&A Working closely with our product specialists in delivering tailored solutions to our Sponsor clients across the full product suite (debt capital markets, derivatives, advisory and structured solutions) Liaising with product and sector teams in preparing presentation materials and participating in deal and pitches Conducting industry and product research Train and mentor interns in the team Qualifications: Bachelor Degree in Finance or Economics and a minimum of 3 year of investment banking experience with a top tier global bank Prior credit training, structured credit and / or leveraged finance experience preferred M&A experience is a plus Ability to work independently and must be able to work effectively in a team environment Ability to work under pressure and adhere to tight deadlines Ability to manage multiple projects simultaneously Strong quantitative, communication, interpersonal skills and ability to convey ideas Advanced proficiency with CapitalIQ, Bloomberg, Microsoft Office Series 79 & 63 Personal Traits: High degree of initiative and motivation Attention to detail Composure and confidence to manage conflicting priorities Capability to apply oral and written communication skills to create a positive impression and professional rapport Results oriented and a team player Seeking new opportunities to learn and expand beyond traditional investment banking roles The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 3 days ago

Eisneramper logo
EisneramperLafayette, LA
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 an Assurance Manager to join our Banking 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. 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 Basic Qualifications: Bachelor's degree in Accounting or equivalent field 5+ years of progressive audit and/or assurance experience Experience with Banking clients CPA Preferred/Desired Qualifications: Master's degree in Accounting or equivalent field 1+ 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. #LI-MC1 #LI-Hybrid Preferred Location: Baton Rouge

Posted 30+ days ago

Northwest Bancorp, Inc. logo

Regional Commercial Banking Market Executive

Northwest Bancorp, Inc.Muncie, IN

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Job Description

Job Description

The Commercial Banking Market Executive is responsible for leading and coaching a team of relationship managers to grow portfolio of C&I banking relationships through the addition of new clients and the expansion of existing relationships. The Commercial Banking Market Executive will provide oversight, guidance, advice and support to relationship managers as needed to ensure adherence to corporate policy and risk parameters, appropriate loan structure/pricing, cross-sale penetration and prospect conversion.

Essential Functions

  • Develop new and expand existing commercial banking relationships and partnerships with branches, treasury management, trust and investments to promote additional business opportunities and profitability for Northwest
  • Prospect actively and successfully bringing in new relationships to Northwest
  • Achieve and exceed budget goals as assigned to Region
  • Actively participate in community and professional networking events
  • Develop meaningful "Centers of Influence" relationships
  • Encourage clients and their employees to maintain their personal banking at Northwest
  • Establish market sales and 1 on 1 coaching meetings to promote best practices and help win business
  • Engage with various product partners on a regular basis to discuss cross sell opportunities and referrals to expand and deepen client relationships
  • Work closely with Credit Administration, Loan Review, Special Assets, and Senior Management in providing feedback on the condition of loan portfolio
  • Manage a commercial loan portfolio
  • Develop close working relationship with Portfolio Management Team Leader and develop new and expand existing commercial banking relationships
  • Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required
  • Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis
  • Ensure noncredit clients have appropriate treasury management and other related commercial services and risk ratings are appropriate
  • As required, collect on delinquent accounts
  • Analyze financial statements and related credit material to assess risk on a continuous basis in conjunction with Portfolio Management
  • Complete loan closings in conjunction with Portfolio Management
  • Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and compliance with Federal and State regulations
  • Participate in continued sales, product and credit training
  • Maintain a working knowledge of all treasury management services
  • Complete all required Compliance training in a timely basis
  • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
  • Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
  • Work as part of a team
  • Work with on-site equipment
  • Complete special projects as assigned

Education, Experience and Skills

  • Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing
  • More than 15 years of commercial lending experience
  • Experience managing a sales team
  • Experience consistently delivering strong sales performance and exceeding goals
  • Comprehensive knowledge and understanding of commercial lending, loan servicing, and credit and non-credit products
  • Strong negotiating skills in terms, loan structure, and pricing.
  • Commercial credit and sales training from a banking organization or equivalent preferred.

#LI-EK1

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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