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US Bank logo
US BankTorrance, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call and bring in new business clients to US Bank. Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to serve our business clients today and into the future. We're looking for candidates that have skills and experience in: Prospecting companies with revenues above $10MM+ Equipment Financing Working with SBA (7A and 504) loans Have an established COI (circle of influence) base Proactively manage an assigned portfolio of clients by staying on top of all renewals, annual reviews, etc. Responsibilities include: 65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate, and manage new and existing relationships with business clients. Recommend financial solutions based on each client's unique goals and needs. Be the primary advisor for our business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients. Basic Qualifications Bachelor's degree, or equivalent work experience Four to five years of experience in relationship banking Preferred Skills/Experience Strong business development and relationship management skills Self-motivation, team player, positive personality, and production driven. Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal, and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,345.00 - $115,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 weeks ago

T logo
Truist Financial CorporationWashington, DC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the overall performance for Hospital, Higher Education, and Government (HHG) Banking in region, including the achievement of expected levels of client service quality, balance sheet quality, profitability and revenue growth, and Risk Management. Drive a consistent client experience that positions Truist as the Premier Advisory Bank in the HHG segment. Lead and integrate all banking functions in the region across numerous relationship managers by collaborating with various partners including Public Finance, Industry Consultants, Wholesale Payments, Credit Delivery, Wealth, and Risk partners to execute on HHG growth strategies. Coach and develop relationship managers to optimize their talent, advisory skills, and leadership ability. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Serve as primary sales leader for team of Hospitals, Higher Education & Government Bankers ensuring that Truist Culture and Sales Processes are effectively executed. Coordinate prospect and client assignments with appropriate Business Banking, Commercial Real Estate, Commercial, Middle Market and other leaders using the Truist segmentation philosophy. Develop and execute a focused marketing plan, growing new relationships, and expanding existing client relationships. Responsible for meeting loan, deposit, fee-based revenue expectations for the team. Manage consistent weekly sales calls inspecting calling and referral activity, managing pipeline, and holding RMs accountable for commitments through weekly debriefs. Deliver a differentiated Client Experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Collaborate with various Line of Business partners including Public Finance, Industry Consultants, Wholesale Payments, Wealth and Risk partners to execute on Hospitals, Higher Education & Government growth strategies. Assume responsibility for the profitability, quality, liquidity, and growth of the team's assigned Hospitals, Higher Education & Government loan portfolios by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity and risk management. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives. Responsible for employment, training, performance ratings, salary changes, promotions, transfers, terminations, career enhancement and staffing for Hospitals, Higher Education & Government team. Support Community Advisory Board activities. Participate in civic, government, professional, business, and community affairs, associations and groups to solicit new 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 education and related training Ten years of experience in financial services Ability to grasp large complex Hospitals, Higher Education & Government credits clearly Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions Strong interpersonal communications, capable of leading and developing Hospitals, Higher Education & Government Bankers using the Truist leadership philosophy Preferred Qualifications: Master's degree in business administration (MBA) The annual base salary for this position is approximately $300,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncRosemont, 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

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: The Business Unit Risk Specialist II engages with Business Unit stakeholders, primarily within Corporate Banking, Commercial Banking, and Specialized Industries Lending, in its management of risks and controls as well as its execution of risk program requirements. Execute, facilitate, and/or monitor execution of Risk Program requirements (e.g., RCSA, Issues Management, Internal/External Loss Events, KRIs, etc.) for high complexity areas within the Business Unit. Provide risk advice and influence to assigned Business Unit. Aggregate, integrate, correlate, and report risks for the assigned Business Unit. Identify and opine on remediation to address weaknesses related to inadequate or failed processes, people, and systems, or external events and ensure effective remediation. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Provide risk advice and serve as risk Subject Matter Expert (SME) to assigned Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures, and risk program requirements. Partner with first- and second-line defense teammates across highly complex business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy. Monitor and report on emerging risks potentially impactful to Business Unit partners and Truist. Execute processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements. Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input. Other activities and special projects, as deemed required. 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 in Accounting, Business, Finance or related field, or equivalent education and related training. 5+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience. Experience in compliance and operational risk mitigation and remediation. Strong communication, interpersonal, presentation and negotiation skills. Proven leadership and management skills. Strong time management and organizational skills adaptable to a dynamic and complex work environment; Capable of handling multiple projects concurrently. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel, occasionally overnight Preferred Qualifications: Corporate Banking, Commercial Banking, and/or Specialized Industries experience. Demonstrated proficiency in identifying operational, reputational, and technology risks. Strong written and oral communication skills along with excellent decision making and judgment skills. Comfortable operating in an environment with a high degree of change. Experience in issues management (Identification, Remediation Planning, Management and Closure). Experience with Risk Control Self-Assessment to include documentation and evaluation of process, risks, and controls. Experience in Audit and/or Exam management. Proficiency and knowledge in ARCHER GRC Platform is a plus. The annual base salary for this position is $105,000-$135,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Houlihan Lokey logo
Houlihan LokeyLos Angeles, CA
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 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 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 Vice Presidents are primarily responsible for managing all aspects of the M&A process, including supporting the development of process design, overseeing the development of marketing materials and analyses, and managing deal execution (including providing leadership and guidance to junior team members). In addition, you will be involved with new business generation, including supporting relationship maintenance with clients and developing and supporting the delivery of pitches to new business prospects. As a VP for the Professional Services practices, you will be expected to: Manage all aspects of a transaction process and be the day to day "quarterback" for the deal Manage the development of and explain historical and projected financial analyses Coordinate and perform business due diligence and execute M&A transactions Oversee the preparation of marketing pitches, confidential information presentations, management presentations, and other presentations as needed Oversee the development of valuation and ad hoc financial analyses Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors Supervise and mentor junior staff members Basic Qualifications Advanced knowledge of accounting and finance 6+ years of relevant investment banking experience An undergraduate degree, including an exemplary academic record, from an accredited institution Strong analytical/quantitative, and technical abilities Preferred Qualifications Excellent verbal and written communication skills Strong public speaking and presentation skills Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously Extensive operational financial modeling and valuation experience Hands-on M&A experience 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: $250,000.00 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-113145

Posted 30+ days ago

B logo
BMO (Bank of Montreal)Madison, WI
Application Deadline: 10/03/2025 Address: 1 W Main Street Job Family Group: Commercial Sales & Service You are a great communicator, team player, self-motivated, detail-oriented, critical thinker with excellent analytical skills, strong work ethic, relationship building skills and a passion for Commercial Banking. As a Commercial Banking Credit Analyst Intern at BMO, you'll have the opportunity to develop strong financial analysis and credit assessment skills while working alongside experienced Commercial Bankers who are passionate about client success. You'll contribute to meaningful projects, sharpen your ability to assess risk and learn how BMO partners with businesses to fuel growth. This is more than an internship - it's a chance to explore a career in commercial banking, expand your personal network and make a real impact with one of the largest banks in North America. This internship role is located in Madison, WI. Please apply only if you are interested in working in this location. Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Performs financial analysis and calculations and makes recommendations to Manager. Supports portfolio monitoring and compliance, analyses metrics, and assesses industry trends to spot risks and opportunities. Prepares detailed credit summaries to assess creditworthiness and support decision making. Provides content and support for proposals and presentations to capture new business and expand client partnerships. Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. Identifies revenue and cross-selling opportunities to enhance portfolio growth. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: As part of the BMO campus program, we are looking for motivated students with a strong desire to learn. Enrolled in an undergraduate degree program, graduating Spring 2027. A preferred minimum GPA of 3.2/4.0. A preferred minimum of two undergraduate finance and accounting classes or an equivalent combination of education and experience. Relevant experience in credit or lending instruments or financial operations in a corporate or banking environment is an asset. Specialized knowledge. Legally authorized to work in the U.S. and will not require sponsorship now or in the future. Foundational level of proficiency in the following is an asset: Financial Analysis Loan Structuring Data Analysis Tools Regulatory Compliance Portfolio Management Credit Risk Assessment Banking Operations Microsoft Office Problem Solving Collaboration Detail-Oriented Analytical Thinking Salary: $50,100.00 - $82,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 30+ days ago

US Bank logo
US BankOmaha, NE
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $94,010.00 - $110,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

Varo logo
VaroSan Francisco, CA
Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. What you'll be doing Manage and lead the internal core vendor team to ensure successful implementation and maintenance of our core banking platform. Develop deep knowledge of our bank infrastructure to inform technical product requirements. Lead projects for new system implementations or major upgrades to existing platforms. Diagnose and resolve issues with the core banking or money movement systems, often by providing expertise on transaction flows and account structures. Connecting the core banking system with other applications and services, such as mobile banking and digital payment systems. Ensure the system adheres to security protocols and regulatory standards, including data integrity and consistency. Working closely with various stakeholders, including IT teams, customer operations and business users, to define requirements and ensure operational readiness. Lead team planning and delivery routines Monitor vendor performance, understand the "why" of your domain, and propose improvements. Own the release management process and delivery. Drive the core platform strategy and create capabilities that application teams can leverage to have a direct impact on our end-user experience. Evangelize core banking and money movement vendor roadmap internally and externally in informal and formal settings. You'll bring the following required skills and experiences 5 years people management and development experience Experience driving strategy for infrastructure products in a top bank, fintech or payments company Experience with configuration of core banking modules and interfaces Knowledge of data migration for core banking systems Experience with performance tuning for core banking systems, including close-of-business (COB) batch processing and error handling Passion to seek an in-depth understanding of stakeholder needs and turn that insight into a compelling vision and strategy for the IT Operations teams Strong execution and ability to drive work to completion Comfortable with pulling and manipulating data using SQL Preferred: Experience with Temenos, Visa DPS and integrations with cloud services $170,000 - $230,000 a year For cash compensation, we set standard ranges for all US-based roles based on function, level, and geographic location, benchmarked against similar-stage growth companies. Per applicable law, the salary range for this role is $170,000 - $230,000. Final offer amounts are determined by multiple factors as well as candidate experience and expertise and may vary from the identified range. This role is also eligible for a bonus, equity, and competitive benefits. We recognize not everyone will have all of these requirements. If you meet most of the criteria above and you're excited about the opportunity and willing to learn, we'd love to hear from you! About Varo Varo launched in 2017 with the vision to bring the best of fintech into the regulated banking system. We're a new kind of bank - all-digital, mission-driven, FDIC-insured, and designed around the modern American consumer. As the first consumer fintech to be granted a national bank charter in 2020, we make financial inclusion and opportunity for all a reality by empowering everyone with the products, insights, and support they need to get ahead. Through our core product offerings and suite of customer-first features, we aim to address a broad range of consumer needs while profitably serving underserved communities that have been historically excluded from the traditional financial system. Learn more about Varo by following us: Facebook - https://www.facebook.com/varomoney Instagram - www.instagram.com/varobank LinkedIn - https://www.linkedin.com/company/varobank Varo is an equal opportunity employer. Varo embraces diversity and we are committed to building teams that represent a variety of backgrounds, perspectives, and skills. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Beware of fraudulent job postings! Varo will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide work with Varo. If you suspect you have received a phony offer, please e-mail careers@varomoney.com with the pertinent information and contact information. CCPA Notice at Collection for California Employees and Applicants: https://www.varomoney.com/privacy-legal/

Posted 2 weeks ago

PwC logo
PwCFlorham Park, NJ
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

Eisneramper logo
EisneramperHattiesburg, MS
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

NBT Bank logo
NBT BankMarathon, NY
Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 1 week ago

F logo
First National Bank (FNB Corp.)Raleigh, NC
Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. No Corporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: The purpose of this internship is to give a college student the opportunity to see all aspects of the Commercial Bank at FNB, with a focus on Credit Analysis and Underwriting. This would include but not be limited to: credit training, financial spreads and analysis, cash flow and collateral analysis; opportunities to shadow outside sales calling efforts with both Commercial Lenders and Business Partners, and interaction with Sales & Executive Management. In the role of Commercial Banking Intern, you have the opportunity to apply your knowledge of business and finance to real world scenarios within our commercial banking segment. Throughout this experience you will gain practical, challenging and meaningful on-the-job work experience as a commercial banking professional with an organization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Participate in credit training Participate in other systems training and be provided with the opportunity to work with credit analysts, portfolio managers and commercial lenders in tracking, administering and growing the Bank's commercial portfolio Shadow either commercial lenders or their business partners on outside business calls Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking Spend time interacting with Commercial Administration Management (both Regional Banking Executive's and Market Managers) Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to further aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

US Bank logo
US BankGresham, OR
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description In this role you will: Scan the market Analyze customer and industry trends Identify market gaps and opportunities Analyze the competition Assess internal capabilities and capacities against external partnership or acquisition offers Benchmark capabilities to peer banks and fintech providers Accelerate revenue drivers Define the business model and case for new revenue lines, products, and services Test and validate assumptions while creating a sensitivity analysis for key drivers Assist in definition of the commercial launch and go-to-market strategy Strategy execution and tactics Lead roll-out of revenue strategies across the organization Work with cross-functional groups across product and channel partners Basic Qualifications Master's degree, or equivalent work experience 10 or more years of experience in project management activities Two or more years of managerial experience Preferred Skills/Experience Background in fostering an environment of innovation and customer centricity, institutionalizing agile innovation practices, and a customer insight to action culture Experience with fintech and corporate product and payments partnerships 5+ years' experience with strategy development, business planning and future visioning, as well as quantitative and economic modelling Payments, banking, or SMB software expertise Bachelor's degree (business, psychology, economics, strategy or equivalent) Master's degree (postgraduate, MBA or equivalent study) Experience in a high-pressure matrixed environment with exposure to multidisciplinary teams and/or involvement with a top-tier consulting firm. This role is hybrid. Team members who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $139,230.00 - $163,800.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncBloomfield Hills, MI
Description Summary: The Regional Banking Relationship Manager III is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the 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 80 clients Business sales size $2 MM to $50 MM and credit exposure up to $25 MM. This banker will cross-sell and negotiating pricing and fees. Duties & Responsibilities: Develops and maintains profitable Business Banking relationships with businesses sales size $2 MM to $50MM and credit exposure up to $25 MM. Effectively prospects new business and expands/ deepens existing business relationships. Meets with business owners to build strong relationships, understand their business needs, recommends business solutions from across the bank and negotiations pricing and fees. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Builds and maintains a robust external referral network. 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. Coordinates approval of loans through the Huntington Loan Center and partners with branch staff and internal product partners to deliver customer solutions and generate business sales. Adheres to pricing discipline and credit quality standards. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Monitors maturing loans and upcoming renewals. Cooperates with and provides information/perspective to central collections group to allow for timely collections of past-due loans and financial recovery group to allow for effective workout of graded credits. Monitors daily overdrafts. Performs other duties as assigned. Basic Qualifications: Bachelor's degree or equivalent (4 year combination of education and Business banking or commercial experience) Minimum of 5 years Business Banking or Commercial experience Preferred Qualifications: General knowledge of business banking products Analytical, credit and negotiating skills Direct outside financial sales and business development experience Strong organizational skills with attention to detail Ability to multi-task Excellent customer service and interpersonal skills Understanding of bank policy, procedures, products, and services Strong verbal and written communication skills PC skills 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 is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

B logo
BMO (Bank of Montreal)Visalia, CA
Application Deadline: 10/16/2025 Address: 230 W. 7th St. Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 30+ days ago

F logo
First National Bank (FNB Corp.)Charlotte, NC
Primary Office Location: 8800 J M Keynes Dr.. Charlotte, North Carolina. 28262. Join our team. Make a difference - for us and for your future. No Coporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: In the role of Retail Banking Intern , you have the opportunity to apply your knowledge of business and finance to real world scenarios within our retail banking segment. Throughout this experience you will gain practical, challenging, and meaningful on-the-job work experience as a retail banking professional with an organization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Participate in Teller training and spend some time learning to service customers on the Teller Line Participate in Platform training and be provided with the opportunity to shadow Platform employees during the lead calling, profiling, and account opening process Shadow either Branch Managers or Business Development Officer's on outside business calls Have the opportunity to attend and observe Workplace Banking presentations Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking Spend time interacting with Retail leadership (both Regional Banking Executive's and Market Managers) Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to further aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Brown Brothers Harriman logo
Brown Brothers HarrimanNew York, NY
At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join Us as a Corporate Advisory & Banking Relationship Manager BBH is recruiting a Corporate Advisory & Banking Relationship Manager in our New York office. You will be responsible for building the Firm's relationships with privately owned businesses and their owners in the New York Tri-State region. By working with private business owners, their employees and other advisors, BBH develops, maintains and grows multi-generational relationships with successful families. As a Corporate Advisory & Banking Relationship Manager, you will build a robust internal and external network to support business development. You will be the fulcrum of the relationship with private business owner clients, identifying opportunities for BBH to assist them by providing advice and capital. You will have the opportunity to approach each client and prospect as a generalist on issues of strategic importance to private business owners, such as mergers and acquisitions, exit opportunities, capital structure, capital markets, commercial lending, private equity, corporate governance, and industry insights. In all cases, you will take a long-term, strategic perspective in order to become a trusted advisor to these private business owners. In many situations, it will be important to recognize issues at the intersection of the private business and the family, helping owners navigate governance, business and wealth succession. In order to be successful, you will need to work closely with the other BBH Capital Partners teams that deliver various client solutions. With the help of the Corporate Lending team, you will originate new corporate credit opportunities. While the Corporate Lending team is responsible for underwriting the credit and managing the portfolio of existing credits, you will have primary responsibility for the overall client relationship. Similarly, through your business development efforts with private business owners you will originate new opportunities for BBH's private equity team to invest capital. You will also identify opportunities to introduce private business owners to BBH's Multi-Family Office services such as private wealth investment advisory, trust & estate planning, and philanthropic advisory. In summary, the nature of the position and BBH's broad product and service offering enables you as a Corporate Advisory & Banking Relationship Manager to take an entrepreneurial approach to creating invaluable long-term relationships with private business owners. Key Responsibilities Include: Business Development Establish and deepen relationships with owners and financial staff of privately held businesses using a corporate finance advisory perspective. Market the BBH value proposition and entire suite of BBH services, including lending, private wealth management, and private equity. Evaluate new strategic credit opportunities. Convert prospect relationships to clients Build a broad network of intermediaries, industry contacts and influencers. Relationship Management Deepen relationships with existing clients such that BBH becomes a trusted advisor to the owners using a corporate finance mindset. Develop relationships with existing clients' financial staff and provide support for other Relationship Managers in enhancing the overall relationship. Convert lending and advisory relationships to wealth management relationships. Credit and risk management Ensure the highest standard of credit administration by working with underwriting team to provide thorough credit analysis. Work with team to ensure thorough and timely credit agendas are prepared, proper documentation is maintained and required financial information is received. Qualifications: BA/BS required MBA or CFA preferred, but not required 10+ years' financial services experience, preferably in corporate lending, corporate finance or mergers and acquisition Broad and deep corporate finance and capital markets knowledge/training Knowledge of financial markets Knowledge of the M&A/capital raise process Interpersonal maturity, confidence, and poise Experience with financial statement analysis and modeling Strong organizational and written/oral communication skills Salary Range $175,000-$215,000 BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Posted 30+ days ago

Mesirow Financial Holdings, Inc. logo
Mesirow Financial Holdings, Inc.Chicago, IL
The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms. At Mesirow, we invest in what matters: our clients, our communities, and our culture. Mesirow Investment Banking focuses exclusively on middle-market transactions and serves both public and private companies in merger & acquisition advisory, debt advisory, restructuring and special situations, fairness and solvency opinions, board of directors' advisory and special committee representation. Our practice combines rich industry knowledge and long-standing relationships with an entrepreneurial desire to develop tailored solutions designed to deliver measurable results. We are currently seeking a Vice President for our Investment Banking team within the Capital Markets and Investment Banking division at Mesirow. The Vice President will work as part of the investment banking team across all industry verticals on M&A, capital raise and other strategic advisory assignments. Responsibilities: Lead day-to-day execution of client engagements. Provide direction and vision to team members for offering materials, management presentations, client marketing presentations and other materials. Perform transaction due diligence, research and analysis. Prepare and review complex financial analyses and models for potential transactions. Ensure quality of client deliverables by demonstrating extraordinary attention to detail. Manage and maintain client relationships and act as the primary contact to clients and prospects. Assess client needs and proactively generate relevant ideas and solutions and participate in marketing the Company's services to new clients. Requirements: Minimum of three years of Investment Banking experience in an Associate role. Bachelor's degree in a relevant field (e.g. Finance, Accounting, Economics.) MBA is preferred but not a requirement. Strong analytical capabilities including financial statement analysis, financial accounting and company valuation. Demonstrated proficiency with business writing and can articulate complex ideas simply and summarize them effectively. Capable of completing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail. Ability to work independently while being team-oriented; prioritize tasks, react to changes and solve critical issues. Commitment to excellence in your work, adhering to high professional and ethical standards. Possess a high level of motivation, initiative and leadership potential Proficient in Microsoft Excel and other Microsoft applications including PowerPoint. Experience in using CapIQ and other research databases desired. In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $200,000 and $225,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a discretionary bonus and the Mesirow benefit program. EOE

Posted 30+ days ago

PwC logo
PwCAtlanta, GA
Industry/Sector Banking and Capital Markets Specialism Operations Management Level Senior Associate Job Description & Summary At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the FS Enabling Technologies team you will drive innovative solutions in core banking technology. As a Senior Associate, you will analyze complex problems, mentor junior team members, and build meaningful client relationships while navigating the intricacies of the banking landscape. This role offers a unique chance to deepen your technical knowledge and enhance your personal brand in a dynamic environment. Responsibilities Analyze intricate problems and provide practical insights Mentor and guide junior team members to enhance their skills Navigate the complexities of the banking sector effectively Expand technical knowledge and apply it to client engagements Foster a collaborative environment that encourages growth Uphold professional standards and ethical practices What You Must Have Bachelor's Degree in Computer Science, Software Engineering At least 5 years of professional experience in API and software development What Sets You Apart Master's Degree preferred Hands-on Core Banking and SaaS/BaaS experience Thorough knowledge of core banking platforms Being proficient in business process modeling Familiarity with API integration methods Understanding of financial products in banking Possessing an awareness of banking regulations impacting systems Core conversion experience and familiarity with Golang Demonstrating success as an individual contributor and team member Travel Requirements Up to 40% 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 - $202,000, 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 1 week ago

F logo
First National Bank (FNB Corp.)Cleveland, OH
Primary Office Location: 55 Public Square Suit 105. Cleveland, Ohio. 44113. Join our team. Make a difference - for us and for your future. No Corporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: The purpose of this internship is to give a college student the opportunity to see all aspects of the Commercial Bank at FNB, with a focus on Credit Analysis and Underwriting. This would include but not be limited to: credit training, financial spreads and analysis, cash flow and collateral analysis; opportunities to shadow outside sales calling efforts with both Commercial Lenders and Business Partners, and interaction with Sales & Executive Management. In the role of Commercial Banking Intern, you have the opportunity to apply your knowledge of business and finance to real world scenarios within our commercial banking segment. Throughout this experience you will gain practical, challenging and meaningful on-the-job work experience as a commercial banking professional with an organization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Participate in credit training Participate in other systems training and be provided with the opportunity to work with credit analysts, portfolio managers and commercial lenders in tracking, administering and growing the Bank's commercial portfolio Shadow either commercial lenders or their business partners on outside business calls Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking Spend time interacting with Commercial Administration Management (both Regional Banking Executive's and Market Managers) Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to further aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

US Bank logo

Business Banking Relationship Manager 2

US BankTorrance, CA

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Job Description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call and bring in new business clients to US Bank.

Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead.

They have access to an expansive set of products and solutions to serve our business clients today and into the future.

We're looking for candidates that have skills and experience in:

  • Prospecting companies with revenues above $10MM+

  • Equipment Financing

  • Working with SBA (7A and 504) loans

  • Have an established COI (circle of influence) base

  • Proactively manage an assigned portfolio of clients by staying on top of all renewals, annual reviews, etc.

Responsibilities include:

  • 65-70% of time spent on prospecting and developing new business for the bank.

  • Build, develop, cultivate, and manage new and existing relationships with business clients.

  • Recommend financial solutions based on each client's unique goals and needs.

  • Be the primary advisor for our business clients.

  • Deliver financial expertise and client-centric solutions that build strong, long-term relationships.

  • Assess and attend to clients' banking needs.

  • Collaborate with internal partners to deliver a One Bank set of solutions to our business clients.

Basic Qualifications

  • Bachelor's degree, or equivalent work experience
  • Four to five years of experience in relationship banking

Preferred Skills/Experience

  • Strong business development and relationship management skills
  • Self-motivation, team player, positive personality, and production driven.
  • Ability to work effectively with individuals and groups across the company to manage customer relationships
  • Excellent presentation, verbal, and written communication skills
  • Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts

Location

The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,345.00 - $115,700.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

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