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Columbia Credit Union logo
Columbia Credit UnionVancouver, Washington

$130,000 - $160,000 / year

About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian: 2008-2025 Best in Business Award / Vancouver Business Journal: 2013-2024 Corporate Philanthropy Award / Portland Business Journal: 2017-2024 Columbia CU Guiding Principles Vision : The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission : Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution A hybrid or fully remote home office option can be considered in Vancouver, Washington or Portland, Oregon areas only AND only after all work from home requirements are met. Tuition Assistance And More! About The Role Responsible for Developing and maintaining larger and more complex commercial loan and deposit relationships. Accountable for prospecting new businesses and working with vertical business groups to deepen member relationships. Engage business owners and “C” suite executives in dialogue to provide holistic banking productions and solutions to meet a variety of lending and deposit needs. RESPONSIBILITIES Identify, attract and secure new commercial relationships that will grow the credit union’s Commercial & Industrial (C&I) portfolio. Achieve assigned production goals for loans, deposits and assigned fee income. Deliver results-oriented sales presentations to prospects and various organizations. Conduct regular outside sales and site visits, originate member business loans. Prepares and presents financial information and proposed structure for commercial loan to the pre-flight committee. Negotiates terms and conditions within assigned authority. Ensures timely and thorough monitoring of all credits through periodic reviews, continual analysis, and proper documentation. Possesses the ability to assist in remedy of deficiencies when appropriate. Conducts periodic interface with branch staff regarding Member Business Lending products and services. Responsible for meeting department, company and government-regulated audit and compliance requirements, including: Bank Secrecy Act, Regulation CC, Regulation E, HMDA reports, Reg. X disclosures, and Reg. Z financial data. This is achieved through audit reviews. Insures that all NCUA, DFI, credit union and loan policies and procedures are followed at all times. Completes all required annual or job specific training as assigned. Must have a thorough knowledge of credit union operating procedures, the ability to liaison between multiple credit union departments, be responsive to senior management requirements, and operate within prescribed budgetary limits. Responsible for attaining individual pre-established loan, deposit and cross selling goals through active calling on existing business members, referrals, centers of influence and branch staff. Performs other duties as assigned. REQUIREMENTS Minimum requirements include a degree in finance or related field, or an equivalent combination of education and experience 5 years commercial lending experience with strong credit and analytical skills. Must possess a thorough knowledge and extensive experience in Commercial Lending, including lines of credit, term loans, and business real estate lending. Knowledge and experience in SBA 7a and 504 financing is desired. Maintains a thorough knowledge of all applicable state and federal regulations and board policies. Must possess a thorough knowledge of Business Lending services and products as typically used by business members. Must recognize and encourage the importance of staff and department functioning within the larger scope of company-wide policies, products and data processing procedures. Must be professional, alert, and honest with an outgoing, positive approach to member service. Must be able to handle a large volume of detail while organizing the work of others. COMPENSATION $130,000-$160,000/ year + DOE Equal Opportunity Employer/AA Must be 18 or older to apply

Posted 30+ days ago

Mechanics Bank logo
Mechanics BankYreka, California

$70,000 - $87,000 / year

Mechanics Bank is currently searching for a Banking Services Officer to join our team at our Yreka Branch. The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch. Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with dotted line reporting to the Branch Manager. Leads branch in compliance, operations, service, and human resource related tasks for the operations staff. Develops and coaches employees in the branch. Is a subject matter expert in Bank policies and procedures and provides assistance on complex transactions. Oversees and supports the teller line, cash handling, dual control functions and is responsible for branch operations, staffing schedules, FTE budget management, and employee training and development. Ensures operations staff supports branch sales production activities through ethical referrals. Ensures exemplary customer service is provided and addresses any customer service escalations. What you will do: Manages the compliance and operations functions of a Retail branch. Sets priorities for Retail office operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures. Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank. Manages a team of employees. Provides leadership, coaching, feedback and developmental support. Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions. Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions. Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency. Reviews, prepares and analyzes reports, and makes recommendations for improvement. Manages the office in the absence of the Branch Manager. Ensures active community participation and leadership, including CRA activities, in the local community. Who you are: High School Diploma or GED required or equivalent combination of education and experience required. Minimum 5 years banking experience with an emphasis in operations required. Minimum 2 years management experience preferred. Notary license preferred. Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies. Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures. Knowledge of small business and consumer credit principles and practices. Excellent interpersonal skills; successful experience managing and leading people. Knowledge of State and Federal banking regulations pertinent to retail operations. Leadership ability to supervise and direct subordinate employees, and to provide coaching and development. Skilled handling customer issues in difficult situations. Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage. Attention to detail and accuracy to mitigate risk. Considered a customer service role model. #LI-ML1 Pay Range: $70,000 - $87,000 annually AIP/Bonus: up to 7.5% Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here . To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.

Posted 1 day ago

Morgan Stanley logo
Morgan StanleyNew York, New York

$150,000 - $225,000 / year

Our New York City office is looking for an Investment Banking Associate to join the Global Industrials Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 3-5 years of experience within the investment banking industry as an Analyst and Associate, or an MBA, with a proven track record working on executed deals across M&A and various industry sectors Experience in the industrials industry is strongly preferred, but not required Commercial instinct and ability to perform under pressure and tight deadlines Comfortable reading and interpreting financial statements Extraordinarily high level of motivation and commitment to working hard Strong written and verbal communication skills Bachelor’s degree is required; an MBA, CA and/or CFA designation would be an asset Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $150,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 2 days ago

Wells Fargo Bank logo
Wells Fargo BankNew York, New York

$185,000 - $300,000 / year

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. This position, within the Financial Institutions group, is seeking a seasoned Investment Banking Vice President to join the team in New York. This position will have a focus on clients within the Banks/Depositories sector. The ideal candidate will have meaningful advisory and capital markets origination and execution experience, a strong work ethic, ability to research and generate unique content for clients, and a creative, team-oriented approach to solving problems. The Vice President will also be responsible for independently working with clients and handling complex transactions. This position will be directly involved in the origination, structuring, and execution of Corporate and Investment Banking products and services for existing clients and prospects. In addition, we would look to our candidate for leadership and development with our high-performing associates and analysts. This role requires close coordination with various partners across Wells Fargo including but not limited to groups such as Financial Sponsors, Fund Finance, CRE and Structured Products. Required Qualifications 5+ years of investment banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications Strong track record of originating and executing M&A and capital markets transactions Ability to lead junior staff Highly developed writing skills High level of proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint High level of initiative and the ability to work within a fast-paced team environment Strong organizational skills and the ability to manage multiple projects simultaneously Job Expectations: Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Ability to travel up to 50% of the time This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Location: New York City Pay Range: Base pay range for this position in New York City is 250,000.00 USD Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 7 Jan 2026 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 day ago

T logo
Truist BankCharlotte, North Carolina
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Designs, delivers, communicates, monitors and/or administers broad-based programs and practices which may include but not limited to job attributes, pay structure, incentive plans, annual rewards and other compensation related programs. Develops and implements strategies for delivery of compensation to ensure external competitiveness/internal fairness, appropriate linkages between pay and performance, and compliance with legal and regulatory requirements. Consults with Chief Human Capital Enablement Officers and executives regarding ongoing compensation management, job evaluation, incentive program/plan design, merit programs and other compensation related topics. Accountable for the effectiveness of compensation policies, procedures, and controls. Leverages a process improvement mindset to implement efficient and effective ways to carry out core responsibilities. Works with Leads a team of compensation professionals to build strong partnerships across the team and the organization. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Responsible for developing and executing the organization’s compensation and rewards strategies to ensure that the organization has competitive compensation programs, policies and practices that meet the needs of the business.2. Lead the design and development of incentive plan programs, ensuring alignment to business strategy and appropriate risk balancing. 3. Provide for a collaborative approach to influence shared services compensation work through a strong partnership with Executive Leaders and business partners. 4. Identify, design and lead large, complex compensation related programs and projects (e.g. merger, salary structure, geographic differentials, internal equity, vendor selection and management) while completing in a timely, efficient and effective manner. 5. Responsible for managing annual compensation event for assigned business units. Ensure groups remain within budget and demonstrate a pay for performance approach to award allocations. 6. Partner closely with Executive Compensation, other areas of compensation and HR partners to deliver on the full suite of Rewards available to the organization. 7. Provide ongoing leadership, guidance, and empowerment to compensation consultants by providing the team with tools, knowledge and resources needed to perform as one team. 8. Develop, communicate and interpret compensation policies, procedures and regulations (e.g. Fair Labor Standards Act, Consumer Financial Protection Bureau, Interagency Guidance on Sound Incentive Compensation Policies) to establish and maintain uniform understanding and application within each Line of Business. QUALIFICATIONSRequired 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. 1. Bachelor’s degree or equivalent combination of education and experience. 2. 10 years of experience in Compensation, Total Rewards, or related field. 3. Demonstrated proficiency developing Total Rewards/Compensation strategies to achieve operational and financial results. 4. Extensive experience in design and management of compensation (such as functional incentive plan design, executive compensation, etc.) tied to business and organizational strategies and management objectives. 5. Ability to lead large, highly complex projects of notable risk exposure. 6. Ability to influence others at senior levels to adopt a new perspective. Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry. Preferred Qualifications: 1. 12 years of experience as a compensation professional. 2. Experience working in a matrixed environment. 3. Experience working in the financial services industry; professional certification in HR related discipline (PHR, SPHR, CCP, assessments, etc.). 4. People management experience. 5. Wholesale/Wealth experience. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting Constantly (More than 50% of the time) Standing Occasionally (Less than 25% of the time) Walking Occasionally (Less than 25% of the time) Bending Occasionally (Less than 25% of the time) Lifting Up to 10 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Up to 25% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 2 days ago

Simmons Bank logo
Simmons BankLittle Rock, Arkansas
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Compliance Specialist III works directly with a Compliance Manager to meet the requirements of the assigned regulatory area of the Compliance Management Program which includes researching, reviewing, and interpreting existing/ pending laws and regulations. The Compliance Specialist III provides assistance to management in order to maintain a quality compliant culture. Compliance Specialist III may be responsible for developing relationships with applicable community groups for their assigned regulatory function. Essential Duties and Responsibilities Researches, reviews, and interprets existing and pending laws and regulations, which potentially affect the assigned regulatory area, such as ECOA, FHA, UDAP, etc. Performs ongoing monitoring and testing for redlining, pricing, underwriting, marketing, and steering. Assists the compliance manager in establishing and modifying standards, policies, and procedures which affect compliance. May develop and maintain outreach programs for assigned regulatory function to ensure the company is meeting the requirements of the regulation. Works directly with the Compliance Manager to meet the requirements of the Fair Banking Program, which includes associate training, conducting internal risk assessments, and board reports. Assists management in new product development, systems, and procedures. Provides input relative to compliance and regulatory matters in supporting first line of defense. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. Performs other duties and responsibilities as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Skills Ability to assess risk and perform a risk assessment and/or self-assessment. Ability to read and comprehend complex instructions, short correspondence, and memos. Ability to read and interpret documents such as credit disclosures, loan memorandums, deposit disclosures, procedure manuals, general business correspondence, and/or journals or government regulations. Ability to read, analyze and interpret financial reports and/or legal documents. Ability to write correspondence, routine reports, and procedures. Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community. Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization. Education and/or Experience BS/BA Degree (4 year) from an accredited university/college or two to four years’ experience in equivalent compliance position required. CRCM certificate or five years of experience in compliance assessment s plus knowledge of Fair Lending and UDAP regulations required. Specialized Training Experience in Fair Lending reviews and conducting compliance assessments Computer Skills MS Word, Excel, PowerPoint, and Database programs Other Qualifications (including physical requirements) Must have good time management and organizational skills. Must have excellent oral and written communication skills. Must have good problem solving skills. Must have the ability to read, analyze, and interpret government regulations, trade journals, and legal documents. Must have the ability to effectively respond to common inquiries from associates and internal audit groups. Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.

Posted 1 week ago

U.S. Bank logo
U.S. BankRancho Cucamonga, California

$105,400 - $124,000 / year

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 Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They 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 will have access to an expansive set of products and solutions to better serve our business clients today and into the future. This role includes a base salary, a competitive quarterly incentive plan, four weeks of vacation, and carries a Vice President title. The responsibilities are as follows: Bring new business clients to the bank through strong business development and prospecting. Be the primary advisor for our business clients. Build, develop, enrich and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client’s unique goals and needs. Partner effectively with Treasury Management, Merchant Services and Business Banking Credit Card teams. Basic Qualifications - Bachelor's degree, or equivalent work experience- Five to seven years of relevant experience Preferred Skills/Experience - Knowledge of local market - Ideal candidate resides in the market - Able to demonstrate principals of credit risk management - Have "soft skills" to partner and collaborate across business lines - Proven track record onboarding and retaining businesses with revenues $2.5MM to $25MM - Proven track record of success meeting targets that are quantifiable and qualitative 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: $105,400.00 - $124,000.00 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

F logo
First National Bank Of PennsylvaniaHermitage, Pennsylvania
Primary Office Location: 4140 East State Street. Hermitage, Pennsylvania. 16148. Join our team. Make a difference - for us and for your future. Position Title: Electronic Banking Representative Business Unit: Operations Reports to: Supervisor of Electronic Banking Position Overview: This position is primarily responsible for processing Automated Clearing House (ACH) files and functions related to ACH including, but not limited to, ACH Returns, Noc's, Research and other miscellaneous items or responsible for Processing Incoming and Outgoing Wires including, but not limited to, SWIFT processing, Return wires, Research and other miscellaneous items. Primary Responsibilities: Processes and balances incoming and outgoing Automated Clearing House (ACH) files while meeting all deadlines.Maintains confidentiality at all times due to the extreme sensitivity of the information in the Automated Clearing House (ACH) files.Works closely with Computer Room and Treasury Management. Processes Incoming, Outgoing and SWIFT wires, supports International Banking Dept and Service Messages and balances and performs End of Day (EOD) functions in Wire Software/Federal Reserve while meeting all deadlines.Maintains confidentiality at all times due to the extreme sensitivity of the information in the wire transfers. Processes ACH Reg E Dispute Returns following all Reg E guidelines and internal procedures. Researches and resolves phone and email requests, issues, problems and questions related to ACH or Wire transfers. Processes Incoming ACH Returns, Notice of Changes (NOC's), prenotes, Death Alerts, Treasury Returns, Eim Exception returns, outgoing ACH Returns and NOC's over Fedline and Subpoenas. Maintains daily and monthly spreadsheets for department statistics including the Wire Processing Memo Trending report that is monitored by the Payment Committee. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent communication skills, both written and verbal Ability to work and multi-task in a fast paced environment Detail-oriented Ability to use general office equipment Ability to use a personal computer and job-related software MS Word- Intermediate Level MS Excel- Intermediate Level Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 3 days ago

A logo
Alantra Solar Energy AdvisorsBoston, New York

$130,000 - $180,000 / year

Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East. In Financial Advisory, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams. In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). As of 31 December 2024, assets under management from consolidated and strategic businesses stood at more than €16.5bn. Job Description: Overview ALANTRA is seeking to hire an Investment Banking Associate to help support it's Industrials M&A and capital raising advisory business. The position will be located onsite in New York, NY. The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra’s U.S. Managing Directors and Partners. Associates are given substantial responsibility and are highly productive in helping grow the business. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm’s success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting. Responsibilities Develop and author pitch materials Prepare client presentations and deal documents, including but not limited to teasers, confidential information memoranda, and management presentations Conduct extensive financial and valuation analyses Build advanced financial models that help establish suitable capital structures, financial covenants, and sensitivity to key variables Produce comprehensive industry and company-specific research Develop marketing strategies, conduct buyer outreach and target approach Manage due diligence and provide transaction support Support transaction negotiations Participate in the recruitment, development, training, and mentoring of Analysts and junior resources Why Alantra Alantra offers a unique experience for Associates to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Associates will be presented with significant career growth opportunities across numerous sectors and offices. Team-oriented and collaborative culture Unique career development opportunities with focus on long-term growth and success Global training programs 100% Healthcare coverage options, HRA and FSA options, dental, vision insurance Fitness reimbursement 401k with match Employee assistance program Competitive salary and bonus plans Competitive vacation and holiday plans Pre-tax commuter benefits Company events and international offsites Team-wide community service initiatives Access to global network Requirements: Qualifications / Requirements 3 to 5 years of relevant experience in investment banking required Bachelor's degree required; MBA preferred. Focus in business, finance, accounting or similar preferred. Strong knowledge of M&A and capital raising with the ability to apply skills creatively to a diverse set of clients’ needs Solid finance/accounting knowledge; ability to analyze and value businesses Experience in reviewing analysts’ work models, valuations, and training; mentoring and pitch presentations Sound judgment, particularly in valuation matters; strong analytic skills, specifically DCF’s and LBO’s, and the ability to talk through previous deals comprehensively Exceptional interpersonal and presentation skills Outstanding written and oral communication skills Excellent analytical, creative, and strategic thinking skills Team player mentality combined with the ability to work independently Strong organization skills with ability to multi-task and prioritize deliverables Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment Location: New York, NY Start Date: Immediate Base compensation band: $130,000 (Min) - $180,000 (Max). This role is also eligible for an annual bonus in addition to the base salary. Actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints. Alantra is an equal opportunity employer.

Posted 6 days ago

Wells Fargo Bank logo
Wells Fargo BankCharlotte, North Carolina
Why Wells Fargo: Boots to Banking Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Military experience including experience in having customer service focus and handling complex transactions across multiple systems Military experience including supporting customers and employees in resolving or escalating concerns or complaints Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customers to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues Job Expectations: Ability to travel 100% of the time within the district Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position is not eligible for Visa sponsorship This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location(s): Greater Charlotte, North Carolina Pay Range: This job profile is eligible for a 10% pay differential. #BootstoBankingProgram Posting End Date: 23 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 2 days ago

Stout logo
StoutChicago, Illinois

$145,000 - $175,000 / year

At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Impact You’ll Make: Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Consumer team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm’s M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm. What You’ll Do: Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions Coordinate and perform business due diligence on clients and prospective opportunities Conduct comprehensive valuation exercises for companies and business units Prepare and deliver high-quality presentation materials for internal and external stakeholders Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction Attend client meetings and actively contribute to discussions What You Bring: A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications Exceptional academic credentials from a top-tier university Ability to think critically and demonstrate excellent written and verbal communication skills Strong transaction process orientation and attention to detail Highly proficient financial analysis and modeling skills Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment Collaborative team player capable of working effectively within intimate deal teams How You’ll Thrive: Cultivate a positive, team-oriented approach that fosters collaboration and shared success Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.Learn more about our benefits and commitment to your success. https://www.stout.com/en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.

Posted 30+ days ago

Baird logo
BairdTysons Corner, Virginia

$175,000 - $200,000 / year

Complex deals, real ownership, and career momentum. Grow further at Baird. ​ Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success.​ We are seeking a highly motivated experienced Investment Banking Associate with at least two years of Investment Banking or equivalent experience to join our Defense & Government team in Tysons Corner, VA. Baird’s 20+ person dedicated Defense & Government team is recognized as a leading M&A advisor to the sector. Since 2021, the team has advised on 60 transactions totaling over $28 billion in transaction value. What You’ll Do​: Responsibility that shapes your skill. Work that deepens your impact.​ Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors​ Drive the preparation of company valuations, financial models, marketing materials, and client presentations​ Contribute to business development efforts through research and analysis​ Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making​ ​ What You’ll Gain​: A team that runs on trust, momentum, and shared values​. Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions​ Take on greater ownership through lean deal teams that offer more responsibility ​ Navigate clear paths for progression with mentorship, visibility, and real opportunity​ Advance alongside elite, high-performing peers who hold each other to a high standard​ Collaborate across Baird’s global investment banking platform—500+ banking associates working together to drive results across geographies, sectors, and specialties​ Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose​ ​ What It Takes​: We’re looking for people ready to lead with focus and integrity​. At least one year of full-time experience in a solution-focused financial or quantitative role​ Strong analytical skills, attention to detail, and a track record of delivering results​ Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team​ Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment​ Compensation and Benefits: $175,000 - $200,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 30+ days ago

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

Posted 2 weeks ago

Morgan Stanley logo
Morgan StanleyNew York, New York

$110,000 - $125,000 / year

Our New York City office is looking for an Investment Banking Analyst to join the Consumer & Retail Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 1 year of experience in investment banking or capital markets is required Extraordinarily high level of motivation, focus on work quality, attention to detail, strong work ethic, and decision-making abilities Excellent written and verbal communication skills and a positive attitude Analytical, quantitative, adaptive, hungry, a self-starter, a leader, a team player, a multitasker, and a results-oriented individual Interest in developing a career in investment banking Top education credentials: a Bachelor’s degree is required Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $110,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 2 days ago

MidFirst Bank logo
MidFirst BankPhoenix, Arizona
Assistant Banking Center Managers will assist Banking Center Managers with the daily operations of the banking center as well as provide leadership to a team of sales and service professionals to meet and exceed sales goals and provide valuable service to customers. This position is also responsible for a variety of duties focused on the development of new business, as well as retaining and expanding our current relationships with customers. Your duties will include, but are not limited to: Assist in overseeing the operational functions of the banking center and provides support to staff (i.e. answering questions, coaching, providing encouragement, feedback, and constructive criticism as needed) Perform required steps to process loan applications and customer originated financial transactions, open new accounts and sell banking products and services Build and maintain relationships with clients to uncover and satisfy their needs through the sale of financial products and services Generate sales leads through community outreach activities and develop business partners, while building internal relationships Assist clients with concerns or questions regarding their accounts. Explain service charges, statement problems, product features, etc. and work to resolve sometimes complex or sensitive customer issues Create workforce stability by cultivating an engaged and enthusiastic team through effective coaching on proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same Ensure the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service Ensure completion of regulatory compliance and training specific to sales and service responsibilities for you and your associates Ensure that security measures are adhered to regarding opening and closing procedures within the bank Represent oneself and the bank in a positive, courteous, friendly, and professional manner Supervisory duties will include, but are not be limited to: coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, preparing and conducting performance evaluations. Required Skills: Minimum of three years successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals. Previous banking experience is preferred. Supervisory abilities, including: leadership skills, sound decision making, the ability to motivate others, and the capability to address conflict in a positive and productive manner. Proven ability to proactively and effectively participate in a sales program, as well as meet or exceed expectations for the sales and referral activities established for this position. Availability to work weekends and/or extended hours as required. Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense Preferred Skills: Extensive knowledge and familiarity of banking products and services Bilingual (fluent verbal and written English/Spanish) skills; Sales management experience within a retail banking environment. Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. MidFirst Banking Center Hours of Operation:- Standard Hours: Monday- Friday from 9:00 a.m.- 6:00 p.m. and Saturday from 9:00 a.m. to 1:00 p.m.Shift differential is available for certain hours - $5/hr for Monday through Friday from 5:00 p.m.- 6:00 p.m., Saturday's from 12:00 p.m.- 1:00 p.m. Candidates must be available to work weekend hours.

Posted 5 days ago

Howden logo
HowdenNew York, New York
Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role A leading risk, capital and strategic advisor to the global insurance and reinsurance industries. Founded in 2015, Howden Capital Markets & Advisory (“HCMA”) is one of the premier insurance-focused investment banking groups in the industry. Our team covers a broad range of insurance carrier and insurance services companies and offers expertise in M&A, capital raising, general strategic advice and Insurance-Linked Securities. Primary Responsibilities: Interns develop their skills through broad and frequent exposure to both junior and senior bankers. You will gain knowledge and skills to build a strong career foundation in financial services Participate in all stages of transaction executions, from the pitch phase through closing Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions Participate in the origination and execution of M&A, equity, debt and ILS transactions Assisting in preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation Assisting in preparation of company valuations involving using various methodologies including discounted cash flow, leveraged buyout, trading comparables and trans-action comparables Qualifications: Must have completed their junior year in a 4-year college or university Candidates must have a proven academic record with a minimum GPA of 3.6 and an interest in finance The ideal candidate will have: (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills Required to be actively enrolled in a four-year college or university An undergrad in Business Administration with a focus in economics is preferred but not required Previous work or internship experience in the financial and/or insurance industries is a plus Prior investment banking experience is not required Must be legally authorized to work in the US Please note: this is an in-person opportunity based in New York, NY. This program runs from early June – early August 2026.

Posted 1 day ago

Morgan Stanley logo
Morgan StanleyNew York, New York
Morgan Stanley & Co. LLC seeks a Vice President, Investment Banking in New York, NY Participate in the execution of M&A transactions, and contribute to strategy and transaction structuring recommendations. Assist on calls with various counterparties including corporate or financial sponsor clients to strategize on M&A processes. Analyze and synthesize financial and operating information about companies and industries. Build financial and operating models to illustrate projected financial results and conduct valuation analyses. Develop marketing memoranda and participate in client meetings and presentations. Work with junior bankers and assist in their training and development. Salary : Expected base pay rates for the role will be between $275,000 and $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Requirements : Requires a Master's degree in Business Administration, Business Management, Finance, or a related field of study and three (3) years of experience in the position offered or three (3) years as an Associate, or a closely related occupation. Requires three (3) years of experience with: valuation analyses; cross-border transactions; public and private M&A; spin-off transactions, split-off transactions, and corporate separations; Microsoft Office; Bloomberg, Capital IQ, Factiva, and Thomson One; Reverse Morris Trust; SPAC transactions; Restructuring; and IPOs. Qualified Applicants : To apply, visit us at https://morganstanley.eightfold.ai/careers?source=mscom and enter JR013289 in the search field. No calls please. EOE WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 day ago

Plante & Moran logo
Plante & MoranSouthfield, Michigan

$135,000 - $155,000 / year

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs. We're looking for a problem solver focused on quality and accuracy with a passion for investment banking. If you enjoy data analysis, supervisory responsibilities, and how data can inform a transaction, this associate position might be right for you. PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms. Our team of professionals has more than 230+ years of industry experience and is organized by industry, with specializations in Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, and Healthcare. We bring up-market analysis, strategy, and capability to the middle market by: Fostering a deep and trusting relationship with each client. Providing continuous senior level involvement throughout the process. Developing supported positioning points aligned with value drivers and growth opportunities. Identifying potential impact risk factors and creating mitigating strategies. Leveraging the deep industry experience. Providing on-the-ground global coverage through our international colleagues through Corporate Finance International. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs. Your role. You will be responsible for providing various qualitative and data-driven components for the development of M&A transactions. Your work will include, but not be limited to: Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities Developing various analytical and data-driven components for the development of M&A transactions Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients Participation in strategic discussions surrounding the transaction. The qualifications. Bachelor's degree in accounting or finance, MBS preferred but not required At least 3 years work experience in investment banking or transactional related field is required. Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity. What makes us different? Expertise. Integrity. Results. These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding. We live and work by the Golden Rule We offer a work-life balance that is generally not available with large investment banks We have a promote from within mentality with opportunities for advancement This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require travel. The regulatory notices below include all affiliated entities of Plante Moran, including PMCF Advisors. What makes us different? Expertise. Integrity. Results. These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding. We live and work by the Golden Rule We offer a work-life balance that is generally not available with large investment banks We have a promote from within mentality with opportunities for advancement PMCF is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. PMCF is an Equal Opportunity Employer. PMCF maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of PMCF. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review the position location for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in IL, MA or CO is: $135,000.00 - $155,000.00 #LI-KN1 #LI-Onsite

Posted 30+ days ago

Crowe logo
CroweBoston, Massachusetts

$97,000 - $244,000 / year

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Crowe is growing tremendously. We are looking for future leaders, which means a partner career path or growth opportunities . Are you up for the challenge? About the Team: The Audit & Assurance team at Crowe provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Though Crowe has various different business units, Audit & Assurance is one of the largest practices. Learn more about our Audit & Assurance team! We’re looking for Audit Senior Managers with experience in the Banking industry vertical. As an Audit Senior Manager , you will further learn to lead, gain deep industry insight, and continue to grow relationships. With access to many resources and the support of executive leadership and your team, this is what your work includes: Responsibility of client relationships with a variety of clients to build positive relationships. Leading multiple teams and providing performance feedback to all members of those teams when engagements end. Your feedback is valuable. Anticipating and addressing client concerns and resolving problems as they arise. Promoting new ideas and business solutions that result in extended services to existing clients. We encourage creativity and to grow your expertise, which could make a difference at our firm. Continue learning the latest developments and the firm's standards and policies. Staying on top of industry developments and their effects on client's competitive position. Qualifications: 8+ years of recent and relevant public accounting external audit experience. Your background should have experience in external audit working with Banking clients. Organization, communication, technical, time management, and accounting and auditing skills as you work efficiently with clients and adequately work on multiple engagements and teams. It is important that you interact with clients, prospects, all levels of staff, and colleagues in a professional fashion. You will need to be able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently. We require experience supervising engagement team members and instructing them on completing assigned task. This position requires you to be a licensed CPA in your aligned home office state or being able to acquire a reciprocal one for that state. Ability to work additional hours as needed and travel to various client sites. ​#LI-Hybrid #LI-Onsite We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $97,000.00 - $244,000.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

Posted 30+ days ago

William Blair logo
William BlairChicago, Illinois
Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair. Actively participate in client meetings and drafting sessions. Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content. Identify improvements to processes and propose solutions to complete tasks more efficiently. Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions. Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications. Act as "on the job" trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. QUALIFICATIONS: Bachelor’s Degree required Prior investment banking experience required; 1+ years experience as an Investment Banking Associate preferred Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Strong desire to win Sound judgement Deep, sophisticated understanding of accounting and finance Commitment to satisfying internal and external customers SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Travel required: approximately 10% to 30% #LI-MW1

Posted 4 days ago

Columbia Credit Union logo

VP Commercial Relationship Manager (Banking)

Columbia Credit UnionVancouver, Washington

$130,000 - $160,000 / year

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Job Description

About Columbia Credit Union

Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve.  Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions:

  • Best of Clark County Award / The Columbian:  2008-2025
  • Best in Business Award / Vancouver Business Journal: 2013-2024
  • Corporate Philanthropy Award / Portland Business Journal:  2017-2024

Columbia CU Guiding Principles

Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve.

Mission: Bringing people together to make life better for themselves and their communities. 

Value Proposition:Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want.

Leadership Philosophy:Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams.

Core Values

People - We have a passion for helping each other and our members.

Community - We have a passion for contributing to the success and growth of the communities we serve.

Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve.

Benefits

  • 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date
  • Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays
  • 401k Match- 100% match up to 6% employee contribution
  • A hybrid or fully remote home office option can be considered in Vancouver,Washington or Portland, Oregon areas onlyAND only after all work from home requirements are met. 
  • Tuition Assistance
  • And More!

About The Role

Responsible for Developing and maintaining larger and more complex commercial loan and deposit relationships.  Accountable for prospecting new businesses and working with vertical business groups to deepen member relationships. Engage business owners and “C” suite executives in dialogue to provide holistic banking productions and solutions to meet a variety of lending and deposit needs. 

RESPONSIBILITIES

  • Identify, attract and secure new commercial relationships that will grow the credit union’s Commercial & Industrial (C&I) portfolio.
  • Achieve assigned production goals for loans, deposits and assigned fee income.
  • Deliver results-oriented sales presentations to prospects and various organizations. Conduct regular outside sales and site visits, originate member business loans.
  • Prepares and presents financial information and proposed structure for commercial loan to the pre-flight committee.
  • Negotiates terms and conditions within assigned authority.
  • Ensures timely and thorough monitoring of all credits through periodic reviews, continual analysis, and proper documentation.
  • Possesses the ability to assist in remedy of deficiencies when appropriate.
  • Conducts periodic interface with branch staff regarding Member Business Lending products and services.
  • Responsible for meeting department, company and government-regulated audit and compliance requirements, including: Bank Secrecy Act, Regulation CC, Regulation E, HMDA reports, Reg. X disclosures, and Reg. Z financial data. This is achieved through audit reviews.
  • Insures that all NCUA, DFI, credit union and loan policies and procedures are followed at all times. Completes all required annual or job specific training as assigned.
  • Must have a thorough knowledge of credit union operating procedures, the ability to liaison between multiple credit union departments, be responsive to senior management requirements, and operate within prescribed budgetary limits.
  • Responsible for attaining individual pre-established loan, deposit and cross selling goals through active calling on existing business members, referrals, centers of influence and branch staff.
  • Performs other duties as assigned.

REQUIREMENTS

  • Minimum requirements include a degree in finance or related field, or an equivalent combination of education and experience
  • 5 years commercial lending experience with strong credit and analytical skills.
  • Must possess a thorough knowledge and extensive experience in Commercial Lending, including lines of credit, term loans, and business real estate lending.
  • Knowledge and experience in SBA 7a and 504 financing is desired.
  • Maintains a thorough knowledge of all applicable state and federal regulations and board policies.
  • Must possess a thorough knowledge of Business Lending services and products as typically used by business members.
  • Must recognize and encourage the importance of staff and department functioning within the larger scope of company-wide policies, products and data processing procedures.
  • Must be professional, alert, and honest with an outgoing, positive approach to member service.
  • Must be able to handle a large volume of detail while organizing the work of others.

COMPENSATION

$130,000-$160,000/ year + DOE

Equal Opportunity Employer/AA

Must be 18 or older to apply

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