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S logo
Shea & CompanyBoston, Massachusetts
About Shea & Company Software is a vibrant and dynamic segment of the technology ecosystem, with products and technologies in a state of constant evolution. Our clients are at the forefront of innovation in these disruptive and important markets. Shea & Company is a software-focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our clients. We provide comprehensive and objective advice to the emerging and established leaders in the software industry on strategic and financial matters that impact their ultimate success. We have offices in Boston and San Francisco and have advised on transactions representing more than $50 billion in value across the strategic acquirer and financial investor landscape, with clients in the U.S., Canada, Europe, APAC and Israel. Key Responsbilities We are seeking a motivated and experienced Investment Banking Associate to join our Boston team. Our associates work directly with senior bankers and clients, supporting all aspects of the sourcing and execution of high-profile transactions and the overall development of strategic initiatives for the firm. Assist in managing live deal processes, including facilitating and performing due diligence, preparing client deliverables, and engaging with relevant stakeholders (client teams, board members, potential buyers) throughout each phase of the deal. Build and refine bottoms up financial models and conduct in-depth valuations reflecting a number of different transaction scenarios Perform extensive financial analyses and provide critical insights to inform client decisions and drive strategic recommendations. Develop detailed sector market research and industry thought pieces as well as other marketing materials, and synthesize relevant information for prospective clients Serve as a player-coach and mentor for analysts on the team Qualifications & Experience The ideal candidate has prior investment banking experience and is highly analytical, proactive, and eager to operate within a collaborative environment that rewards both individual initiative and team success. Experience in software or knowledge of the industry if preferred. See below for a list of all qualifications: Bachelor’s degree or equivalent from a top tier education institution Minimum of 2 years of work experience in investment banking Self-starter with a strong work ethic, attention to detail, and ability to multi-task Exceptional quantitative skills and a grasp of all relevant financial and accounting concepts Strong analytical abilities Superior written and oral communication ability Proficiency using Microsoft Excel and PowerPoint Interest in technology market trends Must be authorized to work in the United States

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankBoyertown, Pennsylvania
About this role: Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals Engage in prospect activities and employ contact strategies focused on generating new small business relationships Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. 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: 709 E Philadelphia Ave Boyertown, PA 19512 Posting End Date: 2 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. 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 3 days ago

Mizuho logo
MizuhoHouston, Texas
Mizuho | Greenhill Investment & Corporate Banking is a premier financial institution dedicated to delivering innovative capital markets and advisory solutions to corporations, institutional investors and private equity clients. Our deep industry expertise, value-added ideas and best-in-class execution have made us a trusted partner to our clients. To meet our clients’ financial and strategic objectives, we deploy a holistic approach to providing solutions across investment banking, corporate banking, capital markets, structured finance and M&A advisory. Mizuho | Greenhill’s Summer Analyst program is an eleven-week program that offers the unique experience of working for a global bank that is rapidly expanding its presence in the United States. Over the last decade, Mizuho | Greenhill has built a leading position in Investment & Corporate Banking in the United States. The program is designed to immerse analysts into the daily activities of our various groups, helping Senior Bankers deliver a client solution approach across our entire product suite. We are looking for students with a strong academic record and a keen interest in the financial markets. Approximately 35 students are hired annually across the country, with the goal of hiring each intern as a full-time analyst following their graduation. PLACEMENT & DURATION We offer internship programs in New York, San Francisco and Houston. Houston: Energy During the eleven-week program, Summer Analysts take on the same responsibilities as Full-Time Analysts, working side-by-side with Senior Bankers on live projects for existing and prospective clients, as well as financing and advisory transactions. TRAINING & DEVELOPMENT At the beginning of the internship program, Summer Analysts attend a one-week intensive training program held in New York to build a foundation in the basic skills of financial analysis, accounting and valuation. Development will continue through the summer as analysts work alongside industry coverage professionals on various projects. In addition, analysts will have opportunities to network with peers, mentors and senior bankers through organized events to help them integrate into the culture and atmosphere of Mizuho | Greenhill. Summer Analysts will have the opportunity to demonstrate their knowledge and skills through a group capstone project that will be presented to senior bankers in New York at the culmination of the program. Analysts will have project advisors from the Vice President / Director / Managing Director level to provide feedback and help shape their presentations and analyses. QUALIFICATIONS & SKILL REQUIREMENTS Currently pursuing an undergraduate degree with a graduation date between December 2027 and June 2028 (If you receive a return offer, your analyst role will start in July 2028) Minimum GPA of 3.5 Basic knowledge of and interest in financial concepts Proficiency in Excel and PowerPoint Ability to act as a leader and a team player Possess a strong work ethic Strong oral and written communication skills ROLES & RESPONSIBILITIES Conduct detailed financial analyses, including valuations and corporate finance Perform comprehensive company and industry research Develop and prepare client presentations and materials Interact with senior bankers, product partners, and clients Build and maintain financial models to demonstrate projected financial results and valuation Participate in the evaluation, preparation, due diligence and execution of financing and advisory transactions Collaborate with peers on a capstone project Salary: $110,000 Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Posted 2 days ago

DC Advisory logo
DC AdvisorySan Francisco, California

$175,000 - $200,000 / year

DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advice on M&A, debt raisings and restructurings, and private capital, and provides access to Asia investment knowledge. At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice™ with integrity, honesty, and respect. The Role As an Associate on the technology and software team based in our San Francisco office, you will be responsible for supporting day-to-day M&A, capital raising, restructuring, debt advisory and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth. Position Requirements Qualities we seek include: An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record (undergraduate and or MBA) The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date) Preferred Experience At least 3 - 5 years of experience with M&A transactions in the technology and software sector Compensation & Benefits: Salary Range: $175,000 - $200,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, AD&D Insurance Pet Insurance Health Savings Account Retirement Pans (401K) Pre-Tax Commuter Benefits Working Arrangement Please note this position will operate in a hybrid capacity with four days on-site in our San Francisco, CA office (Monday - Thursday) with the option to work from home on Fridays

Posted 30+ days ago

Crowe logo
CroweWashington DC, District of Columbia

$81,000 - $192,000 / 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 Managers with experience in the Banking industry vertical. As an Audit 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: 5+ 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 $81,000.00 - $192,000.00 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 1 week ago

Banc of California logo
Banc of CaliforniaMenlo Park, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY The Vice President, Banker is primarily accountable for developing new client relationships in a specified region or business vertical, but will also support existing client needs as appropriate. The VP Banker will have the ability to sell most products offered by the Venture Banking group and know when to call upon their specialist support experts for added help. They will help with the training of staff within their territory and will work with the team to reach budgeted financial goals. The Banker will work to market the Venture Banking group in local markets and develop relationships with local venture capital firms and venture backed technology or life science companies. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Play an integral part in overall team and individual origination activities to appropriately grow on balance sheet deposits, loan commitments, loan outstandings, and non-interest income, all while effectively managing the credit risk of both new and recently boarded credits Leverage an ever-developing personal network of venture capital and entrepreneurial ecosystem contacts to self-generate new loan clients and effectively handle warm leads Analyze, underwrite and review key credit documents and present transactions to loan committee Manage documentation, negotiating terms, and closing credit requests Adhere to all corporate compliance and regulatory needs including but not limited to all compliance training, Reg B, NOD, CDD, etc. Assist in developing less experienced bankers and analysts in your area of influence Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Bachelor’s degree or equivalent work experience Minimum of 8 years of relevant banking and/or financial services experience Creative and strategic thinker with excellent problem solving and organizational skills; Ability to exhibit professionalism and a positive attitude under pressure; Ability to work independently yet collaborate cross-functionally in a team environment; Superior oral and written communication skills; Ability to handle multiple priorities, projects and relationships simultaneously; Proven success in managing large client accounts. Systems and Software Used: Microsoft Office - EXCEL, Word, PowerPoint, Outlook Role requires sitting or standing in front of a computer monitor for prolonged periods in a fixed neck position. Constant use of a computer or other office equipment resulting in repeating motions of the hands and wrists. Light work that may include moving objects up to 20 pounds. HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 30+ days ago

DC Advisory logo
DC AdvisorySan Francisco, California

$110,000 - $120,000 / year

About DC Advisory: DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advisory services for M&A, and private capital transactions. At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice™ with integrity, honesty, and respect. The Role: Investment Banking Analysts gain exposure to the firm’s businesses and expanded knowledge of the investment banking industry, as they develop key analytical, communication, marketing and sales skills. Analysts are responsible for preparing financial models and running various analyses to examine the effects of contemplated client alternatives. In addition, analysts assist preparing marketing documents, including pitch materials, board presentations, and management presentations, which explain industry trends, discuss client options, and recommend strategies to meet client goals. Analysts are also responsible for financial and industry due diligence, writing portions of confidential memoranda, and performing other analytical work to support senior bankers in their relationship management responsibilities. DC Advisory analysts work closely with managing directors and other senior level bankers and are expected to play a critical role on transaction teams. Analysts interact with senior executives of client companies through selective participation in client meetings. Please note, this opportunity would require a minimum of 4 days a week in our San Francsico office. Position Requirements An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite At least 1-2 years’ experience with M&A transactions focusing on tech related transactions SIE, Series 79, Series 63 (preferred or must be taken within 30 days of start date) Compensation & Benefits: Salary Range: $110,000 - $120,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, Life Insurance Pet Insurance Health Savings Account Retirement Plans (401K) Pre-Tax Commuter Benefits

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankSilver Spring, Maryland

$23 - $31 / hour

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 Silver Spring, Maryland Pay Range: This job profile is eligible for a 10% pay differential. Silver Spring, Maryland: $23.00 - $31.00 Hourly #BootstoBankingProgram 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. $26.00 - $34.00 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: 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. 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

S logo
SNB CareerSioux City, Iowa
Are you a problem-solver who thrives in a fast-paced environment while delivering top-notch customer service? At Security National Bank, if there is one belief we hold together as a team, it’s that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take – every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life’s interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we’d like you to advance your career with us at SNB. As an Electronic Banking Representative, you’ll play a vital role in ensuring our customers have secure, convenient, and seamless banking experiences. You’ll handle customer inquiries, support account maintenance, review transactions, and ensure accuracy across various banking services—all while providing prompt, professional service. Success in this role requires exceptional multitasking skills, active listening, and critical thinking to resolve inquiries effectively. If you enjoy helping customers navigate their banking needs and excel in a dynamic environment, we encourage you to join us! *This is an onsite position at our Main Bank office in Sioux City, Iowa. KEY RESPONSIBILITIES: Provide exceptional phone-based customer support with a focus on problem-solving and customer satisfaction. Resolve complex customer inquiries related to online banking, mobile apps, digital payments, and other bank services by troubleshooting technical issues promptly and escalating only, when necessary, all while maintaining a friendly and professional manner. Support internal staff by serving as a resource for troubleshooting digital banking issues, ensuring employees can assist customers confidently and accurately. Assist customers with debit card needs, including disputes, unauthorized transactions, and ordering replacement cards when needed. Perform account maintenance, including, access management, authorizations, stop payments, charge-offs and related requests. Review and approve Remote Deposit Capture items. Conduct consumer overdraft reviews and make appropriate decisions. Collaborate with team members to update and maintain process documentation and procedures. Identify opportunities for cross-selling and generate customer referrals. Contribute to a supportive, close-knit team environment, working Monday–Friday with a focus on collaboration and customer care. EDUCATION AND EXPERIENCE: 4 year college degree preferred or related work experience Knowledge of electronic banking responsibilities including deposit regulations, ACH processing, online banking, mobile banking, remote deposit, and others Customer service experience Accuracy and meticulous attention to detail required Excellent oral, written, and interpersonal communication skills Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed Team-oriented and the ability to work collaboratively across all levels of the organization Service-oriented, polite, and respectful Advanced problem-solving and analytical skills Ability to take direction and instruction and follow through independently until project completion HOURS: Regular business hours, Monday through Friday. BENEFITS: We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection. ABOUT SECURITY NATIONAL BANK: Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable. Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status. LEARN MORE: https://www.snbonline.com/about/employment-opportunities LOCATION: Sioux City, IA Main Bank

Posted 30+ days ago

MidFirst Bank logo
MidFirst BankOklahoma City, Oklahoma
PRINCIPAL DUTIES AND RESPONSIBILITIES • Leads Voice of the Employee initiative, working to uncover and assess employee concerns or problems impacting total employer-employee relationship • Works with Personal Banking Administration and MidFirst Human Resources management to understand trends and opportunities identified in employee engagement surveys, new hire and exit surveys and other relevant employee data • Engages in-person and remotely with employees, gathering feedback, conducting interviews and focus group discussions as needed to gain additional information and clarification of opportunities identified • Routinely engages with regional managers and banking center employees, leading training and development initiatives • Supports Personal Banking and Human Resources recruiting, hiring and employee retention initiatives • Administers personnel reporting and analysis initiatives, including compensation analysis • Administers semi-annual performance appraisals and ad-hoc promotion requests • Facilitates, manages and continually assesses effectiveness of new and existing personnel initiatives (i.e., Customer Service Appreciation Week, 12 Days, new employee onboarding, and rewards and recognition initiatives) • Partners with senior management to design and implement initiatives to address identified opportunities. • Collaborates with MidFirst Human Resources and Learning & Performance in their efforts to deliver training and professional development opportunities. • Communicates with MidFirst Human Resources management about the status of work environment initiatives and participates collaboratively in MidFirst Human Resources employee engagement initiatives as requested The position is on-site at our corporate campus in Oklahoma City, with no opportunity for remote/hybrid schedules. JOB SPECIFICATIONS • 5-7 years of Retail Banking leadership experience, with a track record of improving existing processes or conditions • Bachelor’s Degree required; business or Human Resources preferred • Exceptional project management, analytical and problem-solving skills • Positive and forward-thinking attitude, and ability to inspire others to excellence • Self-motivated, biased for action and adaptable to ambiguity and complexity • Impeccable written and verbal communication and active listening skills • Strong interpersonal and public speaking skills • Passion for maximizing employee engagement by facilitating an attractive and effective work environment • High proficiency with Microsoft Office Suite and related software. Disclaimer Statement The above statements are intended to describe the general nature and level of work being performed by personnel assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. Incumbent may perform other duties as assigned

Posted 30+ days ago

Huntington National Bank logo
Huntington National BankColumbus, Ohio
Description JOB DESCRIPTION SUMMARY The Practice Finance Closing Specialist works with Business Development Officers, PF Loan Specialists, Attorneys, Brokers, Underwriters, Title Companies and the Banking Markets to collect due diligence and promote the loan closing process. The PF Closing Specialist provides support for the Sales Teams and is responsible for providing excellent customer service through day-to-day interactions. The PF Closing Specialist is responsible for obtaining all necessary collateral reports, supporting documentation and information required to meet the terms and conditions of credit approval. Additionally, the PF Closing Specialist is also responsible for preparing and distributing all necessary loan closing documents. JOB DESCRIPTION Processes Practice Finance business loans in preparation for loan closing within expected service levels. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. Works with numerous collateral types, including but not limited to, UCCs, commercial and residential real estate, life insurance, accounts and equipment. Works on construction loans, refinances and business acquisition type loans. Prepares all loan documentation necessary to properly close PF business loans in compliance with regulatory requirements. Stays abreast of and interprets various laws, regulations, policies and procedures of loan documentation. Actively manages pipeline to ensure timely collection of due diligence items as well as loan documentation. Basic Qualifications: High School Diploma or GED Minimum of 1 year of consumer/business loan doc prep, analysis, document review and/or quality review Strong written and verbal communication skills as well as organizational skills Ability to interact with business partners to achieve positive results and work in a fast-paced, production environment. Preferred Qualification: Paralegal Certificate and Associate’s Degree Proficiency in Laser Pro or other software systems that generate commercial loan documentation Experience with Practice Finance loans Excellent PC skills to include Microsoft Office software, as well as knowledge of HNB mainframe systems. Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Texas Capital Bank logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Brief Overview of Position A Corporate Banking Associate will have corporate banking experience ideally within the Mortgage industry and help drive our financial results by supporting Senior Coverage Bankers in their efforts to identify opportunities and deepen relationships. This role will report to the manager of the Mortgage Specialty Lending group and will be accountable to deliver best-in-class experiences and comprehensive financial solutions to clients and prospects.We are seeking qualified candidates with a passion for a long-term career in banking and the following core competencies: Responsibilities Prepare for and engage in client and prospect calls individually and in support of Senior Coverage Bankers, with front-line activities comprising ~35% of the Associate's workday. Monitor transactions in the pipeline from prospecting phase through closing, both internally and externally. Support Senior Coverage Bankers in sourcing new prospect opportunities and develop solution-oriented pitch materials for clients and prospects. Identify cross-sell opportunities within existing portfolio. Responsible for coordinating and reviewing analyst prepared screening memos, underwriting documents, term sheets and return models to streamline the credit approval process. Review and finalize diligence lists and questions prior to meetings. Provide underwriting bandwidth during high growth periods especially on complex transactions. Assist Portfolio Managers with renewals and reviews of existing portfolio. Assist in recruiting, coaching, and mentoring junior colleagues. Qualifications Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 3.5 to 4.5 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Strong Analytical skills - critical thinking, data and information analysis, research, and problem solving. Strong Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Strong knowledge of banking suite of products and services. Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations Ability to produce reports, correspondence and presentations using Salesforce and Microsoft Office including Outlook, Excel and PowerPoint. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days 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 1 week ago

Wells Fargo Bank logo
Wells Fargo BankNew York, New York

$185,000 - $300,000 / year

Wells Fargo Wealth & Investment Management Wells Fargo Wealth & Investment Management (WIM) provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them achieve financial goals. WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have access to Wells Fargo Advisors, referrals from securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank, our elevated experience for high- and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services. Banking, Lending & Trust Center of Excellence Wells Fargo’s Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence designed to: Shorten the distance between the client request and the product or service delivery Provide access to highly credentialed specialists for all WIM clients through geographically dispersed but centrally managed teams Create a more consistent advisor and client experience Deliver best-in-class product and service offerings to all client segments About this role: Wells Fargo is seeking a Wealth Banking Senior Manager to support the Northeast region. This leader will be responsible for driving expansion of the banking book of business in the Northeast by broadening existing relationships as well as uncovering new banking clients. The Wealth Banking Senior Manager will lead a team of Bankers / Banking specialists responsible for all aspects of Banking services to all WIM client segments delivered through the various distribution channels. This leader will work closely with financial advisors and their leadership to improve overall banking adoption and penetration. In this role, you will: Lead and develop a team of banking professionals, fostering deep expertise in banking products and solutions including treasury management Collaborate extensively with Bankers, financial advisors and other partners to identify, develop, and source new banking opportunities, expanding relationships with both existing and prospective clients. Develop strategies and initiatives to drive banking growth, continually seeking avenues to increase banking volume and market share. Refine and implement best practices that encourage digital adoption Build and sustain strong partnerships with financial advisors, clients, and internal partners, serving as a liaison to advance financial advisor and client penetration. Ensure all banking activities comply with internal policies and regulatory requirements Actively manage the WIM client experience standards for Banking products. Engage with Divisional CRG leaders and National Sales teams on all banking related initiatives. Required Qualifications: 6+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of management or leadership experience Desired Qualifications: 6+ years in leadership positions managing large teams of bankers across Wealth Management in large, complex financial organization strongly preferred Proven ability to collaborate effectively and cultivate strategic partnerships Extensive leadership experience with demonstrated success in managing and motivating teams Skilled in developing and executing strategies that align with business objectives and enhance client satisfaction Consistent record of driving revenue growth and achieving targeted business outcomes Demonstrated ability to drive new banking business and capitalize on market opportunities. Identify market opportunities and shape team strategy for sustained banking growth. Deep knowledge of banking products, treasury management, and relationship management for high-net-worth clients. Strong interpersonal, communication, and advisory skills, with the ability to present to and influence decision makers. Successfully completed FINRA Series 7 and 66 (or equivalent) exams to qualify for immediate registration (or FINRA recognized equivalents) Job Expectations: Willingness to work at stated location on the job opening and travel in market 25% of the time FINRA Series 7 and Series 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. 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 This position is not eligible for Visa sponsorship Job Location: New York, NY Philadelphia, PA 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: 14 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. 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 3 days ago

Mechanics Bank logo
Mechanics BankSalinas, California

$22 - $30 / hour

Mechanics Bank is currently searching for a Banking Services Lead to join our team at our Salinas Main Branch. Under general supervision, independently and accurately performs the full range of teller, new account, and maintenance transactions according to established procedures. Delivers excellent customer service. Works closely with the sales team to achieve performance goals and meet the financial needs of our customers through ethical referrals. Supports the Retail Banking Services Officer and executes on the operational tasks and reporting for the branch. Acts as a subject matter expert on operational policies and procedures in the absence of the Retail Branch Services Manager or Retail Banking Services Officer. Maintains knowledge of compliance and regulatory items. Uses sound judgement and balances service and risk when assisting with transactional approvals. Provides dual control support while adhering to bank policies and procedure. What you will do: Performs routine teller transactions and works directly with customers. Accepts, verifies, and processes basic to more complex customer transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop. Adheres to all cash handling policies and procedures balancing cash at the end of each shift. Responsible for maintaining and balancing a cash supply for transactions performed. Assists the Retail Operations Manager in the branch to ensure operational soundness. Assists with monitoring overall branch cash levels. The completion and review of Daily, Weekly, Monthly, Quarterly, Semi-Annual, and Annual operational tasks. May lead and direct the activities of Customer Service Representatives and Universal Bankers in the office. May assist with setting and implementing operations priorities and processes for the office. Leads branch in providing extraordinary service to customers. Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Works to resolve concerns presented by customers. Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current financial scams used against banking customers. Prevents customers from becoming victims of fraud and escalates concerns to management for resolution. Represents the Bank and its products and services with pride and enthusiasm. Responsive to customer needs. Identifies and presents new or additional products and services. Maintains superior levels of customer service. Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers. Gathers data and processes various regulatory and operational reports to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs reviews the work of others for compliance. Who you are: High School Diploma or GED required or equivalent combination of education and experience required. Notary license preferred. Minimum of 3 years of banking operations experience required. Excellent interpersonal skills and customer service. Ability to work independently and collaborate effectively as a team member. Ability to make decisions and review and approve other employee decisions. Excellent time management skills, organizational ability, and attention to detail. Extensive knowledge of Bank deposit products and services. Extensive knowledge of alternative Bank services and products and vendor provided products. Knowledge of applicable Federal and State banking regulations. Knowledge of Retail office operations, including complex transactions, Bank policy and procedures. #LI-DNI Pay Range: $22.00 - $30.00 hourly 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 today

T logo
Truist BankAtlanta, Georgia
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The purpose of this role is to formulate, develop and drive strategic initiatives and operating routines for the Wholesale Banking organization. The role will utilize strong critical-thinking and cross-functional collaboration skills to help clarify business strategies and translate strategy to business capabilities and implementation approaches needed to help achieve Wholesale Banking’s strategic objectives. May manage a team. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Partner with line of business and business unit leaders to develop business strategy and target operating model including organizational shifts and adjustments (people, product, process) required to deliver on strategy. 2. Translate strategic objectives into cross-functional execution plans that enable the realization of desired outcomes. 3. On an ongoing basis, identify opportunities and develop initiatives to accelerate performance against strategic goals and objectives. 4. Lead the development of, and present recommendations to address strategic business needs. 5. Perform qualitative and quantitative analyses (e.g., benchmarks, industry trends, internal operating and financial data) to support strategic rationale and measure results. 6. Lead cross-functional teams to clarify execution tactics and plans to achieve strategic goals. 7. Facilitate and drive project meetings with senior business leaders and client, product, business partner SMEs. 8. Develop, guide, and mentor less tenured teammates. 9. Support development and execution of agenda and approach to operating routines including leadership meetings and business reviews. 10. Prepare formal presentations for the CWBO, including regular town halls, leadership meetings, and leadership offsites. 11. Develop and drive consistent adoption of templates, processes, and approaches to streamline core and common functions including meetings, events & client engagement, business overviews, headcount tracking and management, HR initiatives, etc. 12. Collaborate with functional partners including finance, HR, credit & risk management, legal & compliance, marketing & communications, events, and technology. 13. Support a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect. 14. May manage a team. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor’s degree in Business, or equivalent education and related training or experience to include 8+ years of experience in positions that carry increasing levels of responsibility, including experience in strategy or business consulting 2. Critical-thinking skills; ability to break-down large, abstract problems or questions into sub-components and develop comprehensive and cohesive recommendations, with supporting data/rationale 3. Excellent communication skills (written and verbal) 4. Strong cross-functional collaboration skills 5. Excellent interpersonal skills, ability to engage with stakeholders at all levels in the organization 6. Advanced proficiency with MS Office tools: PowerPoint, Excel and Word Preferred Qualifications: 1. 2+ years of credit, portfolio, and/or relationship management experience 2. Strong knowledge and experience in strategic planning and execution, including creating and executing comprehensive plans associated with business mergers, conversions, product changes, technology releases, policy changes, and line of business strategic plans 3. Proven ability to collaborate across organizational silos 4. Ability to think strategically while delivering tactically 5. Ability to translate and present complex data in a manner that educates, enhances understanding, and influences decisions 6. Advanced skills in data visualization and storytelling 7. Deep knowledge of wholesale banking including corporate, commercial, and payments 8. Strong executive presence and communication skills 9. Sense of urgency and ability to multi-task and manage competing projects in a deadline-driven environment 10. MBA General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted today

U logo
UnitNew York, New York
ABOUT UNIT Unit is a market leader in embedded finance. We offer ready-to-launch financial services - like banking and capital - and serve millions of end-users across ~100 customers, including Wix, Bill.com , Honeybook, Relay, and more. We’re repeat founders with technical backgrounds, working hard to build a successful company that we’re proud to work at. Our product moves $40b+ annually and processes 12m+ API calls daily. We’ve raised $160m+ from top investors including Insight, Accel, and 60+ angels. THE ROLE We are looking for a strategic and execution-focused Head of Risk and Banking Operations to join our team. Reporting to the Head of Risk & Fraud, this role will oversee and lead both the Risk Operations and Banking Operations teams. The ideal candidate is a proven leader with deep industry knowledge, strong analytical and operational capabilities, and the ability to build high-performing teams in a fast-paced environment. This role is based in New York. KEY RESPONSIBILITIES Team Leadership & Execution Lead and manage the Risk and Banking Operations teams, including full-time and part-time employees.Oversee hiring, training, development, and performance management of team members. Ensure operational excellence in daily workflows, driving consistent, high-quality service delivery across risk and banking functions. Identify and execute opportunities for operational automation and scalability through technology and AI. Policy, Process, and Performance Define, implement, and continuously improve policies and procedures for onboarding (KYC/KYB/CIP/OFAC) and banking operations (payments and transactions, disputes). Establish and manage SLAs, KPIs, and other operational metrics to evaluate team efficiency and effectiveness. Own documentation of internal policies and technical processes, ensuring clarity and compliance. Cross-Functional Collaboration Serve as the primary point of contact for banking operations matters with Unit’s bank partners, and coordinate operational alignment. Interface with clients to provide guidance, training, and support on tools and banking operations processes. Partner closely with internal stakeholders across Risk, Fraud, Product, Customer Success, and Compliance. Collaborate with Product, Engineering, Fraud Analytics, and Data teams to develop rules, models, and tools that reduce manual work and enhance fraud detection and service efficiency. WHAT WE'RE LOOKING FOR 5+ years experience leading large operational teams, ideally across both risk and banking operations. Experience in a high-growth technology company or financial institution, preferably in embedded finance or fintech.Deep understanding of the banking ecosystem, regulatory frameworks (e.g. KYC, CIP, OFAC), and fraud risk management. Strong analytical skills, with experience using data to drive decisions and improve operational outcomes. Proven ability to lead cross-functional initiatives and deliver scalable solutions.Exceptional communication, client-facing, and stakeholder management skills. Team-oriented mindset with a strong sense of ownership and accountability. LIFE AT UNIT Working at Unit means joining a global team on a mission to create a more equitable financial ecosystem. We’re a fast-growing team of individuals who are passionate about their work, see the big picture and always seek to empower our clients and their end-customers.

Posted 30+ days ago

Royal Bank of Canada logo
Royal Bank of CanadaNew York, New York

$175,000 - $225,000 / year

Job Summary Job Description What is the opportunity? We are seeking a Associate to play a critical role in building our platform within our US Investment Banking division. Successful candidates will be heavily involved in transaction execution, new business presentations and client meetings. What will you do? Transaction execution, new business presentations and meetings, and other such duties Working with team in development of pitch books and related client materials Coordinating with Industry, Product and other groups to evaluate and originate new business ideas/opportunities Generate new ideas for content creation and analyses for clients’ Proactively identify operational risks/ control deficiencies in the business Review and comply with Firm Policies applicable to your business activities Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis What is needed for success? Bachelor’s degree and MBA, MA or MS or equivalent with emphasis in finance/accounting Minimum of three years of Investment Banking experience Prior FIG investment banking experience and a strong understanding of bank valuation, financial and operational metrics, merger modeling and transaction execution’ Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting Highly motivated with demonstrated ability to manage conflicting priorities and requests Ability to take initiative and function independently, balanced with strong teaming skills Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization Must maintain high standards of professional and ethical conduct Series 79 & 63 licensed Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients The good-faith expected salary range for the above position is $175,000 - $225,000 depending on class year and factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC’s high performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-01-29 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.​​​​​​​We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted today

Wells Fargo Bank logo
Wells Fargo BankSeattle, Washington

$23 - $31 / hour

Why Wells Fargo: Boots to Banking Program 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 Seattle, Washington Pay Range: This job profile is eligible for a 10% pay differential. Seattle, Washington: $23.00 - $31.00 Hourly #BootstoBankingProgram 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. $23.00 - $31.00 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: 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. 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 today

Narmi logo
NarmiNew York, NY

$200,000 - $275,000 / year

About Us Narmi is how community financial institutions unlock the very latest capabilities in digital banking, account opening, and lending so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the U.S. The results speak for themselves: our customers have grown deposits, revenue, and customer satisfaction, with one of the first institutions powered by Narmi recognized by Bankrate and NerdWallet for delivering the #1 digital banking experience in the country. Purpose: Narmi is looking for a seasoned and driven financial institution executive who will help bring success to financial institutions across the country. A summary of responsibilities include: helping Narmi’s prospects and customers understand the power and value of the Narmi Platform, representing Narmi at industry events, and ultimately driving success of the company by leveraging real-life banking experience. Persona Profile: You are a highly experienced, executive-level professional with deep roots in the banking or credit union industry. Ideally you have been a C-Suite employee at a digitally focused, high performing financial institution. You are a natural relationship builder, excelling at earning trust and navigating complex industry matters and relationships. You have a proven track record of driving consensus both internally and externally and are comfortable as a public-facing representative for the company. Importantly, you can be a “road warrior”, ready and willing to travel frequently to build and maintain key relationships. In-person collaboration between financial institutions and Narmi is critical and we will need you onsite and ready to contribute. Finally, you know what it is like to run a successful financial institution. You understand the need for digital transformation and the complexity that comes with it. Ultimately, your goal is to drive confidence in the Narmi Platform for prospects and customers. At Narmi, how we work is just as important as what we build. We call this The Narmi Standard: High Ceiling: You go beyond the obvious, take initiative, and hold yourself to high standards with care. Low Ego: You put the mission above ourselves, share credit freely, and lead with curiosity. Alignment to Mission: You believe that helping community financial institutions win against Mega Banks and FinTechs is a worthy endeavor, and will use that belief as a northstar to anchor your efforts to that goal. High Commitment: You follow through, roll up your sleeves, and keep the bar high for yourself and others. What you'll do: Relationship Management: Build and maintain strong relationships with C-level executives at prospect and customer/regional/community financial institutions Deal Navigation: Provide both strategic and tactical guidance to navigate complex sales and expansion processes, driving internal and external consensus to close agreements Business Development: Use your existing network to generate new business opportunities and open doors for the company. Thought Leadership: Represent the company at speaking engagements, conferences, and industry events. Contribute to thought leadership content and initiatives Travel: Travel 30-50% of the time to meet with customers, prospects, attend events, and build a strong presence in the market. A willingness to travel is a must Communication : Be an expert communicator of Narmi’s message to leaders in meetings and demos in support of the sales process Internal Team Alignment: Collaborate closely with Sales, Marketing, & Customer Success teams to coordinate closely and align with existing processes, relationships, and customer touchpoints Product & Roadmap Influence : Collaborate with product teams to articulate customer & prospect impact of product development priorities, timelines, etc. Who you are: A former Senior Leader from a Banking/Credit Union Association A former C-level Executive from a Regional/Community Bank or Credit Union A seasoned Relationship Management Executive from a Core or similar FI Technology Service Provider A former Executive from a Banking Industry Consultant This role’s expected annual base salary is $200,000 - $275,000 , plus a target bonus of up to 50% of base salary . Base salary is only part of your total compensation. In addition to your base salary, you will be granted equity options that are intended to incentivize your performance in line with the company’s strategic objectives and future growth of Narmi. Compensation included in an offer will be commensurate with the candidate’s skills, experience and geographic location. Compensation ranges for candidates located outside of New York City may differ. You will also receive a full benefits package. We believe that high-performing teams include people from different backgrounds and experiences who can challenge each other's assumptions with fresh perspectives. To that end, we actively seek a diverse pool of applicants, including those from historically marginalized groups. Please note that all correspondence related to this role will come directly from Narmi (email addresses ending in @narmi.com or @narmitech.com), and not from a third party. If you receive correspondence from an individual claiming to represent Narmi please let us know immediately at security@narmi.com.

Posted 30+ days ago

S logo

Investment Banking Associate

Shea & CompanyBoston, Massachusetts

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Job Description

About Shea & Company

Software is a vibrant and dynamic segment of the technology ecosystem, with products and technologies in a state of constant evolution. Our clients are at the forefront of innovation in these disruptive and important markets.  Shea & Company is a software-focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our clients. We provide comprehensive and objective advice to the emerging and established leaders in the software industry on strategic and financial matters that impact their ultimate success. We have offices in Boston and San Francisco and have advised on transactions representing more than $50 billion in value across the strategic acquirer and financial investor landscape, with clients in the U.S., Canada, Europe, APAC and Israel.

Key Responsbilities

We are seeking a motivated and experienced Investment Banking Associate to join our Boston team. Our associates work directly with senior bankers and clients, supporting all aspects of the sourcing and execution of high-profile transactions and the overall development of strategic initiatives for the firm.

  • Assist in managing live deal processes, including facilitating and performing due diligence, preparing client deliverables, and engaging with relevant stakeholders (client teams, board members, potential buyers) throughout each phase of the deal.
  • Build and refine bottoms up financial models and conduct in-depth valuations reflecting a number of different transaction scenarios
  • Perform extensive financial analyses and provide critical insights to inform client decisions and drive strategic recommendations.
  • Develop detailed sector market research and industry thought pieces as well as other marketing materials, and synthesize relevant information for prospective clients
  • Serve as a player-coach and mentor for analysts on the team

Qualifications & Experience 

The ideal candidate has prior investment banking experience and is highly analytical, proactive, and eager to operate within a collaborative environment that rewards both individual initiative and team success. Experience in software or knowledge of the industry if preferred. See below for a list of all qualifications:

  • Bachelor’s degree or equivalent from a top tier education institution
  • Minimum of 2 years of work experience in investment banking
  • Self-starter with a strong work ethic, attention to detail, and ability to multi-task
  • Exceptional quantitative skills and a grasp of all relevant financial and accounting concepts
  • Strong analytical abilities
  • Superior written and oral communication ability
  • Proficiency using Microsoft Excel and PowerPoint
  • Interest in technology market trends
  • Must be authorized to work in the United States

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