landing_page-logo
  1. Home
  2. »All Job Categories
  3. »Banking Jobs

Auto-apply to these banking jobs

We've scanned millions of jobs. Simply select your favorites, and we can fill out the applications for you.

Analyst - Corporate Banking Portfolio Management-logo
Analyst - Corporate Banking Portfolio Management
Huntington Bancshares IncColumbus, OH
Description Summary: The Corporate Banking Team is seeking a Portfolio Management Analyst. Analysts work with Portfolio Management, Relationship Management, Credit Administration and various product partners to underwrite and monitor a portfolio of lending relationships. Analysts also conduct industry, market and economic research as needed. Corporate Banking focuses on developing and maintaining clients with >$500MM in revenue nationwide. Duties & Responsibilities: Gather and analyze financial and business information to determine credit worthiness for loans and credit products, including the identification and analysis of business model, industry, cash flow, capitalization, sensitivity and risks & mitigants. Underwrite broadly-syndicated, complex commercial loans in accordance with bank policy. Conduct ongoing portfolio maintenance, including covenant compliance monitoring, financial spreads, risk rating and quarterly leveraged loan reporting. Conduct research using numerous resources available; distilling key themes and conclusions into concise summary form for presentation purposes. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree required in Finance, Accounting or Economics Preferred Qualifications: Master's degree 1+ years of experience in an underwriting or commercial banking environment. Experience in the syndicated loan market is preferred. Highly motivated with ability to excel in a team or individual work environment Proficiency using Microsoft Word and Excel Experience with S&P Capital IQ a plus Strong written and verbal communication skills High level of professionalism Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

Banking Partner Manager - US-logo
Banking Partner Manager - US
BVNK Services LimitedSan Francisco, CA
About us: BVNK provides modern payment infrastructure for businesses. We unify banks and blockchains in a single platform. With BVNK, businesses can send and receive stablecoin payments, convert between currencies, and add stablecoin payments to their checkout. Using our flexible platform and robust global licensing and compliance expertise, innovators can launch new payment products quickly and compliantly. We are a diverse team spread across EMEA, North America, and APAC, with a shared belief that all payment flows will interact with crypto in the coming decade, and BVNK will be at the forefront of this transformation of the financial system. We recently secured a strategic investment from Visa through their Visa Ventures arm. This follows our $50 million Series B in December, led by Haun Ventures with participation from Coinbase Ventures, Scribble Ventures, DRW Venture Capital, Avenir, and Tiger Global. The continued confidence from these leading investors has enabled us to accelerate our growth trajectory, and we're looking for smart, ambitious people to help us build the next generation of payments. We're incredibly honored to have made Newsweek's list of The Top 100 Global Most Loved Workplaces two years running (2023 and 2024) and to have been recognised by LinkedIn as one of the Top 20 Startups in the UK in 2024. About this role in the team: We are seeking a highly motivated and detail-oriented Banking Partner Manager to help strengthen and expand our relationships with key banking partners. Reporting to our Head of Banking - US, this role is ideal for someone with a foundational understanding of the payments landscape and a strong desire to grow their expertise in bank relationship management, payments infrastructure, and regulatory compliance. In this role, you'll play a critical part in ensuring smooth day-to-day operations, supporting our bank partners, and identifying new opportunities to enhance our partner ecosystem. Key Areas of Responsibilities: Bank Partner Relationship Management Serve as the primary point of contact for assigned bank partners, fostering strong, collaborative, and long-term relationships. Maintain regular communication to understand partner needs, share updates, and address concerns proactively. Collaborate with partners to identify and implement opportunities for mutual growth and operational efficiency. Conduct regular business reviews to evaluate performance and uncover areas for improvement. Payments Knowledge Demonstrate a solid understanding of various payment methods, processing flows, and industry best practices. Monitor and analyze payment performance metrics with bank partners to identify trends and potential issues. Support the resolution of payment-related inquiries and issues in coordination with internal teams and bank partners. Stay current on emerging payment technologies and assess their potential impact on partnerships. Stakeholder Management Collaborate effectively with internal stakeholders across departments (e.g., product, engineering, legal, sales, operations) to align on partner initiatives. Translate technical and business requirements between internal teams and external partners. Manage expectations and balance competing priorities across stakeholders. Advocate for bank partners internally while aligning with company objectives. Communication Demonstrate exceptional written and verbal communication skills, tailoring messages to diverse audiences. Actively listen and provide constructive, professional feedback. Regulatory Knowledge Develop a working knowledge of key financial regulations and compliance requirements (e.g., KYC, AML, PCI DSS) that impact banking partnerships. Partner with internal legal and compliance teams to ensure full regulatory adherence. Understand and communicate the implications of regulatory changes on operations and agreements. Technical Knowledge Build a foundational understanding of our platform's technical architecture and its integration with bank systems. Collaborate with technical teams to troubleshoot integration issues and support the rollout of new features. Show continuous curiosity about technology, including automation, and create self-serve workflows where possible to reduce manual processes. Clearly explain basic technical concepts to non-technical stakeholders. What we need from you: Experience in banking, payments, payment operations, or financial services, with a focus on partner or client relationship management. Strong understanding of the payments ecosystem and various payment processing methods (e.g., ACH, SWIFT, card networks). Proven ability to build, manage, and nurture relationships with external partners. Excellent communication, interpersonal, and presentation skills. A proactive mindset and eagerness to learn in a fast-paced environment. Self-motivated and resourceful - comfortable asking questions, learning on the go, and proactively flagging blockers or issues. Highly organized with strong attention to detail. Able to work independently while contributing effectively to a collaborative team environment. Please note: Candidates must be based in New York or San Francisco. Nice to have: Experience with API integrations or other technical aspects of partnerships. Familiarity with FinCrime, AML, or other relevant regulatory frameworks in financial services. Hands-on experience with on/off-ramp payments. What you can expect from us: Fair and competitive salary at every stage of your growth Meaningful ownership in the business through our employee option scheme Flexible working hours, with hybrid working at its heart A culture built on passionate, growth-minded people A flexible approach to holiday Opportunities to travel to our offices around the world An open and creative environment where you can help us define the future of BVNK, its culture, and its opportunity sets At BVNK, we are focused on building a diverse and inclusive team. While you may not meet all of our requirements, we'd encourage you to apply if you meet the majority of our expectations. You may be a great fit for this role or another role in our team.

Posted 1 week ago

Managing Director, Investment Banking At Yellow Cardinal-logo
Managing Director, Investment Banking At Yellow Cardinal
First Financial BankWorthington, OH
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Managing Director, Yellow Cardinal Business Succession Services provides creative solutions, engages with clients, and develops high quality presentation materials. The Managing Director may lead and/or assist with structuring, negotiations, and transactional pipeline management. Essential Functions/Responsibilities Analyzes leads for possible business succession, M&A, and divestitures by performing profile analysis and financial modeling. Creates client experience materials to assist on all pitch proposals and new engagements Sources and identifies potential new clients and maintains customer relationship management pipeline Builds quantitative analysis and modeling to assist in negotiating the terms of engagement letters including fee structures Conducts due diligence activities related to ongoing pipeline projects Other Duties as assigned. Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job Bachelors degree; Masters preferred 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred. In depth understanding of field's concepts and principles. Strong financial/accounting background Leadership skills with the ability to develop and mentor others Ability to identify and seeks needed information/research skills Mathematical skills Ability to meet deadlines High level communication skills with negotiating skills Level of Complexity and Scope Performs complex tasks and has some latitude for determining appropriate processes to follow. Degree of Independence and Decision-Making Uses subject matter expertise to make independent decisions and advise others. Works with minimal supervision Required Supervisory Responsibilities May be asked to lead and/or direct the work of others Provide leadership and mentorship as a subject matter expert Physical Requirements Long periods of desk/computer work Standing, Seeing, Hearing, Speaking, Lifting, Driving Travel as needed Available to assist clients during non traditional working hours Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.

Posted 2 weeks ago

Manager - Business Transformation - Technology Project Manager (Banking & Capital Markets)-logo
Manager - Business Transformation - Technology Project Manager (Banking & Capital Markets)
CrossCountry ConsultingNew York, NY
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here . By joining our rapidly growing Business Transformation - Banking & Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services Solve challenging and complex issues at the intersection of business & IT focused on rapid development while collaborating with other functional areas for further improvement Spearhead and lead at every stage of transformation projects, from strategic planning to execution regarding IT strategy, organizational development, performance improvement, Digital (IT) strategies and / or technology-driven transformation programs Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus Conduct current state/future state gap analysis for individual business areas Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.) Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management Create system test plans and perform testing, being familiar with testing tools such as JIRA Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements Provide insight to clients’ teams in industry leading practices Assist with training and other change management activities, including development of materials/communications Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational development What You'll Bring: Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline 5+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization Knowledge of the software development lifecycle (SDLC), including requirements analysis, design, development, testing, deployment, and maintenance, to effectively manage technology projects from inception to completion. Experience with Agile frameworks such as Scrum, including knowledge of Agile principles, practices, and ceremonies, to facilitate iterative and incremental project delivery. Familiarity with IT infrastructure components such as servers, networks, databases, and middleware, and their roles in supporting technology projects and applications within financial services organizations. Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps. Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance) Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance Business acumen with a strong understanding of business processes, as well as information systems Professionalism and discretion in interacting with executives and clients Proven track record of showing initiative Excellent verbal and written communication skills Strong attention to detail and organizational skills Creativity, confidence, and flexibility High energy, enthusiasm, and an entrepreneurial spirit Qualifications: Bachelor’s degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline #LI-JF1 #LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $107,000 - $236,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/ . Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws. This policy also complies with pay transparency and labor laws and applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Posted 30+ days ago

Lead Commercial Banking Relationship Manager-logo
Lead Commercial Banking Relationship Manager
Wells Fargo BankJacksonville, Florida
About this role: Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to support the North Florida Market reporting into the Jacksonville office. Our goal is to increase momentum and drive growth with a focused effort exclusively on sourcing new relationships. Learn more about the career areas and business divisions at wellsfargojobs.com In this role, you will: Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively Required Qualifications: 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Commercial Banking account relationship management experience Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices Experience leveraging Treasury Management products and services Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements Comprehensive knowledge and understanding of risk management Experience consistently delivering strong sales performance Excellent verbal, written, and interpersonal communication skills Strong organizational, multi-tasking, and prioritizing skills In market business development experience or proven ability to develop and execute a business development strategy Bachelor’s degree Job Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule 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 Ability to travel up to 10 % of the time #CommercialBanking Location: 1 Independent Dr- JACKSONVILLE, FL 32202 Posting End Date: 30 Jun 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 day ago

Commercial Banking Advisor-logo
Commercial Banking Advisor
First Volunteer BankChattanooga, TN
The purpose of this position is to develop, grow, and maintain a portfolio of commercial accounts. Our target market is family-owned businesses located in the communities we serve who are community and civic minded. Generally, these businesses are generating annual revenues between $1,000,000 to $20,000,000. Essential Functions Engage in active and disciplined calling program to generate new relationships for the Bank. The goal of our calling program IS NOT to sell but rather to find those customers which acknowledge pain in their existing relationship and desire to remove the pain. Lend financial analysis expertise to prospects to help determine best options available for removing acknowledged pain. 15 - 20 Face to Face calls per week with the results of each call being input into our advanced CRM (Customer Relationship Management) system. Work with portfolio management staff (credit analysis) in analyzing credits to determine areas of risk and ways to mitigate evidenced risk. Develop those around you by sharing knowledge and helping them to improve their skill sets. Regular and predictable attendance. Serve as a trusted financial advisor to our customers primarily by having frequent financial checkups. These meetings consist of communicating the results of internal analysis of financial trends using industry comparison. The goal of these meetings is to help set strategy with regard to possible areas of improvement. Qualifications 10 + years' experience and enjoy working in strong sales environment.

Posted 1 week ago

Commercial Banking Representative I-logo
Commercial Banking Representative I
First Interstate BancSystem, Inc.Helena, MT
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Helena Gulch, MT branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Commercial Banking Representative I functions as a primary contact for commercial banking clients with basic loan portfolios and assists Commercial Relationship Managers with servicing those clients. Responsible for maintaining and expanding the relationship with clients by providing overall client support services. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard procedures. Essential duties are performed individually or with direct supervision, based on the individual's experience level. ESSENTIAL DUTIES AND RESPONSIBILITIES Handles day-to-day client calls, client transactions, and client problem resolution. Responds to client account inquiries, performs account maintenance and researches/resolves client problems. Executes client transactions within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager (RM) any requests outside specified norms or items requiring Relationship Manager signature or approval. Transactions may include: transfers, withdrawals, distributions, wire transfers, payments, fee waivers/fee refunds, client overdrafts, monitoring reports, and other loan and account operations requested by clients. Prepares and/or reviews client account documents for meetings between the RM and the client, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines. Assists in obtaining necessary information to submit loan applications, such as financial statements, tax returns and business documentation. May also work with outside vendors, such as attorneys or title companies; UCC searches, title work, OFAC Environmental Reports, appraisals, and flood determinations. May work with outside counsel, title companies, other product vendors, etc. to request documents needed for loan requests, when applicable. Specializes in loan documentation and ensures accuracy in loan documents and legal loan files. To include reviewing documents, organizing legal loan documents, and supporting information, and accuracy in digital records. Submits complete and accurate requests for documentation in accordance with loan approval, ensuring all appropriate supporting documents are available in Director/Unity Client, including but not limited to loan approval, Borrower, Guarantor, and Grantor entity documents, collateral reports, and all other information necessary to generate loan documents. Provides complete packages to Loan Servicing for Boarding/Funding, ensuring appropriate GLs are credited for fees collected. Ensures all documentation is uploaded to Director/Unity Client timely and imaged files are complete. Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements and assists Relationship Manager with obtaining required information to clear ticklers. Supports commercial relationship managers and group managers with review and certification of legal entity validation (dba, partnership, S-Corp, C-Corp, LLC, and trusts), real estate collateral documentation (title commitment, environmental reports, hazard insurance, and appraisals), UCC and titled collateral validation. Supports commercial relationship managers and group managers with treasury and deposit products in partnership with internal bank Treasury, Retail Banking teams and other business line referral programs including payment and wealth products. Generates or obtains daily, weekly, monthly, and quarterly reports as assigned. Reviews reports for accuracy and compliance and updates systems or makes other corrections. May reconcile client accounts, enter client financial data into databases, and monitor exceptions to company policies. Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Actively participates in any required corporate and business line training in these areas. Understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with clients to understand each client's normal account activity, as appropriate for this position. Maintains working knowledge of all regulatory, legal, and Credit Policy requirements to ensure all applications, documentation and loan accounts are compliant. Participates in internal and external training to maintain knowledge of Bank products; attends operational and exception meetings and keep abreast of all credit policies and changes. Maintains positive working relationship with peers and other business unit team members. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. KNOWLEDGE, SKILLS AND ABILITIES Basic understanding of credit products, bank systems and commercial lending. Exhibits a general understanding of applicable federal regulations, credit policy and bank policies and procedures. Ability to work effectively in a fast-paced production environment. Strong organizational skills, time management skills and strong attention to detail. Strong interpersonal skills including oral and written communication. Problem solving skills. Proficiency with personal computers and related software packages. EDUCATION AND/OR EXPERIENCE High School Diploma or equivalent required 1-3 years banking experience or equivalent combination of education and experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse- Frequently Sitting- Frequently Standing- Occasionally Overtime- Subject to business need Noise Level- Moderate Typical Work Hours- M-F (8-5) Regular and Predictable Attendance- Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Posted 4 weeks ago

PSL Software Engineer Senior (Profile Core Banking System)-logo
PSL Software Engineer Senior (Profile Core Banking System)
FIS Capital MarketsNew York City, New York
Job Description We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you are ready to start learning, growing and making an impact with a career in fintech, we’d like to know: Are you FIS? As a PSL Profile Core Software Engineer you will work with stable banking technology as you build innovative fintech products that change the way the world pays, banks and invests. This will involve developing Profile core versions of software applications, identifying client requirements and technical specifications, interacting with engineering groups and training clients on applications. About the Team: FIS Profile® is a modern, real-time, multi-currency, deposit and loan core banking system . This integrated solution contains a multitude of configurable features designed to meet the unique business and product needs of retail and commercial financial organizations worldwide. What you will be doing: • Designing, programming, debugging and modifying software enhancements in the Profile Core Product • Interacting with product managers and users to define requirements and modifications. • Participating in software design meetings to determine technical requirements. • Working with internal Client Training, Client Relationship and Sales teams. What you will need: ***FIS Profile Core development experience - Mumps/PSL programming*** • Experience with end-to-end systems development life cycles and standards. • Knowledge of financial industry practices, regulations and operations. • Fluency in sequence diagrams, class models, etc. • Proficiency in solutions design and requirements definition disciplines. • A bachelor’s in computer engineering, computer science or other related discipline or equivalent experience. Location~ Hybrid (3 days in-office, 2 days virtually) Jacksonville, Florida Milwaukee, Wisconsin Atlanta, Georgia Manhattan, New York ​ **PLEASE NOTE: Current and future sponsorship are not available for this position. What we offer you: A career at FIS is more than just a job. It’s the change to shape the future of fintech. At FIS, we offer you: • A voice in the future of fintech • Always-on learning and development • Collaborative work environment • Opportunities to give back • Competitive salary and benefits FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $105,070.00 - $176,520.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice . EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Posted 30+ days ago

Tech M&A Investment Banking Full-Time Associate, San Francisco-logo
Tech M&A Investment Banking Full-Time Associate, San Francisco
Aeris PartnersSan Francisco, CA
About Aeris Partners Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Associate Job Description We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office. As a high-touch, technology-focused boutique M&A advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms. Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic and passion for the technology industry. Although we prefer candidates with relevant investment banking experience, we would consider candidates with strong academic credentials and demonstrated leadership qualities. Please note that training and onboarding may occur in our Boston, MA, office. Specific responsibilities include: Participate meaningfully in all aspects of transaction development and execution Work directly with client management teams, board members, stakeholders and buyers throughout all phases of transaction advisory and execution Actively engage and present in client and prospect meetings Coordinate and support due diligence activities Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends Desired skills and experience: MBA candidate from top-tier programs; exceptional academic performance Exceptional work ethic – self-starter, driven and hard working with a passion for excellence Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies Creative and entrepreneurial mindset; ability to multitask and manage time effectively Excellent analytical, research, and problem-solving skills Ability to develop business expertise in technology and software; passion for technology Unwavering commitment to conducting business with the highest degree of integrity and professionalism High level of attention to detail Outstanding leadership skills with an ability to manage and mentor junior professionals Positive, can-do attitude, enthusiastic team player Ability to excel in a fast-paced and challenging work environment Must be eligible to work permanently in the United States

Posted 30+ days ago

VP, Banker, Tech Venture Banking-logo
VP, Banker, Tech Venture Banking
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 offer adoption, 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

Senior Commercial Banking Relationship Manager-logo
Senior Commercial Banking Relationship Manager
NBT BankKeene, NH
Pay Range: $140,897.00 - $187,830.00 Responsible for New Business Development activities, dealing with large, high net worth customers and complex transactions. Evaluates loan applications and assesses credit worthiness of applicant. Maintains a loan portfolio that includes gathering relevant financial data and maintaining customer relationships. Complies with bank policies, and Federal/State regulations dealing with Commercial Lending. Assists less experienced loan officers with training, consultation, and guidance. Education and Experience: 4 year degree or related experience 7-10 years of Commercial Lending experience Skills and Abilities: Strong accounting and credit analysis background Strong communication skills Ability to attain/exceed established business goals Strong management and leadership skills Ability to use various computer programs and bank accounting system Strong oral and written communication skills Understanding of economics, general business/commercial finance and accounting Legal knowledge of lending practices Unique Job Characteristics and Requirements: Needs to be a strong negotiator on behalf of the bank Tasks Performed: 40% Develops a profitable relationship portfolio through New Business Development activities with relationships normally involving large customers with complex borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as all Federal/State regulations affecting commercial lending. 25% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups. 20% Evaluates loan applications by analyzing borrower capacity, financial data, industry trends, collateral position, management ability and then uses personal judgment to determine credit worthiness. 10% Assists less experienced loan officers by providing training, advice, and guidance. 5% Other duties as assigned. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 3 days ago

Commercial Banking Coordinator (Cre)-logo
Commercial Banking Coordinator (Cre)
Seacoast National BankWest Palm Beach, FL
Location: This position can be located at a Seacoast office in Ft Lauderdale, West Palm Beach or Coral Gables, FL Responsible for supporting the Commercial Real Estate Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate the achievement of client business goals by ensuring Commercial Real Estate Bankers, clients, and business partners are connected through arranged meetings, coordinating events, business development planning, and scheduling. Ensures the timely and accurate processing of all client accounts and required servicing documentation from a wholly new and innovative platform that resonates with a targeted market segment. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL JOB FUNCTIONS include the following. Other duties may be assigned. CBC Operations Functions: Assist Banker's business development to: o Meet or exceed new client relationship goals. o Generate new loans, deposits and fees. o Maintain portfolio o Review weekly reports, book loans, follow up on post-closing exceptions, review files and liaise with Portfolio Manager to provide commercial bankers a list of requirements due. Support banker business development to: o Coordinate loan approval and document preparation. o Process closed loans for booking and submission to loan vault. o Provide prompt, professional and courteous service to customer inquiries. o Communicate with outside vendor companies regarding closing procedures. Banker portfolio management: o Review exceptions reports and follow up with borrowers and commercial bankers to clear loan document exceptions. o Manage past dues by providing weekly reports to commercial bankers and follow up with customers on past financial statements. o Assist the Portfolio Manager when needed in completing annual reviews when due. o Monitor various reports including, but not limited to, overdrafts, expiring loan insurance, & ABL Monitoring reports. Customer retention and growth: Implement customer satisfaction surveys. Analyze customer survey results. Adhere to the highest legal and ethical standards applicable to our industry and to Seacoast Bank's Code of Conduct, while observing both the spirit and letter of all government regulations and laws and bank policies and procedures. QUALIFICATIONS: High School Diploma or equivalent required. Bachelor degree in Business Administration, Economics, Finance or related major, preferred. 5+ years related experience in process and office management, business analytics, and diagnosis obtained through commercial lending support and portfolio management. 2+ years of financial services experience. Experience with Commercial Real Estate a plus! The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1

Posted 30+ days ago

Customer Service Representative III (Part-Time 20 Hours/Week), Retail Banking (Lake City - Seattle, WA)-logo
Customer Service Representative III (Part-Time 20 Hours/Week), Retail Banking (Lake City - Seattle, WA)
HomeStreet, IncSeattle, WA
Salary Range: $20.14 - $28.17 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: June 12, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: POSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Sr. CSR provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service. Job Details: PRIMARY FUNCTIONS: New Accounts/Sales Activities Effectively interviews and profiles customers in order to recommend appropriate banking products and services. Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience. Processes complex transactions such as changing account ownership, living trusts, guardianship accounts, and estate assignments. Originates consumer loans, acting as customer advocate to ensure prompt processing of consumer loans. Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs. Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products. Participates in sales programs to generate new customers. Must sell financial products and services to meet referral goals and performance evaluation/personal goals. Maintains thorough knowledge of bank products and services. Service Activities Sets an example for the CSR staff in the area of customer service and customer advocacy. Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. Supports branch lobby management. Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. Resolves difficult situations using the HEAL guidelines of Hearing out the customer, Easing the tension, Acting to improve the situation, and Leaving a positive impression. Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. Participates in two community events per year. Teller Activities Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters. Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy. May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily. Effectively performs project responsibilities as assigned such as processing and balancing ATM, balancing travelers' checks, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation. Effectively assist other CSRs in the completion of work assignments and balancing. Operational Activities Participates in branch audit functions. Follows HomeStreet's policies and procedures and meet regulatory requirements. Performs all other duties as required. QUALIFICATIONS: Minimum of 3 years job experience as a CSR/New Accounts Representative or equivalent, plus demonstrated ability in an operations area related to Bank or retail operations. Technical skills and experience to operate teller software, Word, Excel, and other bank-related computer programs. Strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner. Must be a self-starter, dependable, able to work within deadlines under pressure. Must possess excellent judgment, and the ability to accept responsibility and handle confidential information. Ability to work quickly and accurately, to analyze information and make decisions. Excellent written and oral communication skills are required. High school diploma or equivalent. PHYSICAL CONSIDERATIONS: Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 1/2 of the time) sitting. Walking, standing, bending and reaching occasionally and for brief periods of time. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Customer Service (Sales)

Posted 4 days ago

Administrative Assistant - Corporate Banking-logo
Administrative Assistant - Corporate Banking
Truist Financial CorporationAtlanta, GA
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: Provide administrative support to individuals or department. Perform general clerical and general office duties with minimal guidance. Follow established procedures, methods and practices. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Prepare (key) correspondence, reports and forms. Compose correspondence as directed. Research and assemble information for projects. Execute routine projects within general guidelines & instruction. Establish and maintain files and records. Answer telephone and handle walk-in inquiries Arrange and handle details related to travel arrangements, expense reports, meetings and appointments. Deal discreetly with confidential information. Interact with internal and/or external customers to provide information, assist in solving problems and answer questions. 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. High school diploma, or equivalent education and related training Five years of experience in a support position Excellent verbal and written communication skills Ability to operate office equipment (e.g. fax, copier) Ability to endure light physical labor Demonstrated proficiency in basic computer applications, such as Microsoft Office software products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Stage Pre-Laurea | Banking, Milano-logo
Stage Pre-Laurea | Banking, Milano
Hogan LovellsMilan, TN
Keen to become part of a truly global, collaborative team of professionals? Your journey begins here. Siamo alla ricerca un/a studente/essa interessato/a a svolgere un'esperienza formativa di stage pre-laurea nel nostro team Banking, sede di Milano. Cerchiamo: brillante curriculum accademico spiccato interesse per la materia Banking and Finance ottima conoscenza della lingua inglese (scritta e parlata) disponibilità full-time per almeno 2/3 mesi Equal opportunities employment statement It is the policy of Hogan Lovells to provide equal opportunities for all lawyers, trainees and employees in relation to recruitment, training and promotion. Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of ethnic origin, sex, sexual orientation, age, disability or religion and belief.

Posted 3 weeks ago

Personal Banking Representative-logo
Personal Banking Representative
FirstBankLakewood, CO
Location to be determined at a later date within the West market* Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours can vary from 35-40/week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on 6/13/25* This job opportunity's deadline has been extended to 6/18/25*

Posted 1 day ago

Corporate Banking Rel Mgr-logo
Corporate Banking Rel Mgr
Old National BankAppleton, WI
Overview Old National Bank has been serving clients and communities since 1834. With approximately $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $62,300 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Relationship Manager roles may vary between RM II, RM III, and RM IV - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Corporate banking and similar Commercial market experience Number of consistent years with success and track record as a Relationship Manager (or similar role) at the Bank or at another financial institution Demonstrated and proven ability to work through complex credits and/or other unique situations Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed We are currently seeking a Corporate Banking Relationship Manager that will be responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with businesses, industries, developers and consumers. The Corporate Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position. Key Accountabilities Achieve Sales Targets Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results. Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships. Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale. Leverages centers of influence to build a network and create a pipeline of business. Loan Originations Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing. Partners with support staff to ensure the loan origination process meets bank and client expectations. Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client. Portfolio Management Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards. Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships. Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets. Key Competencies for Position Strategy in Action- Build your strategic mindset capability. Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develop contingency plans to manage risks. Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team and organizational goals. Compelling Communication- Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Makes Decisions & Solves Problems- Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients- Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Qualifications and Education Requirements Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience. Minimum 5 years relevant Commercial banking experience. Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships. Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures. Very high level of written and verbal communication skills. Must have a proven track record of successful sales performance with strong business development skills. Very high level of sales, negotiation and financial analysis skills. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

Posted 6 days ago

Business Banking Support Coordinator-logo
Business Banking Support Coordinator
Vantage West Credit UnionTucson, AZ
GENERAL SUMMARY: Responsible for delivering exceptional service to Members, prospects, and internal team members while supporting the goals of the Business Banking Department. Provides comprehensive administrative and operational assistance to enhance efficiency and ensure outstanding service. Demonstrates the ability to address and resolve complex inquiries and issues with professionalism and accuracy. QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent 2 years of experience in a support, sales, or administrative capacity in a financial service environment Spanish speaking preferred Additional Preferred Education & Experience: Knowledge and understanding of technical, PC based cash management products Knowledge of business banking depository products and branch operations Minimum Knowledge & Skill Requirements: Must be detail oriented with strong organizational skills Strong written and verbal communication skills Excellent interpersonal skills and Member service attitude Ability to maintain focus and professionalism under pressure Must be able to learn in a fast-paced environment Can work independently and in a team-oriented, collaborative environment Advanced computer skills (MS Office-Word, Outlook, Excel) Ability to comprehend and reason through situations and problems concerning operations, software and processes Excellent problem-solving skills, mature judgment and the ability to handle difficult situations COMPETENCIES: Action Oriented Time Management Customer Focus Priority Setting Interpersonal Savvy Organizing WORKING CONDITIONS/ENVIRONMENT: This job requires that the employee sit a majority of the time. Office setting is onsite and remote. Infrequent lifting of up to 25 pounds may be required. Some travel may be necessary in Pima, Pinal, Cochise, and Maricopa Counties. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). . MAJOR ACCOUNTABILITIES AND TASKS: Assist Business Banking Cash Management and Support Specialist(s) in day-to-day operations, to include but not limited to: assisting with existing member service/support requests, follow-up on referrals, support system implementation and documentation of new member services, being a subject matter expert to assist branch staff. Assist Business Banking sales and operations teams in day-to-day operations, to include but not limited to: support the onboarding process for new business loan or account requests, working with internal departments to assist with existing member service requests, and preparing correspondence. Builds, develops and maintains relationships with members to ensure a positive member experience. Manages referrals, and other follow-up assigned tasks. Interprets and responds appropriately to correspondence and inquires. Resolves Members' requests, problems, and complaints or directs them to the appropriate person for information and assistance. Able to analyze and resolve complex account questions or issues; expected to be able to assess and solve issues pertaining to Member-facing procedure topics. Effectively uses technology tools to reach out to Members and employees for follow-up, feedback, and sales efforts. Maintains files accurately, collects and analyzes data, and prepares reports within assigned deadlines. Maintains professionalism, friendliness and diplomacy at all times with Members, employees, and vendors. Performs other duties as assigned. Salary range is $20.90 - $27.42/hour. Job Grade, NE-10. Final salary is dependent on candidate's experience and qualifications. Equal Opportunity Employer Veterans Disabled

Posted 2 weeks ago

Business Banking Relationship Manager-logo
Business Banking Relationship Manager
US BankOrland Hills, IL
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 - $143,770.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

Banking Center Manager I-logo
Banking Center Manager I
First Horizon Corp.Saint Simons Island, GA
Location: Onsite listed in the job posting. Summary If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. Weekly Scheduled Hours: Monday - Friday 8:30 - 5pm Key Responsibilities Include Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. Involvement in the local market/community through civic organizations or community groups. Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. Regularly monitor the efficiencies of production standards. Ensure that regulatory compliance standards are met. Responsible for controlling operational and administrative expenses. Responsible for resolving all customer service problems. Responsible for representing the company in a professional manner at all civic and community affairs. Qualifications Include Bachelor's degree 1-2 years related experience or an equivalent combination of education and experience Experience with Microsoft Word, Excel, and Outlook As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

Huntington Bancshares Inc logo
Analyst - Corporate Banking Portfolio Management
Huntington Bancshares IncColumbus, OH
Apply

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.1

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

pay-wall

Job Description

Description

Summary:

The Corporate Banking Team is seeking a Portfolio Management Analyst. Analysts work with Portfolio Management, Relationship Management, Credit Administration and various product partners to underwrite and monitor a portfolio of lending relationships. Analysts also conduct industry, market and economic research as needed. Corporate Banking focuses on developing and maintaining clients with >$500MM in revenue nationwide.

Duties & Responsibilities:

  • Gather and analyze financial and business information to determine credit worthiness for loans and credit products, including the identification and analysis of business model, industry, cash flow, capitalization, sensitivity and risks & mitigants.
  • Underwrite broadly-syndicated, complex commercial loans in accordance with bank policy.
  • Conduct ongoing portfolio maintenance, including covenant compliance monitoring, financial spreads, risk rating and quarterly leveraged loan reporting.
  • Conduct research using numerous resources available; distilling key themes and conclusions into concise summary form for presentation purposes.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor's Degree required in Finance, Accounting or Economics

Preferred Qualifications:

  • Master's degree
  • 1+ years of experience in an underwriting or commercial banking environment.
  • Experience in the syndicated loan market is preferred.
  • Highly motivated with ability to excel in a team or individual work environment
  • Proficiency using Microsoft Word and Excel
  • Experience with S&P Capital IQ a plus
  • Strong written and verbal communication skills
  • High level of professionalism

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.