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NBT Bank logo
NBT BankSaratoga Springs, NY
Pay Range: $62,373.00 - $83,112.00 Supports multiple business lines within the Commercial organization by providing complex planning, forecasting, reporting and financial analysis support under the guidance of the Business Services Manager. Provides highly specialized financial consulting and analytical support by providing profitability analysis and reporting, identifying emerging trends, measurement of key performance metrics and success factors, line of business and region financial target setting and measurement and evaluation of key initiatives. Supervises a Commercial Banking Financial Analyst who performs similar duties of a less complex nature. Education and Experience: Bachelor's degree in Finance or Accounting or equivalent education and experience Master's Degree in Finance preferred Five to seven years financial services industry experienceExperience with management reporting and financial modeling Skills and Abilities: Excellent financial analysis skills Strong understanding of data warehouse concepts Demonstrated ability to work in cross functional teams General knowledge of banking Ability to successfully execute on multiple projects with minimal guidance Ability to draw appropriate conclusions from large amounts of data Strong organizational and presentation skills High degree of proficiency in Microsoft Office software, advanced Excel skills required Requires self-motivation and a high degree of self-confidence to interact with business line heads and senior management Tasks Performed: 30% Develop, maintain, and produce financial models as needed to support strategic initiatives in Commercial lines of business. 25% Analyze overall commercial and account level data to explain trends and variance from plan/forecast. Articulate findings in a method suitable for senior management level presentation. 20% Regularly collaborate with business line managers and others to provide profitability reports and analysis of profitability, and to understand key drivers. 10% Maintains and analyzes incentive plans including developing metrics and ensures components are driving results. 10% Supervise Commercial Banking Financial Analyst. 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 Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. 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 30+ days ago

Keybank National Association logo
Keybank National AssociationFor Those Who Work At Home, NY
Location: For Those Who Work At Home, New York Job Summary The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. They develop strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. The Business Banking Virtual RM actively engages partners to mitigate client run off within portfolio. Essential Functions Maintain and manage an assigned client portfolio of Business Banking Small Business clients in an effort to grow and retain the banking relationship(s). Proactively call on a portfolio of assigned clients within set interval periods to address service or business-related needs. Promote and cross-market products and services to clients by keeping clients informed of products, services, special promotions, and providing appropriate financial solutions via consultative review and proactive contact. Make joint calls with partners to enhance their selling skills and uncover consumer opportunities, as well as engage Business Banking RMs, Branch Managers, and/or other specialty partners on role assigned sales opportunities. Review financial statements, assess credit lines, and renew loans. Identify opportunities to lend in the form of a business loan and complete associated lending responsibilities. Aggressively maintain client retention and mitigate profitable client run-off. Responsible for various operational tasks while acting as a bank advocate and advisor to the client. Manage all administrative tasks associated with client portfolio to ensure all clients are within bank compliance. Embrace a virtual team model and enhance the professional atmosphere that leads to a successful sales environment. Strategically manage unprofitable and/or anticipated exiting client relationships. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Associate's Degree or equivalent experience (required) Work Experience A minimum of 1 year of experience in a comparable or skill transferrable role, demonstrating strong customer service & selling skills required. A minimum of 1 year of extensive financial services experience, in business/commercial banking, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues required. Small Business lending experience required. Skills Ability to build trust by taking a client-centric approach. Deploys a long-term, innovative approach to problem-solving and decision-making with clients to build the relationship and generate solutions. Demonstrates expertise within defined industry or geography (vertical/sub-vertical) and within product set. Exhibits a relentless focus on creating and driving revenue growth and generating results. Understanding of financial, operational, and strategic drivers of client organizations to provide relevant and impactful banking solutions. Uses structured sales methodologies, principles, and practices without losing sight of the client and environment. Understands Key's risk culture and effectively manages risk/reward trade-offs. Maintain and nurture client relationships through regular communication and financial advice. Understand and promote various banking products and services to meet client needs. Independently package and present credit deals, ensuring thorough analysis and compliance with lending policies. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $26.92 - $40.87 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. #LI-Remote

Posted 2 weeks ago

Houlihan Lokey logo
Houlihan LokeyDallas, TX

$120,000 - $130,000 / year

Business Unit: Corporate Finance Industry: Healthcare Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Healthcare The Healthcare Group is seeking to complement its team of professionals with an experienced, motivated Associate who will be immediately additive to the group. The composition of transaction work will be approximately 90% sell-side M&A, 10% debt and equity financing. Analysts are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. They are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst. Job Description Senior Financial Analysts support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relationships with clients. As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have 1 - 2 years of investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. Coursework in accounting and finance required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $120,000 - $130,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 2 weeks ago

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

Posted 30+ days ago

PwC logo
PwCSan Francisco, CA

$150,000 - $438,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you are expected to lead the way as technologyenabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Responsibilities Set the strategic direction for the Financial Services Tax team Lead business development initiatives to drive growth Oversee multiple projects maintaining quality delivery Maintain executive-level client relationships Provide technical knowledge and industry insights Foster a culture of digitization and automation Equip professionals to succeed in complex transactions Leverage One Firm knowledge to address client needs What You Must Have Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Considerable knowledge of tax issues in banking industry Considerable knowledge of public accounting practices Significant technical skills including FAS 109 and FIN 48 Identifying and addressing client needs Developing and sustaining meaningful client relationships Preparing and presenting complex written and verbal documents Leading teams to generate a vision and establish direction Utilizing automation and digitization in professional services Evaluating and negotiating new and existing contracts Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

PwC logo
PwCCharlotte, NC

$124,000 - $280,000 / year

Industry/Sector FS X-Sector Specialism Operations Management Level Senior Manager Job Description & Summary At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Operations Consulting team you drive client implementation efforts involving payment systems and transaction processing. As a Senior Manager, you serve as a strategic advisor, utilizing your specialized knowledge and technical acumen to deliver quality results and provide strategic input into the firm's business strategies. You manage consulting resources, lead project management workstreams, and employ creative problem-solving abilities to thrive in intensive delivery settings. Responsibilities Direct client implementation efforts focusing on payment systems and transaction processing Apply creative problem-solving skills in demanding delivery environments Leverage specialized knowledge and technical proficiency to achieve quality results Facilitate strategic input into the firm's business strategies Cultivate teams through impactful leadership Maintain adherence to the firm's code of ethics and professional standards What You Must Have Bachelor's Degree 7 years of experience What Sets You Apart Master's Degree preferred Proficiency in product and software delivery lifecycle Driving client implementation efforts in payment systems In-depth understanding of the Payments ecosystem Specialized knowledge in consumer or commercial payments Experience managing consulting resources in financial services Leading project management workstreams and teams Exceptional writing and communication skills Entrepreneurial ambition to enhance client contexts Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 4 weeks ago

NBT Bank logo
NBT BankOneida, NY

$18 - $20 / hour

Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. 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 30+ days ago

Robinhood logo
RobinhoodNew York, NY

$150,000 - $225,000 / year

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Money team's mission is to design best-in-class financial experiences that empower users to manage and move their money with confidence. We work cross-functionally with product, engineering, content design, and research to deliver solutions that are accessible, user-focused, and scalable. The team operates like a nimble startup within Robinhood-lean, innovative, and collaborative. As Design Manager, you will lead a small but growing team focused on our Credit Card and Banking products, including the Gold Credit Card and our suite of banking tools. You'll serve as a player-coach, guiding IC designers while also contributing hands-on. You'll work to elevate the visual quality, UX consistency, and user delight across all surfaces, while collaborating closely with product leaders to drive strategic outcomes! This role is based in our Menlo Park, CA, New York, NY, or Seattle, WA office(s), with in-person attendance expected at least 4 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you'll do Lead and grow a small team of IC designers, coaching them in both UX and visual excellence. Contribute hands-on to design work, especially in areas with high visual impact or strategic complexity. Collaborate with cross-functional partners to define and evolve product experiences for Robinhood's Credit Card and Banking products. Drive coherence and quality across all banking and credit card product experiences. What you bring Proven experience leading and mentoring design teams, including managing direct reports. A strong portfolio demonstrating high visual and UX standards, especially in consumer-facing digital products. Ability to push product thinking and advocate for user-centered design at all stages of the development cycle. Experience operating in fast-paced environments and working with lean, cross-functional teams. (Nice to have) Familiarity with fintech. Leadership Expectations Our ambitious roadmap requires a great culture shaped by exceptional leaders. Here's what we expect from them: Drive high performance by setting clear, focused goals, giving real-time feedback, stretching top talent, and scaling impact through focus, innovation, and tech. Hire and retain top talent by setting a high bar, hiring only those who raise it, investing in onboarding, and addressing talent issues quickly and fairly. Create community by connecting work to purpose, removing friction while prioritizing safety, building trust and inclusion, and leading from the front with integrity. What we offer Challenging, high-impact work to grow your career. Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching. Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents. Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more. Employer-paid life & disability insurance, fertility benefits, and mental health benefits. Time off to recharge including company holidays, paid time off, sick time, parental leave, and more! Exceptional office experience with catered meals, events, and comfortable workspaces. In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $191,000-$225,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $168,000-$198,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $150,000-$176,000 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you're ready to build the future of finance, we look forward to seeing your application. Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work-welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

Posted 2 weeks ago

US Bank logo
US BankTempe, AZ

$111,605 - $131,300 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description 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 Seven or more 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: $111,605.00 - $131,300.00 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 5 days ago

H logo
Hancock Whitney CorpHancock Whitney Center - New Orleans, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: The Senior Manager, Fair and Responsible Banking supports the Bank's compliance with Fair Lending, UDAAP, and CRA-related regulations by developing policy, data integrity oversight, and leading a team focused on regulatory reporting and monitoring. This role oversees the HMDA Data Integrity and Reporting Team, advises on enterprise initiatives, and collaborates with compliance, risk, legal, and audit functions to ensure fair and ethical banking practices. Reporting to the Chief Compliance Officer, this role has both strategic oversight and operational accountability for high-impact compliance areas. ESSENTIAL DUTIES & RESPONSIBILITIES: Create and maintain policies and procedures related to Fair Lending, UDAAP, and consumer complaint compliance. Lead the HMDA Data Integrity and Reporting team to ensure complete, accurate, and timely regulatory submissions. Conduct fair banking risk assessments, identify control gaps, and recommend process or policy enhancements. Oversees and analyzes lending and complaint data to identify trends, disparities, and areas for improvement. Development and oversight of the organization's privacy risk programs including ensuring adherence to applicable laws, regulations, and internal policies related to data protection, privacy, and corporate ethics. Serve as the enterprise subject matter expert on fair banking compliance for product launches, technology upgrades, and disclosure changes. Support regulatory examinations and respond to inquiries or data requests from supervisory agencies. Prepare internal reports summarizing regulatory developments and compliance status for executive and board-level reporting. Collaborate cross-functionally to ensure alignment between compliance, legal, audit, and operations. Manage and develop a team of compliance professionals, including performance management, hiring, and resource planning. MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Bachelor's degree required. Certified Regulatory Compliance Manager (CRCM) required. Minimum 8 years of consumer compliance, audit, or regulatory experience within financial services. Proven leadership experience managing compliance teams and enterprise initiatives. Expertise in HMDA, UDAAP, CRA, and fair banking regulations. Strong policy development, data analysis, and communication skills. Ability to manage multiple priorities in a regulated environment. Experience collaborating with regulatory agencies and responding to examinations. ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Ability to work under stress and meet deadlines Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Posted 30+ days ago

Camden National Corporation logo
Camden National CorporationBerlin, NH
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Position Summary: The Digital Banking Systems Administrator will display a mastery of Camden National Bank's Digital Banking Systems. This position supports the digital growth of the bank with general responsibilities including administration, management, support, upkeep and evolution of all applicable systems and services. The Digital Banking Systems Administrator should collaborate with all business lines and develop and maintain tools, processes, and reliable data that help the Bank make more effective business decisions, be consistent in the way we measure and drive performance, and improve service, quality and productivity. This role will need to understand the other systems within the bank and how they interact with Digital Banking Systems and should excel in the following areas: Project Management, Leadership, Operations, Technology and Industry Knowledge, Data Analysis, Digital Communications, Customer Services, Internal Support, Troubleshooting, Online and Mobile Banking Products and System Administration. Essential Duties and Responsibilities: Lead and manage the implementation of new services or functionality and upgrades to our digital platforms and app updates Lead and manage early adopter and beta partnerships with our digital banking vendor, core provider, and/or third-party service providers Understand file transfer processes between our banking vendor, core provider, and/or third-party service providers and the subsequent relation to the customer experience and/or bank operations Develop and maintain diagrams demonstrating micro and macro level calls/responses and relationships between our digital banking vendor, core provider, and/or third-party service providers Maintain awareness of current events with impacts to Camden National Bank's Digital Banking platform, including but not limited to: cybercrime, consumer technology product trends, commercial technology product trends, cyber security trends, and technology legislation Maintain awareness of competitor product and service offerings in the U.S. and abroad and mainstream features available on popular apps and websites (i.e. biometric login, reveal password, code generators for authentication) Create, update, edit, and approve department procedures and training documents and department Confluence and SharePoint sites Provide Tier 3 customer support when Tiers 1 and 2 are unable to resolve customer inquires Submit, manage, and resolve cases with our digital banking vendor, core provider, and/or third-party service providers Identify, validate, and report bugs and issues within the base digital banking platform and app for all services supported by our digital banking vendor, core provider, and/or third-party service providers Participate in software development research, representing the bank and influencing vendors towards adopting UI and functionality favorable to the Camden strategy Administration of Q2Central/Q2Co-Pilot/Q2Console, Q2 SMART, Q2 Discover, SmartPay Manager and Business, PayCenter Portal (Zelle), IPay Portal, Smartsheet (at a department level) and Q2Customer Portal Basic Qualifications: Bachelor's degree in IT, Data Analysis, Business or related field Preferred Qualifications: 5 or more years of similar or relatable experience Knowledge of coding Skills and Abilities: Ability to form strong relationships Outstanding verbal and written communication skills Ability to read/write SQL data query language Effectively use technology to perform daily activities and outstanding customer service Ability to collaborate and work successfully in a team environment as well as independently Top-notch attention to detail to maintain the highest level of accuracy when handling daily functions Maintain a level of discretion and confidentiality while dealing with sensitive customer information Supervisory Skills: This job has no supervisory responsibilities The statements contained herein reflect general details as necessary to describe the principle functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or to equalize peak work periods to balance workloads. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 30+ days ago

S logo
SmartFinancial, Inc.Chattanooga, TN

$15+ / hour

What we offer you: As a Core Banking intern, you will have the opportunity to join the SmartBank team by completing meaningful project work that is designed to drive the company forward. This project work will challenge you to work independently and collaboratively across various teams in the company. Our multifunctional teams will provide you with ample resources and opportunities to interact with multiple leaders and talented professionals throughout the organization. Your role as a Core Banking Intern Upholds SmartBank Core Values and Core Purpose of Act with Integrity, Be Enthusiastic, Create Positivity, Demonstrate Accountability and Embrace Change. Follow and embrace the SmartBank Way System support with Data Validation, System Testing, and User Access Audits Data Analysis: Building data reports/dashboard to assist in monitoring exceptions and errors. Process Improvement: Document pain points and identify automation opportunities Complies with all applicable federal, state, and local banking and industry related laws and regulations. Qualifications for the Ideal Candidate To excel in this role, you should possess the following qualifications: Strong written/oral communication skills Microsoft Office experience, strong excel skills required Strong analytical skills with attention to detail Automation skills preferred but not required Our 2026 Summer Internship will take place from May 18th, 2026, through August 2026. This is a paid internship at $15/hour, with interns working an average of 30 hours per week. About Us: SmartBank is rooted in our core values: Acting with Integrity, Being Enthusiastic, Creating Positivity, Demonstrating Accountability, and Embracing Change. Our team lives and breathes these values to fulfill our core purpose: creating "WOW" experiences for our clients. For over 15 years, we've been delivering on this purpose in Tennessee, Alabama, and Florida, and we're continuously expanding our reach. Our team is empowered to care for our clients and actively participate in the communities we serve. At SmartBank, we prioritize individual needs, set high expectations, and celebrate achievements - that's the SmartBank way. Are you ready to be part of the SmartBank Team? Create your WOW experience this summer!

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncSchaumburg, IL

$20 - $25 / hour

Description Summary: Still in school but ready to launch your career? Our internship program is perfect for ambitious students looking to gain valuable hands-on experience that will build more than just your resumé - it will expand your career possibilities after graduation. Our program is structured to provide students unique experiences tailored to their field of interest. Through these experiences, you'll build a foundation on which to further your career, your abilities and your dreams. Internships span 12 weeks and are offered in all of our business segments. Why Huntington? As an intern, you will be exposed to many facets of our business and our distinguished culture: We offer a robust schedule of events - full of professional development opportunities Interact with our Executive Leadership Team on multiple occasions Learn from senior leaders about career pathing and Huntington business segments Master the key concepts of our innovation framework through a business relevant team project Immersion into our award winning culture through volunteer and social events Duties & Responsibilities: Collaborate directly with your manager Support organization and department initiatives Provide recommendations to improve your department Work both independently and within a team Exhibit a professional, business-like demeanor Exhibit excellent oral and written communication skills Aptitude - proficiency with computer software, particularly the Microsoft Office Suite Take initiative to achieve personal career goals Participate in all HNB internship events Energy, enthusiasm, and passion for Huntington! Basic Qualifications: High School graduate Enrolled in an Undergraduate or Graduate accredited University Demonstrated teamwork and leadership through extracurricular activities and/or work experience Exceptional communication, interpersonal, and relationship building skills Ability to work independently or as part of a team Proficiency in MicrosoftOffice applications Preferred Qualifications: Course(s) of study applicable to the area of business Ability to maintain professional composure in a dynamic work environment that often requires management and completion of multiple tasks Demonstrate sound judgment and ability to apply logical/critical thought processes when developing solutions Ability to display a positive business presence with management and external personnel A strong interest in Banking as a career Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $20-$25 hourly The compensation range represents the low and high end of the base compensation range for this position. Colleagues in Intern positions are eligible for paid holidays and Huntington's retirement savings plan. 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 4 weeks ago

First Volunteer Bank logo
First Volunteer BankChattanooga, TN
Builtwell, Chattanooga's community bank, is currently experiencing rapid growth. We are actively seeking a friendly and hard-working Digital Banking Service Specialist to join our team. The successful applicant will be responsible for a combination of the following: Customer Concierge: Serving customers via telephone, live chat, or email as well as supporting Builtwell Bank's digital banking products Card Services: Processing customer requests regarding debit and credit cards and handling card disputes Wire Transfers: Processing incoming, outgoing and international wires ACH: Processing daily ACH files for customers as they are submitted Above all, offering exceptional service to both internal and external customers. We encourage all who want to work with a dynamic and highly productive team to apply. Desired Qualifications High school diploma or equivalent Ability to work independently, accurately and with attention to detail Strong time management skills and ability to meet daily deadlines Confident working knowledge of computers and software such as Microsoft, Excel, and Adobe Ability to communicate and interact with a variety of people both within the team and other departments Ability to handle and resolve recurring issues Excellent verbal and written communication skills Schedule: M-F 8:30 am-5:30 pm, Every 7 weeks F 8:30 am- 6:00 pm, Every 6 weeks Sat. 8:50 am- 12:10 pm (Full-time)

Posted 30+ days ago

US Bank logo
US BankGlendale, CA

$111,095 - $130,700 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They will have access to an expansive set of products and solutions to better serve our business clients today and into the future. This role includes a base salary, a competitive quarterly incentive plan, four weeks of vacation, and carries a Vice President title. The responsibilities are as follows: Bring new business clients to the bank through strong business development and prospecting. Be the primary advisor for our business clients. Build, develop, enrich and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client's unique goals and needs. Partner effectively with Treasury Management, Merchant Services and Business Banking Credit Card teams. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Knowledge of local market Ideal candidate resides in the market Able to demonstrate principals of credit risk management Have "soft skills" to partner and collaborate across business lines Proven track record onboarding and retaining businesses with revenues $2.5MM to $25MM Proven track record of success meeting targets that are quantifiable and qualitative Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. Job Description 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 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

Alerus Financial logo
Alerus FinancialPhoenix, AZ

$22 - $30 / hour

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.CORE VALUES: Passion for Excellence:: Success is Never Final :: Do the Right Thing :: One AlerusABOUT THE ROLE:The Commercial Banking Associate - Deposit Support provides critical, comprehensive support to Bankers specializing in deposit clients, such as commercial businesses, government entities, and nonprofit organizations. The position involves managing specialized banking solutions tailored to each sector's unique needs, ensuring efficient account management, regulatory compliance, and exceptional customer service. With a strong focus on detail and organization, this position serves as the operational backbone of the team, helping to maintain smooth client relationships and internal coordination.WHAT YOU'LL BE DOING: Serve as a point of contact with deposit clients being a liaison between relationship managers and clients, ensuring timely responses and follow-ups. Coordinate scheduling of client meetings, events, and follow-up activities.Support relationship management efforts by preparing briefing materials and client insights. Assist in onboarding new deposit clients and maintenance efforts, including documentation and compliance coordination.Provide outstanding service to deposit clients, addressing inquiries, resolving issues, and assisting with various banking needs; includes understanding the specific regulatory and operational requirements of specialized entities.Perform accurate and timely account maintenance tasks, including opening of new accounts, updating client information, and processing transactions, oversee the request and fulfillment process for client checks and debit cards.Ensure adherence to KYC, CIP, CDD, BSA processes, policies and regulatory requirements.Perform Commercial Deposit Signature Card and Master Resolution maintenance.Track sales pipeline activity using CRM tools, support the preparation of credit packages, proposals, and term sheets.Collaborate closely with Bankers, providing comprehensive administrative and operational support to help them manage and grow their client portfolios; includes monitoring reports, gathering client documentation, and assisting with client follow-ups, often involving complex financial structures and Treasury Management structures, attending and preparing internal team meeting minutes, researching and compiling market and industry relevant data.Assist in the preparation of professional presentations that cater to specialized sectors for deposit clients.Help format and prepare professional proposals for clients, ensuring accuracy, clarity, and adherence to brand guidelines, as well as specific Request for Proposal (RFP) requirements.Monitor, coordinate, and (in many cases), act as the first point of contact to ensure clients requested commercial banking, investment, ARB and Treasury Management referrals are seamlessly transitioned. Coordinate and support general internal partner management efforts.Responsible for managing the accuracy of data within internal applications across internal partner departments. WHAT YOU SHOULD HAVE: Associate's degree or equivalent combination of education and/or related experience in the financial services industry1+ year of commercial, government, or nonprofit administration and/or deposit/investment experienceUnderstanding of commercial deposits, bank operations, products and services, business entity structure and documentationCapacity to manage and stay organized while working with high volume, time sensitive transactions with proven time management, problem-solving skills and resourcefulness.Ability to be flexible, implement continuous change and demonstrate a positive attitudeHigh level of commitment to accuracy and detailEffective written and verbal communication skillsHigh level of discretion, professionalism and collaboration skillsProactive, detail-oriented, resourceful and thrives in a fast-paced, client-focused environment WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities.Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.Learning and development resources for personal and professional career development, and advancement opportunities.Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.BASE PAY RANGE:$22.00 - $30.00 per hourThe above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Posted 1 week ago

Intapp logo
IntappNy, NY
Intapp is looking to hire a highly consultative Client Development Director (Account Executive - Growth) to join its team. This individual should be a proven and polished C-level solution seller. It is imperative that the candidate be viewed by customers as a credible executive-level advisor and consultant as well as a business development executive. Intapp is revolutionizing the investment banking and private capital markets around the world with data, transparency, great product and sophisticated service. We've already made huge strides, but we're just getting started. The target market for Intapp is Investment Banking, Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF, Institutional Investors, and Corporate Development arms of the Fortune 1000. What you'll do: Drive expected value out of target region/market across various segments of Investment Banks. Identify and qualify prospects via: targeted networking, internal Sales Development Resources, regional leadership initiatives, existing client relationships, phone prospecting, and email. Continually, develop existing prospects to build and manage a sustained pipeline of a million dollar in opportunity Identify the prospect buying behavior and orient the proven Intapp sales process for the prospect to drive the prospect toward a decision. Engage across the prospect to align the organization around the value of Intapp. Uncover key components of value for the various prospect stakeholders to drive 'Why' the prospect is interested in Intapp and then demonstrate how the platform solves the prospect's perceived value. Facilitate information gathering and match that to the prospects needs through multiple in person, social and professional engagements. Draw resources from across Intapp (services, training, support, and product teams) to position the prospect for a successful long term partnership. Coordinate and execute the development, delivery and presentation of proposals. Deal with complex negotiations at the executive level through a multi-constituent sales process. Close Subscription and Services business of a million+ dollars in bookings across region per annum. What you'll need: 5+ years of experience in consultative and value based selling with a successful track record. Individuals likely to excel come from sales roles investment banking or financial technology with a specific focus on investment banking firms. Experience engaging clients in value based sales process. Highly motivated, positive, entrepreneurial, can do attitude, creative, ownership driven, intellectually curious, dynamic, confident, professional and goal-oriented with excellent communication and presentation skills. What you will gain: At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. Here, you will have the opportunity to: Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career. Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day. Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about. Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of. For New York City based roles, Base Pay Range is $140,000-$150,000. #LI-AZ1 Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included. Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain "@intapp.com" or "@dealcloud.com" to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/ . If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.

Posted 30+ days ago

B logo
BMO (Bank of Montreal)San Ramon, CA

$102,000 - $190,000 / year

Application Deadline: 01/29/2026 Address: 320 S Canal Street Job Family Group: Audit, Risk & Compliance Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Senior Manager- Business Banking Credit Risk Strategy develops and maintains risk decision-support strategies using analytical solutions to enable high-quality, fact-based decisions for a designated risk portfolio. Supports the development of the strategy and roadmap for data quality, data analytics, data modeling, reporting, business intelligence, and the design and development of sophisticated decision support tools. Understanding the key drivers of losses and P&L, their relative importance and the current trends; apply this knowledge effectively to forecast losses meaningfully and accurately; Analyze underlying model outputs relative to other business, ensure that the models provide rational and logical output, Reconcile detailed financial data from disparate data sources, Present the findings to various key stake-holders and senior management across the US Banking organization, specifically Business Banking and Small Business Cards; Hold discussions with and present to various review and challenge teams, internal and external auditors and regulators; Ensure best in class governance and documentation practices for these functions; Drive process efficiencies through automation for the underlying data, forecasting and reporting processes. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Interprets new regulations and assesses impacts to the risk strategy framework. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Measures the effectiveness of risk decision strategy management framework; recommends changes as required. Conducts independent analysis and assessment to resolve strategic issues. Leads the development and maintenance of the risk strategy management framework. Acts as the prime subject matter expert for internal/external stakeholders. Represents the decision strategy function during internal/external regulatory audits and/or examinations. Ensures alignment between stakeholders. Designs and produces regular and ad-hoc reports, and dashboards. Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads and integrates the monitoring, measurement & reporting on the status of the risk decision strategy performance to internal & external stakeholders. Leads the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines. May provide specialized support for other internal and external regulatory requirements. Leads in the design, implementation and management of core business/group processes. Develops and maintains risk strategies using analytics, predictive modelling and business rules to optimize decisions and productivity. Supports the planning and execution of the change management process including simulation, validation testing and reporting requirements to evaluate the effectiveness of the new or modified strategies. Provides advice and guidance to assigned business/group on implementation of analytical solutions. Develops and maintains in-depth knowledge of business product strategies and related risk management requirements and legislative/ regulatory directives. Works with stakeholders to identify the business requirements, understand the profitability structure, the risk / return assessment and the expected outcomes. Works with data owners to discover and select available data sources from internal sources and external vendors (e.g. lending system, payment system, external credit rating system) to fulfill analytical needs. Works with internal and external stakeholders to understand the capabilities of risk models and core risk systems to ensure effectiveness of risk decision strategies. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Summarizes statistical findings and draws conclusions and presents actionable business recommendations. Presents findings & recommendations in a simple, clear way to drive action. Consults with stakeholders to improve consistency and transparency of risk measurement, metrics and reporting. Monitors and tracks performance; addresses any issues. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert product knowledge for the designated business / portfolio. In-depth / expert knowledge of risk management theory, processes and portfolio management reporting techniques. In-depth / expert knowledge of modelling & analytics concepts and applications. In-depth / expert knowledge of risk systems technology. In-depth / expert knowledge of regulatory requirements. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills- In-depth / Expert. Analytical and problem solving skills- In-depth / Expert. Influence skills- In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration- In-depth / Expert. Able to manage ambiguity. Data driven decision making- In-depth / Expert. Salary: $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Huntington Bancshares Inc logo
Huntington Bancshares IncColumbus, OH

$125,000 - $255,000 / year

Description Summary: Managing Director, Food & Beverage Corporate Banking, is part of the Consumer & Retail Corporate Banking team. This individual develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in debt and equity capital markets, FX risk management, treasury management, working capital, equipment financing and leasing, insurance, and private banking. The Managing Director focuses on coverage responsibilities for clients and prospects with annual sales exceeding $1Bn. Duties and Responsibilities: Manage a portfolio of Food & Beverage clients with primary responsibility of deepening the client relationship, identifying additional partnership opportunities, and managing the client return profile. Critical focus on identifying prospective clients to on-board to the platform that align with the Huntington Bank target market criteria and risk tolerance. Lead team of cross functional colleagues in collaborative pre-call planning sessions resulting in robust client interactions. Maintains an updated qualified prospect list that aligns with the risk profile of the bank. Maintains pipeline and proactively works to close opportunities. Ability to identify and mitigate credit risks, make recommendations on appropriate credit structure, and effectively articulate bank recommendation to clients and prospective clients. Responsible for ensuring the optimization of all customer relationships which entails developing revenue growth through generation and cross selling of all applicable bank products. Provides senior leadership and mentorship to junior team. Basic Qualifications: Bachelor's Degree or equivalent experience in accounting, finance or a related field 7+ or more years' experience in Food & Beverage Corporate Banking Deep relationships across the Consumer & Retail vertical, specifically within Food & Beverage Deep subject matter expertise in the Food & Beverage vertical Series 63 and 79 Ability to analyze corporate financial statements and make recommendations on capital structure. Knowledge of the Capital Markets (Debt and Equity) and understanding of how to succeed in a multi-bank/syndicated credit facility environment. Strong written and verbal communication and negotiation skill set. Proficient with Microsoft Office products and ability and willingness to become proficient with critical proprietary systems. Preferred Qualifications: Master of Business Administration Degree Formal credit training and commercial banking underwriting experience. #LI-MK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $125,000.00- $255,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 3 weeks ago

Moelis logo
MoelisLos Angeles, CA

$175,000 - $225,000 / year

We are passionate about our business and our culture, and are seeking individuals with that same drive. Job Description We are currently seeking an experienced Associate to join our Media & Consumer & Retail (will act as a Generalist) financial advisory practice in Los Angeles. Moelis & Company's Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required. Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent A drive for results, and ability to perform well under pressure and against tight deadlines Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Exceptional Microsoft Office suite (Excel a must) and financial reporting skills Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range: $175,000- 225,000 USD We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 4 weeks ago

NBT Bank logo

Senior Commercial Banking Financial Analyst

NBT BankSaratoga Springs, NY

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Job Description

Pay Range: $62,373.00 - $83,112.00

Supports multiple business lines within the Commercial organization by providing complex planning, forecasting, reporting and financial analysis support under the guidance of the Business Services Manager. Provides highly specialized financial consulting and analytical support by providing profitability analysis and reporting, identifying emerging trends, measurement of key performance metrics and success factors, line of business and region financial target setting and measurement and evaluation of key initiatives. Supervises a Commercial Banking Financial Analyst who performs similar duties of a less complex nature.

Education and Experience:

  • Bachelor's degree in Finance or Accounting or equivalent education and experience
  • Master's Degree in Finance preferred
  • Five to seven years financial services industry experienceExperience with management reporting and financial modeling

Skills and Abilities:

  • Excellent financial analysis skills
  • Strong understanding of data warehouse concepts
  • Demonstrated ability to work in cross functional teams
  • General knowledge of banking
  • Ability to successfully execute on multiple projects with minimal guidance
  • Ability to draw appropriate conclusions from large amounts of data
  • Strong organizational and presentation skills
  • High degree of proficiency in Microsoft Office software, advanced Excel skills required
  • Requires self-motivation and a high degree of self-confidence to interact with business line heads and senior management

Tasks Performed:

  • 30% Develop, maintain, and produce financial models as needed to support strategic initiatives in Commercial lines of business.
  • 25% Analyze overall commercial and account level data to explain trends and variance from plan/forecast. Articulate findings in a method suitable for senior management level presentation.
  • 20% Regularly collaborate with business line managers and others to provide profitability reports and analysis of profitability, and to understand key drivers.
  • 10% Maintains and analyzes incentive plans including developing metrics and ensures components are driving results.
  • 10% Supervise Commercial Banking Financial Analyst.
  • 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

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

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.

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