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The Commercial Banking Administrator II works independently handling accounts of moderate size and complexity and/or moderate volume of accounts. Supports a lending team while being responsible for the review and completion of due diligence associated with the commercial loan documentation/closing process, including the satisfaction of approval conditions prior to the preparation of commercial loan documentation and controlling the disbursement of new loan proceeds by reviewing attorney prepared documents to ensure adherence to loan approval requirements.

Additional responsibilities Monitoring and enforcing post-closing exception items and working closely with customers and attorneys to manage the loan closing process. The Commercial Banking Administrator II must have the ability to work independently and to consistently demonstrate the ability to balance multiple assignments and priorities. Possess strong communication skills, both written and verbal and have the interpersonal skills needed for a positive team environment. Must work within the boundaries of the division and banks policies and procedures.

Responsibilities include, but are not limited to the following:

• Serves as the primary contact with the Loan Production Group and Loan Operations ensuring that all new loans, renewals, extensions and modifications are processed, and set-up as intended advising the support areas as required with more complex transactions including but not limited to participations, industrial revenue bonds, tranche loans and others.

• As directed by the RMs, the Commercial Banking Administrator II interacts with customers, attorneys, CPAs, and other lending institutions to resolve problems and/or aids where needed and to ensure that all required documentation, both loan and deposit, is returned as required within an appropriate timeframe.

• Manage pipeline of assigned loans within nCino and other secondary sources.

• Ensure the accurate and timely completion of all data points as required.

• Use third party providers collecting required documentation for services such as OFAC, Certificates of Existence and Flood Determination certificates. e. Utilizes systems, procedural, operational and enterprise expertise to research and resolve issues and questions that may occur including those from Compliance, Internal Audit and Credit Risk Review.

• Works closely with and maintains strong productive relationships with the Loan Production Group, Loan Operations, Compliance, Credit Risk Review, Managed Assets, Internal Audit, Deposit Operations, Treasury Services, and the Business and Customer Service Centers to ensure rapid and positive issues resolution.

• Perform loan maintenance as required. Maintenance will include participation settlements, loan payment adjustments, pay-offs and pay-downs, partial releases, interest rate changes.

• Responsible for opening and maintaining Commercial Banking deposit accounts ensuring that all bank procedures are adhered too.

• Work with Treasury Services to ensure that all products are set up and working appropriately. Monitor and process overdrafts and ensuring compliance with overdraft approval and insider transaction procedures.

• Researches customer delinquencies and aged overdrafts and performs the necessary corrective maintenance to eliminate the cause should problems be the result of internal or systematic errors.

• Assists the RMs in monitoring various monthly management reports to ensure that renewals, extensions, rate changes and maturity loans are reviewed, and the documentation prepared within the time frame designated and approved by the Team Leaders, Group Heads and or Credit Committee.

• Reports reviewed and monitored by the administrator include Flood, UCC Continuations/Terminations, K-Loan, Document Exceptions, On-Line Dollar, Missing Signature Cards and Sweep Reports.

• Depending on the department to which the Commercial Banking Administrator II is assigned, s/he may be responsible for other lending support activities such as construction loan monitoring and processing of advances.

• May be asked to train and mentor Commercial Banking Administrator

• Qualifications:

• Education and Experience - Bachelors degree or related knowledge/skills gained through experience required 5 7 years of commercial loan experience required

• Experience independently managing an efficient workflow

• Ability to read and interpret complex loan and legal documentation Skills/Knowledge

• Knowledge of commercial banking compliance and regulations

• Knowledge of general banking operations and activities

• Must be able to work independently with little direction

• Strong communication, organizational, writing and interpersonal skills required

• Working knowledge of the following programs: Microsoft Office (Excel/Word/Access) o Metavante Insight/FIS o nCino Lifecycle Lightening o Salesforce

Description

The Business Banking Commercial Administrator provides administrative support to the Business Banking Department. They work with Clients to provide guidance on next steps with the loan process and timely resolution to their questions and requests. They also prepare closing documentation for Commercial Loan and Mortgage.

Client Support

• Follow and uphold USB Customer Service Standards in interactions with internal and external customers.

• Serve as a resource by answering questions from Clients, attorneys and Loan Officer regarding pending loan files, and/or next steps.

Loan Administration

• Oversee loan requests through the lending process to ensure all required information and documentation is in place and be the liaison with Credit Administration, Client and Lending Officers.

• Prepare Commitment Letters for review by Loan Officer.

• Utilize systems and other data search engines to request the following reports: UCC-1, Credit Reports and Flood Determinations. Be able to review and understand each report.

• Ensure all credit files are completed and in compliance with internal policy and procedures, as well as regulatory compliance for all approved, declined and withdrawn loans (use post closing checklist).

• Prepare loan documents utilizing LaserPro and/or internal templates. Ensure all information is accurate and fees are documented. Work with Loan Officer and/or Attorney to ensure loans are closed timely and without errors.

• Ensure all HMDA/CRA data is gathered and documented in system.

• Design and monitor various database reports including application status report. Take appropriate action to ensure loans are processed and closed within regulatory guidelines and time frames.

• Make recommendations to current work flows to streamline efficiencies and improve productivity.

• Maintain knowledge and adhere to regulatory compliance of but not limited to: CIP, Flood, CRA/HMDA, Appraisal and Environmental processing, Collateral deficiencies, Credit Reports- Red Flag, Overdraft processing and Loan Exceptions.

Staff Support

• Perform Quality Control Review of loan documents generated by Business Banking Department members.

Qualifications

Education

Preferred

• Bachelors or Equivalent Work Experience or better

Experience

Required

• 5-7 years: Commercial Services

• 5-7 years: Banking

Preferred

• 2-5 years: Paralegal

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights ( notice from the Department of Labor.

• Travels to assigned branch and Call Center locations to originate residential mortgage loans, provide quality serivce to members and support Marketing initiatives.
• Conducts applicant interviews to counsel borrowers on loan products that meet their needs. Analyzes financial data, completes loan applications and sets clear expectations for the loan process, including timelines, disclosures and policies.
• Maintains communication with support staff to ensure smooth loan processing. Provides members with updates on their loan status and addresses any questions or concerns.
• Facilitates member engagement through branch sponsorships, sales meetings, and seminars (e.g., first-time homebuyer or buyer/seller seminars). Prepares content and acts as a Subject Matter Expert as needed.
• Collaborates with processors and closers to gather required documentation and ensure a seamless loan process. Proactively communicates loan status updates to members and other stakeholders, and attends mortgage closings to support members.
• Acts as the primary contact for refinance transactions, assign complex loan scenarios (e.g., jumbo loans, 80/10/10) to Mortgage Banking Officers, and directs nonmembers to branch staff to establish membership.
• Supports departmental goals by identifying process improvements, enhancing service quality, and increasing efficiency. Aligns efforts with credit union objectives and contribute to a culture of continuous improvement.
• Performs additional duties as assigned.

• Must be able to generate enthusiasm for all ORNL Federal Credit Union products and services through the cross-selling process. Cross-sells other credit union services.
• Support ORNL Federal Credit Union's mission to become the primary financial institution of its members by providing service in an expeditious and courteous manner.
• Understand that educating members and informing them of the products and services available is the highest level of service we can provide and the key to accomplishing our mission and goals.
• Must have excellent communication skills including presentation skills and should have the ability to interface effectively with members, and potential clients to ensure smooth work flow and provide efficient service to members while staying abreast of changing policies and procedures.
• Must be self-disciplined and goal oriented worker with a demonstrated ability to work independently.

Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the 'Best Places to Work in Hawaii' for 14 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years. Step into a career that offers stability, excitement, and growth. Experience the thrill of a dynamic environment paired with a comprehensive training program. Plus, enjoy the perks of our competitive compensation and benefits package. If you are ready for a career that empowers you to thrive, your journey starts here. First Hawaiian Bank is currently seeking a collaborative, customer-focused, goals-oriented part-time Banking Consultant to join our Manoa Branch. In this role, you will be responsible for delivering an exceptional in-branch customer service experience by proactively engaging with customers to identify needs, demonstrating our digital banking options, fulfilling customers' day-to-day transactional needs, as well as advising customers on the full range of financial products and services available to suit their financial needs. You will also identify referral opportunities to a subject matter expert or appropriate relationship banker. Compensation Pay range is $19.50 - $23.50/hr, commensurate with experience; plus sales incentives. Work Schedule Monday - Friday 8:00AM - 4:30PM Required Qualifications

• Associate's degree in a business-related field or equivalent work experience; or
• High school diploma or equivalent and 2 years' experience in a sales and service environment required
• Retail / branch banking experience in operations and sales or similar experience within the financial services industry
• Extensive knowledge of banking/financial products and services, and ability to comprehend and grasp finance and credit concepts
• Must project a welcoming presence when interacting with customers
• Strong verbal, written, and interpersonal communication skills
• Must be digitally savvy, confident and well-versed on the use of digital banking technology to fulfill routine day-to-day needs
• Detail oriented with excellent follow-through
• Agile and resourceful as it relates to working in a fast-paced changing environment
• Upbeat and positive, growth mindset, and quick learner
• Strategic thinker with the ability to work both independently and as part of a larger team

At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a role with us. We are seeking a Business Banking Sales Associate to join the CIB team! JOB SUMMARY The Business Banking Sales Associate is responsible for credit administration, deposit sales including cash management products and services, and loan document administration for the Business Banking unit. In addition, this individual opens all deposit products and related services associated with business accounts in accordance with Bank policies and legal/regulatory compliance requirements. This individual is integral in assisting the business unit achieve overall sales and production goals. Under moderate supervision, this person will be accountable for the accurate and timely preparation of business loans. This individual assists in preparing packages, filing applicable documents, and assisting with lien perfection for multiple loan types. This is a front-line sales position for business banking deposit account relationships and will work with customers to identify financial needs and opportunities. ESSENTIAL DUTIES AND RESPONSIBILITIES

• Act as the first resource for customer inquiries, engaging other bankers or departments as necessary. Effectively communicate solutions that improve customer relationships.
• Prepare loan packages for closings with a high degree of accuracy.
• Assist Business Bankers with daily customer servicing needs, opening new accounts, and closing new loan transactions.
• Collaborate with Loan Operations to ensure the bank has archived executed documents and perfected liens per policy.
• Onboard new business banking checking and savings relationships, identifying opportunities to cross-sell additional bank products.
• Implement marketing initiatives within the department and bank.
• Assist Business Bankers in sales calls and presentations of bank products and services when needed.
• May be asked to open or close the bank securing the premises following established security procedures and staff outside community and trade show events.

• Provide outstanding customer service with a positive attitude
• Ability to work under deadlines
• Ability to multi-task
• Ability to easily adapt to changing technological products, features, and procedures within the financial Industry
• Must be able to work under time constraints, use good judgement, and act in a tactful, professional manner while dealing with customers and fellow employees

• Champions our goals and mission to be a high-performance community bank
• Embraces accountability - We do what we say we will do
• Puts people first. Our clients, our employees, our families, our communities.
• Wants employees to have work that is rewarding and challenging
• Encourages employees to provide solutions that meet the needs of our customers
• Supports a work-life balance
• Looks to promote from within
• Supports ongoing employee education

• People come first - our clients, our employees, our families, our communities
• Rewarding and challenging work
• Work-life balance is important
• We strive to promote from within
• Employee education and training is vital
• Work for a community bank with over 75 years of local banking history
• Opportunity to participate in fun community activities
• Full benefits including medical, dental, vision, 401k with generous match, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, generous PTO
• Incentive compensation plan for all employees in bank (if hired by July 1 of that year)
• Hybrid (one day per week work from home) schedule available
• Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth. This position is located in the Hopkins branch.
• Salary Range: $27.00 - $40.00. Starting salary is dependent on qualifications and relevant experience.

Job Title: Business Banking Specialist II Department: Retail Sales Reports to: BBS III Lead Status: Non-Exempt Salary Range: $39,525 - $53,475 Who We Are At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing a "Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL.

What We Value At Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. Our culture is the foundation of who we are as a team, and as a business.

• Exceeding Customers' High Expectations
• Empowering a Dedicated Team
• Having Fun While Winning
• Passionate About our Communities
• Value Added Resource for our Customers (Trusted Advisor)

Position Summary This is a full time non-exempt, non-officer position. This position requires excellent customer service skills and an ability to work well with the team. This position acts as a personal banker to the branch's business customers and as a back-up to the Cash Management Specialist.

Essential Duties and Responsibilities Must be proficient and able to perform all essential duties and responsibilities of the Business Banking Specialist I. In addition, this position will:

• Provide quality customer service promptly and courteously at all times.
• Determine the customers' needs, offer solutions to meet those needs and problem solve on an ongoing basis.
• Open all deposit accounts and assist customers with queries concerning bank services.
• Thorough knowledge of more complex business customer solutions including but not limited to:
  • Direct Deposits
  • Business Online Banking
  • Mobile Banking
  • Remote Deposit Capture and Installation
  • Domestic and International Wire Transfers, Online Wires
  • Online ACH
  • Construction Draws
  • Troubleshooting Issues and/or teaching customers how to utilize our products and services.
• Promote non-interest income products including merchant services, credit cards, and more.
• Follow established audit, security and compliance guidelines and have an understanding of policies and procedures.
• The Business Banking Specialist II works with the Business Banking Specialist III Team Lead to identify, analyze, and offer cash management products and services to established business customers and targeted prospective corporate clients:
  • Assist in establishing and maintaining relationships with business and consumer customers.
  • Assist with performing customer set-up and provide service maintenance on all cash management products and services for new and existing customers.
  • Travel to client's place of business to provide equipment and software installation, including training, education, and troubleshooting when necessary and in accordance with all Timberline Bank Policies.
  • Assist with customer service-related issues and problem solving in a timely manner.
  • Maintain a current knowledge of all regulations along with demonstrating a knowledge and understanding of the company's policies and procedures.
  • Be proficient in diagnosing and troubleshooting technical issues in person, over the phone and via email in an efficient, timely, and professional manner.
  • Provide cash management product support by reviewing set up documentation for accuracy and completing system set up of cash management services for business customers. Assist in training customers and Bank employees in all cash management products and services.
  • Maintain complete confidentiality regarding sensitive customer and proprietary information.
  • Perform tasks independently providing professional and knowledgeable assistance to all customers.
• Must establish a working relationship with a Business Banker that you work directly with and serve as their primary Business Banking Specialist contact, requiring strong relationship-building skills between yourself and the customer, and yourself and your Business Banker.
• Bilingual team members will help create a seamless experience for Spanish-speaking customers by leading their transactions and providing translation support behind the teller line, as well as assisting Business Bankers and Deposit Operations Representatives with translations when needed.
• Duties may be expanded on as experience and professional goals are achieved.

Required Knowledge and Expertise

• Spanish speaking candidates will be given priority consideration.
• High School Diploma or GED.
• Colorado Notary.
• Team Collaboration: Proven ability to work well in a team environment and contribute positively.
• Regulatory Knowledge: Familiarity with fundamental regulations such as BSA and basic bank policies and procedures.
• Ongoing Education: Commitment to continuous learning to stay updated with essential job knowledge and skills.
• Banking Knowledge: Basic understanding of banking services and products, including customer account management and transaction processing.
• Communication and Organizational Skills: Ability to effectively prioritize tasks and maintain strong organizational and interpersonal skills.

Key Competencies/Skills

• Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations.
• Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities.
• Establish and Maintain Personal Credibility: Consistently model behavior that is perceived as responsible, reliable, and ethical.
• Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate needs and concerns. Ensure that critical information is shared with those who should be kept informed.
• Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Relationship Building: Ability to effectively build relationships with vendors, management, and staff.
• Time Management: Ability to effectively utilize available time for the completion of necessary job tasks.

Equal Employer Opportunity Statement Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off. Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. All job requirements in the job description provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements of the position. Employees may be required to perform other job-related assignments as requested. OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT-AT-WILL, WHICH ALLOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We're building something new-and we're looking for bold, creative, and strategic talent to help shape it.

USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission.

Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes.

Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful.

As a Senior Corporate Affairs Business Partner, you will support efforts to bridge Corporate Affairs with USAA's Bank, Audit, Enterprise Risk & Compliance, and Legal teams. In this role, you will contribute to advising internal clients on effective stakeholder engagement strategies that help advance their goals. You will also assist in the development and execution of corporate impact strategies that support enterprise priorities, enhance the company's reputation, and connect employees and stakeholders to USAA's mission.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in the Charlotte, NC, Plano, TX or San Antonio, TX office. Relocation assistance is not available for this position.

What you'll do:

• Advises business leadership on communications, reputation management, corporate impact, and stakeholder engagement strategies, ensuring Corporate Affairs enables enterprise strategy, drives growth, and mitigates risk.

• Develops and implements corporate affairs plans aligned with enterprise strategic plans and business objectives.

• Implements and contributes to the development of corporate affairs strategies that align with overall enterprise strategy and business objectives for both internal and external audiences. This includes identifying and managing crises, potential reputation risks, and opportunities.

• Utilizes data-driven insights to anticipate and address potential future business challenges and external risk.

• Maintains awareness of the external market, business strategy, and corporate affairs function.

• Builds and maintains strong internal partnerships, demonstrating the impact of corporate affairs through measurable results and adapting plans accordingly.

• Partners with content studio team members to deliver high quality communications for collective execution in support of corporate strategy and business goals.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's Degree required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

• 6 years of experience in corporate communications, public affairs, general business consulting, or related work experience.

• Experience advising senior leaders and navigating complex organizations.

• Advanced understanding of business drivers and the ability to align communications and social impact efforts to enterprise strategy.

• Strong understanding of the financial services and insurance industries and regulatory landscape.

• Demonstrated ability to develop and implement strategies that support broader organizational goals. Demonstrated ability to assess and make decisions that align to enterprise and/or business objectives and the ability to identify and resolve issues effectively.

• Demonstrates strong writing and editing skills, adapting communication style to different audiences. Creates compelling communications materials for internal and/or external audiences.

What sets you apart:

• Business acumen and a demonstrated ability to problem solve

• Communications agency or management consulting experience

• Executive presence, a persuasive style and sound judgement

• U.S. military experience through military service or as a military spouse/domestic partner

Compensation range: The salary range for this position is: $114,080 - $205,340.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are an existing USAA employee, please use the internal career site in OneSource to apply.

Please do not type your first and last name in all caps.

Find your purpose. Join our mission.

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection ( here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Position Summary:

Mid-level staff position which is responsible for implementing new Treasury Services cash management solutions, managing project delivery, and ensuring successful client experiences. Provide a single point of contact and accountability for corporate client onboarding assignments both internally and with clients. Responsible for completion of the onboarding process for the entire range of Treasury Management products and services, as assigned. Requires the ability to work independently, identify required tasks, work with management to assign tasks and manage overall effort to completion ensuring deadlines are met. Develop proficiency and knowledge of treasury and operational processes. Excellent organizational and communication skills are critical.

Major Responsibilities:

• In-house support for client onboarding assignments (including account opening, implementation, maintenance and cancellation of services.

• Act as the owner of each customer onboarding as assigned. Establish the plan to complete the onboarding assignments, notify all involved parties of their assigned tasks and manage plan to successful completion of onboarding.

• Assist in helping achieve overall revenue goals by managing timely and efficient onboarding projects.

• Responsible for communicating effectively and professionally with clients and internal partners on a regular basis, in a collaborative and proactive manner.

• Follow up with clients to ensure that we delivered on what was promised.

• Responsible for creation and submission of internal worksheets specific to assigned onboardings.

• Develop a network of contacts in Transaction Banking, Product, Operations, Technology and Client Delivery to assist in process management and problem resolution.

• Demonstrate a commitment to implement, and follow policies and procedures that support the Bank's Risk Vision, including the Bank's anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance and other risk management-related requirements as appropriate.

• Further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a strong understanding of the risks associated with the employee's position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality with regard to all customer files, customer information and business transactions.

Qualifications:

• Previous Customer Service (internal and external) skills preferred. Able to deliver an extraordinary client experience

• Project management skills

• Strong organizational and decision-making skills. Effective time management and prioritizing skills.

• Keen attention to detail

• Strong verbal, written, and interpersonal communication skills

• Ability to adapt to a changing environment including changes or adjustments to work schedule

• Must be a team player who fosters collaborative working relationships across the organization. Exhibit ability to work effectively in a team environment. Excellent interpersonal skills

• Knowledge of cash/treasury management solutions preferred

• Ability to take ownership of projects and see them through to completion is required.

• A passion to drive for results.

• Aptitude to learn documentation and risk requirements

• Ability to work on multiple applications while working under minimal supervision

• Proficiency in MS Office Tools: Outlook, Excel and Word

• Minimum three-year applicable work experience in treasury management or banking

• Familiarity with MUFG Union Bank organization is a plus

The typical base pay range for this role is between $80K - $100K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary (

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!

Our Culture Principles

• Client Centric

• People Focused

• Listen Up. Speak Up.

• Innovate & Simplify

• Own & Execute

From the beginning, our goal was to establish an advisory firm that stands apart from the rest one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve todays challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work.

By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our clients. Youll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

• Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments.
• Collaborate across our clients front, middle, and back offices as well as corporate functions or at the industry level, to drive performance improvement.
• Participate in process improvement, process automation, and operating model design, as well as data management and model optimization.
• Collaborate with team members to analyze, evaluate, and enhance our clients banking and capital markets businesses, including processes, governance, data, and technologies.
• Create system test plans and conduct testing, leveraging testing tools such as JIRA.
• Conduct current state/future state gap analysis for individual business areas.
• Develop comprehensive report specifications, including data fields, data sources, and any necessary formulas or algorithms, to produce insightful reports.
• Assist clients in defining and conducting user acceptance tests, ensuring the system functionality meets user requirements and expectations.

• 3+ years of prior experience in professional services or management consulting.
• Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities.
• Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management.
• Strong knowledge of banking and capital markets across the trade and client lifecycle; and typical systems and downstream processes (Risk, Finance, Compliance, etc.).
• Background in either operations improvement, data management, business analysis, business process improvement, change management, program/project management, and/or regulatory compliance.

• Bachelors degree in Business, Finance, Information Systems, Information Technology, or other technical discipline.

For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $80,000 - $166,000 per year + annual bonus + additional benefits.

Benefits Summary

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace.

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws.

Location: This position can be located at a Seacoast office in Ft Lauderdale, West Palm Beach or Coral Gables, FL

Responsible for supporting the Commercial Real Estate Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate the achievement of client business goals by ensuring Commercial Real Estate Bankers, clients, and business partners are connected through arranged meetings, coordinating events, business development planning, and scheduling. Ensures the timely and accurate processing of all client accounts and required servicing documentation from a wholly new and innovative platform that resonates with a targeted market segment. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

ESSENTIAL JOB FUNCTIONS include the following. Other duties may be assigned.

CBC Operations Functions:

• Assist Banker's business development to: o Meet or exceed new client relationship goals. o Generate new loans, deposits and fees. o Maintain portfolio o Review weekly reports, book loans, follow up on post-closing exceptions, review files and liaise with Portfolio Manager to provide commercial bankers a list of requirements due.
• Support banker business development to: o Coordinate loan approval and document preparation. o Process closed loans for booking and submission to loan vault. o Provide prompt, professional and courteous service to customer inquiries. o Communicate with outside vendor companies regarding closing procedures.
• Banker portfolio management: o Review exceptions reports and follow up with borrowers and commercial bankers to clear loan document exceptions. o Manage past dues by providing weekly reports to commercial bankers and follow up with customers on past financial statements. o Assist the Portfolio Manager when needed in completing annual reviews when due. o Monitor various reports including, but not limited to, overdrafts, expiring loan insurance, & ABL Monitoring reports.
• Customer retention and growth:
  • Implement customer satisfaction surveys.
  • Analyze customer survey results.

• Adhere to the highest legal and ethical standards applicable to our industry and to Seacoast Bank's Code of Conduct, while observing both the spirit and letter of all government regulations and laws and bank policies and procedures.

QUALIFICATIONS:

High School Diploma or equivalent required. Bachelor degree in Business Administration, Economics, Finance or related major, preferred. 5+ years related experience in process and office management, business analytics, and diagnosis obtained through commercial lending support and portfolio management. 2+ years of financial services experience. - Experience with Commercial Real Estate a plus!

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

• Individual will be joining a technical team who work on upstream, midstream M&A and financing transactions
• Individual will be expected to lead the engineering discipline workflows with limited to no supervision
• Example of relevant workflow include database management (ARIES, ComboCurve, etc.), PDP forecasting, type curve construction, development modeling, valuation analysis, well performance case study analysis, and building presentations
• Role will require project management related to technical aspects of the deal - coordination with finance team to make sure technical inputs are properly incorporated into financial model, for example
• Client facing position where the individual should be comfortable speaking in front of groups and have a strong ability to communicate technical views

• 2+ years of Investment Banking or relevant experience in corporate A&D group
• Exposure to Land, Geoscience, and Midstream disciplines' workflows
• Working experience / exposure related to major L48 basins

• Bachelor's degree in Petroleum Engineering
• 8+ years of relevant petroleum engineering experience with preference for reservoir engineering
• Experience working with ARIES and PHDWin
• Excellent analytical skills and attention to detail
• Strong written and oral communication skills
• SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment

• Currently, this role is expected to be in the Houston office at least 4 days per week.

• 3+ years of direct experience in banking operations within a bank or credit union setting
• AAP certification is preferred, or ability to obtain
• Experience working across departments with customer service, payments, compliance, treasury management and fraud
• Experience with ACH services, wire, mobile banking, RDC, check processing, debit/credit card services
• Familiarity with Treasury Management products and services
• A go-getter, teamwork mentality to be an active participant in the day to day duties of bank operations
• The desire to be part of a great community banking family

• Competitive compensation package
• Full benefits package: Health, Dental, Vision
• Life Insurance
• Profit sharing and % 401(k) contribution
• Generous PTO package based on years of service
• Continuing education reimbursement
• Up to date technology and systems
• The support of an exciting and forward-thinking leadership group

• Process and service deposits, ACH, wire, mobile banking, check processing, debit/credit card services
• Help within the Treasury Management department
• Complete files and ensure accuracy
• Responsible for running applicable reports
• Ensure accuracy of all documents and files
• Maintain sufficient internal control and compliance posture

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Position Summary:

Mid-level staff position which is responsible for implementing new Treasury Services cash management solutions, managing project delivery, and ensuring successful client experiences. Provide a single point of contact and accountability for corporate client onboarding assignments both internally and with clients. Responsible for completion of the onboarding process for the entire range of Treasury Management products and services, as assigned. Requires the ability to work independently, identify required tasks, work with management to assign tasks and manage overall effort to completion ensuring deadlines are met. Develop proficiency and knowledge of treasury and operational processes. Excellent organizational and communication skills are critical.

Major Responsibilities:

• In-house support for client onboarding assignments (including account opening, implementation, maintenance and cancellation of services.

• Act as the owner of each customer onboarding as assigned. Establish the plan to complete the onboarding assignments, notify all involved parties of their assigned tasks and manage plan to successful completion of onboarding.

• Assist in helping achieve overall revenue goals by managing timely and efficient onboarding projects.

• Responsible for communicating effectively and professionally with clients and internal partners on a regular basis, in a collaborative and proactive manner.

• Follow up with clients to ensure that we delivered on what was promised.

• Responsible for creation and submission of internal worksheets specific to assigned onboardings.

• Develop a network of contacts in Transaction Banking, Product, Operations, Technology and Client Delivery to assist in process management and problem resolution.

• Demonstrate a commitment to implement, and follow policies and procedures that support the Bank's Risk Vision, including the Bank's anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance and other risk management-related requirements as appropriate.

• Further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a strong understanding of the risks associated with the employee's position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality with regard to all customer files, customer information and business transactions.

Qualifications:

• Previous Customer Service (internal and external) skills preferred. Able to deliver an extraordinary client experience

• Project management skills

• Strong organizational and decision-making skills. Effective time management and prioritizing skills.

• Keen attention to detail

• Strong verbal, written, and interpersonal communication skills

• Ability to adapt to a changing environment including changes or adjustments to work schedule

• Must be a team player who fosters collaborative working relationships across the organization. Exhibit ability to work effectively in a team environment. Excellent interpersonal skills

• Knowledge of cash/treasury management solutions preferred

• Ability to take ownership of projects and see them through to completion is required.

• A passion to drive for results.

• Aptitude to learn documentation and risk requirements

• Ability to work on multiple applications while working under minimal supervision

• Proficiency in MS Office Tools: Outlook, Excel and Word

• Minimum three-year applicable work experience in treasury management or banking

• Familiarity with MUFG Union Bank organization is a plus

The typical base pay range for this role is between $80K - $100K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary (

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!

Our Culture Principles

• Client Centric

• People Focused

• Listen Up. Speak Up.

• Innovate & Simplify

• Own & Execute

Meridian Capital Job Description - Summer Intern Analyst Firm Description: Meridian Capital is a leading middle-market investment bank with three offices serving the Western U.S., providing strategic merger and acquisitions (M&A) advisory and corporate finance services. The firm differentiates itself through deep industry insights, a customized service approach, and an end-to-end commitment to execution. Key industry practices include aerospace, agribusiness, consumer, engineering & construction, food & beverage, industrials, technology, and telecom. Meridian serves the middle-market with transaction values between $30 million and $1 billion. Meridian offers its clients unparalleled cross-border capabilities through its partnership in REACH Cross-Border M&A ( We have a collegiate, entrepreneurial culture and are hiring top tier individuals to continue growing our practice. Meridian offers competitive total rewards and has continuously been named one of Washington's Best Workplaces by Puget Sound Business Journal. Internship Program Overview: Meridian Capital's Summer Analyst Internship is a 10-week program designed for candidates interested in building a career in Investment Banking. The program includes a two week training orientation, a dedicated coach, on the job experience, opportunities to network with bankers, and inclusion in team events. Interns are involved in multiple aspects of transactions and firm operations, including industry and company research, financial analysis and modeling, due diligence, and deal material preparation. Meridian's lean deal team structure provides interns the opportunity to work closely with senior bankers. Interns are under consideration for return offers with the firm following the completion of an undergraduate degree. Qualifications:

• Currently pursuing a bachelor's or master's degree in Finance, Economics, Accounting, Business or a related field with a December 2026 or Spring 2027 graduation date
• Strong academic track record with a demonstrated interest in middle market investment banking
• Strong foundational knowledge of accounting and corporate finance
• Academic, job, or community leadership experience
• Strong oral and written communication skills with excellent research and writing capabilities
• Analytical thinking with the ability to articulate complex ideas simply and summarize effectively
• Excellent interpersonal skills and ability to work both independently and as a group
• Exceptional work ethic with a high level of enthusiasm, initiative, and leadership potential

• Perform in depth industry and company research
• Develop company presentations and new client pitches
• Conduct financial statement and sales data analysis
• Write marketing materials
• Build financial models for company valuations and financial projections
• Maintain CRM database
• Participate in the execution of M&A and financing transactions
• Support senior bankers on engagements and firm initiatives as needed

• Manage the Business Banking appraisal process. Request appraisal bids, order appraisals, order appraisal reviews, ensure appraisers are completing the full scope of the assignment. Provide appraisers with feedback on quality issues; identify and escalate appraisal concerns. Maintain approved appraiser and review appraiser lists.
• Complete real estate evaluations in compliance with Interagency Guidelines. If not fully experienced, exhibits potential to train and develop experience in appraisal methodology to complete real estate evaluations.
• Complete residential appraisal reviews. If not fully experienced, exhibits potential to be trained and develop experience in appraisal methodology to complete residential appraisal reviews.
• Perform required annual site visits on properties within the business loan portfolio.
• Administer construction loans. Process construction draws requests in accordance with credit union policies, work with borrower, contractor, and loan officer for receipt of draw conditions and requirements, order inspections.
• Order title policy endorsements (e.g., date down, survey, foundation)
• Administer environmental due diligence. Coordinate the ordering, distribution and tracking of environmental due diligence reports. Actively works with borrowers, environmental consultants, and loan officers.
• Provide training to appropriate staff when necessary.
• Provide reports when requested by management.
• Manage and submit vendor invoices for payment
• Follow all policies and procedures related to any banking and business lending regulations.
• Complete mandatory training annually and as assigned.
• Performs other duties as assigned.
• Follows WECU's policies and all applicable laws and regulations.
• Performs other duties as assigned and may also assist others to complete tasks and work assignments.

• Bachelor's degree with a field of study preference in Business Administration, Finance, Real Estate or significant relevant experience.
• Minimum 3-5 years of experience in appraisal operations, or real estate administration and construction loan administration or draw management.
• Knowledge of title insurance, surveys, escrow, and lien laws.
• Strong knowledge of appraisal theory and methods, USPAP, FIRREA, and Interagency Appraisal and Evaluation Guidelines.
• Strong understanding of construction processes, budgets and documentation (e.g., AIA Forms, lien waivers).
• Knowledge of various loan structures, loan documents, the Credit Union's Business Loan Policies and Procedures and working knowledge of the credit union's products, services, and systems.
• Familiarity with environmental due diligence processes and regulatory frameworks.
• Working knowledge of federal and state lending trends and regulations.
• Ability to perform detailed, analytical work and make independent decisions.
• Effective written and verbal communication skills.
• Ability to exercise judgment, initiative, and tact in dealing with membership, management, and staff.
• Ability to represent the credit union in a positive, professional manner in person, on the telephone, and in written correspondence.

ESSENTIAL FUNCTIONS: Attracts, advises, and serves existing and prospective customers by: • With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness. • Provide extraordinary service to customers resulting in a full pipeline of referral opportunities. • Provides direct and immediate response to customer requests or needs. • Develops a top customer calling list. • Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success. • Listen, assess, and solve customer problems. • Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business. Develops and maintains a broad knowledge of products and services to appropriately support customer needs: Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs: • Wealth Management • Electronic Banking • Loan Provides prompt, accurate, and efficient customer service by processing a wide array of transactions: • Opens new accounts on the platform system. • Completes transactions on the teller processing system. • Processes Cash Advances, Pre-Paid Cards, Check Orders, etc. Proficient in Electronic Banking to: • Provide solutions to our customers' needs. • Answer our customers' technical questions. Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers' needs and deadlines. Duties can involve all the following: • Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor. • Preparing correspondence, filing, phone inquiries and other clerical duties. • Contact overdraft and delinquent customers. • Complete file maintenance on customer accounts. • Requisition office supplies, loan documents, new account supplies, Money Orders, • Treasurer's Checks, Pre-Paid Cards, etc. • Maintain Scanner and ATM. • Balance Vault, Cash Advance Machine, and ATM daily. • Transfers cash to and from the vault. • Performs check cashing overrides when the PBO/Supervisor is not available; • Open and close the branch in the absence of the PBO/Supervisor Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information: Participates in meeting Community Banking Department's long- and short-term goals and objectives: •Attends and participates in annual meetings to develop departmental goals and objectives. •Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives: oDaily 5 Minute Meetings. oWeekly Relationship Building Conference Calls. oWeekly Branch Based Sales Meetings. oMonthly Employee Relations Meetings. Performs other duties as assigned or directed. REQUIRED SKILLS/ABILITIES: • Excellent verbal and written communication skills. • Exceptional organizational skills and strong attention to detail. • Basic computer skills and digital awareness. • Typing 40 wpm. • Must be results oriented. •Manual dexterity and numerical skills. •Knowledge of all products and services and all office functions. •A positive, enthusiastic attitude. •Ability to multi-task. • Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY: •This position does not supervise employees. EDUCATION and EXPERIENCE: •High School diploma or GED. •Associates Degree preferred. •Minimum One (1) to Three (3) years in customer service and sales experience. PHYSICAL REQUIREMENTS: •Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness. •Ability to lift up to 25 pounds (i.e., heavy boxes or coin). •Ability to communicate in person, through email or via telephone with customers and staff members. •Ability to sit or stand for an extended period. •Specific vision abilities required by this job may include close vision and the ability to adjust focus. •Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Description

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN

THE OPPORTUNITY

Responsible for providing a full range of best in class professional servicing and fulfillment duties to both internal and external clients. The Client Banking Officer (CBO) - Community Banking Support role is dedicated to supporting Community Banking Relationship Managers. The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision making techniques pertaining to inquiries, approvals and requests. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

HOW YOU'LL MAKE A DIFFERENCE

• Onboards Business and Consumer depository products and services that are routed through the Community Banking channel.

• Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients.

• Fulfills various types of deposit account maintenance and supersede requests.

• Gathers, completes and validates for accuracy - CDD/KYC requirements and forms to support depository and TM services.

• Provides clients with detailed information about their depository and/or TM products and services.

• Responsible for transaction and wire requests up to prescribed authority limits.

• Processes, solves, and answers customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness or a combination of these.

• Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.).

• Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with clients and frontline staff

• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.

• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.

• Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.

• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.

• Performs other duties and projects as assigned.

WHAT YOU'LL BRING

• Knowledgeable of consumer and business account types and document requirements.

• Knowledge of regulations.

• Strong organizational and time management skills.

• Strong oral, written and interpersonal communication skills.

• Ability to develop rapport with clients, peers and partners.

• Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember and communicate routine information, understand complex problems and to collaborate and explore alternative solutions.

• Ability to make decisions that have moderate impact on the immediate work unit.

• Be able to organize thoughts and ideas into understandable terminology.

• Organize and prioritize own work schedule on a short-term and long-term basis.

• Ability to complete routine forms, letters and/or conduct routine oral communication.

• Ability to make informal presentations.

• High School diploma required and/or College degree preferred.

• A minimum of 1 year of client services experience required.

• 1 year of Banking or Financial Services, business, or equivalent work experience required.

• Experience in complying with Know Your Customer/Customer Identification Programs

SALARY RANGE

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights ( notice from the Department of Labor.

Equal Opportunity Employer

PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.

Job Type Full-time Description Provide AMAZING customer experience to all branch clients, assisting them with new account requests, account servicing and transactional needs. Promote and cross-sell bank products and services, provide support to other Branch and Department team members as needed to perform other duties and functions as assigned. ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Promote bank products and services when possible, actively identifying opportunities to cross-sell bank products and services.
• Provide AMAZING customer experience to all branch clients.
• Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer's satisfaction.
• Able to perform all transactions necessary to meet customer needs, including opening new accounts and all teller functions:
• Client transaction processing
• Debit card ordering and servicing
• Online banking setup and servicing (as applicable)
• Printed check orders
• Branch cash ordering and shipping (as applicable)
• Branch Certifications (as assigned)
• Stop payments
• Holds
• Reg. E Claims
• Safe Deposit Box opening, closing and servicing (as assigned)
• Demonstrated proficiency and understanding of all compliance regulations in support of opening new accounts, proper account titling and ownership, to mitigate risk to the bank:
• Bank Secrecy Act
• Customer Information Program
• Beneficial Ownership
• Office of Foreign Asset Control
• Trust Account documentation
• Fiduciary Account documentation
• Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits.
• Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations.
• Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations.
• Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required.
• Ensure the office is operating in a safe and effective manner.
• Reliable and regular attendance on the job.
• Other duties as assigned.

• Computer skills to include use of Microsoft Office products and other programs as required.
• Strong mathematical ability.
• Strong analytical skills.
• Excellent oral and written communication skills.
• Outstanding interpersonal skills.
• Effective time management and organizational skills.
• Attention to detail and follow through.
• Ability to interact with coworkers, follow directions and established bank procedures, and accept constructive feedback.
• Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base.
• Thorough understanding of banking rules and regulations especially BSA.
• Ability to count cash accurately.

• High school diploma or GED equivalent required.
• One to three years of branch banking experience required.

• Standard office environment with a moderate noise level.

• Prolonged periods sitting at a desk and working on a computer.
• Remain in a stationary position for sustained periods of time.
• Occasionally move about inside the office to access file cabinets and/or other office machinery.
• Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to-position with, and/or to bend body downward and forward, and/or extending hands and/or arms in any direction to access files and/or other office machinery.
• Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer.
• Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers.
• Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading.
• Regularly required to communicate verbally employees, clients, and vendors.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We're building something new-and we're looking for bold, creative, and strategic talent to help shape it.

USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission.

Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes.

Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful.

As a Senior Corporate Affairs Business Partner, you will support efforts to bridge Corporate Affairs with USAA's Bank, Audit, Enterprise Risk & Compliance, and Legal teams. In this role, you will contribute to advising internal clients on effective stakeholder engagement strategies that help advance their goals. You will also assist in the development and execution of corporate impact strategies that support enterprise priorities, enhance the company's reputation, and connect employees and stakeholders to USAA's mission.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in the Charlotte, NC, Plano, TX or San Antonio, TX office. Relocation assistance is not available for this position.

What you'll do:

• Advises business leadership on communications, reputation management, corporate impact, and stakeholder engagement strategies, ensuring Corporate Affairs enables enterprise strategy, drives growth, and mitigates risk.

• Develops and implements corporate affairs plans aligned with enterprise strategic plans and business objectives.

• Implements and contributes to the development of corporate affairs strategies that align with overall enterprise strategy and business objectives for both internal and external audiences. This includes identifying and managing crises, potential reputation risks, and opportunities.

• Utilizes data-driven insights to anticipate and address potential future business challenges and external risk.

• Maintains awareness of the external market, business strategy, and corporate affairs function.

• Builds and maintains strong internal partnerships, demonstrating the impact of corporate affairs through measurable results and adapting plans accordingly.

• Partners with content studio team members to deliver high quality communications for collective execution in support of corporate strategy and business goals.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's Degree required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

• 6 years of experience in corporate communications, public affairs, general business consulting, or related work experience.

• Experience advising senior leaders and navigating complex organizations.

• Advanced understanding of business drivers and the ability to align communications and social impact efforts to enterprise strategy.

• Strong understanding of the financial services and insurance industries and regulatory landscape.

• Demonstrated ability to develop and implement strategies that support broader organizational goals. Demonstrated ability to assess and make decisions that align to enterprise and/or business objectives and the ability to identify and resolve issues effectively.

• Demonstrates strong writing and editing skills, adapting communication style to different audiences. Creates compelling communications materials for internal and/or external audiences.

What sets you apart:

• Business acumen and a demonstrated ability to problem solve

• Communications agency or management consulting experience

• Executive presence, a persuasive style and sound judgement

• U.S. military experience through military service or as a military spouse/domestic partner

Compensation range: The salary range for this position is: $114,080 - $205,340.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are an existing USAA employee, please use the internal career site in OneSource to apply.

Please do not type your first and last name in all caps.

Find your purpose. Join our mission.

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection ( here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

• High school diploma or equivalent
• Previous mortgage lending experience preferred. Banking experience preferred.
• Excellent verbal and written communication skills and customer service skills.
• Maintain a high degree of discretion and confidentiality.
• Strong analytical skills.
• Strong attention to detail and time management skills.
• Moderate level of understanding of basic personal computer programs and mortgage-banking software (Internet, Word, Excel, and Outlook).
• Must possess a NMLS number or be able to obtain one.

• Identify, develop, and maintain a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities.
• Build and maintain relationships with all customers, prospective customers, team members, and community partners.
• Respond to customer inquiries and referrals that are generated from both the lender's own contacts and from other business channels with a prompt and timely response.
• Provide exceptional customer service by maintaining a thorough knowledge of lending programs, policies, procedures, and regulatory requirements.
• Collaborate with your team, other bank divisions, and bank leadership to develop, monitor, and achieve branch and regional goals.
• Engage in Landmark National Bank Culture initiatives and team success activities, including Huddles and Celebration events.
• Manage professional improvement through the utilization of the Quarterly Job Progress Plan.
• Represent Landmark National Bank through community engagement to advance the banks reputation both during and after business hours.
• Comply with all federal and state compliance policies and adhering to HMDA.
• Adhere to bank policies and procedures.
• Performs other duties and projects as assigned.

• The physical demands listed below are a requirement to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job the employee is frequently required to sit or stand for long periods of time, speak, and listen; use hands to touch and grasp objects; and to reach with hands and arms. The employee is occasionally required to move about the facility. Visual ability to view a computer screen for long periods of time is required.
• Ability to drive/ride in vehicle for light travel to banks or clients.
• The employee must occasionally lift and/or move up to 30 pounds.

• Group Health insurance options, Dental insurance, and Vision insurance
• Employee Assistant Program (EAP) andWellness Reimbursements
• Health savings accounts as well asFlexible spending accounts
• Life Insurance and Long-term Disabilityfully paid
• 401k Options with401k Matching and Profit Sharing Retirement Plan
• Paid Time Off (PTO) program in addition to11 paid holidays
• Discount on various bank services
• Employee Referrals
• 529 College Savings Plan Payroll Deduction

Location: This position can be located at a Seacoast office in Ft Lauderdale, West Palm Beach or Coral Gables, FL

Responsible for supporting the Commercial Real Estate Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate the achievement of client business goals by ensuring Commercial Real Estate Bankers, clients, and business partners are connected through arranged meetings, coordinating events, business development planning, and scheduling. Ensures the timely and accurate processing of all client accounts and required servicing documentation from a wholly new and innovative platform that resonates with a targeted market segment. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

ESSENTIAL JOB FUNCTIONS include the following. Other duties may be assigned.

CBC Operations Functions:

• Assist Banker's business development to: o Meet or exceed new client relationship goals. o Generate new loans, deposits and fees. o Maintain portfolio o Review weekly reports, book loans, follow up on post-closing exceptions, review files and liaise with Portfolio Manager to provide commercial bankers a list of requirements due.
• Support banker business development to: o Coordinate loan approval and document preparation. o Process closed loans for booking and submission to loan vault. o Provide prompt, professional and courteous service to customer inquiries. o Communicate with outside vendor companies regarding closing procedures.
• Banker portfolio management: o Review exceptions reports and follow up with borrowers and commercial bankers to clear loan document exceptions. o Manage past dues by providing weekly reports to commercial bankers and follow up with customers on past financial statements. o Assist the Portfolio Manager when needed in completing annual reviews when due. o Monitor various reports including, but not limited to, overdrafts, expiring loan insurance, & ABL Monitoring reports.
• Customer retention and growth:
  • Implement customer satisfaction surveys.
  • Analyze customer survey results.

• Adhere to the highest legal and ethical standards applicable to our industry and to Seacoast Bank's Code of Conduct, while observing both the spirit and letter of all government regulations and laws and bank policies and procedures.

QUALIFICATIONS:

High School Diploma or equivalent required. Bachelor degree in Business Administration, Economics, Finance or related major, preferred. 5+ years related experience in process and office management, business analytics, and diagnosis obtained through commercial lending support and portfolio management. 2+ years of financial services experience. - Experience with Commercial Real Estate a plus!

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Job Description:

PRIMARY FUNCTION:

Responsible for offering and selling financial products and services to both consumer and small business members. Performs thorough needs assessments on members and small business prospects and members to grow and deepen member relationships while ensuring quality member service. Primary focus is around small business lending, consumer lending, real estate lending, and building and growing a book of business.

JOB DUTIES AND RESPONSIBILITIES:

Provides superior member service by accurately and efficiently performing all member service related transactions in accordance with VACU policies and procedures. Skilled in assessing consumer and business member needs, providing solid advice/recommendations, and building strong relationships based on mutual trust in order to optimize sales opportunities with new and existing member/business clients. Primary point of contact within each branch for small business clients and the resident expert for small business products and services. Will spend the majority of their time focused on small business prospecting and deepening business membership needs, including small business lending packages, memberships and account openings. Expected to make outbound calls and in-person visits to small business prospects and existing small business members to deepen relationships and uncover sales opportunities. Professional communication skills with business acumen are expected in order to effectively communicate through emails to business members and business prospects Expected to grow business prospects while nurturing and deepening existing business memberships in order to effectively build a book of business. Expected to have a strong understanding of all mortgage and equity products in order to provide proper guidance and recommendations. Ensure the member's needs are met by partnering with the appropriate specialist and/or teammate to serve the member's banking, small business, mortgage, and investment needs. Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration. Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform, including Security and Information Security Establishes member relationships through quality service and cross selling VACU products/services to meet member needs Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority Partners with branch management team on all sales and service initiatives Demonstrates the ability to provide effective decision making that is in the best interest of VACU, the branch and the member Must maintain appropriate knowledge of all VACU products and services Answers the phone and respond to member phone inquiries professionally and accurately Building and retaining member relationships by performing follow - up and courtesy calls to members. Responsible for ensuring that business goals and individual member service and sales goals are consistently met. Provides quality service by following all member service expectations Responsible for delivering high quality service and needs based sales to members Required notary certification. Must stay informed of all notary rules and regulations. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. Must develop and maintain a working knowledge of all applicable federal and state regulations including corporate policies and procedures. Stay up to date on all required loan documents, systems, credit reports and related lending documents. Other duties may be required and assigned by the supervisor

JOB QUALIFICATIONS:

Knowledge: Demonstrates understanding of products and services offered by financial institutions with a primary focus on competitive business lending, products, and services.

Skills: Satisfactory computer skills required.

Abilities: Professional and effective communication and public relations skills, cross-selling, problem solving and interpersonal skills. Sound judgment. Ability to handle difficult situations. Ability to handle multiple tasks. Professional appearance and manner.

Minimum Education and Experience:

College graduate with concentration in business. May substitute work experience.

Preferred experience in business banking and building a book of business

Significant experience with a financial institution with an emphasis on sales

Must be able to be actively registered with the Nationwide Mortgage Licensing System and Registry (NMLS)

PHYSICAL REQUIREMENTS:

This job requires the ability to sit and stand for long periods of time.

This job requires occasionally lifting up to 50 pounds and/or up to 30 pounds frequently.

• Leverage business and human capital data to develop and implement comprehensive talent strategies that significantly advance business unit revenue and profitability.
• Facilitate Talent Review meetings and succession planning discussions. Utilize talent forecasting to generate talent solutions for pipeline readiness, talent diversification and workforce planning. Serves as a line of business and enterprise talent broker.
• Partner with senior leaders and executives to influence and lead change that will impact individuals, teams and the company. Proactively collaborates with HR partners in addressing priority business needs.
• Understand and execute on the line of business priorities. Serve as confidante and advisor to senior leaders and executives. Meet independently with executive member on a routine weekly or bi-weekly basis.
• Knowledgeable about the line of business strategic plans, financial measures, and competitive landscape.
• Identify, evaluate and recommend solutions to a wide range of complex HR issues.
• Implements changes in legislation and policies, procedures and practices that impact the company and team members. Educates the business segment on company's Affirmative Action Plans, goal achievement, line of business progress and opportunity.
• Identify talent strengths and needs through ongoing assessment of business needs. Apply strategic talent management solutions to continuously improve talent retention and engagement.
• Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
• Performs other related duties as required.

• Bachelor's degree in Business, Human Resources, Finance or a related field, or an equivalent combination of education and experience

• 10 years of in-depth, progressive Human Resources experience

• Solid breadth and depth of HR experience with emphasis on change management, talent management and organizational effectiveness usually obtained in HR generalist role
• Confident and knowledgeable individual that can easily collaborate cross functionally with the executive management team and HR centers of expertise
• Exceptional interpersonal and communication skills
• Significant coaching and mentoring skills
• Project management skills with ability to contribute to several projects simultaneously Expert knowledge of employment laws and regulations Ability to maintain external networks and ongoing professional development, provide contemporary approaches to HR practices

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We're building something new-and we're looking for bold, creative, and strategic talent to help shape it.

USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission.

Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes.

Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful.

As a Senior Corporate Affairs Business Partner, you will support efforts to bridge Corporate Affairs with USAA's Bank, Audit, Enterprise Risk & Compliance, and Legal teams. In this role, you will contribute to advising internal clients on effective stakeholder engagement strategies that help advance their goals. You will also assist in the development and execution of corporate impact strategies that support enterprise priorities, enhance the company's reputation, and connect employees and stakeholders to USAA's mission.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in the Charlotte, NC, Plano, TX or San Antonio, TX office. Relocation assistance is not available for this position.

What you'll do:

• Advises business leadership on communications, reputation management, corporate impact, and stakeholder engagement strategies, ensuring Corporate Affairs enables enterprise strategy, drives growth, and mitigates risk.

• Develops and implements corporate affairs plans aligned with enterprise strategic plans and business objectives.

• Implements and contributes to the development of corporate affairs strategies that align with overall enterprise strategy and business objectives for both internal and external audiences. This includes identifying and managing crises, potential reputation risks, and opportunities.

• Utilizes data-driven insights to anticipate and address potential future business challenges and external risk.

• Maintains awareness of the external market, business strategy, and corporate affairs function.

• Builds and maintains strong internal partnerships, demonstrating the impact of corporate affairs through measurable results and adapting plans accordingly.

• Partners with content studio team members to deliver high quality communications for collective execution in support of corporate strategy and business goals.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's Degree required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

• 6 years of experience in corporate communications, public affairs, general business consulting, or related work experience.

• Experience advising senior leaders and navigating complex organizations.

• Advanced understanding of business drivers and the ability to align communications and social impact efforts to enterprise strategy.

• Strong understanding of the financial services and insurance industries and regulatory landscape.

• Demonstrated ability to develop and implement strategies that support broader organizational goals. Demonstrated ability to assess and make decisions that align to enterprise and/or business objectives and the ability to identify and resolve issues effectively.

• Demonstrates strong writing and editing skills, adapting communication style to different audiences. Creates compelling communications materials for internal and/or external audiences.

What sets you apart:

• Business acumen and a demonstrated ability to problem solve

• Communications agency or management consulting experience

• Executive presence, a persuasive style and sound judgement

• U.S. military experience through military service or as a military spouse/domestic partner

Compensation range: The salary range for this position is: $114,080 - $205,340.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are an existing USAA employee, please use the internal career site in OneSource to apply.

Please do not type your first and last name in all caps.

Find your purpose. Join our mission.

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection ( here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

1 day ago Be among the first 25 applicants

Overview:

The HR Specialist supports core HR functions, assisting with employee relations, payroll data entry, benefits administration, recruitment coordination, and HRIS maintenance. This role contributes to a positive, high-performance workplace culture and ensures compliance with internal policies and external regulations.

Key Responsibilities:

• Provide day-to-day administrative support across various HR functions.
• Respond to routine employee inquiries regarding HR policies and procedures.
• Assist with payroll data entry and resolve minor discrepancies.
• Maintain accurate employee records in the HRIS and generate reports.
• Support benefits administration and process employee status changes.
• Coordinate recruitment activities including job fairs, interviews, and screenings.
• Help plan and execute employee recognition and onboarding programs.
• Participate in internal/external audits and special HR projects.

Requirements:

• Bachelors degree in Human Resources, Business, or a related field.
• Minimum of 3 years of relevant HR experience.
• Working knowledge of employment laws and HR best practices.
• Strong communication and interpersonal skills.
• Proficiency in Microsoft Office and HRIS systems; HR certification preferred.

Mid-Senior level

Full-time

Human Resources

Banking

SUMMARY:

As an E-Banking Specialist, you will be responsible for providing high-level customer service for, Digital Banking Services, such as online banking, mobile banking, mobile check deposit, business banking, cash management products, bill pay, Zelle, and online account opening. You will also maintain online accounts, process reports, perform quality control and other administrative tasks. You will participate in ongoing project-related work, such as testing and updating internal procedures, in support of application installations, upgrades and new product offerings. This position will require exceptional internal and external customer service skills, strong writing skills, the ability to efficiently multi-task and communicate effectively.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Provide phone support for online and mobile banking platforms including, but not limited to, login issues/password resets, navigation in browser and mobile apps, browser support, account inquiries, bill pay, e-statements, remote deposit and business banking cash management services. Answer secure web messages and email from customers, which may include interaction with various departments, extensive follow-up, and written communication with customer. Provide ongoing support for additional e-Banking services, including but not limited to Business Banking, ACH Origination, Merchant Capture (RDC) and Positive Pay. This includes document preparation, system maintenance after signed document collection and archiving documentation. Quality Control review and archive (scanning) of new Web Wise applications and maintenance changes completed by other employees. Daily tasks and monitoring reports - including but not limited to review of Bill payments, bill pay enrollments, open and closed accounts, restricted accounts, e-statement enrollments, new online enrollments, loan payment reports and other daily maintenance tasks. Review and process new online deposit account applications, including review and approval of customer application, account opening, funding, logging, online access and customer correspondence. Communicate issues and customer requests to online banking development team as needed. Recognize when there may be a system issue or outage and communicate that information to supervisors and co-workers immediately. As directed, open tickets with third-party vendors as needed and monitor for follow-up. Demonstrate proficiency with WebWise Administration, Bill Pay, web messaging, Zelle, mobile deposit and all third-party vendor sites to assist customers efficiently and trouble-shoot issues. Demonstrate judgement in identifying when a customer may be involved in fraud/identity theft, computer hack or a scam, and bring to the attention of a supervisor. Assist in testing of new e-banking products and enhancements, including but not limited to desktop and mobile platforms, third-party or ATC websites.

Follow phone verification procedures for customers. Demonstrate how to verify a business banking user and how to handle requests from those users who may not be a signer or have a customer profile.

File Identity Theft reports on The Hub and place account alerts, as needed. Communicate with branches if a customer will need to open new accounts after identity theft. Send alerts to branches using Teams channel as instructed.

Other duties may be assigned.

EDUCATION and/or EXPERIENCE:

Proficient with Microsoft Word, Excel and Teams, Outlook email, browsers and use of a smart phone.

PHYSICAL DEMANDS:

Must be able to hear well enough to communicate with customers, co-workers, and outside bank personnel. Communicate Orally. Normal daily physical activities to include: walking, standing, sitting, stooping, bending, pushing, and pulling. Must be able to read reports and use computer. Occasionally will lift 20-30 pounds (files, cash drawer, etc.)

Adirondack Trust is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex, transgender status, gender identity, gender dysphoria, sexual orientation, national origin, physical or mental disability, protected veteran status, marital and familial status, domestic violence victim status, known relationship or association with any member of a protected class or other characteristics protected by applicable law.

Location: This position can be located at a Seacoast office in Ft Lauderdale, West Palm Beach or Coral Gables, FL

Responsible for supporting the Commercial Real Estate Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate the achievement of client business goals by ensuring Commercial Real Estate Bankers, clients, and business partners are connected through arranged meetings, coordinating events, business development planning, and scheduling. Ensures the timely and accurate processing of all client accounts and required servicing documentation from a wholly new and innovative platform that resonates with a targeted market segment. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

ESSENTIAL JOB FUNCTIONS include the following. Other duties may be assigned.

CBC Operations Functions:

• Assist Banker's business development to: o Meet or exceed new client relationship goals. o Generate new loans, deposits and fees. o Maintain portfolio o Review weekly reports, book loans, follow up on post-closing exceptions, review files and liaise with Portfolio Manager to provide commercial bankers a list of requirements due.
• Support banker business development to: o Coordinate loan approval and document preparation. o Process closed loans for booking and submission to loan vault. o Provide prompt, professional and courteous service to customer inquiries. o Communicate with outside vendor companies regarding closing procedures.
• Banker portfolio management: o Review exceptions reports and follow up with borrowers and commercial bankers to clear loan document exceptions. o Manage past dues by providing weekly reports to commercial bankers and follow up with customers on past financial statements. o Assist the Portfolio Manager when needed in completing annual reviews when due. o Monitor various reports including, but not limited to, overdrafts, expiring loan insurance, & ABL Monitoring reports.
• Customer retention and growth:
  • Implement customer satisfaction surveys.
  • Analyze customer survey results.

• Adhere to the highest legal and ethical standards applicable to our industry and to Seacoast Bank's Code of Conduct, while observing both the spirit and letter of all government regulations and laws and bank policies and procedures.

QUALIFICATIONS:

High School Diploma or equivalent required. Bachelor degree in Business Administration, Economics, Finance or related major, preferred. 5+ years related experience in process and office management, business analytics, and diagnosis obtained through commercial lending support and portfolio management. 2+ years of financial services experience. - Experience with Commercial Real Estate a plus!

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Description

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN

THE OPPORTUNITY

Responsible for providing a full range of best in class professional servicing and fulfillment duties to both internal and external clients. The Client Banking Officer (CBO) - Community Banking Support role is dedicated to supporting Community Banking Relationship Managers. The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision making techniques pertaining to inquiries, approvals and requests. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

HOW YOU'LL MAKE A DIFFERENCE

• Onboards Business and Consumer depository products and services that are routed through the Community Banking channel.

• Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients.

• Fulfills various types of deposit account maintenance and supersede requests.

• Gathers, completes and validates for accuracy - CDD/KYC requirements and forms to support depository and TM services.

• Provides clients with detailed information about their depository and/or TM products and services.

• Responsible for transaction and wire requests up to prescribed authority limits.

• Processes, solves, and answers customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness or a combination of these.

• Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.).

• Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with clients and frontline staff

• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.

• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.

• Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.

• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.

• Performs other duties and projects as assigned.

WHAT YOU'LL BRING

• Knowledgeable of consumer and business account types and document requirements.

• Knowledge of regulations.

• Strong organizational and time management skills.

• Strong oral, written and interpersonal communication skills.

• Ability to develop rapport with clients, peers and partners.

• Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember and communicate routine information, understand complex problems and to collaborate and explore alternative solutions.

• Ability to make decisions that have moderate impact on the immediate work unit.

• Be able to organize thoughts and ideas into understandable terminology.

• Organize and prioritize own work schedule on a short-term and long-term basis.

• Ability to complete routine forms, letters and/or conduct routine oral communication.

• Ability to make informal presentations.

• High School diploma required and/or College degree preferred.

• A minimum of 1 year of client services experience required.

• 1 year of Banking or Financial Services, business, or equivalent work experience required.

• Experience in complying with Know Your Customer/Customer Identification Programs

SALARY RANGE

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights ( notice from the Department of Labor.

Equal Opportunity Employer

PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.

• Manage the full-cycle recruitment process for a variety of roles within the financial services and banking sectors.
• Maintain an average workload of 10 active requisitions while consistently closing 5 placements per month.
• Develop and execute sourcing strategies utilizing AI-driven tools, advanced search techniques, and innovative recruiting platforms to identify top-tier candidates.
• Act as a strategic advisor to clients, providing insights on market trends, talent availability, and recruitment best practices.
• Conduct thorough screenings and evaluations to ensure only the highest quality candidates are submitted to clients.
• Build and maintain strong client relationships through regular communication and on-site visits to Manhattan 1-2 days per week.
• Utilize Applicant Tracking Systems (ATS) efficiently to manage candidate pipelines, track progress, and ensure compliance.
• Partner with hiring managers to understand role requirements, team dynamics, and cultural fit for each placement.

• 5+ years of recruiting experience in the financial services and banking industry.
• Proven success in a client-facing recruiting capacity, with the ability to manage and strengthen client relationships.
• Strong experience managing multiple requisitions (10+ simultaneously) with consistent, high-quality results.
• Expertise in utilizing AI-powered sourcing tools and other advanced sourcing techniques.
• Proficiency with ATS systems and the ability to manage workflows efficiently.
• Strong organizational skills and attention to detail, with the ability to juggle multiple priorities in a fast-paced environment.
• Excellent interpersonal, communication, and negotiation skills.
• Ability to travel to Manhattan 1-2 days per week for client meetings and on-site support.
• A proactive, solutions-driven mindset with a passion for finding top talent and exceeding client expectations.

• Tech-Driven, People-Focused - Leverage industry-leading recruitment technology while maintaining a personal, candidate-first approach.
• Collaborative Culture - Work alongside industry experts who are passionate about creating impactful recruitment solutions.
• Flexible Work Environment - Enjoy a hybrid role with the flexibility to work remotely while staying connected to top clients.
• Career Growth - Join a growing company that invests in your success and offers opportunities for advancement.

• Receive and review incoming work, enter transactions, verify accuracy, prepare, edit, distribute, and/or correct specialized and/or complex documents. Utilize appropriate resources as needed to complete tasks.
• Responsible for direct priority escalations and the handling of inquiries and issues escalated to the department.
• Organize and complete work accurately in accordance with established measures/deadlines and assigned goals.
• Responsible for the accurate completion of assigned data entry to various bank systems for the completion of the job function.
• Provide excellent customer service to internal and external clients.

• High School diploma or equivalent required.
• Minimum 1 year experience in operations at a financial institution.
• Knowledge in bank operations and regulations.
• Knowledge of word processing and spreadsheet software programs required.
• Have high level of accuracy and great attention to detail.
• Strong analytical and problem-solving skills.
• Demonstrates excellent customer service skills.
• Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities.
• Exhibit a high degree of professionalism and confidentiality in handling and maintaining access to sensitive information.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Harvard University, Wayfair, Salesforce, or Wellington Management among other leading organizations in the Greater Boston area.

Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a BachelorÊ s degree - You may be required to answer additional screening questions when applying

What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.

In-depth classes include: - Banking - Business Operations - IT Support - Investment Operations - Project Management - Network Security & Support

Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

The BaaS Third-Party Risk Analyst is responsible for working with FinTech's, the BaaS team and other internal stakeholders to manage the

risks related to Fintech relationships and the associated BaaS activities. They play a crucial role in ensuring security, compliance, and operational resilience throughout the third-party services lifecycle.

Responsibilities:

• Ensure risk is being managed for BaaS Fintech partners throughout the third-party life cycle (on boarding, planning, due diligence, contract, transition, on-going management, and off boarding).

• Work to ensure awareness and understanding of third-party risk program requirements and associated risk with BaaS/Fintech products and services.

• Risk Assessment: Conduct comprehensive risk assessments of Fintech's and other BaaS related services, and coordinate the evaluation of their financial stability, security practices, and regulatory compliance to determine potential risks to the organization.

• Due Diligence: Perform thorough due diligence on prospective and existing BaaS clients to identify any red flags or potential vulnerabilities that could impact our business operations. Work with consultants to obtain assessments.

• Monitoring and Reporting: Use monitoring mechanisms to track the performance and adherence of BaaS/Fintech services to contractual obligations and risk mitigation measures. Generate regular reports for senior management to communicate risk exposure and mitigation strategies.

• Compliance Oversight: Stay up to date with relevant regulatory requirements, industry best practices, and internal policies to ensure BaaS client practices are consistent with third-party service compliance with applicable laws and regulations.

• Cross-Functional Collaboration: Collaborate with various teams within the organization, including internal BaaS partners, IT, legal, compliance, and business units, to align risk management efforts and ensure a cohesive approach to third party risk.

• Continuous Improvement: Contribute to the enhancement of the third-party risk management framework through process improvements, risk assessments, and ongoing evaluation of risk management practices.

Compliance and Control:

• Understands and demonstrates competency and maintains knowledge of the Bank's operational and risk management policies as well as the Bank's security policies and procedures, ensuring that staff members are knowledgeable of such.

• Assists in ensuring the Bank complies with local, state and federal regulations.

• Assists, sometimes acting as lead, in completing operational and audit functions within the department.

General:

• Interacts harmoniously and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork.

• Conforms to acceptable punctuality/attendance standards as expressed in the Employee Handbook.

• Performs additional duties as requested.

Competencies:

• Adaptability/Flexibility - Adapts to change, is open to new ideas, takes on new challenges, handles pressure, adjusts plans to meet changing needs.

• Initiative - Takes independent action, operates as a pro-active self-starter, acts on opportunities, practices self-development.

• Integrity/Ethics - Deals with others in a straightforward, honest manner, is accountable for actions, maintains confidentiality, supports company values, conveys news good or bad.

• Interpersonal Skills - Has good listening skills,

• Vision/Values - Supports company mission/values through daily actions and decisions, communicates the Bank's vision, mission, and values to others, incorporates vision when planning.

Knowledge/Skills/Experience Requirements:

• High school diploma or equivalent required

• Bachelor's degree in business, finance or related field, or equivalent experience preferred.

• Three to five years of experience in third party risk management, operational risk, or compliance

• Thorough understanding in process management and control environments

• Strong analytical skills to support assessment of risk and appropriate course of action.

• Written/oral communication skills to present information to the Board, business lines, committee groups, SMEs, and third-party service providers related to risks and courses of action.

• Organizational skills to prioritize risks and actions using a risk-based approach.

• Experience with GRC or other systems/workflow tools.

• Excellent analytical and problem-solving skills, with a keen eye for detail.

• Effective communication and interpersonal abilities to collaborate with diverse stakeholders.

• Ability to prioritize tasks, work independently, and meet deadlines in a dynamic environment.

Preferred Qualifications

• College, business or banking professional training is helpful.

• Proven experience in risk management, third-party management, information security or compliance within the financial industry.

• Strong knowledge of regulatory requirements and industry standards related to third-party risk management.

• Experience in the BaaS and/or financial technology industry.

Physical Demands/Conditions Requirements:

• General office environment.

• Moderate lifting (to 35 lbs.) required. Moderate reaching, walking, sitting, and standing required.

Equipment Used:

• General office equipment.

External and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.

At Bangor Savings, we understand the importance of continuing to nurture an internal culture of excellence for each of our employees. We offer internal and external training to assist our employees in realizing their career aspirations including internships, lateral training, management training, and tuition reimbursement.

We also offer a unique set of benefits designed to support our employees in living their best life and achieving their goals. Our holistic health and wellness programs allows each employee to customize their approach to well-being. And our pay, rewards, recognition, and incentive programs ensure that they are well-compensated for a job well-done.

At Bangor Savings Bank, the work our employees do each and every day allows us to deliver on our promise to make a difference in the lives of people in New England in a way that really matters.

Bangor Savings Bank provides equal employment opportunities to all applicants and employees without regard to race, color, religion, gender, sexual orientation, age, national origin or any other class protected under state or federal law and affirmatively seeks to advance the principals of equal employment opportunity. In addition, the Bank is committed to providing equal employment opportunities to qualified persons with disability, veterans, and/or disabled veterans. No question on this application is intended to secure information to be used for such discrimination, this application will be given every consideration, but its receipt does not imply that the applicant will be employed. This application will remain active for a period of 90 days. If, after such time, you still wish to be considered for employment, you must reapply. Bangor Savings Bank does provide workers compensation coverage for employees injured on the job. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Business Integration Partners (BIP) is Europe's fastest growing digital consulting company and are on track to reach the Top 20 by 2025, with an expanding global footprint in the US (New York, Boston, Chicago, Tampa, Charlotte, Dallas, and Houston). Operating at the intersection of business and technology we design, develop, and deliver sustainable solutions at pace and scale creating greater value for our customers, employees, shareholders, and society. Our team will collaborate on strategic business and technology programs by partnering with the development, infrastructure, line of business experts, and project teams. Our team is responsible for project delivery by establishing project milestones and governance structures throughout the project lifecycle: initiating, planning, executing, controlling, and closing. You must have valid US work authorization and must physically reside in the area of the posted city, within a 50-mile commute. We are unable to support relocation costs. Please do not apply for this position unless you meet the criteria outlined above. The Work You Will Do at BIP: The consultant will work closely with client management and other BIP team members to ensure the project is set up and run according to best-practice standards. Key to this role will be the consultant's problem-solving skills, communication, attention to detail, and analysis abilities, along with ensuring our deliverables meet the client's expectations and are delivered 100% on time. Required Skills, Experience, & Responsibilities: 8+ years working with projects in the Global Markets, Global Banking, Finance, or Treasury space. 8+ years of project experience in the financial services industry at a top-tier consulting firm (e.g., Accenture, Deloitte, KPMG, EY, Sapient, etc.), global investment bank, or Fortune 500 company would be preferred. Prior Banking experience working on business analysis, data analysis, and/or projects across various departments including Operations, Finance, Legal, Compliance, IT, etc. Effectively manage the end-to-end delivery of major initiatives/change projects. Ability to work with project stakeholders and document current state and future state processes including the gaps between the two. Translate line of business (LOB) priorities into actionable deliverables and structured project plans. Work closely with technical, operations, and data resources to define and propose solutions to remediate issues and mitigate risks. Capital Analysis & Stress Testing Experience. Regulatory Experience related to CCAR, CECL, and Basel/RWA would be a plus. General understanding of the different project methodologies: Agile Project Methodology, Six Sigma, or Software Development Life Cycle. Intermediate Data Skills working with Excel, SQL would be preferred. Strong presentation skills, including experience with large audiences / senior leadership. Bachelor's degree in Finance, Management, Business, Computer Science, or Computer Engineering preferred. The base salary range for this role is $100,000-$150,000. Benefits: Choice of medical, dental, vision insurance. Voluntary benefits. Short- and long-term disability. HSA and FSAs. Matching 401k. Discretionary performance bonus. Employee referral bonus. Employee assistance program. 11 public holidays. 20 days PTO. PTO buy and sell program. Paid parental leave. Remote/hybrid work environment support. For more information about BIP US, visit BIP US . It is BIP US Consulting policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship, or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds. BIP US provides a reasonable range of compensation for our roles. Actual compensation is influenced by a wide array of factors including but not limited to skill set, education, level of experience, and knowledge. Seniority level Mid-Senior level Employment type Full-time Job function Project Management, Analyst, and Consulting Industries Business Consulting and Services, Banking, and Capital Markets