Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. This is not a remote position. UNIVERSAL BANKER III POSITION SUMMARY This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. SCHEDULE Typical schedule is 8:15 a.m. to 5:00 p.m. Monday through Thursday. Friday rotation of 8:15am to 4:00pm or 5:30 p.m. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) Requirements: UNIVERSAL BANKER III PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions Build relationships with customers by identifying needs and offering solutions Provide accurate information to customers based on product and service knowledge and understanding of the banking industry Sell, open and maintain banking products and services to new and existing customers Proficient in customer account opening, maintenance and closing accounts (including checking, savings, CDs and safe deposit boxes) Efficiently and proficiently open and service business accounts, fiduciary accounts and HSA/IRA accounts Proficient in Business Online Cash Management Services, including annual contract renewals and risk rating Process check orders; follow check cashing procedures; issue cashier's checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions) Maintain a balanced cash drawer Meet or exceed all established branch goals and contribute to branch deposit growth Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients through prospecting and sales visits Perform ITM duties in applicable markets Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending UNIVERSAL BANKER III QUALIFICATIONS: Education High school diploma or equivalent required Experience Previous Banking experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Must be able to multi-task in a busy environment Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Maintain a complete understanding of regulatory and compliance policies and procedures Must be able to work flexible hours and shifts Travel to/from and work in multiple locations; must have a valid driver's license and reliable transportation PM21 PI5ccd0f95a7d7-2817
09/05/2025
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. This is not a remote position. UNIVERSAL BANKER III POSITION SUMMARY This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. SCHEDULE Typical schedule is 8:15 a.m. to 5:00 p.m. Monday through Thursday. Friday rotation of 8:15am to 4:00pm or 5:30 p.m. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) Requirements: UNIVERSAL BANKER III PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions Build relationships with customers by identifying needs and offering solutions Provide accurate information to customers based on product and service knowledge and understanding of the banking industry Sell, open and maintain banking products and services to new and existing customers Proficient in customer account opening, maintenance and closing accounts (including checking, savings, CDs and safe deposit boxes) Efficiently and proficiently open and service business accounts, fiduciary accounts and HSA/IRA accounts Proficient in Business Online Cash Management Services, including annual contract renewals and risk rating Process check orders; follow check cashing procedures; issue cashier's checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions) Maintain a balanced cash drawer Meet or exceed all established branch goals and contribute to branch deposit growth Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients through prospecting and sales visits Perform ITM duties in applicable markets Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending UNIVERSAL BANKER III QUALIFICATIONS: Education High school diploma or equivalent required Experience Previous Banking experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Must be able to multi-task in a busy environment Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Maintain a complete understanding of regulatory and compliance policies and procedures Must be able to work flexible hours and shifts Travel to/from and work in multiple locations; must have a valid driver's license and reliable transportation PM21 PI5ccd0f95a7d7-2817
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. This is not a remote position. UNIVERSAL BANKER III POSITION SUMMARY This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. SCHEDULE Typical schedule is 8:15 a.m. to 5:00 p.m. Monday through Thursday. Friday rotation of 8:15am to 4:00pm or 5:30 p.m. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) Requirements: UNIVERSAL BANKER III PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions Build relationships with customers by identifying needs and offering solutions Provide accurate information to customers based on product and service knowledge and understanding of the banking industry Sell, open and maintain banking products and services to new and existing customers Proficient in customer account opening, maintenance and closing accounts (including checking, savings, CDs and safe deposit boxes) Efficiently and proficiently open and service business accounts, fiduciary accounts and HSA/IRA accounts Proficient in Business Online Cash Management Services, including annual contract renewals and risk rating Process check orders; follow check cashing procedures; issue cashier's checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions) Maintain a balanced cash drawer Meet or exceed all established branch goals and contribute to branch deposit growth Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients through prospecting and sales visits Perform ITM duties in applicable markets Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending UNIVERSAL BANKER III QUALIFICATIONS: Education High school diploma or equivalent required Experience Previous Banking experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Must be able to multi-task in a busy environment Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Maintain a complete understanding of regulatory and compliance policies and procedures Must be able to work flexible hours and shifts Travel to/from and work in multiple locations; must have a valid driver's license and reliable transportation PM21 PI5ccd0f95a7d7-2817
09/05/2025
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. This is not a remote position. UNIVERSAL BANKER III POSITION SUMMARY This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. SCHEDULE Typical schedule is 8:15 a.m. to 5:00 p.m. Monday through Thursday. Friday rotation of 8:15am to 4:00pm or 5:30 p.m. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) Requirements: UNIVERSAL BANKER III PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions Build relationships with customers by identifying needs and offering solutions Provide accurate information to customers based on product and service knowledge and understanding of the banking industry Sell, open and maintain banking products and services to new and existing customers Proficient in customer account opening, maintenance and closing accounts (including checking, savings, CDs and safe deposit boxes) Efficiently and proficiently open and service business accounts, fiduciary accounts and HSA/IRA accounts Proficient in Business Online Cash Management Services, including annual contract renewals and risk rating Process check orders; follow check cashing procedures; issue cashier's checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions) Maintain a balanced cash drawer Meet or exceed all established branch goals and contribute to branch deposit growth Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients through prospecting and sales visits Perform ITM duties in applicable markets Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending UNIVERSAL BANKER III QUALIFICATIONS: Education High school diploma or equivalent required Experience Previous Banking experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Must be able to multi-task in a busy environment Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Maintain a complete understanding of regulatory and compliance policies and procedures Must be able to work flexible hours and shifts Travel to/from and work in multiple locations; must have a valid driver's license and reliable transportation PM21 PI5ccd0f95a7d7-2817
Description: About Us: At ABC Bank, we are committed to Growing Relationships, Simplifying the Process, and Doing the Right Thing in everything we do. We believe that building strong, long-term relationships with our customers, employees, and community is at the heart of every success. Our approach is centered around understanding the unique needs of those we serve, fostering trust, and providing personalized solutions. By focusing on the human side of business, we create connections that last and continue Growing Relationships. We also understand that navigating the world of finance can be complex. That's why we are dedicated to Simplifying the Process for our customers. We aim to make every interaction clear and straightforward, breaking down barriers and making financial decisions easier to understand and execute. At the core of our company is a commitment to Doing the Right Thingalways. Whether it's in our relationships with customers, the services we provide, or the decisions we make, we prioritize integrity and ethical practices. We hold ourselves to the highest standards, ensuring that every choice we make reflects our values and the trust our customers place in us. Join us and be part of a team that is driven by these valueswhere growth, simplicity, and integrity define our path forward. We are currently seeking experienced applicants to join our team as a Senior Commercial Lending professional (Business Banker) at our Austin-Downtown Banking Center. The ideal candidate should possess over 10 years of experience in commercial lending, maintain a robust professional network, and actively engage with the Austin community. About the Role: In this role, you will build and oversee a portfolio of new and existing business clients by cultivating relationships and offering financial solutions and advice, all while prioritizing the client experience and effective risk management. Primary Job Functions: Acquire, manage, and maintain a portfolio of business clients; offer business depository and treasury management solutions; identify and manage business credit opportunities for owner-occupied commercial real estate loans, investor commercial real estate loans, and commercial and industrial (C&I) loans. Identify and pursue prospective new business clients to achieve both individual banker production goals set by management and the Bank's strategic objectives. Leverage credit skills to identify, structure, underwrite & present new loans for approval, while also managing and expanding the existing loan portfolio. Provide exceptional sales & service by conducting in-person meetings with prospects, centers of influence, and existing clients. Be active in the community and represent the Bank at various events Follow ABC Bank's guiding principles to Grow Relationships, Simplify the Process, & Do the Right Thing. Why Join Us? A dynamic and supportive team environment Opportunities for growth and career development Competitive compensation and benefits package Benefits: We offer a competitive salary and excellent benefit packages. Benefits vary based on employment status and position but can include: Medical, Dental, Vision, Telemedicine Paid Time off, Paid Volunteer Time, and Paid Holidays Flexible Spending Account, Dependent Care FSA Basic Life and AD&D Insurance, Voluntary Life and AD&D Long-Term Disability 401k Retirement Plan Recruiting Referral Bonus Employee Stock Ownership Plan Lifestyle Spending Account Program If you are eager to make a difference and contribute to the financial success of others, we encourage you to apply and be a part of our ABC Bank Family! Requirements: Required qualifications, capabilities, and skills Bachelor's degree in finance, accounting, economics, or related field. Minimum of 10 years' experience as a Business Banker or related business lending experience. Self-starter with the ability to build relationships with clients and internal partners. Knowledge of business credit and understanding of core business banking products and services. Strong knowledge of federal and state compliance regulations pertaining to the banking industry. Excellent communication skills with individuals at all levels, both internally and externally. Ability to balance needs of clients with the risks and interests of the Bank. Willingness to productively challenge the status quo to achieve success for clients and the Bank. Proficiency in MS Office tools including Outlook, Excel, and Teams. Preferred qualifications, capabilities, and skills Strong current business network Formal credit training preferred EEO/AA/Background Disclaimer: If you are unable to submit your application electronically, you may contact the Human Resources Department at so that we may assist you. Our Company assures that all applicants for employment and all of its employees are given equal consideration based solely on job related factors, such as qualifications, performance and availability. Such equal consideration applies to all personnel actions, including, but not limited to, recruitment, selection, appointment, job assignment, training, promotion, merit increases, demotion, termination, pay rates and fringe benefits. The company commits to a rigorous and planned effort to encourage men and women of every race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other non-job-related characteristic to find happy, vital and productive job fulfillment at all levels of our company. Qualified applicants will be required to have a drug screen in addition to background, credit, and reference checks. PI435b7f6b2-
09/05/2025
Full time
Description: About Us: At ABC Bank, we are committed to Growing Relationships, Simplifying the Process, and Doing the Right Thing in everything we do. We believe that building strong, long-term relationships with our customers, employees, and community is at the heart of every success. Our approach is centered around understanding the unique needs of those we serve, fostering trust, and providing personalized solutions. By focusing on the human side of business, we create connections that last and continue Growing Relationships. We also understand that navigating the world of finance can be complex. That's why we are dedicated to Simplifying the Process for our customers. We aim to make every interaction clear and straightforward, breaking down barriers and making financial decisions easier to understand and execute. At the core of our company is a commitment to Doing the Right Thingalways. Whether it's in our relationships with customers, the services we provide, or the decisions we make, we prioritize integrity and ethical practices. We hold ourselves to the highest standards, ensuring that every choice we make reflects our values and the trust our customers place in us. Join us and be part of a team that is driven by these valueswhere growth, simplicity, and integrity define our path forward. We are currently seeking experienced applicants to join our team as a Senior Commercial Lending professional (Business Banker) at our Austin-Downtown Banking Center. The ideal candidate should possess over 10 years of experience in commercial lending, maintain a robust professional network, and actively engage with the Austin community. About the Role: In this role, you will build and oversee a portfolio of new and existing business clients by cultivating relationships and offering financial solutions and advice, all while prioritizing the client experience and effective risk management. Primary Job Functions: Acquire, manage, and maintain a portfolio of business clients; offer business depository and treasury management solutions; identify and manage business credit opportunities for owner-occupied commercial real estate loans, investor commercial real estate loans, and commercial and industrial (C&I) loans. Identify and pursue prospective new business clients to achieve both individual banker production goals set by management and the Bank's strategic objectives. Leverage credit skills to identify, structure, underwrite & present new loans for approval, while also managing and expanding the existing loan portfolio. Provide exceptional sales & service by conducting in-person meetings with prospects, centers of influence, and existing clients. Be active in the community and represent the Bank at various events Follow ABC Bank's guiding principles to Grow Relationships, Simplify the Process, & Do the Right Thing. Why Join Us? A dynamic and supportive team environment Opportunities for growth and career development Competitive compensation and benefits package Benefits: We offer a competitive salary and excellent benefit packages. Benefits vary based on employment status and position but can include: Medical, Dental, Vision, Telemedicine Paid Time off, Paid Volunteer Time, and Paid Holidays Flexible Spending Account, Dependent Care FSA Basic Life and AD&D Insurance, Voluntary Life and AD&D Long-Term Disability 401k Retirement Plan Recruiting Referral Bonus Employee Stock Ownership Plan Lifestyle Spending Account Program If you are eager to make a difference and contribute to the financial success of others, we encourage you to apply and be a part of our ABC Bank Family! Requirements: Required qualifications, capabilities, and skills Bachelor's degree in finance, accounting, economics, or related field. Minimum of 10 years' experience as a Business Banker or related business lending experience. Self-starter with the ability to build relationships with clients and internal partners. Knowledge of business credit and understanding of core business banking products and services. Strong knowledge of federal and state compliance regulations pertaining to the banking industry. Excellent communication skills with individuals at all levels, both internally and externally. Ability to balance needs of clients with the risks and interests of the Bank. Willingness to productively challenge the status quo to achieve success for clients and the Bank. Proficiency in MS Office tools including Outlook, Excel, and Teams. Preferred qualifications, capabilities, and skills Strong current business network Formal credit training preferred EEO/AA/Background Disclaimer: If you are unable to submit your application electronically, you may contact the Human Resources Department at so that we may assist you. Our Company assures that all applicants for employment and all of its employees are given equal consideration based solely on job related factors, such as qualifications, performance and availability. Such equal consideration applies to all personnel actions, including, but not limited to, recruitment, selection, appointment, job assignment, training, promotion, merit increases, demotion, termination, pay rates and fringe benefits. The company commits to a rigorous and planned effort to encourage men and women of every race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other non-job-related characteristic to find happy, vital and productive job fulfillment at all levels of our company. Qualified applicants will be required to have a drug screen in addition to background, credit, and reference checks. PI435b7f6b2-
Santander Holdings USA Inc
New York City, New York
Liability Management - Analyst Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! About the Team Santander's Liability Management / Debt Capital Market Solutions team advises corporate, sponsor, and sovereign clients on debt refinancing solutions, liability management strategies, and balance sheet optimization. The group works at the intersection of investment banking and capital markets, providing clients with strategic insights and tailored solutions to manage debt, liquidity, and long-term financial sustainability. Operating in a fast-paced, client-facing environment, the team executes complex transactions such as tender offers, exchange offers, consent solicitations, and refinancing strategies. The role offers significant exposure to senior management, a wide range of clients, and cutting-edge financing solutions in both U.S. and global markets. The Position As a Liability Management Analyst, you will play a key role in supporting the origination and execution of liability management mandates. You will work closely with senior bankers to provide clients with actionable, data-driven advice that helps them navigate capital markets and optimize their financial position. This front-office role provides a high level of responsibility, including client interaction, transaction execution, and financial analysis. Analysts in the group gain experience across a broad spectrum of industries and geographies, while developing deep expertise in debt markets and strategic financing. Key Responsibilities Support the structuring and execution of investment grade and high yield liability management transactions, including debt buybacks, tender offers, exchange offers, and refinancing exercises. Conduct financial, industry, and market analyses to identify liability management opportunities and develop tailored client recommendations. Prepare pitch materials and client presentations with bespoke analysis of outstanding debt profiles / capital structures and market conditions to identify liability management opportunities. Build and maintain Excel-based models to assess the financial and strategic impact of potential transactions. Cross-collaborate with debt capital markets origination, leveraged finance origination, and industry coverage groups to support fulsome client coverage. Work closely with the sales desk to analyze investor feedback and market conditions during live transactions. Ensure transaction timelines and deliverables are met under deadlines. Adhere to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements, and policies. Qualifications Bachelor's degree in Finance, Economics, Accounting, or a related field. 1-4 years of experience in capital markets, investment banking, corporate finance, or related financial services. Strong intellectual curiosity, with the ability to quickly grasp complex financial concepts and translate them into practical insights. Solid foundation in Excel and comfort with quantitative analysis. Excellent written and verbal communication skills. Proven organizational skills, with the ability to manage multiple projects in high-paced environments. Team-oriented, highly motivated, positive, and proactive, with a strong sense of professional ethics and integrity. Ability to thrive in a demanding, fast-paced environment with multiple priorities. Certifications FINRA Licenses 79, 7, and 63 preferred. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $82,500.00 USD Maximum: $135,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC
09/02/2025
Full time
Liability Management - Analyst Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! About the Team Santander's Liability Management / Debt Capital Market Solutions team advises corporate, sponsor, and sovereign clients on debt refinancing solutions, liability management strategies, and balance sheet optimization. The group works at the intersection of investment banking and capital markets, providing clients with strategic insights and tailored solutions to manage debt, liquidity, and long-term financial sustainability. Operating in a fast-paced, client-facing environment, the team executes complex transactions such as tender offers, exchange offers, consent solicitations, and refinancing strategies. The role offers significant exposure to senior management, a wide range of clients, and cutting-edge financing solutions in both U.S. and global markets. The Position As a Liability Management Analyst, you will play a key role in supporting the origination and execution of liability management mandates. You will work closely with senior bankers to provide clients with actionable, data-driven advice that helps them navigate capital markets and optimize their financial position. This front-office role provides a high level of responsibility, including client interaction, transaction execution, and financial analysis. Analysts in the group gain experience across a broad spectrum of industries and geographies, while developing deep expertise in debt markets and strategic financing. Key Responsibilities Support the structuring and execution of investment grade and high yield liability management transactions, including debt buybacks, tender offers, exchange offers, and refinancing exercises. Conduct financial, industry, and market analyses to identify liability management opportunities and develop tailored client recommendations. Prepare pitch materials and client presentations with bespoke analysis of outstanding debt profiles / capital structures and market conditions to identify liability management opportunities. Build and maintain Excel-based models to assess the financial and strategic impact of potential transactions. Cross-collaborate with debt capital markets origination, leveraged finance origination, and industry coverage groups to support fulsome client coverage. Work closely with the sales desk to analyze investor feedback and market conditions during live transactions. Ensure transaction timelines and deliverables are met under deadlines. Adhere to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements, and policies. Qualifications Bachelor's degree in Finance, Economics, Accounting, or a related field. 1-4 years of experience in capital markets, investment banking, corporate finance, or related financial services. Strong intellectual curiosity, with the ability to quickly grasp complex financial concepts and translate them into practical insights. Solid foundation in Excel and comfort with quantitative analysis. Excellent written and verbal communication skills. Proven organizational skills, with the ability to manage multiple projects in high-paced environments. Team-oriented, highly motivated, positive, and proactive, with a strong sense of professional ethics and integrity. Ability to thrive in a demanding, fast-paced environment with multiple priorities. Certifications FINRA Licenses 79, 7, and 63 preferred. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $82,500.00 USD Maximum: $135,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC
Santander Holdings USA Inc
New York City, New York
Liability Management Associate Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! About the Team Santander's Liability Management / Debt Capital Market Solutions team advises corporate, sponsor, and sovereign clients on debt refinancing solutions, liability management strategies, and balance sheet optimization. The group works at the intersection of investment banking and capital markets, providing clients with strategic insights and tailored solutions to manage debt, liquidity, and long-term financial sustainability. Operating in a fast-paced, client-facing environment, the team executes complex transactions such as tender offers, exchange offers, consent solicitations, and refinancing strategies. The role offers significant exposure to senior management, a wide range of clients, and cutting-edge financing solutions in both U.S. and global markets. The Position As a Liability Management Associate, you will play a key role in supporting the origination and execution of liability management mandates. You will work closely with senior bankers to provide clients with actionable, data-driven advice that helps them navigate capital markets and optimize their financial position. This front-office role provides a high level of responsibility, including client interaction, transaction execution, and financial analysis. Associates in the group gain experience across a broad spectrum of industries and geographies, while developing deep expertise in debt markets and strategic financing. Key Responsibilities Support the structuring and execution of investment grade and high yield liability management transactions, including debt buybacks, tender offers, exchange offers, and refinancing exercises. Conduct financial, industry, and market analyses to identify liability management opportunities and develop tailored client recommendations. Prepare pitch materials and client presentations with bespoke analysis of outstanding debt profiles / capital structures and market conditions to identify liability management opportunities. Build and maintain Excel-based models to assess the financial and strategic impact of potential transactions. Cross-collaborate with debt capital markets origination, leveraged finance origination, and industry coverage groups to support fulsome client coverage. Work closely with the sales desk to analyze investor feedback and market conditions during live transactions. Ensure transaction timelines and deliverables are met under deadlines. Adhere to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements, and policies. Qualifications Bachelor's degree in Finance, Economics, Accounting, or a related field. 1-4 years of experience in capital markets, investment banking, corporate finance, or related financial services. Strong intellectual curiosity, with the ability to quickly grasp complex financial concepts and translate them into practical insights. Solid foundation in Excel and comfort with quantitative analysis. Excellent written and verbal communication skills. Proven organizational skills, with the ability to manage multiple projects in high-paced environments. Team-oriented, highly motivated, positive, and proactive, with a strong sense of professional ethics and integrity. Ability to thrive in a demanding, fast-paced environment with multiple priorities. Certifications FINRA Licenses 79, 7, and 63 preferred What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $131,250.00 USD Maximum: $225,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC
09/02/2025
Full time
Liability Management Associate Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! About the Team Santander's Liability Management / Debt Capital Market Solutions team advises corporate, sponsor, and sovereign clients on debt refinancing solutions, liability management strategies, and balance sheet optimization. The group works at the intersection of investment banking and capital markets, providing clients with strategic insights and tailored solutions to manage debt, liquidity, and long-term financial sustainability. Operating in a fast-paced, client-facing environment, the team executes complex transactions such as tender offers, exchange offers, consent solicitations, and refinancing strategies. The role offers significant exposure to senior management, a wide range of clients, and cutting-edge financing solutions in both U.S. and global markets. The Position As a Liability Management Associate, you will play a key role in supporting the origination and execution of liability management mandates. You will work closely with senior bankers to provide clients with actionable, data-driven advice that helps them navigate capital markets and optimize their financial position. This front-office role provides a high level of responsibility, including client interaction, transaction execution, and financial analysis. Associates in the group gain experience across a broad spectrum of industries and geographies, while developing deep expertise in debt markets and strategic financing. Key Responsibilities Support the structuring and execution of investment grade and high yield liability management transactions, including debt buybacks, tender offers, exchange offers, and refinancing exercises. Conduct financial, industry, and market analyses to identify liability management opportunities and develop tailored client recommendations. Prepare pitch materials and client presentations with bespoke analysis of outstanding debt profiles / capital structures and market conditions to identify liability management opportunities. Build and maintain Excel-based models to assess the financial and strategic impact of potential transactions. Cross-collaborate with debt capital markets origination, leveraged finance origination, and industry coverage groups to support fulsome client coverage. Work closely with the sales desk to analyze investor feedback and market conditions during live transactions. Ensure transaction timelines and deliverables are met under deadlines. Adhere to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements, and policies. Qualifications Bachelor's degree in Finance, Economics, Accounting, or a related field. 1-4 years of experience in capital markets, investment banking, corporate finance, or related financial services. Strong intellectual curiosity, with the ability to quickly grasp complex financial concepts and translate them into practical insights. Solid foundation in Excel and comfort with quantitative analysis. Excellent written and verbal communication skills. Proven organizational skills, with the ability to manage multiple projects in high-paced environments. Team-oriented, highly motivated, positive, and proactive, with a strong sense of professional ethics and integrity. Ability to thrive in a demanding, fast-paced environment with multiple priorities. Certifications FINRA Licenses 79, 7, and 63 preferred What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $131,250.00 USD Maximum: $225,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. This is not a remote position. UNIVERSAL BANKER III POSITION SUMMARY This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. SCHEDULE Typical schedule is 8:15 a.m. to 5:00 p.m. Monday through Thursday. Friday rotation of 8:15am to 4:00pm or 5:30 p.m. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) Requirements: UNIVERSAL BANKER III PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions Build relationships with customers by identifying needs and offering solutions Provide accurate information to customers based on product and service knowledge and understanding of the banking industry Sell, open and maintain banking products and services to new and existing customers Proficient in customer account opening, maintenance and closing accounts (including checking, savings, CDs and safe deposit boxes) Efficiently and proficiently open and service business accounts, fiduciary accounts and HSA/IRA accounts Proficient in Business Online Cash Management Services, including annual contract renewals and risk rating Process check orders; follow check cashing procedures; issue cashier's checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions) Maintain a balanced cash drawer Meet or exceed all established branch goals and contribute to branch deposit growth Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients through prospecting and sales visits Perform ITM duties in applicable markets Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending UNIVERSAL BANKER III QUALIFICATIONS: Education High school diploma or equivalent required Experience Previous Banking experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Must be able to multi-task in a busy environment Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Maintain a complete understanding of regulatory and compliance policies and procedures Must be able to work flexible hours and shifts Travel to/from and work in multiple locations; must have a valid driver's license and reliable transportation PM21 PI561f13f0d20e-2817
09/02/2025
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. This is not a remote position. UNIVERSAL BANKER III POSITION SUMMARY This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. SCHEDULE Typical schedule is 8:15 a.m. to 5:00 p.m. Monday through Thursday. Friday rotation of 8:15am to 4:00pm or 5:30 p.m. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) Requirements: UNIVERSAL BANKER III PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions Build relationships with customers by identifying needs and offering solutions Provide accurate information to customers based on product and service knowledge and understanding of the banking industry Sell, open and maintain banking products and services to new and existing customers Proficient in customer account opening, maintenance and closing accounts (including checking, savings, CDs and safe deposit boxes) Efficiently and proficiently open and service business accounts, fiduciary accounts and HSA/IRA accounts Proficient in Business Online Cash Management Services, including annual contract renewals and risk rating Process check orders; follow check cashing procedures; issue cashier's checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions) Maintain a balanced cash drawer Meet or exceed all established branch goals and contribute to branch deposit growth Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients through prospecting and sales visits Perform ITM duties in applicable markets Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending UNIVERSAL BANKER III QUALIFICATIONS: Education High school diploma or equivalent required Experience Previous Banking experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Must be able to multi-task in a busy environment Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Maintain a complete understanding of regulatory and compliance policies and procedures Must be able to work flexible hours and shifts Travel to/from and work in multiple locations; must have a valid driver's license and reliable transportation PM21 PI561f13f0d20e-2817
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. This is not a remote position. UNIVERSAL BANKER III (BANK TELLER III) POSITION SUMMARY This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) UNIVERSAL BANKER III (BANK TELLER III) ESSENTIAL DUTIES AND ACCOUNTABILITIES Build and maintain strong relationships with customers to understand their financial needs and objectives Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans Identify opportunities to deepen customer relationships and proactively promote bank products and services to meet the customer's financial goals Identify business opportunities and drive customer acquisition through networking and referrals Collaborate with internal teams to ensure seamless service delivery and customer satisfaction Monitor market trends and competitor activities to inform business strategies Ensure compliance with all regulatory requirements and company policies Handle financial transactions efficiently and effectively with all customers (including, but not limited to, deposits, withdrawals, advances, loan payments and merchant transactions) Maintain a balanced cash drawer Assist with all branch operational tasks and duties as needed Requirements: UNIVERSAL BANKER III (BANK TELLER III) ROLE QUALIFICATIONS: Education High school diploma or equivalent required Experience Accounting or banking experience encouraged Other Skills and Abilities Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Must be able to multi-task in a busy environment Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Maintain a complete understanding of regulatory and compliance policies and procedures Must be able to work flexible hours and shifts Travel to/from and work in multiple locations PM21 PIbc6b1fc44d29-2196
09/02/2025
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. This is not a remote position. UNIVERSAL BANKER III (BANK TELLER III) POSITION SUMMARY This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) UNIVERSAL BANKER III (BANK TELLER III) ESSENTIAL DUTIES AND ACCOUNTABILITIES Build and maintain strong relationships with customers to understand their financial needs and objectives Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans Identify opportunities to deepen customer relationships and proactively promote bank products and services to meet the customer's financial goals Identify business opportunities and drive customer acquisition through networking and referrals Collaborate with internal teams to ensure seamless service delivery and customer satisfaction Monitor market trends and competitor activities to inform business strategies Ensure compliance with all regulatory requirements and company policies Handle financial transactions efficiently and effectively with all customers (including, but not limited to, deposits, withdrawals, advances, loan payments and merchant transactions) Maintain a balanced cash drawer Assist with all branch operational tasks and duties as needed Requirements: UNIVERSAL BANKER III (BANK TELLER III) ROLE QUALIFICATIONS: Education High school diploma or equivalent required Experience Accounting or banking experience encouraged Other Skills and Abilities Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Must be able to multi-task in a busy environment Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Maintain a complete understanding of regulatory and compliance policies and procedures Must be able to work flexible hours and shifts Travel to/from and work in multiple locations PM21 PIbc6b1fc44d29-2196
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: As a valued contributor to our team, you will advise the team on monitoring financial markets and initiating trades or transactions to capitalize on recognized patterns or according to a strategy. You will collaborate with management to develop strategies for analyzing financial market data and determining trends or patterns, evaluate risk on trades or transactions based on the analysis of financial market data, effectively transfer a portion of credit risk to private capital, and consult on pricing according to the associated risk of the asset. THE IMPACT YOU WILL MAKEThe Capital Markets - Market Transactions - Advisor role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:* Maintain and strengthen relationships with financial dealers or other market makers.* Develop and build strong relationships with internal and external customers through active engagement and inspiring work.* Provide guidance to the team on recognizing patterns or strategy to initiate trades/transactions.* Track financial market activities, as well as evaluate and provide feedback on new developments in the market and potential impact on business/position.Qualifications: THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Experiences* 6 years related experience.Experience (requiring minimal training) in: Mortgage Banking / Secondary Marketing / Fixed Income Transactions or Portfolio Management* Strong comprehension of mortgage banker pipeline management, including pricing/best execution, MBS trading/transacting, pooling, and delivery.* Relationship management, analysis and valuation, interpreting customer and market insights, designing models, forecasting and benchmarking to deliver business insights on fixed income products* Bachelor's degree or equivalent.* Strong interpersonal skills and the ability to develop relationships with internal and external stakeholders.* Strong verbal and written communication skills.* Ability to provide updates, both written and verbal, to and for senior leadership.* Ability to influence others using negotiation, persuasion, meeting facilitation, and conflict resolution.* Strong analytical skills - ability to collect and analyze large data sets.* Attention to detail and critical thinking for problem solving.Intermediate skills with Excel and Tableau, or similar.Desired ExperiencesThe ideal candidate will have a strong background (requiring minimal training) in:Analytical Skills* Experienced at sourcing and interpreting data utilizing Excel, Tableau, SQL, R, and data modeling tools* Skilled in the representation of information/data in the form of a charts, diagrams, pictures, and dashboards with programs and tools such as Excel, Tableau, or Power BI.Additional Information: Job ID: REF9715V The future is what you make it to be. Discover compelling opportunities at careers.fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/27/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: As a valued contributor to our team, you will advise the team on monitoring financial markets and initiating trades or transactions to capitalize on recognized patterns or according to a strategy. You will collaborate with management to develop strategies for analyzing financial market data and determining trends or patterns, evaluate risk on trades or transactions based on the analysis of financial market data, effectively transfer a portion of credit risk to private capital, and consult on pricing according to the associated risk of the asset. THE IMPACT YOU WILL MAKEThe Capital Markets - Market Transactions - Advisor role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:* Maintain and strengthen relationships with financial dealers or other market makers.* Develop and build strong relationships with internal and external customers through active engagement and inspiring work.* Provide guidance to the team on recognizing patterns or strategy to initiate trades/transactions.* Track financial market activities, as well as evaluate and provide feedback on new developments in the market and potential impact on business/position.Qualifications: THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Experiences* 6 years related experience.Experience (requiring minimal training) in: Mortgage Banking / Secondary Marketing / Fixed Income Transactions or Portfolio Management* Strong comprehension of mortgage banker pipeline management, including pricing/best execution, MBS trading/transacting, pooling, and delivery.* Relationship management, analysis and valuation, interpreting customer and market insights, designing models, forecasting and benchmarking to deliver business insights on fixed income products* Bachelor's degree or equivalent.* Strong interpersonal skills and the ability to develop relationships with internal and external stakeholders.* Strong verbal and written communication skills.* Ability to provide updates, both written and verbal, to and for senior leadership.* Ability to influence others using negotiation, persuasion, meeting facilitation, and conflict resolution.* Strong analytical skills - ability to collect and analyze large data sets.* Attention to detail and critical thinking for problem solving.Intermediate skills with Excel and Tableau, or similar.Desired ExperiencesThe ideal candidate will have a strong background (requiring minimal training) in:Analytical Skills* Experienced at sourcing and interpreting data utilizing Excel, Tableau, SQL, R, and data modeling tools* Skilled in the representation of information/data in the form of a charts, diagrams, pictures, and dashboards with programs and tools such as Excel, Tableau, or Power BI.Additional Information: Job ID: REF9715V The future is what you make it to be. Discover compelling opportunities at careers.fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Lake Street Capital Markets, LLC
Minneapolis, Minnesota
Lake Street is seeking an experienced investment banking professional in our Minneapolis office. The Investment Banking Associate position offers the opportunity to participate on a wide variety of client engagements and business development efforts. The position will work directly with senior bankers in all facets of our business including marketing, transaction evaluation and transaction execution. Strong candidates will have an avid interest in equity capital markets, knowledge of corporate finance and a demonstrated record of professional, academic and personal achievement. Responsibilities · Work within deal teams under the overall direction of a senior banker. · Assist in conducting research, financial, and valuation analysis and assisting in the execution of advisory services including capital raising and M&A transactions for both private and public companies. · Assist in writing and preparing external marketing materials (pitch books, corporate profiles, market data/analysis) and other client materials for engagement execution. · Research and analyze clients' financial situations, industry and market data, and mergers and acquisition opportunities through rigorous application of varied database services. · Maintain confidentiality of client information. Qualifications · Undergraduate degree in finance, economics or accounting with strong academic record. · Minimum of 2 years of investment banking, public accounting, corporate development or related financial experience · Advanced Excel and PowerPoint skills, detailed financial modeling experience (including DCF, WACC and related concepts), and a superior quantitative and analytical aptitude. · Outstanding organizational and time management skills with the ability to master complex tasks and adhere to tight deadlines with minimal supervision. · Strong interpersonal and written communication skills. · Proactive and highly motivated. · Series 79 and 63 licenses or ability to obtain within 90 days of start date · Authorized to work in the U.S. without durational restrictions. About Lake Street Capital Markets Lake Street Capital Markets is a research-powered, institutional boutique investment bank focused on select, high-growth industries and companies. Since founding our firm in 2013, we have completed more than 200 banking transactions helping raise more than $9 billion of growth capital for our clients. We primarily focus on four industry verticals: technology, consumer, healthcare and industrial growth. We develop and deploy our intellectual capital to help institutional clients pursue opportunities and understand risk. Our investment banking team provides growth company clients equity underwriting, private placement, M&A and other corporate finance advisory services.
09/18/2021
Full time
Lake Street is seeking an experienced investment banking professional in our Minneapolis office. The Investment Banking Associate position offers the opportunity to participate on a wide variety of client engagements and business development efforts. The position will work directly with senior bankers in all facets of our business including marketing, transaction evaluation and transaction execution. Strong candidates will have an avid interest in equity capital markets, knowledge of corporate finance and a demonstrated record of professional, academic and personal achievement. Responsibilities · Work within deal teams under the overall direction of a senior banker. · Assist in conducting research, financial, and valuation analysis and assisting in the execution of advisory services including capital raising and M&A transactions for both private and public companies. · Assist in writing and preparing external marketing materials (pitch books, corporate profiles, market data/analysis) and other client materials for engagement execution. · Research and analyze clients' financial situations, industry and market data, and mergers and acquisition opportunities through rigorous application of varied database services. · Maintain confidentiality of client information. Qualifications · Undergraduate degree in finance, economics or accounting with strong academic record. · Minimum of 2 years of investment banking, public accounting, corporate development or related financial experience · Advanced Excel and PowerPoint skills, detailed financial modeling experience (including DCF, WACC and related concepts), and a superior quantitative and analytical aptitude. · Outstanding organizational and time management skills with the ability to master complex tasks and adhere to tight deadlines with minimal supervision. · Strong interpersonal and written communication skills. · Proactive and highly motivated. · Series 79 and 63 licenses or ability to obtain within 90 days of start date · Authorized to work in the U.S. without durational restrictions. About Lake Street Capital Markets Lake Street Capital Markets is a research-powered, institutional boutique investment bank focused on select, high-growth industries and companies. Since founding our firm in 2013, we have completed more than 200 banking transactions helping raise more than $9 billion of growth capital for our clients. We primarily focus on four industry verticals: technology, consumer, healthcare and industrial growth. We develop and deploy our intellectual capital to help institutional clients pursue opportunities and understand risk. Our investment banking team provides growth company clients equity underwriting, private placement, M&A and other corporate finance advisory services.
Cantor Fitzgerald's M and Restructuring Investment Banking Group serves as a key part of the investment banking and merchant banking activity of Cantor Fitzgerald. It provides financial advisory services to Cantor Fitzgerald in strategically evaluating and executing M transactions to its affiliated companies, including Cantor Fitzgerald, BGC Partners, Inc. (Nasdaq: BGCP), Newmark Group, Inc. (Nasdaq: NMRK), CF Finance Acquisition Corp. ("CFAC"), CF Finance Acquisition Corp. II ("CFAC II"), CF Finance Acquisition Corp. III ("CFAC III") and their affiliated companies. In addition, the M and Restructuring investment banking group advises unaffiliated third-party companies. The M Investment Banking Group is directly involved in Cantor Fitzgerald's leading SPAC sponsor business and has a lead role in identifying potential SPAC combination targets, negotiating terms of transactions, organizing the evaluation of the target, drafting investor marketing materials and executing the transaction. Cantor Fitzgerald's SPAC sponsorship franchise has raised seven SPACs with IPO proceeds in excess of $2.3 billion since 2018 and closed/announced three business combinations in the past year. The M and Restructuring investment banking group advised CFAC on its combination with GCM Grosvenor Inc. in November 2020, CFAC II on its combination with View, Inc. in March 2021 and CFAC III on its pending combination with AEye, Inc. As of today, Cantor Fitzgerald has four affiliated SPACs that have not yet announced proposed business combinations. In addition, Cantor Fitzgerald and its affiliates are active M participants, active investors, acquirers and sellers of businesses across a wide range of sectors including financial services, real estate services, financial technology, specialty finance and consumer Internet. The M and Restructuring investment banking group is seeking highly motivated, talented candidates with requisite experience for an analyst position. The ideal candidate will be highly motivated, have strong analytical experience and have excellent interpersonal and communication skills. Given Cantor Fitzgerald's entrepreneurial environment, the firm expects Analysts to assume increasing levels of responsibility. Analysts will work closely with senior bankers in small deal teams to execute and analyze a range of M transactions. Responsibilities Assist senior bankers in sourcing potential acquisition targets and draft LOIs with target companies Conduct extensive financial modeling and valuation of potential acquisition targets Frequent meetings with prospective targets, clients, senior bankers and other transaction advisors Coordination of transaction processes, including capital raises and advisory transactions Preparation of proposals, transaction marketing materials and other written materials for meetings with clients Perform research and various analyses in support of new business generation Organize and participate in marketing and client meetings Preferred Qualifications 1-3 years of experience in investment banking Bachelor's degree with a record of strong academic achievement Preference for demonstrated interest in finance, accounting and/or economics Strong financial modeling/valuation and analytical abilities Proven ability to work well both independently and as part of a team Highly organized, proactive and detail oriented Outstanding ethics, integrity, and judgment
09/04/2021
Full time
Cantor Fitzgerald's M and Restructuring Investment Banking Group serves as a key part of the investment banking and merchant banking activity of Cantor Fitzgerald. It provides financial advisory services to Cantor Fitzgerald in strategically evaluating and executing M transactions to its affiliated companies, including Cantor Fitzgerald, BGC Partners, Inc. (Nasdaq: BGCP), Newmark Group, Inc. (Nasdaq: NMRK), CF Finance Acquisition Corp. ("CFAC"), CF Finance Acquisition Corp. II ("CFAC II"), CF Finance Acquisition Corp. III ("CFAC III") and their affiliated companies. In addition, the M and Restructuring investment banking group advises unaffiliated third-party companies. The M Investment Banking Group is directly involved in Cantor Fitzgerald's leading SPAC sponsor business and has a lead role in identifying potential SPAC combination targets, negotiating terms of transactions, organizing the evaluation of the target, drafting investor marketing materials and executing the transaction. Cantor Fitzgerald's SPAC sponsorship franchise has raised seven SPACs with IPO proceeds in excess of $2.3 billion since 2018 and closed/announced three business combinations in the past year. The M and Restructuring investment banking group advised CFAC on its combination with GCM Grosvenor Inc. in November 2020, CFAC II on its combination with View, Inc. in March 2021 and CFAC III on its pending combination with AEye, Inc. As of today, Cantor Fitzgerald has four affiliated SPACs that have not yet announced proposed business combinations. In addition, Cantor Fitzgerald and its affiliates are active M participants, active investors, acquirers and sellers of businesses across a wide range of sectors including financial services, real estate services, financial technology, specialty finance and consumer Internet. The M and Restructuring investment banking group is seeking highly motivated, talented candidates with requisite experience for an analyst position. The ideal candidate will be highly motivated, have strong analytical experience and have excellent interpersonal and communication skills. Given Cantor Fitzgerald's entrepreneurial environment, the firm expects Analysts to assume increasing levels of responsibility. Analysts will work closely with senior bankers in small deal teams to execute and analyze a range of M transactions. Responsibilities Assist senior bankers in sourcing potential acquisition targets and draft LOIs with target companies Conduct extensive financial modeling and valuation of potential acquisition targets Frequent meetings with prospective targets, clients, senior bankers and other transaction advisors Coordination of transaction processes, including capital raises and advisory transactions Preparation of proposals, transaction marketing materials and other written materials for meetings with clients Perform research and various analyses in support of new business generation Organize and participate in marketing and client meetings Preferred Qualifications 1-3 years of experience in investment banking Bachelor's degree with a record of strong academic achievement Preference for demonstrated interest in finance, accounting and/or economics Strong financial modeling/valuation and analytical abilities Proven ability to work well both independently and as part of a team Highly organized, proactive and detail oriented Outstanding ethics, integrity, and judgment
About the Team: The Americas Credit Department is responsible for creating, reviewing and approving all credit-related applications in the Americas. Summary: This position requires an individual who is open minded (to new skills and potential new industries) and can skillfully serve as a linchpin between the various stakeholders within the branches, agencies and other credit departments. The Credit Department Director / Vice President must possess industry knowledge and have his/her finger on the pulse of market trends in order to make accurate recommendations to senior management for approval or denial of credit requests. Core Responsibilities: Creates and reviews/assesses credit applications from branches/agencies. Provides effective analysis of credit including, worthiness of applicant, loan structure, risk return, applicant operating profile and industry profile including historical profit and loss performance, financial condition and cash flow. Creates various types of projection/recovery/other financial models, commenting on the reasonableness of assumptions in both management's and Mizuho's sensitivity cases. Compares the prospective borrower to its peers and notes industry trends. Prepares accurate, clear, well-organized and complete written summary/analysis (Credit Opinion) with recommendations for approval or decline. Discusses with branches/agencies potential changes to credit structure or other conditions for which we would grant credit approval. Presents credit approval recommendations to senior management. Thoroughly analyzes and recommends appropriate Borrower exposure to maximize risk return. Recommends appropriate risk rating for each customer/transaction as required. Directly engages in external meetings/presentations/events with syndicate banks, rating agencies, clients, law firms and other related parties, in co-ordination with coverage bankers, other product partners and Mizuho affiliates. Proactively monitors and assesses assigned borrowers/industries including market data such as share price, EDF, CDS or loan secondary price or other appropriate indices and reports the information and its impact on credits/industries to Senior Management in a timely manner. Demonstrates knowledge of regulatory expectations, specifically SR 13-3, and best practices for leveraged lending. Acts as liaison between, gathers information (especially on problem customers) from and exchanges views withbranches/agencies/otherCredit Departments and senior management regarding issues related to credit applications, monitoring, analysis, standards andpolicies. Qualifications: Proven credit analysis skills and related analyticalskills/knowledge/abilities: Demonstrates in-depth industry knowledge and information on key industry players within the Mining, Chemical, Utility or other sectors / industries. Exhibits a capacity to analyze the underlying credit trends, including the competence to accurately assess credit migration trends and default possibility of the borrowers. Demonstrates credit skills/ability to accurately identify and evaluate underlying risk elements of the borrowers. Aptitude to write well organized, accurate and in-depth reports based on information gathered and thoughtful cash flow projections. Strong multitasking ability to proactively monitor on an on-going basis the pool of credits to detect potential credit problems at an early stage. Desirable education /skillset: MBA / Business degree in Accounting, Finance, or Economics, strong quantitative background. CFA designation (or progress towards CFA designation). An open mind, willing to learn new skills and unfamiliar industries. Solid time management skills. Ability to plan and schedule work to meet both long term and short term time frames. Consistently demonstrates effective negotiation, verbal and written communication skills. Ability to present credit package to decision maker. Excellent interpersonal skills. Capable of working well independently and in teams. Effectively analyzes and solves problems/issues. Proficiency with Capital IQ, Bloomberg, MS Excel, Word and PowerPoint. Formalized credit training from an accredited financial institution and proficient financial modeling skills. Company Overview. Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. Mizuho's operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG), which is comprised of offices in nearly 40 countries, approximately 60,000 employees, and assets of more than USD 1.8 trillion. Learn more at mizuhoamericas.com. Mizuho Bank Ltd. offers a competitive total rewards package. We are an EEO/AA Employer -M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and perform pre-employment substance abuse testing. #LI-MIZUHO.
09/03/2021
Full time
About the Team: The Americas Credit Department is responsible for creating, reviewing and approving all credit-related applications in the Americas. Summary: This position requires an individual who is open minded (to new skills and potential new industries) and can skillfully serve as a linchpin between the various stakeholders within the branches, agencies and other credit departments. The Credit Department Director / Vice President must possess industry knowledge and have his/her finger on the pulse of market trends in order to make accurate recommendations to senior management for approval or denial of credit requests. Core Responsibilities: Creates and reviews/assesses credit applications from branches/agencies. Provides effective analysis of credit including, worthiness of applicant, loan structure, risk return, applicant operating profile and industry profile including historical profit and loss performance, financial condition and cash flow. Creates various types of projection/recovery/other financial models, commenting on the reasonableness of assumptions in both management's and Mizuho's sensitivity cases. Compares the prospective borrower to its peers and notes industry trends. Prepares accurate, clear, well-organized and complete written summary/analysis (Credit Opinion) with recommendations for approval or decline. Discusses with branches/agencies potential changes to credit structure or other conditions for which we would grant credit approval. Presents credit approval recommendations to senior management. Thoroughly analyzes and recommends appropriate Borrower exposure to maximize risk return. Recommends appropriate risk rating for each customer/transaction as required. Directly engages in external meetings/presentations/events with syndicate banks, rating agencies, clients, law firms and other related parties, in co-ordination with coverage bankers, other product partners and Mizuho affiliates. Proactively monitors and assesses assigned borrowers/industries including market data such as share price, EDF, CDS or loan secondary price or other appropriate indices and reports the information and its impact on credits/industries to Senior Management in a timely manner. Demonstrates knowledge of regulatory expectations, specifically SR 13-3, and best practices for leveraged lending. Acts as liaison between, gathers information (especially on problem customers) from and exchanges views withbranches/agencies/otherCredit Departments and senior management regarding issues related to credit applications, monitoring, analysis, standards andpolicies. Qualifications: Proven credit analysis skills and related analyticalskills/knowledge/abilities: Demonstrates in-depth industry knowledge and information on key industry players within the Mining, Chemical, Utility or other sectors / industries. Exhibits a capacity to analyze the underlying credit trends, including the competence to accurately assess credit migration trends and default possibility of the borrowers. Demonstrates credit skills/ability to accurately identify and evaluate underlying risk elements of the borrowers. Aptitude to write well organized, accurate and in-depth reports based on information gathered and thoughtful cash flow projections. Strong multitasking ability to proactively monitor on an on-going basis the pool of credits to detect potential credit problems at an early stage. Desirable education /skillset: MBA / Business degree in Accounting, Finance, or Economics, strong quantitative background. CFA designation (or progress towards CFA designation). An open mind, willing to learn new skills and unfamiliar industries. Solid time management skills. Ability to plan and schedule work to meet both long term and short term time frames. Consistently demonstrates effective negotiation, verbal and written communication skills. Ability to present credit package to decision maker. Excellent interpersonal skills. Capable of working well independently and in teams. Effectively analyzes and solves problems/issues. Proficiency with Capital IQ, Bloomberg, MS Excel, Word and PowerPoint. Formalized credit training from an accredited financial institution and proficient financial modeling skills. Company Overview. Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. Mizuho's operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG), which is comprised of offices in nearly 40 countries, approximately 60,000 employees, and assets of more than USD 1.8 trillion. Learn more at mizuhoamericas.com. Mizuho Bank Ltd. offers a competitive total rewards package. We are an EEO/AA Employer -M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and perform pre-employment substance abuse testing. #LI-MIZUHO.
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice. Striving for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities, and benefit from a diverse range of perspectives to create value for our clients, shareholders and communities. We are Credit Suisse. We Offer A department which values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global Conduct and Ethics Standards The candidate for this role will work with the Compliance team supporting Securities Research and will gain exposure to the Bank's major divisions (i.e., CM&A, Sales & Trading, and Securities Research). Responsibilities: The candidate will be responsible for addressing queries / issues raised by Research Analysts, Research Management, investment bankers and other firm personnel related to conflicts management, the sharing of material non-public information, Analysts interactions with internal or external parties and other matters related to firm policies. Monitoring of real time communications between Securities Research Analysts and CM&A personnel and would require providing feedback and guidance, as needed, during these interactions (both during chaperoning of conversations or while managing the electronic exchange of messages between the two parties). Coordinate with Research management, General Counsel and compliance colleagues in Credit Suisse's Americas and overseas offices, as well as outside counsel. Additional responsibilities will include drafting compliance policies and procedures for the Research Department, developing and executing monitoring activities, delivering Compliance training, coordinating with the Control Room, Legal and other support groups, developing and executing monitoring programs. You Offer Understands the value of diversity in the workplace and is dedicated to fostering an expansive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work. Detailed knowledge of the Global Research Settlement and FINRA Rule 2241. Excellent interpersonal and client service skills as well as have the ability to interact across senior levels of management on the business side Outstanding problem solving skills with capability to analyze complex situations Ability to work effectively and multi-task while working on long-term projects; required to have good drafting skills Hardworking, result oriented with ability to learn quickly in a fast paced environment Be able to work autonomously as an effective member of a dynamic team Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. Credit Suisse complies with applicable federal, state, and local laws prohibiting discrimination in employment in every jurisdiction in which it maintains facilities. Subject to applicable law and regulatory requirements, Credit Suisse complies with state and local laws regarding considering for employment qualified individuals with criminal histories.
01/31/2021
Full time
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice. Striving for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities, and benefit from a diverse range of perspectives to create value for our clients, shareholders and communities. We are Credit Suisse. We Offer A department which values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global Conduct and Ethics Standards The candidate for this role will work with the Compliance team supporting Securities Research and will gain exposure to the Bank's major divisions (i.e., CM&A, Sales & Trading, and Securities Research). Responsibilities: The candidate will be responsible for addressing queries / issues raised by Research Analysts, Research Management, investment bankers and other firm personnel related to conflicts management, the sharing of material non-public information, Analysts interactions with internal or external parties and other matters related to firm policies. Monitoring of real time communications between Securities Research Analysts and CM&A personnel and would require providing feedback and guidance, as needed, during these interactions (both during chaperoning of conversations or while managing the electronic exchange of messages between the two parties). Coordinate with Research management, General Counsel and compliance colleagues in Credit Suisse's Americas and overseas offices, as well as outside counsel. Additional responsibilities will include drafting compliance policies and procedures for the Research Department, developing and executing monitoring activities, delivering Compliance training, coordinating with the Control Room, Legal and other support groups, developing and executing monitoring programs. You Offer Understands the value of diversity in the workplace and is dedicated to fostering an expansive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work. Detailed knowledge of the Global Research Settlement and FINRA Rule 2241. Excellent interpersonal and client service skills as well as have the ability to interact across senior levels of management on the business side Outstanding problem solving skills with capability to analyze complex situations Ability to work effectively and multi-task while working on long-term projects; required to have good drafting skills Hardworking, result oriented with ability to learn quickly in a fast paced environment Be able to work autonomously as an effective member of a dynamic team Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. Credit Suisse complies with applicable federal, state, and local laws prohibiting discrimination in employment in every jurisdiction in which it maintains facilities. Subject to applicable law and regulatory requirements, Credit Suisse complies with state and local laws regarding considering for employment qualified individuals with criminal histories.
