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Recently posted jobs
Fintech • Payments • Financial Services
Manage existing commercial and personal client portfolios while developing new banking relationships. Analyze creditworthiness, structure and approve loans, negotiate terms, ensure regulatory compliance, and manage deposit and investment products. Provide tailored financial solutions, cross-sell banking services, support financial planning, refer clients to specialty departments, and maintain strong client service and credit quality. The role requires extensive banking experience, product knowledge, analytical ability, and may require NMLS and FINRA licensing.
Fintech • Payments • Financial Services
Provides comprehensive banking support to clients, including transactions, account opening and maintenance, inquiries, wire transfers, compliance, fraud-risk decisions, and referrals to specialty financial services. Delivers personalized service, resolves client issues, supports office operations, monitors reports, and may coach team members and assist with performance management. Requires extensive financial-services experience, banking-regulation knowledge, strong communication, organizational, analytical, and client-service skills.
Fintech • Payments • Financial Services
Leads a financial services office, overseeing team performance, client service, operations, profitability, compliance, lending decisions, and business growth. Develops employees, manages client relationships, solicits new business, evaluates borrower creditworthiness, ensures regulatory compliance, and coordinates financial solutions across banking specialties. Maintains service, retention, audit, workplace, and profitability targets while supporting a positive and productive office environment.
Fintech • Payments • Financial Services
Manages Community Reinvestment Act and community development strategies across assigned markets. Builds relationships with community stakeholders, nonprofits, business leaders, and internal teams; supports lending, investment, service, financial education, and community initiatives. Reviews activities for CRA compliance, tracks performance, identifies market gaps, develops strategy plans, coordinates meetings and events, provides training, and supports leadership goals. Also supervises and develops team members while ensuring regulatory, risk, and client service standards are met.
Fintech • Payments • Financial Services
Builds and supports automation, AI-enabled tools, and data solutions using Python, SQL, Power Automate, Power Platform, and Copilot. Automates reporting and administrative workflows, develops AI use cases, analyzes data flows, documents solutions, and conducts testing and user acceptance support. Partners with business stakeholders, Technology, Governance, Analytics, and Model Risk Management teams to ensure solutions are practical, governed, and scalable. Tracks business benefits and supports automation intake and prioritization.
Fintech • Payments • Financial Services
Analyzes and improves business processes, workflows, service delivery, and operational performance. Prepares reports, supports compliance, audits, quality assurance, training, and issue resolution. The role collaborates cross-functionally, monitors metrics, recommends enhancements, manages operational risk, and assists clients with financial needs and referrals to specialty services.
Fintech • Payments • Financial Services
Provides comprehensive client service in a banking office, including account transactions, new account opening, account maintenance, issue resolution, compliance, operational reporting, and referrals to specialized financial services. The role supports client relationship growth, assists the Office Leader, manages risk, and may coach team members. It requires strong knowledge of banking products and regulations, excellent communication and organizational skills, and at least 10 years of financial services experience.
Fintech • Payments • Financial Services
Provides comprehensive banking service to clients, including account opening, transactions, account maintenance, issue resolution, compliance, and referrals to specialized financial services. Supports office operations, manages risk, monitors reports, and helps deliver a strong client experience. May supervise and develop team members, coordinate with Human Resources, and perform duties requiring knowledge of banking regulations, products, and procedures.
Fintech • Payments • Financial Services
Leads a financial services office, overseeing team performance, client relationships, service quality, profitability, growth, loan products, credit decisions, compliance, and risk management. Develops and retains clients, solicits new business, coaches employees, manages performance processes, coordinates with Human Resources, and ensures achievement of operational and financial KPIs.
Fintech • Payments • Financial Services
Supports interest rate derivative transaction processing across trading, sales, banking, and operations teams. Responsibilities include trade reconciliation, allocation, confirmation, settlement oversight, position management, discrepancy resolution, control monitoring, regulatory reporting, cash reconciliation, risk management, and client support. The role also develops procedures, improves operational controls, coordinates cross-functional initiatives, and helps reduce processing errors while ensuring compliance with policies and regulations.
Fintech • Payments • Financial Services
Provides expert oversight of the organization’s BSA/AML compliance program by analyzing transactions, identifying suspicious activity, maintaining policies, conducting risk assessments, supporting audits and examinations, monitoring regulatory changes, investigating issues, training employees, and advising senior management. The role also includes team development, performance management, client financial needs support, and cross-functional collaboration.
Fintech • Payments • Financial Services
Provides comprehensive banking and client service support, including deposits, withdrawals, account openings, account maintenance, wires, check orders, safe deposit assistance, and issue resolution. Ensures compliance with banking regulations and internal controls, manages operational reports, identifies client needs, and refers clients to specialized financial services. May support office leadership, coach team members, and assist with performance management and human resources activities.
Fintech • Payments • Financial Services
Provides comprehensive client service in a banking office, handling transactions, account openings, maintenance, wires, deposits, withdrawals, compliance, and issue resolution. Builds client relationships, identifies financial needs, and refers clients to Trust, Investments, Insurance, and Treasury Management specialists. Supports office operations, risk management, reporting, and team development, including performance management and coaching responsibilities.
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Fintech • Payments • Financial Services
Prepares daily and monthly reconciliations for multiple banking accounts, researches and resolves exceptions, posts nonmonetary ledger transactions, and communicates with internal departments to meet SLAs. Serves as an escalation point and subject-matter expert, supports training, verifies reconciliation documentation, recommends process improvements, and follows applicable risk, compliance, and operational procedures.
5 Days AgoSaved
Fintech • Payments • Financial Services
Prepares daily and monthly bank account reconciliations across general ledger, deposit, loan, finance, mortgage, trust, and securities accounts. Researches and resolves exceptions, posts nonmonetary transactions, communicates escalations, verifies balancing documentation, supports team members, provides training, reviews procedures, and recommends process improvements while maintaining compliance with banking policies and regulations.
Fintech • Payments • Financial Services
Provides floating financial specialist coverage across Pinnacle offices, delivering in-person and telephone client service, processing banking transactions, opening and maintaining accounts, handling operational requests, ensuring regulatory compliance, managing fraud and risk considerations, and referring clients to specialized financial services. Supports office leadership, monitors reports, resolves client issues, and promotes strong client relationships and service standards.
Fintech • Payments • Financial Services
Leads all office operations, team performance, client relationships, profitability, growth, and service delivery for a financial services branch. Responsibilities include developing business, managing a client book, recommending loan decisions, ensuring credit quality, coaching employees, overseeing performance processes, maintaining regulatory compliance, and referring clients to specialized banking services. The role requires strong knowledge of financial products, banking regulations, risk management, leadership, and client service.
Fintech • Payments • Financial Services
Provides comprehensive client service in a banking office, including deposits, withdrawals, account opening and maintenance, wire transfers, check orders, notary services, and issue resolution. Builds and expands client relationships by identifying financial needs and referring clients to specialized services. Ensures regulatory and policy compliance, manages operational reports, supports office leadership, and may coach team members and assist with performance management.
Fintech • Payments • Financial Services
Provides comprehensive banking and financial service support to clients, including account opening and maintenance, deposits, withdrawals, payments, wires, cash handling, compliance, issue resolution, and product referrals. The role serves as a primary client contact, supports office operations, manages risk, monitors reports, and may coach team members and assist with performance management and human resources activities.
Fintech • Payments • Financial Services
Provides comprehensive in-person and telephone banking service, including deposits, withdrawals, account opening and maintenance, wires, check orders, and issue resolution. Assesses client needs, delivers financial solutions, expands relationships, and refers clients to specialized banking areas. Ensures regulatory compliance, manages operational reports, supports office leadership, and may coach team members. Requires strong client service, communication, organization, analytical, and banking compliance skills.


