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Fintech • Payments • Financial Services
Serves as a primary client contact for banking services, handling transactions, account openings, maintenance, wires, check orders, and other financial requests. Provides in-person and telephone support, resolves issues, ensures compliance with banking regulations, manages operational reports, and supports office leadership. Identifies client needs, provides appropriate financial solutions, expands relationships, and refers clients to specialized services including investments, insurance, trust, and treasury management.
Fintech • Payments • Financial Services
Lead and manage all office operations, team development, client relationships, and profitability. Drive growth, ensure service standards and regulatory compliance, oversee lending and credit quality, and support cross-functional referrals. Recruit, retain, and coach staff to meet KPIs and customer satisfaction targets while maintaining a safe, compliant work environment.
Fintech • Payments • Financial Services
Provides client-facing service and broad administrative support, including phone coverage, scheduling, reports, meetings, correspondence, visitor access, building events, supplies, and coordination with facility service partners. The role also identifies client financial needs and refers clients to specialized banking, investment, trust, and treasury teams. Requires strong communication, organization, problem-solving, multitasking, and client service skills.
Fintech • Payments • Financial Services
Supports firm-wide banking applications through system setup, control table and parameter maintenance, release testing, data extraction, troubleshooting, and end-user support. Tracks AI project milestones, dependencies, blockers, decisions, approvals, scope changes, and handoffs, producing leadership status reports. Leads deposit, platform, and teller projects, prepares ad hoc reports, resolves client issues, and supports financial product referrals while ensuring regulatory and audit requirements are addressed.
Fintech • Payments • Financial Services
Designs, deploys, and operates Azure cloud environments and AI application platforms. Manages access credentials, deployment pipelines, infrastructure as code, containerized services, monitoring, uptime, patching, cost controls, and incident response. Administers GitHub and developer tooling, coordinates with security and network teams, supports migrations, maintains runbooks and inventories, and provides Tier 3 troubleshooting and root cause analysis.
Fintech • Payments • Financial Services
Leads enterprise data risk management and governance, developing frameworks, monitoring data quality, coordinating regulatory data requirements, and driving governance adoption across the organization. Partners with business and technology teams to define data rules, improve analytics infrastructure, manage governance initiatives, and oversee team performance and development.
Fintech • Payments • Financial Services
Leads teams delivering IT solutions and manages architecture, systems analysis, development, integration, deployment, maintenance, budgets, vendors, and technical support. Assesses business and client requirements, develops technology plans, ensures architectural compliance, resolves technical issues, coordinates software and hardware implementations, monitors performance, and manages training. Supervises staff, oversees hiring and performance management, negotiates contracts, and partners with business units on technology strategy and investments.
Fintech • Payments • Financial Services
Manage a portfolio of business and individual clients, develop new banking relationships, evaluate and approve loans, negotiate credit terms, and ensure compliance with lending policies and regulations. Provide deposit, treasury, investment, and financial planning solutions; cross-sell appropriate products; manage client service issues; maintain credit quality; and refer clients to specialized services such as trust, insurance, and investments.
Fintech • Payments • Financial Services
Manages a portfolio of business and individual banking clients, develops new relationships, evaluates borrower creditworthiness, structures and approves loans, and ensures regulatory and credit-policy compliance. Provides deposit, investment, treasury management, and financial planning solutions while cross-selling products and referring clients to specialized departments. Maintains client service standards, manages credit quality, and builds relationships through prospecting and referrals.
Fintech • Payments • Financial Services
Supports Financial Advisors by processing loans, opening and servicing deposit accounts, monitoring portfolio risk, maintaining accurate data, resolving client issues, and ensuring compliance with banking regulations. Provides client service, prepares loan documentation, closes and disburses loans, clears collateral exceptions, and coordinates recurring tasks with advisors and credit analysts. Refers clients to specialized financial services as appropriate.
Fintech • Payments • Financial Services
Supports organization-wide IT infrastructure while integrating, deploying, monitoring, and troubleshooting AI applications and machine learning models. Maintains system performance, capacity, security, firewall compliance, and cloud environments. Provides technical support, resolves incidents, modifies software packages, contributes to system design and testing, and serves as a subject-matter expert and escalation point for junior engineers. Requires familiarity with RAG, cloud architecture, virtualization, enterprise security, and evolving regulatory requirements.
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Fintech • Payments • Financial Services
Leads AI and process automation initiatives from opportunity identification through implementation. Analyzes workflows, prioritizes use cases, coordinates business and centralized AI teams, manages project plans and stakeholders, and drives adoption through change management, training, and user engagement. The role delivers measurable operational efficiencies, improved client and employee experiences, and responsible AI adoption while supporting financial client needs and risk compliance.
Fintech • Payments • Financial Services
Develops and supports enterprise AI applications, data pipelines, software integrations, and full-stack prototypes. Designs data structures, ETL processes, queries, reporting solutions, and data warehousing strategies. Troubleshoots production AI incidents, performs systems analysis and testing, supports project planning, maintains applications, and provides technical guidance to junior staff. Applies RAG, vector databases, agentic AI, and Model Context Protocol concepts while supporting financial crime and compliance-related systems.
Fintech • Payments • Financial Services
Supports Treasury Management Advisors through proposal and RFP preparation, treasury reviews, pricing pro formas, account schematics, service documentation, client inquiries, product demonstrations, account analysis, cross-selling, and business-case development. Partners with sales and product teams to recommend treasury solutions, identify client needs, address issues, and improve client satisfaction while following banking regulations and risk controls.
Fintech • Payments • Financial Services
Originates mortgage loans and generates loan revenue while delivering client service. Pre-qualifies applicants, completes applications, reviews automated underwriting findings, manages rate locks and loan pipelines, and coordinates with processing, underwriting, and operations teams through closing. Ensures compliance with lending policies, investor requirements, and federal regulations. Maintains expertise in mortgage products and underwriting guidelines, supports client financial needs, and refers clients to related banking services.
Fintech • Payments • Financial Services
Provides comprehensive banking and financial services support to clients in person and by telephone. Handles deposits, withdrawals, payments, account openings and maintenance, wires, debit cards, safe deposit services, notary services, and related inquiries. Ensures compliance with banking regulations and firm policies, manages operational reports, resolves issues, assesses fraud and loss exposure, and refers clients to specialized financial services. Supports office leadership and delivers a high-quality client experience.
Fintech • Payments • Financial Services
Leads enterprise architecture strategy, governance, review processes, and implementation across business, information, technical, and solution domains. Analyzes technology environments and trends, defines architecture standards and principles, evaluates hardware and software solutions, and advises application and infrastructure teams. Documents architecture decisions, leads complex projects, provides technical direction and training, and may supervise or direct team activities.
Fintech • Payments • Financial Services
Leads a financial services office by managing employees, client relationships, lending activities, compliance, profitability, growth, and service standards. Responsibilities include developing team members, retaining clients, soliciting new business, analyzing borrower creditworthiness, recommending loan decisions, coordinating performance management, and ensuring regulatory compliance. The role requires an established local-market book of business and extensive financial services experience.
Fintech • Payments • Financial Services
Supports the firm’s BSA/AML program through regulatory reporting, including CTRs and SARs, OFAC and 314a monitoring, suspicious activity investigations, enhanced due diligence, risk mitigation, and compliance guidance. The role also provides client service, maintains regulatory knowledge, participates in training and projects, and supports financial-services operations.
Fintech • Payments • Financial Services
Serves as a primary client contact for banking transactions, account opening and maintenance, client inquiries, compliance, risk management, referrals, and office operations. Provides personalized financial solutions, supports client relationships, monitors operational reports, and assists with team leadership and employee development. Requires extensive financial services experience, banking regulation knowledge, strong client service skills, and possible NMLS registration.


