Top Tech Jobs & Startup Jobs

Manage and deepen consumer and small business banking relationships through proactive outreach, account opening, teller transactions, referrals to bank solutions, community events, and operational support while ensuring regulatory compliance and excellent customer service.

Build and deepen customer relationships through proactive outreach, cross-sell banking products, perform teller transactions, open accounts, ensure compliance, support community events and assist with branch operations.

Design, build, and maintain finance analytics: write production SQL/Python, validate data, build dashboards and analytic apps, integrate LLM/AI workflows, surface insights to CFO and finance leaders, and collaborate with data engineering and governance to improve data quality.

Own and operationalize a unified digital insights ‘listening post’ combining tagging, surveys, session replay, and marketing signals. Manage GTM and Quantum Metric tagging governance, ensure data quality, synthesize insights, and translate findings into roadmap and marketing recommendations while coordinating vendors and cross-functional stakeholders.

Build and deepen customer relationships through proactive outreach, referrals, and teller transactions. Open accounts, handle deposits/withdrawals/wires, answer product questions, support community events, assist with operations, and ensure regulatory compliance while delivering excellent customer service.

Drive operational safety in Consumer line of business, manage risks, oversee compliance, support product development, and lead governance analysts.

Support senior analysts with bottoms-up equity research in the energy sector: build and maintain company and industry models, draft research reports, analyze industry data and news, maintain marketing presentations, and communicate investment ideas to institutional and internal clients.

Manage onboarding and implementation of treasury products for new and existing clients. Serve as subject matter expert, coordinate cross-functional teams, communicate with clients about testing and file formats (ACH/NACHA/CSV), mentor other implementation specialists, and ensure timely, accurate project delivery and client support for services like Positive Pay and Lockbox.

Provide high-level executive support including calendar and travel management, drafting communications and presentation materials, meeting coordination and minute-taking, scheduling interviews, expense reporting, visitor handling, office supply management, and backup support for corporate events and other executive assistants.

The Financial Relationship Consultant role involves managing customer relationships, transactional banking, and offering tailored financial solutions while ensuring compliance with regulations.