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5 Days AgoSaved
Hybrid
Denver, CO, USA
Senior level
Senior level
Financial Services
Provide SBA and Commercial Real Estate lending expertise to Business Relationship Managers: identify, structure, price, and close loans for small and mid-size businesses. Develop referral sources, coach BRMs, manage loan pipeline and client expectations, maintain relationships with SBA offices/CDCs, and ensure compliance with bank policy and SBA regulations.
Junior
Financial Services
Provide comprehensive financial planning and goals-based advice to individuals and families, build and maintain client relationships, acquire new clients, offer personalized investment and insurance solutions, collaborate with partners, and promote digital engagement and financial coaching.
5 Days AgoSaved
Hybrid
Columbus, OH, USA
Junior
Junior
Financial Services
Act as a trusted advisor to business leaders, deliver analysis and executive presentations, manage projects and workstreams, identify and mitigate business risks, support audit/regulatory/RCSA deliverables, and coordinate team communications and process improvements.
Top Skills: ExcelPivot TablesPowerPoint
Reposted 5 Days AgoSaved
Hybrid
3 Locations
Senior level
Senior level
Financial Services
Lead product strategy and lifecycle for internal platform and developer enablement products. Drive discovery, adoption, de-duplication, and measurable cost-avoidance by partnering with cross-functional teams, embedding TPOM/PDLC, tracking success metrics, and improving operating cadences to scale resilient, reusable solutions.
Senior level
Financial Services
Serve as a subject matter expert on liquidity and account solutions for Financial Institutions, designing customized account and liquidity structures, supporting sales and product teams, advising on complex treasury use cases, driving client engagement and business growth, and collaborating with cross-functional stakeholders to implement payments and liquidity solutions.
Top Skills: APIsDigital AssetsFednowNext-Generation Treasury InfrastructureRtpStablecoinTokenized DepositsVirtual Accounts
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5 Days AgoSaved
Hybrid
San Antonio, TX, USA
Senior level
Senior level
Financial Services
Lead credit policy development and credit risk management for card lending. Manage and coach a diverse credit operations team, optimize assessment and approval processes, improve customer experience, and implement process improvements to drive efficiency and growth.
Reposted 5 Days AgoSaved
Hybrid
New York, NY, USA
Senior level
Senior level
Financial Services
Lead development of performance management frameworks connecting digital activity to new account outcomes and engagement. Build automated dashboards, scorecards, and trusted data sources; evaluate experiments; enable self-service reporting; translate analytics into executive narratives; identify trends and risk signals; and introduce data-driven operating rhythms to improve prioritization and growth.
Top Skills: Adobe AnalyticsAnthropicOpenaiTableau
Reposted 5 Days AgoSaved
Hybrid
New York, NY, USA
Expert/Leader
Expert/Leader
Financial Services
Serve as primary portfolio manager for fiduciary clients, delivering tax-aware multi-asset investment solutions, advising co-trustees on trust governance and spending, executing and overseeing portfolios, providing investment insights, and driving business growth with advisors.
5 Days AgoSaved
Hybrid
New York, NY, USA
Junior
Junior
Financial Services
Design and build email modules and campaigns using Stensul and Figma templates; manage assets; collaborate with Content, Marketing, and Design; support testing, refreshes, accessibility, and production workflow improvements.
Top Skills: FigmaStensul
Reposted 5 Days AgoSaved
Hybrid
Houston, TX, USA
Mid level
Mid level
Financial Services
Provide high-level administrative support to Commercial and Investment Bank executives: manage complex calendars, coordinate domestic and international travel and expenses, support local events and client visits, maintain confidential documents and office logistics, and collaborate with colleagues on projects and backup coverage.
Top Skills: ConcurLlmMS OfficePitchproTeams
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