Assistant Vice President jobs at Bank of the Ozarks

The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. #FFIOAlts #FidelityAlts The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Investment Operations

KLR Executive Search Group is proud to partner with a full-service business law firm to identify a commercially savvy, Chief Operating Officer (COO) to manage daily operations and lead the execution of the firm's growth strategy. This leader will translate strategic goals into scalable systems, policies, and staffing models across multiple offices, ensuring the firm has the infrastructure needed to support continued expansion. The COO will partner closely with practice and department leadership, oversee modernization initiatives, and drive cross-office alignment as the firm continues toward long-term growth targets. Ideal candidates will have experience scaling organizations ($100M+ revenue), ideally within professional services or law firms, and a track record of operational excellence. Ideally, this position will be hybrid and based out of the firm's Boca Raton, FL or Providence, RI offices. Core Responsibilities: Operational Leadership Oversee daily operations across all offices, ensuring seamless coordination, scalability, and alignment with strategic goals. Manage HR functions including recruiting, onboarding, retention, and performance management, while planning future HR initiatives. Partner with department heads to align staffing with strategic priorities and maintain high-performing teams. Direct facilities management, vendor partnerships, and operational logistics, while identifying innovation opportunities to enhance efficiency and collaboration. Technology & Process Innovation Standardize workflows, optimize client intake, and lead initiatives to improve internal coordination and service delivery across all offices. Implement and adopt technology solutions to enhance efficiency, collaboration, and client service, while partnering with CFO/CIO on data integration and performance tracking. Financial Management and Resource Allocation Partner with the CFO and firm leaders to manage budgeting, forecasting, pricing, and profitability, while ensuring strong cash flow and scalable operational planning. Develop and execute staffing and capacity plans, control operational expenditures, and deliver clear financial and performance reporting to senior leadership. Risk and Compliance Support Support the CLO and CCO by aligning operational policies with risk management, monitoring legal and regulatory compliance, and enforcing standards across HR, safety, and administrative functions. Qualifications: Executive operational leadership experience in professional services or law firms, with a track record of scaling organizations ($100M+ revenue). Strong strategic planning and execution abilities, translating firm-wide goals into systems, processes, and staffing that support growth across multiple offices. Expertise in operational oversight, including HR, finance, technology, facilities, vendor management, workflow optimization, and technology integration. Exceptional leadership and communication skills, able to collaborate effectively with attorneys and executives in a fast-paced, growth-oriented environment. The firm has main offices in Boca Raton, FL and Providence, RI, we would be looking for local candidates only or people who are willing to relocate to these areas. The salary range for this position is $190,000 - $350,000 and does not include benefits and bonus potential. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.

The Managing Director, Underwriting Portfolio Manager - Middle Market Banking is responsible for the leadership and development of Middle Market Banking operations. Creates business strategies that enhance service capabilities, operational efficiency, and regulatory compliance. Develops and implements best practice methodologies across the department. Establishes strong productive partnerships between business partners to facilitate daily operations. Develops and executes new initiatives, directing all planning and training efforts to achieve project success. Provides personal leadership and expert direction on all processes, systems, and policies within the division. Responsibilities Strong middle market finance experience with both privately-held and public companies, thorough understanding of credit analysis, financial modeling, structuring, guarantor analysis, deal terms and the ability to communicate credit recommendations with senior management. Deep credit product knowledge ranging from senior secured lending with recourse to owner-occupied real estate, and enterprise value financings. Responsible for managing Middle Market Banking (MMB) Underwriting & Portfolio Management activities, processes (excluding reporting), and related personnel for the group. Collaborate with the MMB Business Unit Head, Relationship Managers and Credit Partners on evaluation and assessment of prospective relationship-oriented credit opportunities: Interface effectively with key partners: MMB Relationship Specialist team to coordinate collection of reporting information from clients and prospects as well as other client facing activities Lending Middle Office's MMB coverage team for new deal closing and material amendment booking and AML/KYC activities Oversee deal vetting, structuring, term sheet issuance, Credit Approval Memo quality, loan document negotiation, approval and closing, and post-close loan modifications, extensions, portfolio monitoring, and ensuring risk rating accuracy. Run / coordinate the underwriting process from initial client discussions, all the way through closing, including working closely with relationship managers, underwriting team, credit partners, middle office team, compliance managers and legal counsel. Actively participate in all credit approval request meetings with MMB SCO's and/or MMB CCO Propose revisions as needed to the Middle Market Banking Credit Standard Advise leadership of adverse borrower developments in a timely mannert Manage periodic Portfolio Management deliverables as required, including quarterly portfolio reviews, as well as Audits, Exams, and Ad-hoc requests Interface with Borrowers, Agent Banks, and Third Party Intermediaries Interaction with Regulatory Agencies and FCB Senior Management Travels to and meets with all regional MMB teams 2-3 times per year Ensures professional development and training for all UW/PM colleagues Possesses a player-coach mentality and knows how to balance team/individual empowerment versus direct involvement. #LI-NK1 Qualifications Bachelors Degree and 10 years of experience in Credit Analysis, Portfolio Management, Credit Underwriting, Risk Management OR High School Diploma or GED and 14 years of experience in Credit Analysis, Portfolio Management, Credit Underwriting, Risk Management Preferred: ~ Bachelor's or Master's degree in Business, Economics or Finance, Accounting or MBA. ~ Completed courses relevant to business and financial analysis. ~15+ years of Middle Market and/or Mid-Corporate Banking UW & PM experience ~ Demonstrated effective leadership of teams in multiple locations nationwide ~ Completion of a formal credit training program ~10 years of banking experience at a Large Financial Institution (LFI) Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at J-18808-Ljbffr

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Accountable for auto, property and/or other claims teams to deliver operational business results at scale. Responsible for member service, paying what we owe, controlling expenses, employee engagement, quality, operational risk and compliance across multiple operational areas. Sets operational goals and measures to achieve overall claims targets. Designs and implements claim's strategies supporting enterprise objectives. Collaborates and influences P&C strategies coordinating with peers to affect P&C mission objectives. Responsible for identifying and advancing broad strategic improvements to the operation including efficiency, effectiveness, compliance and regulatory adherence. Sponsors and shapes large transformational efforts across Operational areas. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ or Tampa, FL. Relocation is available for this position. Provides executive leadership and guidance on technical matters and extends settlement authority within their process (or as delegated). Identifies and evaluates internal and external issues of strategic importance to a product line. Demonstrates executive-level thought leadership, strategy development, and financial and operational planning. Leads broad functional Claims and P&C projects and may serve as an executive sponsor for projects. Oversees the development and implementation of functional policies, procedures and guidelines. Identifies opportunities and facilitates major improvements to processes and systems and works with internal partners to accomplish shared accountabilities. Engages with and represents USAA with external partners as appropriate. Works with internal partners to establish appropriate controls within operational area. Responsible for leadership, communication, employee engagement and coordination of business and Enterprise initiatives. Influences and executes claims servicing solutions across process, technology, workforce, third party, and/or analytics in support of P&C product competitiveness Influences and executes operations strategy, plan, goals and objectives in support of Claims Strategy Inspires a high performing team to deliver exceptional experiences to the members, engaged employees and achieve exceptional results. Hires, develops, and coaches claims leaders for results delivery. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive customer service, operational, military or leadership experience to include a minimum of 8 years of demonstrated P&C proficiency and experience. 6 years of people leadership experience in building, managing and/or developing high-performing teams. Experience in developing P&C business solutions to include building a business case, creating influence and delivering results. Executive-level business and technical acumen in the areas of effective claims handling processes, claims risk and compliance, integrated change management and front-line communications leading to operational excellence. Proven ability to influence leaders across multiple disciplines and executive levels. Demonstrated ability to develop and convert strategic vision into a tactical plan and execute on that plan. Strong knowledge and applied compliance with Department of Insurance, Fair Claims Practices and Federal regulations governing claims handling. Experience using data insights and making recommendations decision-makers. What sets you apart: Accomplished leader with expertise building a large contact center Advanced technology skills using AI or IVR technology in a contact center environment Experience building, developing, and growing teams through transformation and modernization Strategic leadership skills focused on modernization Experience utilizing data and insights to understand staffing requirements, productivity and workload standards What we offer:Compensation: The salary range for this position is: $195,230 - $351,410. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated AVP, Bank Contact Center IVR & Tools, you will be responsible for leading a digital/technology team focused on defining, managing and delivering technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs pertaining to the IVR, MSR desktop tools, call routing, chat/social platforms, and other contact center tools. Plans, organizes, and controls the day-to-day digital/technology delivery activities, collaborates with cross-functional stakeholders and partners, and coordinates activities in a secure, stable, yet nimble environment, commensurate with the best interest of members and employees. Responsible for translating business priorities into digital/technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital/technology, communications and line of business product with the end goal of deploying innovative solutions. Responsible for contributing to the Digital/Technology Strategy and successfully executing on the strategy, goals and yearly Key Performance Indicators (KPI's) and Key Risk Indicators (KRI's). Effectively maintains, builds and delivers improved member experiences through well-defined digital journeys using voice of member feedback, member satisfactions scores (MSAT) and data. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for defining and socializing a data and insights-driven strategic line of business digital /technology capabilities and experience roadmap. Partners with and influences key stakeholders, including Enterprise Digital and IT, to drive the line of business digital/technology strategy and roadmap. Collaborates closely with the line of business Sales & Service and Analytics teams to produce required channel activity reporting and properly monitors expected/planned activity. Responsible for keeping abreast of industry trends and provides insights and translates and implements action plans resulting from findings. Leads a digital/technology team focused on defining and delivering innovative digital capabilities and experiences across line of business digital/technology platforms and channels in support of evolving member and business needs. Drives the performance and reliability of the strategy and roadmap, ensuring all key performance & risk indicators and objectives & key results are within expectations. Partners with Product GMs and other business stakeholders to identify and respond to changing business and/or member needs and subsequently translate into digital/technology action plans. Accountable for ensuring operational risk controls are in place in accordance with company or regulatory standards and policies. Builds and manages a high performing team of analytical digital/technology professionals through recruiting, training, coaching, performance management, and related managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive related digital/technology product experience in product acquisition, deepening and servicing experience in a digital/technology environment developing strategies, managing major initiatives and delivering results within a complex matrix environment. 6 years of people leadership experience in building, managing and/or developing high performing teams. Demonstrated knowledge of Technology/Digital products and/or emerging technology platforms, applications and standards. Demonstrates and maintains in-depth knowledge of regulatory requirements and supervisory expectations / laws impacting the organization's risk management framework, governance, standards, capabilities and risk strategy across all lines of business. Experience working with Agile delivery/development organizations. Demonstrated ability to think strategically and execute both strategic and tactical digital efforts related to the development and management of new products/product enhancements and leverage and influence leadership, and cross-functional teams to develop and execute product strategy. Solid business and technology acumen combined with strong digital, and customer experience foundations. Outstanding people management abilities, creates and sustains environment to succeed. Proven leadership and ability to influence at all levels of management as well as operate as effective change agent to achieve strategic goals). Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders. Demonstrated ability to effectively communicate, both orally and in writing, to executive leadership, driving accountability and sense of urgency. Executive level business acumen in the areas of business operations, industry practices and emerging trends. What sets you apart: Design, develop, implement, and maintain IVR applications and systems to meet business requirements. Configure and customize IVR platforms to enable seamless call flows and interactive voice prompts. Develop and maintain IVR scripts, menus, and prompts, ensuring they are up to date with business processes and customer needs. Collaborate with stakeholders (business analysts, developers, etc.) to gather requirements and create functional specifications for IVR solutions. Translate complex business requirements into efficient IVR call flows and prompts. Focus on creating engaging and intuitive user experiences for customers and associates using IVA/IVR technologies. Develop and execute comprehensive migration strategies for transitioning from legacy IVR systems to modern platforms. Experience with tools and processes for migrating IVR flows to platforms like Amazon Connect and Amazon Lex. Experience with implementing AI solutions in IVR, MSR desktop tools, quality monitoring, data analytics Collaborate with teams to assess needs, develop proofs of concept, and deploy tailored migration plans. Design, implement, maintain, and monitor MSR desktop applications and systems to create optimal processes that focus efficiency, ease of use, and accuracy. Identify optimal processes for guided workflows to reduce cycle time and improve accuracy and compliance. Experience working with technology tools: Cisco, Microsoft, Genesys, AWS, NICE CX One US military experience through military service or a military spouse/domestic partner Salary: The salary range for this position is: $224,250-$403,650. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated AVP, Bank Contact Center IVR & Tools, you will be responsible for leading a digital/technology team focused on defining, managing and delivering technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs pertaining to the IVR, MSR desktop tools, call routing, chat/social platforms, and other contact center tools. Plans, organizes, and controls the day-to-day digital/technology delivery activities, collaborates with cross-functional stakeholders and partners, and coordinates activities in a secure, stable, yet nimble environment, commensurate with the best interest of members and employees. Responsible for translating business priorities into digital/technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital/technology, communications and line of business product with the end goal of deploying innovative solutions. Responsible for contributing to the Digital/Technology Strategy and successfully executing on the strategy, goals and yearly Key Performance Indicators (KPI's) and Key Risk Indicators (KRI's). Effectively maintains, builds and delivers improved member experiences through well-defined digital journeys using voice of member feedback, member satisfactions scores (MSAT) and data. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for defining and socializing a data and insights-driven strategic line of business digital /technology capabilities and experience roadmap. Partners with and influences key stakeholders, including Enterprise Digital and IT, to drive the line of business digital/technology strategy and roadmap. Collaborates closely with the line of business Sales & Service and Analytics teams to produce required channel activity reporting and properly monitors expected/planned activity. Responsible for keeping abreast of industry trends and provides insights and translates and implements action plans resulting from findings. Leads a digital/technology team focused on defining and delivering innovative digital capabilities and experiences across line of business digital/technology platforms and channels in support of evolving member and business needs. Drives the performance and reliability of the strategy and roadmap, ensuring all key performance & risk indicators and objectives & key results are within expectations. Partners with Product GMs and other business stakeholders to identify and respond to changing business and/or member needs and subsequently translate into digital/technology action plans. Accountable for ensuring operational risk controls are in place in accordance with company or regulatory standards and policies. Builds and manages a high performing team of analytical digital/technology professionals through recruiting, training, coaching, performance management, and related managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive related digital/technology product experience in product acquisition, deepening and servicing experience in a digital/technology environment developing strategies, managing major initiatives and delivering results within a complex matrix environment. 6 years of people leadership experience in building, managing and/or developing high performing teams. Demonstrated knowledge of Technology/Digital products and/or emerging technology platforms, applications and standards. Demonstrates and maintains in-depth knowledge of regulatory requirements and supervisory expectations / laws impacting the organization's risk management framework, governance, standards, capabilities and risk strategy across all lines of business. Experience working with Agile delivery/development organizations. Demonstrated ability to think strategically and execute both strategic and tactical digital efforts related to the development and management of new products/product enhancements and leverage and influence leadership, and cross-functional teams to develop and execute product strategy. Solid business and technology acumen combined with strong digital, and customer experience foundations. Outstanding people management abilities, creates and sustains environment to succeed. Proven leadership and ability to influence at all levels of management as well as operate as effective change agent to achieve strategic goals). Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders. Demonstrated ability to effectively communicate, both orally and in writing, to executive leadership, driving accountability and sense of urgency. Executive level business acumen in the areas of business operations, industry practices and emerging trends. What sets you apart: Design, develop, implement, and maintain IVR applications and systems to meet business requirements. Configure and customize IVR platforms to enable seamless call flows and interactive voice prompts. Develop and maintain IVR scripts, menus, and prompts, ensuring they are up to date with business processes and customer needs. Collaborate with stakeholders (business analysts, developers, etc.) to gather requirements and create functional specifications for IVR solutions. Translate complex business requirements into efficient IVR call flows and prompts. Focus on creating engaging and intuitive user experiences for customers and associates using IVA/IVR technologies. Develop and execute comprehensive migration strategies for transitioning from legacy IVR systems to modern platforms. Experience with tools and processes for migrating IVR flows to platforms like Amazon Connect and Amazon Lex. Experience with implementing AI solutions in IVR, MSR desktop tools, quality monitoring, data analytics Collaborate with teams to assess needs, develop proofs of concept, and deploy tailored migration plans. Design, implement, maintain, and monitor MSR desktop applications and systems to create optimal processes that focus efficiency, ease of use, and accuracy. Identify optimal processes for guided workflows to reduce cycle time and improve accuracy and compliance. Experience working with technology tools: Cisco, Microsoft, Genesys, AWS, NICE CX One US military experience through military service or a military spouse/domestic partner Salary: The salary range for this position is: $224,250-$403,650. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, disability, or status as a protected veteran.

Who we are: Farm Credit Bank of Texas is a $40.9 billion wholesale bank that has been financing agriculture and rural America for over 100 years. Headquartered in Austin, Texas, we provide funding and services to rural lending associations in five states, and we are active in the nation's capital markets. While you may not be familiar with our name, Farm Credit Bank of Texas plays a critical role in supporting the businesses that make it possible for America to maintain access to an affordable and safe food supply, an industry which is one of the most innovative and evolving of our time. And while you help us deliver on our mission, we deliver on our commitment to you as a valued employee by providing competitive compensation, generous health and wellness benefits packages and an attractive workplace located along the bluffs of the Colorado River just minutes west of downtown Austin. We seek out top talent in their fields, whether it be technology, finance, accounting, credit, human resources, or other administrative functions, and welcome you to join us in our mission to feed the world. Position Description: The VP, Assistant Treasurer supports the management of the Bank's interest rate risk, funding, liquidity, investments, capitalization strategies, and overall treasury operations for a $40 billion+ balance sheet. This role involves assisting in the development and execution of financial strategies, policies, and procedures that enhance profitability while managing liquidity and interest rate risk in compliance with regulatory standards. The VP, Assistant Treasurer collaborates closely with senior management and the Board of Directors, providing insightful financial analysis, risk measurement, and reporting. The role also includes direct oversight of treasury personnel, ensuring operational efficiency and staff development. Day-to Day-Duties and Responsibilities: Assist in managing the Bank's capitalization strategies, interest rate risk management strategies, funding, hedging, liquidity, and investment management policies aligned with organizational goals. Assist in managing the Bank's interest rate risk exposure, including prepayable loans, investment securities, derivatives, and callable debt, using advanced risk measurement tools such as Quantitative Risk Management (QRM) software. Monitor and report on the Bank's financial position, interest rate risk, liquidity status, and investment and debt portfolio performance to senior management and the Board. Contribute to the preparation and monitoring of the Bank's financial plan, including forecasting loan volumes, funding activity, earnings performance, and capital adequacy. Assist with managing the derivatives portfolios to optimize earnings while minimizing counterparty and financial statement risks. Support the transfer pricing process related to retail loans and earning assets. Participate in complex financial analysis projects, including investment and hedging strategies, and debt management. Supervise and develop treasury staff, setting performance standards, providing training, and conducting evaluations. Ensure all treasury operations comply with internal policies and regulatory requirements, including FCA regulations. Maintain high professional standards, exercising sound judgment and ethical conduct. Skills & Competencies: Excellent analytical, problem-solving, and decision-making abilities. Strong communication and interpersonal skills with the ability to effectively engage with direct reports, senior management, regulators, and board members. Strong understanding of interest rate risk management principles, financial management, and accounting practices. Familiarity with capital management frameworks and the ability to evaluate the impact of strategies on NII and EVE. Strong analytical skills in developing financial forecasts and identifying key sensitivities. Ability to design and execute scenario analyses and stress tests to evaluate risk exposures under varying economic conditions. Proficient in financial modeling, risk simulation software, and advanced Excel skills. Ability to manage multiple priorities in a fast-paced environment. High level of integrity, professionalism, and discretion. What You Bring to the Team: Our ideal candidate lives within a commutable distance from our office and appreciates the value of hybrid work design. It's an important role that covers many skills. This position requires: Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA designation is preferred. Minimum of 5 years of direct experience in interest rate risk management, treasury operations, funding, and investment analysis. Experience with capital management concepts, including Net Interest Income (NII) and Economic Value of Equity (EVE). Experience with financial forecasting, including building and interpreting forward-looking forecasting models, scenario design and stress testing in a treasury or risk management context. Experience with interest rate risk measurement software, preferably Quantitative Risk Management (QRM). Prior supervisory or managerial experience is required. Why Farm Credit Bank of Texas: In addition to a competitive salary, we offer comprehensive, affordable, and competitive benefit options that are focused on health and wellness, financial security, and achieving a work-life balance: Flexible health-and-wellness benefits, including medical insurance, prescription drug coverage, dental insurance, vision care, flexible spending accounts, and more. 401(k) plan that includes immediate vesting of a generous employer match and additional employer contribution Long-term disability and life insurance Vacation leave, sick leave, and paid holidays Fertility benefit and parental leave plan Up to two days per year to volunteer in local community organizations, services, or events Ongoing professional-development opportunities Generous tuition-reimbursement program Physical fitness incentive plan Employer matching gifts program Important note: We care about your hiring process and take it seriously. A real person will review your applications, meaning response timelines may vary. The interviewing process at Farm Credit Bank of Texas may include phone calls and emails, on-site interviews, and requests for portfolios or demonstrations of work. We can't personally follow-up with each applicant, and we will do our best to create a professional, respectful, and thorough process for candidates with whom we identify as a potential fit. A/EOE/M/F/D/V #LI-Hybrid

**BANC OF CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN **THE OPPORTUNITY** The AVP, Client Manager is expected to independently monitor the performance of assigned borrowers, identify deviations from agreed upon performance and take the appropriate remedial steps. The AVP, Client Manager should strive to build strong working relationships with all clients to ensure open communication and improved understanding of the client's operating performance and needs. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Collaborate with originations team prior to loan closing to prepare for the transfer of the new client loan + account into Portfolio Management. + Ensure loans are performing by tracking financial performance of client operations. + Perform financialstatement analysis to monitor trends and new developments that may impact loan performance. + Monitor payment performance and address and resolve delinquencies in a timely manner. As applicable, monitor + compliance with loan covenants. + Ensure timely and accurate risk rating assessments and inform management of developing problems. + Communicate with other relevant parties to establish a thorough understanding of an account + relationship. + Adhere to procedures for data entry into AblSoft and other systems to ensure accuracy of data. Maintain + stewardship of credit files to document all material events and actions. + Respond to requests from clients for additional funding or modifications to existing loans. + Prepare periodic reports and summaries to keep management informed on portfolio performance, as + required. + Communicate with client and or supervisor to resolve loan issues or questions. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. + Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. + Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. + Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. + Performs other duties and projects as assigned. **WHAT YOU'LL BRING** + Preferred: 3-4 years relevant experience or public accounting + Required: Bachelor's degree in Finance or Accounting + Preferred: CPA or MBA + Strong analytical and communication skills, together with an entrepreneurial work ethic. + Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements) + Ability to multi-task in a fast paced environment. + Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses + Superior interpersonal, writing and oral communication skills. + Proficient with PowerPoint, Word and Excel (including financial modeling) + There will be some on-the-job training; however, the candidate should be a "self-starter". + Championing Customer Needs: Provides timely and professional service to both internal and external customers; is responsive to customer needs and requests; is always courteous to the customer and considers the needs of the customer when making decisions. + Communicating Effectively: Shares information. Listens and involves others. Clearly conveys ideas in a manner that engages others and helps them understand and retain the message. + Delivering High Quality Work: Makes sure responsibilities central to the role meet all requirements and expectations. Finishes tasks promptly and critically reviews work to ensure quality and accuracy. Considers impact of work to others and takes steps to mitigate. Seeks additional work after finishing tasks + Demonstrating Initiative: Takes action on his/her own without being prompted; handles problems independently when appropriate; able to resolve issues without relying on extensive help from others; does more than is expected or asked. + Supporting Change: Supports change and innovation. Is comfortable with a changing environment and is adaptive to such an environment. **HOW WE'LL SUPPORT YOU** + **Financial Security:** You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested. + **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). + **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. + **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off. + **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. **SALARY RANGE** The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor. Equal Opportunity Employer PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary The AVP, Corporate Transformation Advisory Delivery Manager will oversee and implement transformation initiatives to drive continual improvement within a business unit. This role requires a strong understanding of Lean principles and operational management practices to deliver sustainable results. Responsibilities and Accountabilities * Lead the deployment of a Lean Transformation with specific responsibility of initiatives and continuous improvement practices and routines. * Guide the current state and future state, implementation plan, along with impact and value of changes (in strong cooperation with business or service unit experts). * Develop and nurture strong partnerships to understand specific business issues and priorities to effectively integrate continuous improvement into their organization. * Use a standard set of Lean/Problem Solving tools and analyses to develop insight, solutions and drive the consistent use of Lean standards in the delivery of Value Stream or Function . * Responsible for the consistent and successful delivery of agreed standard work. * Guide training and problem solving workshops with senior managers & teams. * Coach senior leaders to be effective in their roles as sponsors; and coach leaders at all levels on their role to support and sustain continuous improvement in their area including their own management practices and routines. * Coach managers and teams on the tools and techniques they will need to successfully identify, prioritize and capture performance standards. Required Skills and Abilities * Diversity & Inclusion Aptitude * Ability to work well with a variety of different individuals * LEAN Transformation experience * Operational and Analytical thinking * Effective communication, listening and facilitation skills * Insurance knowledge and strong business acumen * Strong organizational skills with high level of attention to detail * High Emotional Quotient and Professionalism Education and Experience * 7+ years of experience as a Lean management leader with demonstrated success in leading end to end transformational change * Experience in the financial services or insurance industries and an understanding of operational management practices (preferred) * Lean or similar certification, or experience implementing continuous improvement principles in service environments/organizations (e.g., Business Agility, Lean management techniques, Six Sigma certification, etc.) * Proven track record developing and/or implementing Lean/continuous improvement initiatives * Demonstrated ability to effectively interpret data and measure performance * Ability to handle changing priorities and use good judgment when working in challenging situations * Superior oral and written communication skills, as well as attention to detail while developing and presenting to senior leaders of the company * Deep knowledge and demonstrated application of change management principles, practices, methodologies and tools * Exceptional presentation, written and verbal communication skills with demonstrated ability to develop compelling messaging for diverse audiences * Strong ability to facilitate, teach & coach diverse set of audience * Able to work collaboratively in a team environment, and deliver effective consulting and coaching * High degree of integrity and ability to handle confidential matters and sensitive situations with discretion * Demonstrate proficiency in project and program management * Demonstrate proficiency in data mining and analysis. * Bachelor's degree with related experience or Master's in related field required. Work experience may substitute for education requirement. * Professional Lean Certification (is a plus) 40%-50% travel expected #LI-EO1 #LI-Remote For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible. $98,000 - $155,700/year * Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future. * Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits. Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team. 10200 Arch Capital Services LLC

Chevron Federal Credit Union is one of the top-run credit unions in the country - and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including: Bonus/incentives for all regular employees 401(k) with 8% company contribution Medical, dental, and vision insurance for employees and dependents paid at 80% PTO and paid sabbaticals Tuition reimbursement GENERAL SUMMARY Responsible for daily activities and results of at least three full-service Credit Union branches within a designated regional area. Directly manages branch managers or assistant branch managers, with responsibility for all staff in the region. Position Duties & Functions Responsible for all growth, sales, operations, and member experience results within the assigned region. Achieves all loan and deposit growth goals. Manages daily sales activities, including outbound calling, onsite membership events, and other sales events. Manages MARS (CRM) cases and opportunities to ensure that member experience goals and service level agreements are met or exceeded. Ensures effective management of the region's staff. Allocates staffing and other resources as needed to achieve business objectives. Provides regular coaching to direct reports and ensures coaching routines are in place across the region. Conducts performance appraisals for all direct reports and monitors appraisals of other region employees. Develops career path opportunities for all levels of branch staff. Works with direct reports to ensure that every branch location is operating in accordance with policies and procedures established by the Credit Union. Reviews the balancing of branch cash, general ledger accounts, and daily reports. Identifies systemic issues impacting business results and works with partners to develop and implement solutions. Regularly visits branch offices to observe operations and to monitor results. As necessary, recommends changes to branch network, including branch openings, closings, relocations or remodels. Maintains a positive branch image at all times. Ensures a positive relationship with key partners, including primary sponsors, SEG management, building management, and local community contacts. Manages local advisory councils along with branch managers, attends/holds regular meetings to solicit input and share results. Assumes responsibility for other projects and duties as assigned. POSITION REQUIREMENTS EXPERIENCE and EDUCATION 3 to 5 years' experience in managing credit union or other financial institution branches. Bachelor's degree from four-year college or university. Equivalent combination of education and experience may substitute for stated qualifications. KNOWLEDGE and SKILLS Ability to write and speak effectively in English using correct spelling and grammar. Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key. Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Moderate keyboard skills at 40 wpm. Strong partnership and relationship building skills and an ability to influence leaders without a direct reporting relationship. Ability to lead and get granular on daily activities, while connecting to the broader vision and enterprise level impacts. Ability to read and interpret information such as account information, written agreements, vendor contracts, and procedure manuals on systems and written documents. Excellent customer service skills. COMPETENCIES Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems. Initiative and self-direction. Ability to effectively communicate and collaborate with people at all levels. Sound problem-solving and decision-making ability, including the ability to prioritize. Ability to understand and align with our core competencies through daily projects and tasks: Growth Mindset Diversity & Inclusion Communication Change Ready Leadership Responsibility Problem Solving Tech & Data Savvy CU Business Acumen PHYSICAL DEMANDS Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required. May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds. Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. SALARY AND BENEFITS: Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: ******************************************* Pay Range: $93,441.60 - $128,482.20 EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at ************ for assistance. CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click here. To submit a request, please refer to the Careers page for the CPRA Request Form. #LI-AK1

Since 1936 PenAir Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we're passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity and they're woven throughout our culture. PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia. Careers Do you have a passion for helping others?Currently, PenAir provides access to 14 convenient locations in Baldwin County, AL and Escambia, Santa Rosa, and Okaloosa Counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too. Join the team. You'll fit right in. Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you? The PenAir difference. Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits. Holistic Amenities: Up to $15K available for continuing education Student Loan Paydown Adoption Assistance Reimbursement Wellness Programs Gym membership reimbursement Formal Career Development Resources Financial Wellness Resources Purchase assistance with computers and fitness equipment. Benefits Package Highlights: Generous PTO Plan-20 days for new hires Paid Maternal & Parental Leave Competitive Retirement Plan Competitive medical, dental & vision plans Company paid Telehealth services. Company paid Short Term Disability And more……….! About the role: The Assistant Vice President, Wealth Management Program Manager, is responsible for the overall leadership, strategy, and success of the credit union's Wealth Management program. This role includes overseeing financial advisors, driving program growth, enhancing member engagement, and ensuring compliance with all regulatory and broker-dealer requirements.The AVP is expected to develop and execute strategies that expand the program's market reach, increase program efficiency, and improve member access to financial planning and investment services. This leader will cultivate a high-performing advisory team, develop referral partnerships, and align the program with the credit union's broader financial services strategy. Major Duties and Responsibilities: Program Leadership & Business Growth: Develop and execute strategies to grow the Wealth Management program. Identify and implement initiatives to expand financial services offerings and enhance member engagement. Build relationships with internal teams to increase awareness and accessibility of wealth management services. Ensure the program operates efficiently and contributes to the credit union's overall success. Advisor Management & Development: Oversee a team of financial advisors, ensuring strong sales performance and adherence to service standards. Recruit, train, and mentor advisors, fostering a high-performance culture. Set and monitor performance benchmarks, providing ongoing coaching and professional development. Implement training programs and business development strategies to improve advisor effectiveness. Member Experience & Business Development: Strengthen referral partnerships within the credit union to drive new business. Develop and participate in marketing and outreach initiatives to increase member awareness of wealth management services. Ensure a member-first approach, emphasizing financial education, personalized service, and fiduciary responsibility. Compliance & Operational Oversight: Ensure adherence to FINRA, SEC, and state regulations, as well as broker-dealer compliance requirements. Implement strong supervisory procedures to mitigate risk and maintain regulatory integrity. Oversee reporting, program audits, and operational processes to ensure compliance and efficiency. Work with compliance teams to ensure program alignment with industry best practices. Performs other job-related duties as assigned. Minimum Qualifications: Experience: Minimum of 7-10 years of experience in wealth management, investment services, or financial advising, with at least 3 years in a leadership or program management role. Strong leadership and business development experience within a financial institution or broker-dealer setting. Education/Certifications/Licenses : A Bachelor's or Graduate degree in Business, Finance, or a related field is required, along with a valid Series 7 license. If registered after October 1, 2018, candidates must also possess a valid and active Securities Industry Essentials (SIE) exam certification. A valid and active Series 66 (or Series 63/65) and a Life and Health Insurance license must be obtained within 60 days of starting the role as a condition of employment. Certified Financial Planner (CFP) preferred but not required. Must maintain all licenses and meet ongoing continuing education requirements. Interpersonal Skills: Demonstrated strong leadership and coaching abilities, with proven experience in managing a team of advisors. Exceptional communication and relationship-building skills, effectively engaging with both internal teams and external partners. The Assistant Vice President (AVP) must exhibit executive presence and the ability to collaborate closely with senior leadership to align the Wealth Management program with the credit union's strategic objectives. Other Skills: Comprehensive knowledge of investment products, financial planning, compliance requirements, finance, and economics is essential. Strong qualitative and quantitative analytical skills are required, with the ability to conduct thorough investment analysis. Proficiency in PC software, including word processing, database management, and spreadsheets, as well as knowledge of security interest computations, is necessary. Must be capable of operating various types of office equipment, such as computers, calculators/ten-key devices, copy machines, and telephones. This role requires travel to branch locations and potential market expansion areas. Active participation in industry events, continuing education, and professional development is expected. This Job Description is not a complete statement of all duties and responsibilities comprising the position.

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together. The Role: This position serves as a senior systems administrator and Tier 2 technical support specialist for a large campus site. The role has a primary focus on all aspects of end-user computing (desktop/laptop) and also acts as the on-site "smart hands" for network, A/V, and telephony infrastructure, taking direction from remote engineering teams. The ideal candidate is a subject matter expert with deep hands-on technical skills in a multi-platform environment (Windows/Mac) and ability to maintain the appropriate governance framework to ensure critical SLAs are consistently met. The On Site Delivery team enables the firm's technology and location strategy, supporting Workplace and Physical technology requirements within Citi Offices and Branches. Responsibilities * Provide advanced Tier 2 support for the bulk of on-site work, including Windows and Mac laptops/desktops, peripherals, and associated software * Perform hands-on troubleshooting, system administration, hardware/software installations, configurations, and upgrades * Provide hands-on support for all network infrastructure, physically supporting remote engineering teams with tasks related to Cisco routers/switches and other equipment * Provide on-site support for AV infrastructure, telephony systems, CCTV, and structured cabling (fiber and copper) as needed * Administer and support core infrastructure, including tech/communications rooms and local network equipment * Adhere to and execute established protocols for asset management, including inventory tracking, hard drive management, and legal holds * Implement and validate technical changes, following strict change management procedures * Serve as the senior technical resource for on-site projects and initiatives Qualifications * 5+ years' experience in Infrastructure Technologies delivery with operational process change and improvement * 5+ years of hands-on experience in a large-scale enterprise systems support or systems administration role with the following technologies * Operating Systems: Windows 11, MacOS * Virtualization: VDI/Horizon * Directory Services: Active Directory * Hardware & Infrastructure: PC/desktop hardware, A/V conferencing systems, IP telephony, CCTV * Networking: Strong understanding of Cisco routers/switches, structured cabling (fiber and copper) * Proven hardware and software troubleshooting expertise across Windows/Mac devices, and Cisco hardware * Working technical knowledge of current network protocols and standards * Ability to read and interpret technical manuals and procedural documentation * Excellent analytical, problem-solving, and communication skills * Highly self-motivated and directed with a keen attention to detail Education * Bachelor's degree preferred, or equivalent work experience * Cisco and/or Windows certifications are a plus This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Technology * ----------------------------------------------------- Job Family: Infrastructure * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: San Antonio Texas United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $87,280.00 - $130,920.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 09, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Credit Underwriting Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Strong communication and diplomacy skills are required. Generally the Correspondent Mortgage Credit Manager is tasked with overseeing the fast-paced lifecycle of purchasing mortgage loans within the correspondent channel, with a focus on ensuring operational efficiency, adherence to regulatory standards, and achieving high client satisfaction. This role involves timely active management of daily operations, the proactive development and implementation of process improvements, and providing leadership to the operations team. Key responsibilities include managing operational functions such as condition review, purchasing, funding, and post-closing activities. Furthermore, the manager acts as the primary operational liaison for correspondent partners, handling escalations, resolving challenges, and cultivating strong business relationships. A crucial aspect of this role is leading, mentoring, and coaching the operations team, which involves establishing clear performance metrics, monitoring results, and managing performance to uphold accountability. As responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. **Responsibilities:** + Performs oversight of Client Excellence Team within Correspondent channel that supports sellers through the prepurchase review process. + Supports the Correspondent Account Executives in their initiatives against volume goals. + Responsible for managing Risk and Controls and maintaining quality expectations set forth by the organization. + Monitors capacity against established plans and forecasts. + Integrates in-depth credit operations knowledge with a solid knowledge of industry standards and practices. + Uses sound judgment to complete more complex credit transaction reviews. + Performs analysis of credit and investor delivery quality on mortgage transactions. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 5-8 years previous Mortgage Credit Analysis experience required. + Extensive mortgage industry knowledge related to credit worthiness, regulatory requirements and agency guidelines is required. + Knowledge of mortgage documentation including closing and post-closing documents. + Correspondent Lending experience preferred. + Working knowledge of reporting and presentation skills is a plus. **Education:** + Bachelor's/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Risk Management ------------------------------------------------------ **Job Family:** Credit Risk ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Jacksonville Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $87,280.00 - $130,920.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 10, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Event Mkt Project Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Excellent communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. **Responsibilities:** + Manages day-to-day project logistics and event execution with internal clients, creating event marketing efficiencies for Citi across all business units. + Collaborates with business unit managers on event strategies and special projects, solution oriented. + Generates ideas to expand client perceptions to help drive results and capture cost savings. + Manages all logistical details p pertaining to event attendees and presenters. + Ensures program branding (marketing materials, signage, and displays) at all events meet Citi requirements and marketing/branding goals. + Develops and implements methods to evaluate overall event value to the business. + Maintains accurate budgets for meetings that will generate ROI and manage metrics reporting details. + Supports all CEMP (Citi Expense Management) initiatives, event risk evaluation's; reconcile program invoices and event final cost reporting. + Partners with colleagues and vendors on details regarding venue logistics and execution, transportation details, audio visual equipment, etc. + Reviews and negotiates contracts to receive the best possible rates. + Partners with Citi technology and audio visual services to ensure appropriate equipment is included for all programs. Work directly with dedicated technicians; secure video conferencing, video recording and all pertinent meeting related equipment. Partner with outside vendors for onsite audiovisual and technology support at non Citi venues. Excellent negotiating skills a must. + Initiates development of web registration sites with web developer; reviews content to ensure accuracy; responds to attendee inquiries noted on registration forms; provide reports to client on a consistent basis indicating changes or updates. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 5-8 years of experience in Event Marketing or Hospitality Industry + Ability to effectively manage multiple priorities simultaneously in a fast-paced environment + Excellent time management skills to handle projects that have long and short lead times + Excellent relationship management skills with proven success in being people-focused + Excellent negotiation and communication skills **Education:** + Bachelors/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Miami based position. ------------------------------------------------------ **Job Family Group:** Marketing ------------------------------------------------------ **Job Family:** Sponsorship, Promotion and Special Events ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Miami Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $81,600.00 - $122,400.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 11, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers / Divestitures / Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion. As a member of the Business Transformation Services (BTS) team, this individual will support initiatives aligned to Merger and Integrations, Strategic Initiatives Delivery and/or Organizational Change & Readiness. The individual will collaborate with partners in the business, technology, and risk and control functions. This contributor will provide support, and work with project teams to build out a project's governance, reporting and tracking, and overall execution model from initiation to scale. The candidate will be expected to think analytically and critically, be detail oriented, and client centric. Key responsibilities include: -Working with all functional disciplines impacted by the project to ensure ‘end to end' planning is comprehensive and results in a project plan that will achieve stated goals of the initiative -Conduct analysis on program dependencies, progress through the various phases to inform timelines, execution, and business strategy. -Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed -Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project -Ensure effective communication and reporting to functional teams, manager, stakeholders, and senior leadership. Develop program dashboards that articulate project status and timeline -Support key program leads and resources in executing key deliverables -Independently identify opportunities to drive project/ programs forward -Maintain strong partnerships with business and technology teams to drive successful project execution Qualifications: -BS/BA degree required. Advanced degrees a plus. -A minimum of 3-5 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management -Ability to quickly turn around high-quality work in a fast-paced environment -Ability to drive delivery/execution of a wide range of tasks and initiatives -Ability to work independently, proactively and possess a strong sense of accountability / ownership -Ability to lead and influence cross-functional teams to meet delivery timelines -Ability to highlight key risks and issues that may impact the project / program health, and manage the risk to closure -Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately -Strong presentation skills, including ability to synthesize large amounts of data and information to create polished PowerPoint presentations for various levels of management -Independent self-starter who can manage multiple activities to aggressive deadlines -Eagerness to learn the business and understand detailed requirements -Organizational skills and ability to organize information in a meaningful way -Experience managing one or various workstreams -High attention to detail; follows through to ensure accuracy of materials -Highly skilled in Excel, PowerPoint, Word, Project, Visio, SharePoint, and JIRA This role will be filled in one of the following locations: -Dallas, TX -Westchester, NY WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Program Management Advisory and Execution (PMAE) is the only enterprise level resource that supports all business units across the bank to plan, execute and govern complex cross-functional initiatives, programs, and projects. We act as partners to interject project management discipline to work efforts. The team works across silos and moves from topic to topic while continuing to maintain and follow program management rules of governance. The PMAE is an organization consisting of over 80 program management professionals, each with a very robust and diverse background. The work will vary across engagements but generally will range from regulatory compliance to risk management. PMAE is not a technology-centric project management office, however its work may include the integration of the technology dependencies into cross-functional business initiatives as part of a larger body of work. This is a highly matrixed organization where your primary manager will not be providing daily oversight of your actions and program management skills. You will be expected to operate independently, while interacting with your clients and stakeholders on a day-to-day basis. As initiatives, programs, and projects close, you will then be assigned to a new body of work with new sponsors and new stakeholders, while maintaining your primary PMAE supervisory chain. **What you will be doing:** This is a foundational position for PMAE with an expectation of some prior exposure to PM lifecycle and processes. You will work to support complex initiatives, programs, and projects through all activities in the life cycle by owning management of core PM processes (i.e., risk/issue management, reporting, plan management.) This position offers opportunity for growth while gaining practical hands-on experience necessary for end-to-end program delivery on large programs. **Responsibilities:** Support all activities in a project/program life cycle such as: + Own and execute core PM processes; drive individual workstreams; continually improve the process and educate PM team and stakeholders on process requirements and enhancements. + Support dependency identification and management. + Develop progress dashboards at executive level based on analysis of plans and risk. + Actively maintain project/program plans and drive successful completion of project tasks and/or milestones. + Manage critical program documentation including governance charts, charters, RACI charts, communication plans, and metrics. + Leverage Citi PM tools to support effective program delivery; educate PM teams and stakeholders on use of PM tools. + Ensure compliance with Citi's project procedure. + Own and create reporting cadence to align with management reporting and meeting deliverables. + Review status reports submitted for relevancy, correctness, and provide challenge to content with the submitter to enable quality reporting. + Analyze documentation, data and metrics provided to identify risk, performance and quality issues and significant variances and trends and develop reports for senior management. + Generate metrics as needed (e.g., plans and reporting) to demonstrate progress against objectives. + Assist in the documentation of meetings and in the tracking and timely resolution of outcomes and follow-up actions. + Drive accountability and engagement. + Provide transparency by interfacing with Org PMO, Citi Program Management Council, Internal Audit, Consultants, and other groups outside of PMAE for the gathering and sharing of information. + Maintain alignment to the approved engagement strategy. + Execute active risk management with complete impact assessments and actionable mitigation plans. Forecast and make risk actionable for our stakeholders. + Own data quality and ensures output is in alignment with controls environment. + Escalate appropriately, completely and with solution options. + Proactively and appropriately offer 3rd party objectivity and challenge to plans, strategy, timelines, and risk. + Effectively prioritize as needed while handling multiple time sensitive projects in a fast-paced environment. **Requirements:** + 5-8 years of professional experience. + 2+ years of experience in supporting initiatives, programs and/or projects. + Bachelor's Degree or equivalent work experience. + Technical proficiencies in MS office (Excel, PowerPoint, Word, Outlook). + Must be able to work at designated Citi location 3 days / week. + Demonstrated strong organizational, time management and process management skills necessary to maintain high volume workload. **Additional Preferred Qualifications:** + Professional experience in a large corporation, within the financial sector is a plus. + Finance or accounting experience as a plus. + Experience with enterprise program management tools. ------------------------------------------------------ **Job Family Group:** Project and Program Management ------------------------------------------------------ **Job Family:** Program Management ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $79,120.00 - $118,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 17, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. **Responsibilities:** + Administer branch sales, service, control and management of human resources + Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service + Execute planning and budgeting activities to ensure branch annual goals are met + Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all staff + Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction + Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings + Identify training needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions and terminations + Lead the recruitment/selection of staff across sales and operations roles within the branch and onboarding + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 5-8 years of relevant experience required + Previous experience in banking or financial industry preferred + Proven experience managing teams + Consistently demonstrates clear and concise written and verbal communication skills + Consistently demonstrates analytic skills **Education:** + Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Consumer Sales ------------------------------------------------------ **Job Family:** Branch Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Miami Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $66,400.00 - $99,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 27, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Business Relationship Manager is for you. As a Business Relationship Manager II (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education and advice. You'll manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 3 years' experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network

Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* . Job Purpose & Scope Responsible for effectively and enthusiastically managing the banking center, providing leadership, and setting high levels of accountability with team members. Cultivate and maintain positive working relationships with peers, business partners, and the community. Provide business development leadership and management. Lead by example and provide exceptional customer service at all times. Essential Job Functions + Manage branch staff, including daily supervision, interviewing and hiring, training, performance appraisals, career development, promotion and pay recommendations, and separations of direct reports. + Lead and engage associates in daily huddles to support relationship-building activities. + Generate growth that supports the bank's goals by retaining, growing, and attracting clients. + Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. + Ensure engagement in community activities to demonstrate community involvement and support, facilitate Bank branding/name recognition, and promote business development and staff recruitment efforts. + Model and coach daily activities, including opportunity spotting/referrals, client relationship building, account opening, lending, outbound business development activities, and lobby management. + Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. + Manage the day-to-day operations of the banking center, executing strategic and tactical plans to ensure sound operational performance and effective audit results. + Proactively resolve client concerns in a timely, professional, and positive manner. + Maintain responsibility and accountability for banking center security for all employees occupying the banking center and ensure compliance with the bank's security program, policies, and procedures. + Ensure regular and effective communication with banking center team members and regional leadership. + Ensure continuous improvement and engagement of the team through documented observational and trend-based coaching sessions. + Identify and recruit talent to build a highly effective team. + Model and champion the Bank's standards for exceptional customer service. + Enthusiastically embrace, support, and model the bank's values and mission. + Display a high degree of integrity, trustworthiness, and professionalism at all times. + Regularly exercise discretion and judgment in the performance of essential job functions. + Complete all essential training timely. + Maintain consistently good punctuality and attendance to work. + Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management. + Adhere to all Bank policies, procedures, and guidelines. Knowledge, Skills & Abilities + Knowledge of retail bank products and services + Knowledge of bank regulations, policies, procedures, and operational standards + Knowledge of business development techniques in a retail environment + Ability to demonstrate a continuous focus on quality, profitability, and efficiency in the pursuit of business growth + Ability to think strategically and translate goals into actionable, detailed, day-to-day execution. + Ability to manage, lead, and train team members effectively, inspiring them to meet business objectives + Ability to demonstrate effective planning and organizational skills in a dynamic business environment. + Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition + Ability to communicate effectively both verbally and in writing + Ability to act as a team-oriented leader, capable of managing and thriving in a continually changing environment + Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail + Ability to maintain confidentiality + Ability to follow policy and procedure including safety and security procedures + Skill in identifying client needs to develop and grow business + Skill in using computer and Microsoft Office applications necessary to perform essential job functions Basic Qualifications + Bachelor's degree or commensurate work experience required + 2+ years' retail client service and/or business development experience required + 1+ year business development management/leadership experience strongly preferred + Proven achievement of business growth goals and financial targets required + Experience managing, leading and coaching professionals required + Comprehensive knowledge of bank products/services and regulations required + Valid driver's license and good driving record required + NMLS required Job Expectations Operate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. #LI-JS1 EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.