Vice President And Manager jobs at Security Bank

Sr. Commercial Relationship Manager Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Base Salary: $103,700 - $138,200+ annually Position Summary The Senior Commercial Relationship Mgr (SCRM) role is responsible for identifying and developing new client relationships for Midland States Bank. The role is also responsible for maintaining and expanding the relationships with existing clients that are either inherited or developed by the Senior Commercial Relationship Mgr (SCRM). The Senior Commercial Relationship Mgr (SCRM) is to act in an advisory capacity with those prospects and clients internally, bringing all the available resources of Midland States Bank to assist them. This role will also function as an advocate for the clients and prospects inside the bank, pursuing mutually beneficial solutions for the client / prospect and MSB. Additionally, this role will develop and maintain an active network of centers of influence within the market. The focus will be on both Commercial Real Estate and Commercial & Industrial opportunities. It is expected that the Senior Commercial Relationship Mgr (SCRM) role will embrace Midland States Bank's vision and values and represent those both internally and in the community in which they serve. Primary Accountabilities Proven ability to generate a minimum of $15MM in new loan commitments on an annual basis. Ability to collect a minimum of $30,000 in loan fees annually. Maintain an active list of loan and depository prospects and conduct well planned and value-added joint calls. Develop a comprehensive plan for all clients and prospects on how to refer and bring other MSB resources to the relationship on an ongoing basis. Ability to analyze financial data, structure and negotiate transactions, and perform on-going credit maintenance items. Holds delinquencies to a minimum by aggressively collecting past due loans, and also assures that all clients provide required reporting information in a timely manner. Maintain compliance with all applicable regulations. Provide assistance as a team resource in commercial meetings and activities. Proficiency in applicable computer systems such as programs that pertain to the related position. Complete all training as required. Minimum of 25 hours per year in organizational involvement that directly enhances business opportunities for the Bank and supports the Bank's initiatives. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree in Finance, Business, Accounting, or other related field Minimum 5 years' (10 years preferred) experience in Commercial Banking Successful completion of bank training specific to position Proficient in credit analysis Direct Sales experience of 5-10 years Proven success of meeting or exceeding annual goals for the prior three years. Developed concentration in Commercial Real Estate, Commercial and Industrial, or Specialized Credits Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT PI8a7cb84a27e7-37***********2

Who We Are & Why You Will LOVE Us! You are more than just a number; we are more than just a bank. At Tradition Capital Bank, we are partners in business and in life; building dreams and futures on one simple idea: strong one-on-one relationships. We place our people in the right seats and position our employees to do what they love. Every person and every role matters: when we function together as One Team, we achieve extraordinary results. As each other's raving fans, we reach across titles and organizational structure to encourage one another. Here at Tradition, we believe that when people work together with shared values and an open mind, anything is possible. Tradition is always in the making; join us in celebrating our roots and being a part of what's next. What You Will Be Doing Join our dynamic team as the Vice President, Funding and Liquidity Manager, where you will play a pivotal role in overseeing Tradition Capital Bank's financial strategies. This role is central to the company's balance sheet strategy and responsible for actively managing day-to-day liquidity and forecasting funding needs. Additionally, this role executes strategies across the bank's investment portfolio, wholesale funding, and deposit base. The position offers an opportunity to operate at the intersection of capital markets and community banking; it provides both tactical execution and strategic insight that directly influence the bank's financial performance and risk profile. You'll have direct visibility with executive leadership and the opportunity to shape the bank's funding and investment decisions. If you are motivated by both precision execution and big-picture strategy-and want your work to matter in a bank that values purpose, collaboration, integrity, and innovation-this position is for you. Requirements How You Will Get the Job Done Liquidity & Cash Management: Oversee daily cash position, short and long-term liquidity planning, and intraday funding needs to ensure optimal use of resources. Investment Portfolio Management: Execute buy/sell transactions in the securities portfolio; monitor market opportunities, interest rate risk, and liquidity positioning to optimize portfolio returns within policy limits. Wholesale Funding: Source and execute wholesale funding transactions (e.g., FHLB advances, brokered deposits, debt securities, fed funds lines) to support balance sheet needs. Establish and maintain relationships with banks and financial institutions to ensure access to diverse funding sources and minimize cost of capital. Deposit Strategy Collaboration: Partner with retail and commercial banking teams on deposit pricing strategies, ensuring alignment with funding costs and competitive positioning. Asset-Liability Management (ALM): Prepare materials, analysis, and recommendations for the bank's Asset Liability Committee (ALCO); contribute to balance sheet strategy, interest rate risk management, and stress testing, ensuring preparedness for market disruptions. Reporting & Analysis: Develop clear, insightful reporting and presentations for senior management and the Board; communicate funding, liquidity, and investment insights and recommendations in both written and verbal formats. Liquidity Forecasting & Policy: Develop and maintain forward-looking liquidity forecasts; develop, implement, and manage compliance with liquidity policies, procedures, and regulatory expectations. Team Leadership: Develop and mentor a high-performing team, fostering professional growth and development. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time without notice. What Sets You Apart A role model for our core values: Do the Right Thing, G.S.D. (Get Stuff Done), One Team, and Give Generously Demonstrated commitment to defect free, timely, and caring client service Able to perform at a high level in a fast-paced environment A professional who builds solid relationships based on integrity and trust Flexible to change in a growing organization Detail oriented and highly analytical Strong understanding of financial markets, instruments, fixed-income securities, and regulatory requirements Exceptional analytical, problem-solving, and critical thinking skills, with the ability to translate data into actionable strategies. Expertise in liquidity risk management and balance sheet optimization Experience with financial modeling, forecasting, and scenario analysis Proficient in using financial software and tools such as Bloomberg or similar platforms Excellent written and verbal communication skills, with experience preparing materials for executive or Board-level audiences. Collaborative and leadership-oriented mindset, able to partner across functions including lending, retail, risk, and executive management. Comfort working in a dynamic, fast-paced environment with a balance of day-to-day execution and longer-term strategy. Educational & Professional Experience You Bring: A Bachelor's degree in Finance, Business, Economics, Accounting, or related field (MBA, CFA, or related certification a plus) with 5+ years of experience in banking, treasury, capital markets, or asset-liability management; or equivalent combination of education and experience. Benefits & Compensation Tradition Capital Bank recognizes and values everyone's unique needs for their careers, families, and individual health. That's why we offer competitive benefits to promote wellness in our employees and their loved ones, including: Healthcare (medical with HSA, dental, and voluntary vision) Short-term and long-term disability Basic and voluntary life & AD&D insurance EAP - Employee Assistance Program Flexible spending accounts 401(k) with employer match; ability to purchase Bank stock through 401k Paid time off & paid holidays Family Care Reimbursement (up to $500 annually for 2025) Wellness Time (up to 2 hours/week) Keystone employee directed giving opportunities (annual Insight Trip opportunities, up to $500 for grants and double match dollars) For this position, we anticipate a pay range between $108,000 and $160,000 annually. Final offers will vary based on individual job-related knowledge, skills, and abilities. This position is eligible for a discretionary annual bonus based on individual and Bank performance. Work Environment*: While performing the duties of this job, the employee is regularly required to stand, walk, use hands to type, carry, handle and feel objects, reach with hands and arms, talk or hear. The employee must occasionally lift and/or move up to 25 pounds and more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception in the window environment and the ability to adjust focus. This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Local travel is expected for this position *The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Tradition Capital Bank is an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race; color; creed; religion; national origin; sex; pregnancy, childbirth, and related disabilities; marital status; status with regard to public assistance; disability; genetic information; sexual orientation, off duty usage of lawful products; familial status; status as a patient enrolled in the marijuana registry program; membership or activity in a local commission; citizenship status; uniform servicemember status; and age; or any other protected class under federal, state, or local law. Salary Description $100,000 and $150,000 annually

Responsible for management and leadership of the Mortgage Department, which includes the Loan Operations and Mortgage Origination teams. Loan operations underwrites, processes, closes, and services residential mortgage and consumer loans for the Bank. The Mortgage Originators work with prospects, clients, and related third parties to develop relationships and originate a variety of consumer residential mortgages. The Department Manager will work with originators to achieve production goals, and processors to achieve efficient department workflows and accurate output. The Department objectives are 1) Meeting production targets, 2) Maintaining a high quality portfolio, and 3) Maximizing external and internal customer satisfaction. The Department Manager must promote the Bank's Trusted Financial Advisor model. The Manager must understand and complete job responsibilities in accordance with federal and state regulations, the Bank's policies, and secondary market requirements. Essential Functions: Management 60% Supervises the Loan Operations and Mortgage Origination Teams Ensures loan files are administered in compliance with federal and state regulations, the Bank's loan policy, and secondary market requirements, as applicable Facilitates external and internal audits involving the Department Promotes a constructive work environment, provides team member role clarity, and effective and efficient processes and procedures Develops and leads initiatives to grow the Bank's market share and the Department's profitability Oversees efforts to develop Originators' business referral networks through marketing, calling, prospecting, and networking activities Stays informed about industry opportunities, makes new product recommendations, and leads the related implementation efforts Ensures Originators work in alignment with the Bank's credit culture and policies Underwriting and Lender Support 15% Oversees underwriting standards for analysis of client information for loan eligibility Oversees underwriter standards for review of collateral, appraisal, and property evaluations Responsible for ensuring loans meet internal or secondary market guidelines as applicable Administers employee loans System Software 15% Manages the Department's loan software applications Ensures full utilization of all applications and owns key vendor relationships Additional Duties and Responsibilities 10% Develops and monitors work plans that align with the Bank's strategic goals Provides training, coaching, and guidance to support individual and team performance Responsible for the management and administration/updating of the Department business continuity plans and program Ensures team member compliance with federal and state regulations, policies, and procedures Participates in training and development opportunities as required Other job related duties necessary to carry out the responsibilities of this position Requirements Work Relationships and Scope: Regular contact with co-workers for the purpose of obtaining and providing information and assistance. Works regularly with highly confidential business and client information. Participates in bank committees and events. Performance Dimensions: Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; knowledgeable on various bank systems; keeps Bank and client information confidential; demonstrates friendly and helpful approach and attitude toward internal and external clients. Effectively communicates and develops good working relationships with all co-workers and clients; maintains professional workplace appearance and conduct; acts with honesty and integrity in all client and co-worker communications; and understands Bank policies and procedures. Stays current in field and participates in training and appropriate professional development. Demonstrates professionalism, commitment to the job, and loyalty to the Bank. Knowledge, Skills and Abilities: Requires four-year college degree or equivalent experience; five years of banking experience required, commercial or consumer loan operations or underwriting experience preferred, residential mortgage origination and/or administration experience preferred. At least three years management or supervisory experience strongly preferred. Must possess excellent verbal and written communication skills for interacting professionally with clients and co-workers. Must possess excellent computer skills and strong basic math skills. Must be able to deal effectively with time pressures and stress; and have highly effective problem solving and excellent technical research skills. Must be a self-starter and independent thinker and meet goals as agreed to with the CFO. Working Conditions: Work is performed largely in an office environment with minimal chance for personal injury. Occasional out-of-town and overnight business travel (air or auto) is required for business and education. Focused mental and visual concentration for computer usage required. Frequent repetitive use of keyboard for approximately 6 hours per day. Receive and provide detailed information through verbal and written communication. Will alternate sitting, standing, and walking throughout work shift. Bend, lift and carry up to 20 pounds in documents. Hours of work are generally during regular business hours. There will be some variation in work hours due to special projects, deadlines, community events, and other concerns. Equipment Used: Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, Internet, and other bank specific software. Utilizes a variety of office equipment including printer/scanner, and multi-line telephone. Salary Description $83,409.89-$125,114.83 Per Year

J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Vice President Supervisory Manager in J.P. Morgan Wealth Management, you will be responsible for managing complex, high risk escalations from end-to-end and outreach to the field and executive level stakeholders. You will ensure effective resolution of e-communication and transaction-related inquiries, manage trade correction reviews and approvals, and review and approve all incoming and outgoing correspondence across multiple lines of business. **Job Responsibilities** + Resolve e-communication and transaction-related inquiries effectively, and manage trade correction reviews and approvals. + Review and approve all incoming and outgoing correspondence across multiple lines of business. + Partner strategically with Field Management and Supervisory Managers to resolve exceptions and supervise registered personnel. + Lead and implement business and firm-wide initiatives, overseeing day-to-day supervisory aspects of the business. + Respond to Compliance, Supervision, and Audit Examination inquiries timely and effectively. + Undertake project work and additional tasks as assigned by Central Supervision Management, including training newly hired team members. + Escalate supervisory issues as necessary, providing relevant recommendations for appropriate actions. + Review specific work items escalated internally by employees at various levels. + Identify process improvements and drive change. + Influence, articulate clearly, and align stakeholders to reach a final resolution. **Required qualifications, capabilities and skills** + 7+ years in the securities and investment industry + Has a deep understanding and experience of advisory services and a multitude of products and complex client accounts. + Possesses Working knowledge of the US financial regulation framework including applicable FINRA rules. + Strong knowledge and understanding of risk management and ability to work independently and make sound, risk-based decisions based on firm policy + Demonstrates strong research, analytical and problem-solving skills that leads to the ability to analyze trends and patterns; identify and implements improvements or enhancements + Ability to collaborate across multiple levels of supervision with strong interpersonal, verbal, & written communication skills while strong organization skills & attention to detail + Proven ability to work in a dynamic team environment that is consistently evolving Strong time management skills in order to meet service level agreements and/or project deadlines + Active and valid FINRA Series 7 and one or more of the following licenses are required to be considered for the role: FINRA Series 66 (63,65), 9/10 (4,24,53) FINRA Series 7, 66 (63,65), 9/10 (4,24,53), all licenses are required to perform all job duties associated with the role. If any of the licenses not already held, they must be obtained within 120 days of starting in the role as a condition of employment. **Preferred qualifications, capabilities, and skills** + Retail brokerage and/or annuity experience strongly preferred + Bachelor's Degree preferred Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Chicago,IL $104,500.00 - $165,000.00 / year

Responsible for management and leadership of the Mortgage Department, which includes the Loan Operations and Mortgage Origination teams. Loan operations underwrites, processes, closes, and services residential mortgage and consumer loans for the Bank. The Mortgage Originators work with prospects, clients, and related third parties to develop relationships and originate a variety of consumer residential mortgages. The Department Manager will work with originators to achieve production goals, and processors to achieve efficient department workflows and accurate output. The Department objectives are 1) Meeting production targets, 2) Maintaining a high quality portfolio, and 3) Maximizing external and internal customer satisfaction. The Department Manager must promote the Bank's Trusted Financial Advisor model. The Manager must understand and complete job responsibilities in accordance with federal and state regulations, the Bank's policies, and secondary market requirements. Essential Functions: Management 60% Supervises the Loan Operations and Mortgage Origination Teams Ensures loan files are administered in compliance with federal and state regulations, the Bank's loan policy, and secondary market requirements, as applicable Facilitates external and internal audits involving the Department Promotes a constructive work environment, provides team member role clarity, and effective and efficient processes and procedures Develops and leads initiatives to grow the Bank's market share and the Department's profitability Oversees efforts to develop Originators' business referral networks through marketing, calling, prospecting, and networking activities Stays informed about industry opportunities, makes new product recommendations, and leads the related implementation efforts Ensures Originators work in alignment with the Bank's credit culture and policies Underwriting and Lender Support 15% Oversees underwriting standards for analysis of client information for loan eligibility Oversees underwriter standards for review of collateral, appraisal, and property evaluations Responsible for ensuring loans meet internal or secondary market guidelines as applicable Administers employee loans System Software 15% Manages the Department's loan software applications Ensures full utilization of all applications and owns key vendor relationships Additional Duties and Responsibilities 10% Develops and monitors work plans that align with the Bank's strategic goals Provides training, coaching, and guidance to support individual and team performance Responsible for the management and administration/updating of the Department business continuity plans and program Ensures team member compliance with federal and state regulations, policies, and procedures Participates in training and development opportunities as required Other job related duties necessary to carry out the responsibilities of this position Requirements Work Relationships and Scope: Regular contact with co-workers for the purpose of obtaining and providing information and assistance. Works regularly with highly confidential business and client information. Participates in bank committees and events. Performance Dimensions: Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; knowledgeable on various bank systems; keeps Bank and client information confidential; demonstrates friendly and helpful approach and attitude toward internal and external clients. Effectively communicates and develops good working relationships with all co-workers and clients; maintains professional workplace appearance and conduct; acts with honesty and integrity in all client and co-worker communications; and understands Bank policies and procedures. Stays current in field and participates in training and appropriate professional development. Demonstrates professionalism, commitment to the job, and loyalty to the Bank. Knowledge, Skills and Abilities: Requires four-year college degree or equivalent experience; five years of banking experience required, commercial or consumer loan operations or underwriting experience preferred, residential mortgage origination and/or administration experience preferred. At least three years management or supervisory experience strongly preferred. Must possess excellent verbal and written communication skills for interacting professionally with clients and co-workers. Must possess excellent computer skills and strong basic math skills. Must be able to deal effectively with time pressures and stress; and have highly effective problem solving and excellent technical research skills. Must be a self-starter and independent thinker and meet goals as agreed to with the CFO. Working Conditions: Work is performed largely in an office environment with minimal chance for personal injury. Occasional out-of-town and overnight business travel (air or auto) is required for business and education. Focused mental and visual concentration for computer usage required. Frequent repetitive use of keyboard for approximately 6 hours per day. Receive and provide detailed information through verbal and written communication. Will alternate sitting, standing, and walking throughout work shift. Bend, lift and carry up to 20 pounds in documents. Hours of work are generally during regular business hours. There will be some variation in work hours due to special projects, deadlines, community events, and other concerns. Equipment Used: Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, Internet, and other bank specific software. Utilizes a variety of office equipment including printer/scanner, and multi-line telephone. Salary Description $83,409.89-$125,114.83 Per Year

JobID: 210681036 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $95,500.00-$153,000.00 Come join a winning team! We have an exciting opportunity to help expand your knowledge, skills, and abilities in the margining space. As a Vice President within the Futures and Derivatives Clearing Client Margins team, you will provide strategic and operational oversight for a team that serves as the daily contact for clients regarding their margin obligations. You will champion payment controls, ensure adherence to regulatory and internal standards, and drive continuous improvement in team processes. Collaboration with internal partners is key to enhancing the client experience and supporting operational transformation. This position requires a strong ownership mindset, the ability to critically assess and resolve issues, and a commitment to developing team capabilities in line with business priorities and Firm-wide objectives. Product knowledge and a keen focus on payment controls are essential for success in this role. Job Responsibilities * Lead and oversee a team serving as the primary escalation point for clients settling margin requirements * Champion payment controls, ensuring rigorous oversight and continuous process improvement * Ensure all margin requirements are met in accordance with margin regulations, client priorities, and internal risk policies * Resolve complex issues related to SWIFT formatting, cash and securities settlement instructions (SSIs), and securities settlements across global markets * Build and leverage relationships across Sales/RM, Compliance, Technology, and Operations to drive solutions * Analyze client behavior, margin balances, and exceptions to identify opportunities for improvement * Implement solutions to enhance client experience, drive capacity gains, efficiency, and strengthen controls * Lead and participate in cross-functional initiatives (Regulatory, Strategic/Platform, Exchange/Product onboarding, client experience) to improve service offerings * Monitor industry developments in cleared derivatives and communicate relevant insights to management and the team * Promote a culture of continuous learning and product expertise within the team Required qualifications, capabilities and skills * Deep understanding of Derivatives Clearing business and the end-to-end lifecycle of Futures and Cleared OTC Swaps products * Proven experience in team oversight, with a focus on developing talent and fostering a culture of accountability * Strong communication skills and ability to build relationships with external clients and internal stakeholders, including Sales, Controls, Technology, and Operations * Demonstrated control mindset to identify process gaps, prioritize, and mitigate operational risk, especially in payment controls * Excellent problem-solving skills and ability to address operational and technical issues with sound judgment * Ability to prioritize, drive results, and influence team members in a cross-functional, diverse environment * Strong organizational skills and attention to detail with ability to multi-task and deliver against tight deadlines * Commitment to self-development and continuous learning * Ability to synthesize complex information for various audiences * Series 99 or ability to obtain Preferred qualifications, capabilities and skills * Working knowledge or strong desire to learn data visualizations and analytics tools (Tableau, Alteryx, LLM, etc.)

Come join a winning team! We have an exciting opportunity to help expand your knowledge, skills, and abilities in the margining space. As a Vice President within the Futures and Derivatives Clearing Client Margins team, you will provide strategic and operational oversight for a team that serves as the daily contact for clients regarding their margin obligations. You will champion payment controls, ensure adherence to regulatory and internal standards, and drive continuous improvement in team processes. Collaboration with internal partners is key to enhancing the client experience and supporting operational transformation. This position requires a strong ownership mindset, the ability to critically assess and resolve issues, and a commitment to developing team capabilities in line with business priorities and Firm-wide objectives. Product knowledge and a keen focus on payment controls are essential for success in this role. **Job Responsibilities** + Lead and oversee a team serving as the primary escalation point for clients settling margin requirements + Champion payment controls, ensuring rigorous oversight and continuous process improvement + Ensure all margin requirements are met in accordance with margin regulations, client priorities, and internal risk policies + Resolve complex issues related to SWIFT formatting, cash and securities settlement instructions (SSIs), and securities settlements across global markets + Build and leverage relationships across Sales/RM, Compliance, Technology, and Operations to drive solutions + Analyze client behavior, margin balances, and exceptions to identify opportunities for improvement + Implement solutions to enhance client experience, drive capacity gains, efficiency, and strengthen controls + Lead and participate in cross-functional initiatives (Regulatory, Strategic/Platform, Exchange/Product onboarding, client experience) to improve service offerings + Monitor industry developments in cleared derivatives and communicate relevant insights to management and the team + Promote a culture of continuous learning and product expertise within the team **Required qualifications, capabilities and skills** + Deep understanding of Derivatives Clearing business and the end-to-end lifecycle of Futures and Cleared OTC Swaps products + Proven experience in team oversight, with a focus on developing talent and fostering a culture of accountability + Strong communication skills and ability to build relationships with external clients and internal stakeholders, including Sales, Controls, Technology, and Operations + Demonstrated control mindset to identify process gaps, prioritize, and mitigate operational risk, especially in payment controls + Excellent problem-solving skills and ability to address operational and technical issues with sound judgment + Ability to prioritize, drive results, and influence team members in a cross-functional, diverse environment + Strong organizational skills and attention to detail with ability to multi-task and deliver against tight deadlines + Commitment to self-development and continuous learning + Ability to synthesize complex information for various audiences + Series 99 or ability to obtain **Preferred qualifications, capabilities and skills** + Working knowledge or strong desire to learn data visualizations and analytics tools (Tableau, Alteryx, LLM, etc.) JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $95,500.00 - $153,000.00 / year

J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Vice President Supervisory Manager in J.P. Morgan Wealth Management, you will be responsible for managing complex, high risk escalations from end-to-end and outreach to the field and executive level stakeholders. You will ensure effective resolution of e-communication and transaction-related inquiries, manage trade correction reviews and approvals, and review and approve all incoming and outgoing correspondence across multiple lines of business. Job Responsibilities Resolve e-communication and transaction-related inquiries effectively, and manage trade correction reviews and approvals. Review and approve all incoming and outgoing correspondence across multiple lines of business. Partner strategically with Field Management and Supervisory Managers to resolve exceptions and supervise registered personnel. Lead and implement business and firm-wide initiatives, overseeing day-to-day supervisory aspects of the business. Respond to Compliance, Supervision, and Audit Examination inquiries timely and effectively. Undertake project work and additional tasks as assigned by Central Supervision Management, including training newly hired team members. Escalate supervisory issues as necessary, providing relevant recommendations for appropriate actions. Review specific work items escalated internally by employees at various levels. Identify process improvements and drive change. Influence, articulate clearly, and align stakeholders to reach a final resolution. Required qualifications, capabilities and skills 7+ years in the securities and investment industry Has a deep understanding and experience of advisory services and a multitude of products and complex client accounts. Possesses Working knowledge of the US financial regulation framework including applicable FINRA rules. Strong knowledge and understanding of risk management and ability to work independently and make sound, risk-based decisions based on firm policy Demonstrates strong research, analytical and problem-solving skills that leads to the ability to analyze trends and patterns; identify and implements improvements or enhancements Ability to collaborate across multiple levels of supervision with strong interpersonal, verbal, & written communication skills while strong organization skills & attention to detail Proven ability to work in a dynamic team environment that is consistently evolving Strong time management skills in order to meet service level agreements and/or project deadlines Active and valid FINRA Series 7 and one or more of the following licenses are required to be considered for the role: FINRA Series 66 (63,65), 9/10 (4,24,53) FINRA Series 7, 66 (63,65), 9/10 (4,24,53), all licenses are required to perform all job duties associated with the role. If any of the licenses not already held, they must be obtained within 120 days of starting in the role as a condition of employment. Preferred qualifications, capabilities, and skills Retail brokerage and/or annuity experience strongly preferred Bachelor's Degree preferred

Come join a winning team! We have an exciting opportunity to help expand your knowledge, skills, and abilities in the margining space. As a Vice President within the Futures and Derivatives Clearing Client Margins team, you will provide strategic and operational oversight for a team that serves as the daily contact for clients regarding their margin obligations. You will champion payment controls, ensure adherence to regulatory and internal standards, and drive continuous improvement in team processes. Collaboration with internal partners is key to enhancing the client experience and supporting operational transformation. This position requires a strong ownership mindset, the ability to critically assess and resolve issues, and a commitment to developing team capabilities in line with business priorities and Firm-wide objectives. Product knowledge and a keen focus on payment controls are essential for success in this role. Job Responsibilities Lead and oversee a team serving as the primary escalation point for clients settling margin requirements Champion payment controls, ensuring rigorous oversight and continuous process improvement Ensure all margin requirements are met in accordance with margin regulations, client priorities, and internal risk policies Resolve complex issues related to SWIFT formatting, cash and securities settlement instructions (SSIs), and securities settlements across global markets Build and leverage relationships across Sales/RM, Compliance, Technology, and Operations to drive solutions Analyze client behavior, margin balances, and exceptions to identify opportunities for improvement Implement solutions to enhance client experience, drive capacity gains, efficiency, and strengthen controls Lead and participate in cross-functional initiatives (Regulatory, Strategic/Platform, Exchange/Product onboarding, client experience) to improve service offerings Monitor industry developments in cleared derivatives and communicate relevant insights to management and the team Promote a culture of continuous learning and product expertise within the team Required qualifications, capabilities and skills Deep understanding of Derivatives Clearing business and the end-to-end lifecycle of Futures and Cleared OTC Swaps products Proven experience in team oversight, with a focus on developing talent and fostering a culture of accountability Strong communication skills and ability to build relationships with external clients and internal stakeholders, including Sales, Controls, Technology, and Operations Demonstrated control mindset to identify process gaps, prioritize, and mitigate operational risk, especially in payment controls Excellent problem-solving skills and ability to address operational and technical issues with sound judgment Ability to prioritize, drive results, and influence team members in a cross-functional, diverse environment Strong organizational skills and attention to detail with ability to multi-task and deliver against tight deadlines Commitment to self-development and continuous learning Ability to synthesize complex information for various audiences Series 99 or ability to obtain Preferred qualifications, capabilities and skills Working knowledge or strong desire to learn data visualizations and analytics tools (Tableau, Alteryx, LLM, etc.)

Information Hiring Manager: Vice President Department: Operational Risk Management The Operational Risk Management (“ORM”) Department is responsible for the Risk Mitigation Framework. The Risk Mitigation Framework provides the process, tools and approach that are needed to support and enhance the control environment required to minimize operational risks related to Golub Capital's non-investment functions. The Risk Mitigation Framework was created to minimize material losses, provide process and internal control oversight and anticipate potential material loss events. The Risk Mitigation Framework is comprised of a set of consistent and repeatable elements that allow Golub Capital to identify, assess, mitigate and report on the operational risk profile of the firm. The Risk Mitigation programs include Risk and Control Self-Assessment (“RCSA”), Issue Management (“IM”), Internal Control Testing (“ICT”), Vendor Risk Management (“VRM”) and Business Continuity Management (“BCM”). Position Responsibilities The Project Manager will assist in mid to large scale transformation programs, including the replacement of a core enterprise system. This is a heavily execution focused and hands-on role. Responsibilities include but are not limited to: Quickly get up to speed on our project management standards and practices Actively lead cross-functional projects using best practices, techniques and standards throughout the entire project execution: Working closely with business stakeholders and potential vendors to identify and relay requirements and to ensure project delivery meets all desired business specifications Acting as a liaison between business teams and Technology Solutions Developing comprehensive, detailed project plans Identifying tasks and dependencies to build out a comprehensive plan and coordinate with cross-discipline team members to make sure that all parties are on track with project requirements, deadlines and schedules Tracking risks and issues, ensuring they are assigned and resolved Preparing status reports by gathering, analyzing and summarizing relevant information Identifying and engaging available resources and subject matter experts in related areas to achieve goals Building strong and productive relationships with key stakeholders Learning and understanding the project business requirements / solutions to actively lead the work toward completion Facilitating meetings with all levels of the organization that drive collaboration and actionable results Ensuring that projects meet the highest quality standards and satisfy all specified business requirements Effectively documenting project management artifacts throughout project lifecycle Demonstrating strong organizational acuity to effectively navigate cross-functional teams, driving project alignment, influencing stakeholders and advocating for change Candidate Requirements Qualifications & Experience: Bachelor's degree required 6+ years of experience in financial services project management or relevant field (e.g., portfolio / program management, change management) Experience in cross-functional projects focused on business outcomes and stakeholder engagement Experience with Quality Assurance, User Acceptance Testing and possesses a strong technical understanding of software development lifecycle Experience working in roles that have a heavy emphasis on people and change management High level of proficiency with Microsoft Office applications (Word, Excel, PowerPoint, MS Visio, SharePoint) Experience with Microsoft Project, Microsoft Project for Web, Agile methodologies and Scrum processes is preferred Project Management Professional (PMP), Certified Associate in Project Management (CAPM) preferred Flexible and willing to adapt to meet the needs of the team Self-motivated, team oriented and able to multi-task, including the ability to handle several projects Proactive self-starter with a positive can-do and “no job too small” approach Meticulous with excellent analytical and problem-solving skills Exceptional interpersonal, verbal, written and presentation skills across a variety of audiences Committed to achieving goals with a strong sense of personal and team responsibility Highly motivated and resourceful in a fast paced, complex environment; successful working both independently and as a team member Ability to probe sensitive issues while maintain the highest level of integrity and objectivity Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Change Management: Communicates the benefits and the impact of refinements to internal processes or technology. Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people. Risk Management: Identifies, forecasts and articulates ways to pursue and manage informed risks in ambiguous, complex or uncertain situations based on sound value propositions and an analysis of potential rewards and costs. Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. Industry Knowledge: Demonstrates an understanding of risk management and the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. Business Needs Assessment: Identifies business needs across departments within the Firm to understand the challenges, goals and problems that the business needs to solve and identifies appropriate technical solutions. Project / Program Management: Manages projects and / or programs through planning, identifying resources, monitoring and communicating project activities and assessing impacts of project decisions. Compensation and Benefits For Illinois Only: It is expected that the base salary range for this position will be $110,000 to $145,000 for an Assistant Vice President. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.

Information Hiring Manager: Vice President Department: Operational Risk Management The Operational Risk Management ("ORM") Department is responsible for the Risk Mitigation Framework. The Risk Mitigation Framework provides the process, tools and approach that are needed to support and enhance the control environment required to minimize operational risks related to Golub Capital's non-investment functions. The Risk Mitigation Framework was created to minimize material losses, provide process and internal control oversight and anticipate potential material loss events. The Risk Mitigation Framework is comprised of a set of consistent and repeatable elements that allow Golub Capital to identify, assess, mitigate and report on the operational risk profile of the firm. The Risk Mitigation programs include Risk and Control Self-Assessment ("RCSA"), Issue Management ("IM"), Internal Control Testing ("ICT"), Vendor Risk Management ("VRM") and Business Continuity Management ("BCM"). Position Responsibilities The Project Manager will assist in mid to large scale transformation programs, including the replacement of a core enterprise system. This is a heavily execution focused and hands-on role. Responsibilities include but are not limited to: * Quickly get up to speed on our project management standards and practices * Actively lead cross-functional projects using best practices, techniques and standards throughout the entire project execution: * Working closely with business stakeholders and potential vendors to identify and relay requirements and to ensure project delivery meets all desired business specifications * Acting as a liaison between business teams and Technology Solutions * Developing comprehensive, detailed project plans * Identifying tasks and dependencies to build out a comprehensive plan and coordinate with cross-discipline team members to make sure that all parties are on track with project requirements, deadlines and schedules * Tracking risks and issues, ensuring they are assigned and resolved * Preparing status reports by gathering, analyzing and summarizing relevant information * Identifying and engaging available resources and subject matter experts in related areas to achieve goals * Building strong and productive relationships with key stakeholders * Learning and understanding the project business requirements / solutions to actively lead the work toward completion * Facilitating meetings with all levels of the organization that drive collaboration and actionable results * Ensuring that projects meet the highest quality standards and satisfy all specified business requirements * Effectively documenting project management artifacts throughout project lifecycle * Demonstrating strong organizational acuity to effectively navigate cross-functional teams, driving project alignment, influencing stakeholders and advocating for change Candidate Requirements Qualifications & Experience: * Bachelor's degree required * 6+ years of experience in financial services project management or relevant field (e.g., portfolio / program management, change management) * Experience in cross-functional projects focused on business outcomes and stakeholder engagement * Experience with Quality Assurance, User Acceptance Testing and possesses a strong technical understanding of software development lifecycle * Experience working in roles that have a heavy emphasis on people and change management * High level of proficiency with Microsoft Office applications (Word, Excel, PowerPoint, MS Visio, SharePoint) * Experience with Microsoft Project, Microsoft Project for Web, Agile methodologies and Scrum processes is preferred * Project Management Professional (PMP), Certified Associate in Project Management (CAPM) preferred * Flexible and willing to adapt to meet the needs of the team * Self-motivated, team oriented and able to multi-task, including the ability to handle several projects * Proactive self-starter with a positive can-do and "no job too small" approach * Meticulous with excellent analytical and problem-solving skills * Exceptional interpersonal, verbal, written and presentation skills across a variety of audiences * Committed to achieving goals with a strong sense of personal and team responsibility * Highly motivated and resourceful in a fast paced, complex environment; successful working both independently and as a team member * Ability to probe sensitive issues while maintain the highest level of integrity and objectivity * Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. * Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. * Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. * Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. * Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. * Change Management: Communicates the benefits and the impact of refinements to internal processes or technology. * Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people. * Risk Management: Identifies, forecasts and articulates ways to pursue and manage informed risks in ambiguous, complex or uncertain situations based on sound value propositions and an analysis of potential rewards and costs. * Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. * Industry Knowledge: Demonstrates an understanding of risk management and the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. * Business Needs Assessment: Identifies business needs across departments within the Firm to understand the challenges, goals and problems that the business needs to solve and identifies appropriate technical solutions. * Project / Program Management: Manages projects and / or programs through planning, identifying resources, monitoring and communicating project activities and assessing impacts of project decisions. Compensation and Benefits For Illinois Only: It is expected that the base salary range for this position will be $110,000 to $145,000 for an Assistant Vice President. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.

Summary: Meets the Bank's business objectives by developing business opportunities to grow market share, meet sales quotas, cross sell to existing and new customers and manage the branch staff. Builds customer relationships and recognizes potential opportunities by making quality referrals to internal departments of the Bank. Actively promotes BankFinancial. This individual would be expected to oversee and manage operations of the Deerfield and Northbrook branches. Essential Duties and Responsibilities Customer Service/Sales * Meets sales objectives by conducting monthly sales meetings, establishing sales quotas, and coaching the staff on a consultative approach to selling, new business development and cross-selling skills. * Uses a consultative referral approach to selling, evidenced by collecting and analyzing information regarding customer's income, assets and investments or debts, to actively identify referral opportunities. Tracks all branch referrals and sales within the branch. Promotes and guides staff in achieving referral goals as outlined. * Assists in Customer issue resolutions. * Identifies and coordinates appropriate outside sales activities and events to promote Bank products and services. * Mentors and coaches staff to ensure that customer service is at optimal levels and that branch goals are met. Branch Operations * Maintains a solid understanding of all functions within the branch, including but not limited to all banking transactions, operations, and branch sales objectives so as to participate in the duties and responsibilities of all branch positions at times when staff is inadequate. * Monitors all compliance issues and operations of the branch. * Performs opening and/or closing procedures of the branch in accordance with security procedures. This includes possession of keys as well as combinations to various vaults. * Approves transactions within authorized limits while ensuring Bank's policies and security procedures are followed. Oversees that all customer inquiries are addressed and responded to efficiently and effectively. * Oversees completion of monthly audits and associates' work in accordance to policy. * Balances branch daily and reports out-of-balance conditions according to policy. Resolves out of balance conditions accurately and promptly. * Adheres to alarm testing procedures. * Monitors, balances and audits automated cash equipment. * Completes monthly self-assessments in accordance to policy and procedures. * Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times. * Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations. * May perform duties and responsibilities of a licensed platform banker which would require obtaining an insurance license to sell insurance products * Completes all required training. Staff Development/Leadership * Completes operational requirements by delegating assignments to associates and following up on work results. * Exercises discretion and uses judgment in the implementation, distribution, and monitoring of new procedures, policies and product information to branch staff. * Achieves financial objectives by preparing annual budgets and business plans, scheduling expenditures, analyzing variances, and initiating corrective actions. * Recruits, hires, reviews and terminates branch associates. Provides training opportunities to associates to enhance career development. Appraises employees' productivity and efficiency for the purpose of recommending promotions or other change in status. * Counsels and disciplines employees, monitors and evaluates job performance and prepares performance improvement plans when required. * Maintains continuous program for self-improvement by attending educational workshops and reviewing professional publications. * Establishes business and professional networks within the bank and in the community. * Possesses a high level of professionalism and technical knowledge. * Fosters a teamwork environment within the branch. * Conducts monthly self-managed branch sales meetings. * Ensures that adequate staff is scheduled to meet appropriate business levels, that customers are serviced quickly, efficiently, and that all standards are met. BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity) * High school diploma or GED (Bachelor's degree from a four-year college or university preferred) * At least two years branch and people management experience with consistent and proven operations and sales results * At least five years previous banker and/or bank teller experience * Strong understanding and knowledge of bank products and services * Commercial and residential lending experience preferred

Job Description Summary: Meets the Bank's business objectives by developing business opportunities to grow market share, meet sales quotas, cross sell to existing and new customers and manage the branch staff. Builds customer relationships and recognizes potential opportunities by making quality referrals to internal departments of the Bank. Actively promotes BankFinancial . This individual would be expected to oversee and manage operations of the Deerfield and Northbrook branches. Essential Duties and ResponsibilitiesCustomer Service/Sales Meets sales objectives by conducting monthly sales meetings, establishing sales quotas, and coaching the staff on a consultative approach to selling, new business development and cross-selling skills. Uses a consultative referral approach to selling, evidenced by collecting and analyzing information regarding customer's income, assets and investments or debts, to actively identify referral opportunities. Tracks all branch referrals and sales within the branch. Promotes and guides staff in achieving referral goals as outlined. Assists in Customer issue resolutions. Identifies and coordinates appropriate outside sales activities and events to promote Bank products and services. Mentors and coaches staff to ensure that customer service is at optimal levels and that branch goals are met. Branch Operations Maintains a solid understanding of all functions within the branch, including but not limited to all banking transactions, operations, and branch sales objectives so as to participate in the duties and responsibilities of all branch positions at times when staff is inadequate. Monitors all compliance issues and operations of the branch. Performs opening and/or closing procedures of the branch in accordance with security procedures. This includes possession of keys as well as combinations to various vaults. Approves transactions within authorized limits while ensuring Bank's policies and security procedures are followed. Oversees that all customer inquiries are addressed and responded to efficiently and effectively. Oversees completion of monthly audits and associates' work in accordance to policy. Balances branch daily and reports out-of-balance conditions according to policy. Resolves out of balance conditions accurately and promptly. Adheres to alarm testing procedures. Monitors, balances and audits automated cash equipment. Completes monthly self-assessments in accordance to policy and procedures. Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times. Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations. May perform duties and responsibilities of a licensed platform banker which would require obtaining an insurance license to sell insurance products Completes all required training. Staff Development/Leadership Completes operational requirements by delegating assignments to associates and following up on work results. Exercises discretion and uses judgment in the implementation, distribution, and monitoring of new procedures, policies and product information to branch staff. Achieves financial objectives by preparing annual budgets and business plans, scheduling expenditures, analyzing variances, and initiating corrective actions. Recruits, hires, reviews and terminates branch associates. Provides training opportunities to associates to enhance career development. Appraises employees' productivity and efficiency for the purpose of recommending promotions or other change in status. Counsels and disciplines employees, monitors and evaluates job performance and prepares performance improvement plans when required. Maintains continuous program for self-improvement by attending educational workshops and reviewing professional publications. Establishes business and professional networks within the bank and in the community. Possesses a high level of professionalism and technical knowledge. Fosters a teamwork environment within the branch. Conducts monthly self-managed branch sales meetings. Ensures that adequate staff is scheduled to meet appropriate business levels, that customers are serviced quickly, efficiently, and that all standards are met. BankFinancial is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity) High school diploma or GED (Bachelor's degree from a four-year college or university preferred) At least two years branch and people management experience with consistent and proven operations and sales results At least five years previous banker and/or bank teller experience Strong understanding and knowledge of bank products and services Commercial and residential lending experience preferred

The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients. Individuals in this role are Subject Matter Experts (SME) on Deposit, Credit, and Cash Management products and support their assigned area branches end to end. Responsibilities: Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and other Area partners (e.g. Wealth Management, Mortgage) Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan Accountable to scorecard metrics and KPI's as defined by Senior Management Support the development of small business knowledge and skills to assigned branch Area team through execution of joint sales activities, ongoing training, and identifying referral opportunities Call on your assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to, and proactively uncovering future needs, roadblocks, or risks for the business to achieve their goals Educate and introduce clients to the appropriate products and services that fit their needs and grow both the balance and revenue of your portfolio Manage credit requests up to $250K, and work closely with Sr. Business Bankers on lending relationships over $250K Develop and execute an integrated and comprehensive sales plan to achieve scorecard results, drive acquisition of new to bank clients and target industry/sectors maximizing the highest potential across designated territory Adhere to sales management routines, sales practices and protocols for Business Banking to ensure compliance with all policies and procedures. Proactively manage portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing opportunities while ensuring customer satisfaction and retention. Foster teamwork and Business Banking knowledge in all assigned branches to ensure a positive customer experience. Be accountable to client service scores. Collaborate with Consumer and Wealth business partners to deepen client relationships. Work closely with the credit/risk team and Branches to facilitate loan closings, including pipeline management, loan escalations / appeals and advocacy, application quality and pricing issues. Strictly adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion and updating of all required documentation. 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. Qualifications: 5-8 years of experience, preferably 2-5 years banking experience or 2-3 years in Business Banking Exceptional consulting skills; ability to probe, listen, clarify and present information to advance sales transactions, deepen relationships Demonstrate analytical skills and ability to assimilate complex financial and company operating information Professional presentation skills Strong working knowledge of credit structuring and processing; credit trained preferred Highly effective communication and influence skills Customer oriented and responsive Superior organizational skills Excellent business development skills This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Commercial and Business Sales ------------------------------------------------------ Job Family: Retail Business/Citi Business ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Chicago Illinois United States ------------------------------------------------------ Primary Location Full Time Salary Range: $87,360.00 - $131,040.00 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 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.

Our growing team brings an entrepreneurial spirit to a leading global financial firm. Since launching our practice in 2017, we have grown in design maturity as an organization and are looking for a Design Program Manager to help us implement process and structure, strengthen and expand relationships with our partners, prioritize most impactful work, and find creative solutions to unique growth-stage challenges. About Morgan Stanley 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. Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office. The Morgan Stanley UX and Research team works across all Morgan Stanley and E*TRADE digital properties, 500+ tools for Morgan Stanley Financial Advisors and more. Our job is to provide insights and recommendations to our design, product, and tech partners so they can build more effective, user-centered experiences. Once here you will... Oversee and optimize program management processes, tools, timelines and workflow across various UX Studios in Wealth Management Maintain a backlog of projects and keep open communication with UX leads and managers to ensure that work is appropriately allocated. Ensure that all projects are tracked and accounted for in project management tools Create alignment across UX design activities by developing standardized approaches for work intake and maintenance Partner closely with the Design Systems team and Research to ensure tracking of components used, and research needs for each UX effort Define templates and resources for team in Figma Develop and lead team health initiatives and programs to support team moral and growth Collect project and staffing needs from Product Partners and Stakeholders at year end to build out a roadmap of work for the following year Manage change for Program Management processes as we continue to evolve across the UX&R organization Partner closely with the Design Program Management team on Operations projects separate from day-to-day program management work Work to remove roadblocks through creative solutions by maintaining a communication pipeline with all involved stakeholders, help streamline processes and provide inputs into the big picture of the UX Team's staffing, resourcing, and impact. Relevant experience and mindset Minimum Education; Bachelors Degree You have up to 5 years' experience as a key member of a design team or front-end development team and/or up to 5+ years as a Program Manager, Operations Manager, or Resource Manager with proven results in leadership and cross functional collaboration You understand UX Design and can confidently advocate for UXR to technical teams> You have a keen understanding of how design, research, and operations teams work and their role within tech projects You have experience working in financial services or comparable industries, managing complex projects with multiple inputs and phases You have established deep relationships and can influence multi-disciplinary teams and stakeholders across the organization You are a natural communicator You are able to breakdown complex projects into tangible phases/pieces of work You have demonstrable management experience partnering and building bridges with stakeholders, teams, and agencies You are a natural leader and collaborator who can bring organization to high-complexity workflows on moving, changing teams You are organized, resourceful, and comfortable with a changing landscape of work, resources, processes, and tools. 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. NY - Expected base pay rates for the role will be between $85,000 and $140,000 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. IL - Salary range for the position: $85,000 and $140,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).

E*TRADE by Morgan Stanley About the Job More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first. Job Summary E*TRADE from Morgan Stanley is looking for an experienced candidate with a solid background in crypto, derivatives, and Retail Trading platforms. Knowledge of crypto and retail brokerage operations and trading including equities, options, and futures trading is necessary. Additional knowledge around mobile applications and trading tools & features will be a valuable skill set. The primary responsibility of the position is to help lead initiatives within the Derivative and Crypto Product team to implement new products or features that will enhance the client experience. The role requires the candidate to oversee the end-to-end product development lifecycle - including requirements gathering, development support, pre and post launch strategy - for a variety of products in the assigned portfolios. This position will also support various business lines in its day-to-day functions inclusive of audits, operational controls and administrative tasks. The desired candidate should be a self-starter, a problem solver and must be driven to solve complex business issues. Key Responsibilities Work with Risk and Service partners to identify system or experience gaps that need to be addressed. Lead new initiatives to introduce new functionality designed to enhance the crypto experience Manage day to day business needs as required to support derivative business lines. Perform in depth analysis with key stakeholders to identify areas of revenue opportunities and put forward a plan to implement required changes Assist and lead, where applicable, in developing and communicating strategy for individual products based upon understanding of market, competition, regulatory, and legislative trends Provide Product Support: Research and resolve complex issues related to assigned products or core competency Work with various stakeholders through the agile framework to fix existing issues and/or bring new initiatives to light. Work and build solid relationship with key stakeholders - including Operations, Customer Service, Marketing, Technology and Quality Assurance teams - to deliver simple, elegant and defect free products Champion new products throughout the organization Conduct and monitor the competitive landscape and propose actionable recommendations aligned with the company's roadmap Qualifications Basic 3-5 years of experience in Product Management preferably in the Financial Services Industry Bachelor's degree Preferred 2+ years of relevant work experience managing the end-to-end product life-cycle for digital products in the brokerage and/or Finance industry Excellent understanding of crypto trading, and trading platforms Ability and willingness to learn how to lead product development initiatives through an agile framework using epics and user stories Knowledge and passion for the mobile space Ability to engage and find opportunities beyond individual responsibilities Excellent written and verbal communication skills Ability to clearly articulate complex ideas to a diverse audience Strong organizational skills to work on multiple projects simultaneously on time and within budget delivery Demonstrates effectiveness in a fast-paced, demanding, client-driven environment Strong understanding of the retail client and ability to view proposed solutions through the eyes of the client An energetic person with an entrepreneurial attitude 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 $85,000 and $140,000 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).

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first. SUMMARY E*TRADE Financial is looking for an experienced candidate with a solid background in Retail Trading platforms. Knowledge of retail brokerage operations and trading including equities, options, and futures trading is necessary. Additional knowledge around trading tools and features such as options chains, charts, buying power, and margin and risk vetting systems will be a valuable skill set. The primary responsibility of the position is to lead initiatives within the Trading Product team to implement new products or features that will enhance the client experience. The role requires the candidate to oversee the end-to-end product development lifecycle - including requirements gathering, development support, pre and post launch strategy - for a variety of products in the assigned portfolios. The desired candidate should be a self-starter, a problem solver and must be driven to solve complex business issues. RESPONSIBILITIES > Lead new initiatives to introduce new functionality designed to enhance the trading experience > Perform in depth analysis with key stakeholders to identify areas of revenue opportunities and put forward a plan to implement required changes > Assist and lead, where applicable, in developing and communicating strategy for individual products based upon understanding of market, competition, regulatory, and legislative trends > Work with Risk and Service partners to identify system or experience gaps that need to be addressed. > Provide Product Support: Research and resolve complex issues related to assigned products or core competency > Work with various stakeholders through the agile framework to fix existing issues and/or bring new initiatives to light. > Work and build solid relationship with key stakeholders - including Operations, Customer Service, Marketing, Technology and Quality Assurance teams - to deliver simple, elegant and defect free products > Champion new products throughout the organization > Conduct and monitor the competitive landscape and propose actionable recommendations aligned with the company's roadmap Basic > 5 years of experience in Product Management preferably in the Financial Services Industry > Bachelor's degree Preferred > 2+ years of relevant work experience managing the end-to-end product life-cycle for digital products in the brokerage and/or Finance industry > Excellent understanding of Equities/Options/Futures trading, and trading platforms > Ability and willingness to learn how to lead product development initiatives through an agile framework using epics and user stories > Ability to engage and find opportunities beyond individual responsibilities > Excellent written and verbal communication skills 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). > Ability to clearly articulate complex ideas to a diverse audience > Strong organizational skills to work on multiple projects simultaneously on time and within budget delivery > Demonstrates effectiveness in a fast-paced, demanding, client-driven environment > Strong understanding of the retail client and ability to view proposed solutions through the eyes of the client > An energetic person with an entrepreneurial attitude 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. Salary range for the position: $85,000 and $140,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours Promote from within culture The Relationship Manager, Business Banking is responsible for the acquisition, retention and expansion of new and existing loans, deposit, and treasury relationships. This role will cover the Lincoln Park, Wrigleyville and Roscoe Village neighborhoods. What You'll Do Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation Manage and grow existing customer relationships with businesses that generally have up to $25M in revenue Negotiate proper loan structure and effectively cross-sell products Maintain properly documented files, manage renewals and collection efforts on past dues and defaulted loans Build and manage a professional network of COI's and referral sources Maintain a stable network of prospective customers with a consistent approach to calling Work closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence Qualifications Bachelor's Degree in finance, business or accounting or related field Completion of formal Bank Credit Training program preferred but not required Minimum 5 years of credit and lending experience combined Prior B2B, business banking, or consultative outside sales experience in financial services Excellent verbal and written communications skills Strong interpersonal skills with a proven ability establishing client relationships Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $85,000-$132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. #LI - AC1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

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: Washington District Of Columbia United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $76,480.00 - $114,720.00 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: Oct 24, 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.