Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Corporate Banking Loan Operations Manager Cornerstone Capital BankCorporate Banking Loan Operations ManagerPlano, TexasGuided by a core Mission, Vision and Convictions statement,â¯Cornerstoneâ¯operatesâ¯17â¯full-serviceâ¯banking locations across major Texas markets andâ¯more than 150â¯mortgage offices nationwide.â¯â¯The companyâ¯has servedâ¯nearlyâ¯700,000â¯customersâ¯through its family of brands, including Cornerstone Home Lending, Roscoe Bank, Peoples Bank, Cornerstone Servicing, and Cornerstone Insurance. Throughâ¯itsâ¯primary subsidiary, Cornerstone Capital Bank, the organizationâ¯operatesâ¯a community and business banking franchise alongside a premier national home lending, servicing, and home insuranceâ¯platform-basedâ¯financial services company dedicated to helping families, businesses, and communities thrive.
Small Business Banking Credit Oversight Lead SofiSmall Business Banking Credit Oversight LeadFrisco, TX$137,600–$236,500 / yearServing as a strategic advisor and credible challenger to senior leadership, you will proactively identify emerging risks, influence sound lending decisions, and champion a strong risk culture-all while maintaining second-line independence. What Success Looks Like: Robust Oversight: Fortifies second-line oversight of the Small Business Lending portfolio by driving proactive risk identification and delivering decisive, timely challenge.
Sr. Relationship Manager, Global Commercial Banking - Transformative Healthcare (Dallas) Bank of AmericaSr. Relationship Manager, Global Commercial Banking - Transformative Healthcare (Dallas)Dallas, TexasCollaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. The Transformative Healthcare Group focuses on the middle‑market healthcare industry, providing traditional banking, capital raising, and advisory services to public and private healthcare companies with annual revenues generally ranging from $50 million to $2 billion.
Investment Banking Associate II - Environmental Services Fifth Third BankInvestment Banking Associate II - Environmental ServicesDallas, Texas$82,100–$172,500 / yearA Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you .
NewVP Structured Underwriting Commercial Banking BMO (Bank of Montreal)VP Structured Underwriting Commercial BankingIrving, TX$88,800–$165,600 / yearAnalyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
Manager- Securities Compliance QA (Global Banking) RSMManager- Securities Compliance QA (Global Banking)Dallas, TX$54–$80 / hourThis role will operate in the second line of defense, providing independent oversight, testing, and challenge of Broker‑Dealer and RIA compliance programs for banking and wealth management clients. If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
NewExecutive Director Of Business Banking First Busey CorporationExecutive Director Of Business BankingDallas, TX$175,000–$225,000 / yearThis role plays a critical part in driving core deposit growth and treasury fee income while focusing on market positioning, growth strategy, product optimization, and performance management to accelerate revenue, deepen client relationships, and enhance competitive differentiation. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
Business Banking Relationship Manager III (Dallas) Fifth Third BankBusiness Banking Relationship Manager III (Dallas)Dallas, TexasActively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Business Banking Relationship Manager II (Dallas) Fifth Third BankBusiness Banking Relationship Manager II (Dallas)Dallas, TexasThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Investment Banking Principal / Vice President - Environmental Services Fifth Third BankInvestment Banking Principal / Vice President - Environmental ServicesDallas, TexasThe Principal may be responsible for direct day to day supervision of Associates and Analysts, providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Provide leadership in the pitching and execution of CIB transactions while providing support to the Managing Directors in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention.
Retail Banking Solution Specialist ARGORetail Banking Solution SpecialistRichardson, TXThis position is highly collaborative, engaging multiple levels and departments within ARGO, including project managers, business analysts, SDLC staff (development, quality assurance, UX), sales, and other Line of Business product management on cross-LOB initiatives such as referrals, fraud/customer identification, cross-selling/offer management and customer engagement. Software Product Competitiveness - ensuring ongoing product suite market competitiveness and regulatory compliance with accountability for the following segments of the software manufacturing process (30% of time): Maintaining and enhancing the product with best practice feature functionality through complete written business requirements definition and conceptual design.
Retail Banking Solution Specialist (Richardson, TX) ARGORetail Banking Solution Specialist (Richardson, TX)Richardson, TXThis position is highly collaborative, engaging multiple levels and departments within ARGO, including project managers, business analysts, SDLC staff (development, quality assurance, UX), sales, and other Line of Business product management on cross-LOB initiatives such as referrals, fraud/customer identification, cross-selling/offer management and customer engagement. Software Product Competitiveness - ensuring ongoing product suite market competitiveness and regulatory compliance with accountability for the following segments of the software manufacturing process (30% of time): Maintaining and enhancing the product with best practice feature functionality through complete written business requirements definition and conceptual design.
Business Banking Relationship Advisor - Plano, TX Area Bank of AmericaBusiness Banking Relationship Advisor - Plano, TX AreaPlano, TexasBusiness Banking Relationship Advisor’s (BBRA) work with clients with revenues greater than $1MM and deliver the entire suite of Business Advantage solutions deposit, merchant, credit card, unsecured lending & digital, excluding specialty lending and treasury. • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers Skills Used in this Role: • Active listening.
Relationship Manager Development Program (Global Commercial Banking) Middle Market - North Texas/Dallas Bank of AmericaRelationship Manager Development Program (Global Commercial Banking) Middle Market - North Texas/DallasDallas, TexasCollaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange and Wealth Management and facilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services in to ensure the integrated delivery of valuable financial solutions with the Risk & Compliance framework. Acts as a trusted advisor for clients and prospects with annual revenues of $5 million to $2 billion, identifying opportunities and recommending integrated solutions that encompass multiple products and services as needed.
Business Banking Senior Relationship Manager - Greater Dallas Market Bank of AmericaBusiness Banking Senior Relationship Manager - Greater Dallas MarketFrisco, Texas$20–$50 / yearCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.
Branch Banking Management Military Apprentice (SAFE) Dallas TX Wells Fargo BankBranch Banking Management Military Apprentice (SAFE) Dallas TXFrisco, TexasThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. As Branch Banking Management Military Apprentice, you will also have the opportunity to directly meet customer needs by assisting with transactions, as needed, allowing you to serve as a role model to your team in delivering an exceptional customer experience focused on building relationships.
NewSenior Business Banking Relationship Manager - Mansfield Wells Fargo & CoSenior Business Banking Relationship Manager - MansfieldMANSFIELD, TXThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Credit Underwriter I-Commercial Real Estate Banking Bank of AmericaCredit Underwriter I-Commercial Real Estate BankingDallas, TexasThis role supports Commercial Real Estate credit underwriting and portfolio monitoring for new and existing clients in partnership with Credit Officers, Relationship Management, and Risk. Key responsibilities include preparing and reviewing credit analyses, assessing risk, reviewing work completed by less experienced teammates, and drafting financial analyses for approval or ongoing monitoring.