Forward Deployed Banker
Rogo AI
Rogo Investment Banking ExpertOur mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.Our team is sharp, motivated, and deeply committed to Rogo's mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.What You'll DoBe Rogo's investment banking expert in the room: Design and lead tailored demos of Rogo's platform, translating AI capabilities into real impact across core banking workflows — company research, financial modeling, valuation, M&A advisory, capital markets, and client deliverables. In every sales cycle, you'll paint the vision of what "fully deployed" looks like for each bank: Rogo as core to how their teams research, pitch, and execute.Work cross-functionally: Partner directly with Sales, Product, and Engineering to drive our GTM motion and continuously improve the product. You are the voice of the prospective customer — bringing what the market is asking for, and firsthand investment banking expertise, into our product development philosophy.Be the trusted expert in the sales cycle: As a domain and GTM leader in the earliest conversations with our future customers, you'll understand and anticipate how bankers work — building trusted, consultative relationships that establish Rogo's credibility, shape the evaluation, and win the deal.Scope and run proof-of-value: Design proof-of-value exercises that justify the deal — mapping Rogo's capabilities to each bank's specific coverage groups, product areas, and deal workflows so that the use cases feel bespoke to their firm. You'll define success criteria with the prospect up front, tie them to business outcomes their leadership cares about, and build the evidence that turns an evaluation into a commitment.Elevate our GTM motion: Develop best-in-class demo environments, banking use cases, and enablement materials that showcase how Rogo fits into real investment banking workflows and help the broader team win more business.Influence product direction: Translate customer feedback, banking workflows, and market trends into actionable insights that sharpen the platform and strengthen our competitive advantage.What You'll Bring2+ years of investment banking experience at a top-tier investment bank.Strong command of core banking workflows — financial modeling, valuation, M&A, capital markets, due diligence, and client presentations.Executive presence and the ability to build credibility with senior bankers and financial services leaders, from analysts up through MDs and Group Heads.Outstanding communication and presentation skills, whether leading a polished product demo or explaining complex financial concepts on the fly.The ability to connect a prospect's specific business problems to Rogo's solutions and explain them to both technical and non-technical audiences.A structured, outcome-oriented approach: comfort defining success criteria, scoping evaluations, and building the business case that gets a deal over the line.A genuine curiosity about AI and conviction about how it will reshape investment banking.Bachelor's degree or above.Even Better...Experience working directly with clients or leading live deal execution alongside senior bankers and executives.Experience partnering with Product or Engineering, translating customer requirements and banking workflows into product improvements.Previous experience in B2B SaaS, fintech, or AI, particularly in customer-facing or solutions-oriented roles.Who You AreYou thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.You are ambitious. You have fun solving problems that others think are impossible.You are curious. You find joy in learning about AI, technology, and finance.You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.You are collaborative, organized, thoughtful, and kind.Why Join Rogo?Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.
$90k - $160k
...Hebbia AI StrategistThe AI platform for investors and bankers that generates alpha and drives upside.Founded in 2020 by George Sivulka... ...do not just streamline workflows. We transform how capital is deployed, how risk is managed, and how value is created across markets.Hebbia...SuggestedInternshipWork at office- Universal Banker (Teller/Customer Service) Universal Banker - River City Bank, Blairsville, GA Reports to: Branch Manager Status: Full... ...such as interest, penalties, percentages, balances, etc. Deploy a consistently high degree of accuracy and diligence Excellent...SuggestedFull time
- ...the training, support and opportunities needed to foster individual growth and our mutual success. Consider joining our dynamic and forward-focused team! This position combines teller work with account openings. A teller is the first point of contact with our customers...SuggestedBank staffWork at officeNight shift
- ...Business Personal & Commercial Banking Job Description The Premier Banker is an experienced banker, servicing as the primary contact for... ...Climbing – Occasional Reaching overhead – Occasional Reaching forward – Occasional Pushing – Occasional Pulling – Occasional Twisting...SuggestedWork experience placementBank staffWork at officeLocal areaWork from homeFlexible hours
$22.5 - $29 per hour
...Business Personal & Commercial Banking Job Description The Retail Banker I is a customer liaison that is integral to delivering TD’s... ...Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting...SuggestedWork at officeLocal areaFlexible hours$175k
...at Barclays enjoys a real sense of purpose, because they work for a business that fosters innovation, champions sustainability, and deploys finance responsibly for the common good and the long term. Who we're looking for To be considered for this program, you must...Hourly paySummer workInternshipSummer internshipWork at officeImmediate start- ...Apple Bank is hiring a Universal Banker for Bay Ridge, Brooklyn. This hybrid role combines Teller and Customer Service responsibilities, including opening accounts, processing transactions, and educating clients on products and services. The UB position emphasizes...Weekend work
- ...Job Title Universal Banker Department Consumer & Community Banking Reports To Branch Manager Location Harlem (Manhattan) Employment Full-Time | Non-Exempt Availability Branch hours, including rotating Saturdays and some evenings, as business...Full timeImmediate startShift workNight shiftAfternoon shift
- ...Universal Banker 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...Hourly payContract workTemporary workTraineeshipWork at officeFlexible hours
- ## Associate Banker I (20 Hours Weekly) - PequannockPostuler: Sur place: Pompton Plains, New Jersey: Temps partiel: Publié aujourd'hui... ...limits* Identifies and assesses client problems in straight forward situations using standard procedures and escalates non-standard...Temporary workWork at officeLocal areaWork from homeFlexible hoursAfternoon shift
$175k - $200k
...controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on...Work at office$150k
...transaction approval and execution processes. Assist senior bankers in managing client interactions, including calls, diligence... ...opportunities, development of business cases, management of the deployment and launch of new products and services for investment banking...Hourly pay- ...Apple Bank - Universal Banker (UB) in Bronx, NY combines customer service and teller duties in a hybrid role. You will open new accounts, process transactions, and provide product recommendations to clients to strengthen relationships. With 1–2 years of retail banking...
- ...transaction execution and managing client relationships. We value individuals who take initiative, anticipate needs, and proactively move forward. Qualifications Previous experience in investment banking Excellent sales and communication skills Sound judgement...Full time
$25 - $38.46 per hour
...Licensed Private Client Banker# Key Careers## Licensed Private Client BankerApply: Brewster, NY: Full time: Posted Today: End Date: December... ...'s our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our...Hourly payFull timeWork experience placementFlexible hoursDay shift$200k - $225k
...The Banker is a senior level professional responsible for driving the planning of investment strategies and solutions for major market... ...revenue by cross selling the Citi platform while efficiently deploying the firm's capital and evaluating and managing risk. Responsibilities...Full time$200k - $225k
...The Banker is a senior level professional responsible for driving the planning of investment strategies and solutions for major market... ...revenue by cross selling the Citi platform while efficiently deploying the firm's capital and evaluating and managing risk. Responsibilities...Full time- ...reaching branch goals. The position requires coordinating schedules and ensuring proper handling of daily teller activities. Training is provided for universal banker responsibilities, with a focus on accuracy, security, and customer service excellence. #J-18808-Ljbffr
$21.98 - $32.97 per hour
Apple Inc. is seeking a Universal Banker for their Bronx, NY branch. This hybrid role demands a proactive approach to customer service, where you will assist clients with account transactions and ensure a smooth banking experience. The successful candidate will be responsible...Hourly pay- Apple Bank is seeking a Universal Banker for the Brooklyn, NY (Coney Island) area. This hybrid role blends customer service with teller duties, handling transactions, opening accounts, and educating clients on bank products. We value strong communication, problem-solving...Weekend work
- ...Acting as the primary day-to-day client point of contact and lead banker on capital markets transactions Reviewing and coordinating... ...work of junior bankers to move marketing/execution process forward Refining marketing/execution materials for maximum client impact...
$185k - $250k
...original concepts, and unique perspectives to drive our business forward — and for careers to take flight. Through our financial... ...presentations and marketing materials Interact with senior bankers and clients You'll need to have: ~3-4 years of relevant...Work experience placementWork at officeLocal area- Responsibilities Global Transaction and Payment Services (GTPS) provides Corporate Clients, Financial Institutions, SG Entities and SG Business Lines with a wide range of payment products and services such as payments, Corporate Cash Management Services, Check services...
- ...Arrow Financial Corporation seeks a Banker I in Old Forge, NY to provide frontline customer service, process transactions, and safeguard customer information. The role focuses on accurate cash handling, customer trust, and identifying opportunities to offer banking products...
- ...Madison Hunt is partnered with a market-leading project finance franchise, seeking a senior banker to expand the platform into core+ mid-market infrastructure sectors beyond its current coverage of power, renewables, digital, midstream, and energy transition. The ideal...
- ...Citigroup Inc. in New York is seeking a Universal Banker at our Madison/42nd Branch. This entry-level, part-time role supports customer service and sales activities, opening basic accounts, processing transactions, and resolving service issues to build loyalty among...Part time
- ...Huntington Bank in Glennville, GA seeks a Customer Experience Banker to assist walk-in customers, identify financial goals, and promote deposit and other banking products. The role focuses on accurate transaction processing, relationship building, and delivering exemplary...Work at officeFlexible hours
- ...Universal Banker Part-Time (20 Hours) - 3rd/72nd BranchWorking at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back...Part time
$22 - $24 per hour
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Universal Banker I-Full Time-Grasmere, State Island, NY Grasmere Regular Full-Time Administrative Staten Island, NY, US 1 Attachments 2 days...Hourly payFull timePart timeWork at officeMonday to FridayWeekend work- ...Business Banker IIWork Location: Forest Hills, New York, United States of AmericaHours: 40Pay Details: $97,240 - $145,600 USDLine of Business: Personal & Commercial BankingJob Description: The Business Banker II services the needs of commercial banking business, customizing...Work at office
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