Dir, Solutions Specialist - Banking
$135.7k - $196.75kMoody's Investors Services Inc
At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies Demonstrated hands‑on experience in commercial credit, underwriting, lending, or portfolio management within commercial, commercial real estate, or agricultural banking environments Strong presentation, communication, and public speaking skills, with the ability to engage audiences ranging from credit analysts to executive leadership Ability to translate complex credit, risk, and technology concepts into clear, outcome‑oriented narratives focused on business value and return on investment Analytical mindset with a strong understanding of the balance between risk management, growth, and operational efficiency Confidence engaging with senior‑level credit, risk, and executive stakeholders, including Chief Credit Officers, Chief Risk Officers, and technology leaders Self‑motivated and proactive, with the ability to operate effectively in a fast‑paced, sales‑driven environment Collaborative, team‑first approach when working across Sales, Product, Implementation, and Customer Success teams Demonstrated proficiency in artificial intelligence concepts, with hands‑on experience using AI tools to streamline workflows and enhance operational efficiency. Proven ability to implement AI‑powered solutions to solve business challenges. Demonstrates a growing awareness of AI risk management and a commitment to responsible and ethical AI use. Education Bachelor’s degree in finance, accounting, banking, business administration, or a related field preferred Responsibilities Drive commercial lending technology sales as a trusted pre‑sales advisor and subject matter expert for Moody’s Analytics Lending Suite. Act as a subject matter expert in commercial credit workflows and Moody’s Analytics Lending Suite, including digital application intake, document collection, financial spreading and automation, integrated risk ratings, covenant monitoring, early warning indicators, portfolio surveillance, and AI‑assisted credit memo automation Partner with banks and credit unions as a trusted advisor, aligning lending, credit, risk, and operational objectives with Moody’s commercial lending technology solutions Prepare and deliver high‑quality software demonstrations and proofs of concept that clearly articulate business impact, efficiency gains, enhanced risk insight, and return on investment for executive, credit, lending, risk, and operations audiences Collaborate closely with Sales and Relationship Managers throughout the sales cycle to support opportunity progression and deal closure Support functional and technical discussions, including responses to Requests for Information and Requests for Proposal, related to credit workflows, risk management practices, and regulatory expectations Capture and synthesize client and market feedback to inform product enhancements and future roadmap priorities Partner with Product, Implementation, and Customer Success teams to ensure a smooth transition from sale to delivery, with clear expectations and commitments Maintain current knowledge of commercial lending best practices, underwriting standards, and regulatory considerations, educate internal sales teams on Banking Operating Unit products and evolving commercial credit workflows, and travel up to approximately 30% to engage clients and support sales activities About the Team The Banking Operating Unit at Moody’s Analytics partners with financial institutions to modernize commercial lending, credit, and risk management practices. The team brings together professionals with deep industry experience and a shared commitment to helping banks and credit unions improve efficiency, strengthen risk insight, and support sustainable growth through innovative technology solutions. For US‑based roles only: the anticipated hiring base salary range for this position is$135,700.00-$196,750.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full‑time position. In addition to base salary, this role is eligible for incentive compensation. Moody’s also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status,sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody’s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email View email address on click.appcast.io. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary. #J-18808-Ljbffr Moody's Investors Service
$125k - $250k
...is simple: provide a global transaction banking platform that is nimble, secure, and easy... ...by delivering a best-in-class digital solution that helps clients manage their liquidity... ...a team of diverse Treasury and Payments specialists helping our clients solution and build for...SuggestedFull timeTemporary workPart time$90k - $110k
...leader in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence... ...digital assets platform spans trading, investment banking, asset management, staking, self-custody, and tokenization technology...SuggestedFull timeFor subcontractorWork at officeLocal areaFlexible hours- JPM Wealth Management - Event Specialist - Senior Associate About The Team The J.P. Morgan... ...fits into the larger Consumer & Community Banking Business. We partner closely with our... ...nonprofits and cities grow, delivering solutions to solve all their financial needs. We...SuggestedWork at officeLocal area
$92k - $145k
...About this role: Wells Fargo is seeking an Associate Executive Specialist in Corporate & Investment Banking (CIB). CIB delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities...SuggestedFull timeWork experience placementRelocation package- ...President for the Commercial & Investment Bank (CIB), with a focus on the firm's... ...and Agentic AI, reusing and scaling AI solutions across lines of business, and fostering... ...through production. You will be a deep specialist in AI ML tooling available and you will...SuggestedWork at office
- ...also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits... ...their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking...Day shift
$100k - $125k
...investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill... ...(FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities... ...referrals to other Bank of America specialists. Responsibilities: Emphasizes broader...Work at officeWork from homeShift workDay shift- M&T Bank Corporation in Getzville, NY is seeking a Delinquency Collections Associate to contact borrowers in delinquency, assess repayment options, and coordinate solutions while complying with laws. You will handle inbound/outbound calls, document outcomes, and support...
- ...client relationships, using financial knowledge to offer thoughtful solutions that address clients' financial needs. You will engage clients... ..., promote technology solutions, and ensure compliance with banking regulations while delivering a superior customer experience. #J...
- ...for high net worth clients. You will support sales teams by presenting financial solutions and building trust with clients and colleagues in real time. Ideal candidates possess private banking experience, strong regulatory knowledge, and exceptional communication skills....
$150k - $170k
...business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built... ...of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information...Relocation package- JPM Wealth Management - Event Specialist - Senior Associate About the team The J.P. MorganWealth Management Business fits into the larger Consumer & Community Banking Business. We partner closely with our consumer partners to help clients with their financial needs. The...Work at officeLocal area
- ...Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for... ...investment vehicle selection Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange...Work experience placementShift work
- Bank of America is seeking a client support specialist to handle credit and short-term lending inquiries, helping clients achieve their financial goals. This role involves card servicing, proactive sales engagement, risk management, and ensuring a positive client experience...Remote jobTemporary workFlexible hours
- Mountain Credit Union is seeking a Full-Time Member Service Representative to engage with our community, delivering friendly, accurate service in person at our branch. You will help members navigate their financial needs, perform transactions, and contribute to a culture...Full time
- ...branch team. This entry-level position emphasizes building customer relationships and driving service excellence in a dynamic retail banking environment. The Universal Banker collaborates with partners to identify opportunities, handles routine transactions, and ensures...Part time
- Citi in New York seeks a Business Associate to support budgeting, expense governance, reporting, and oversight across the Banking franchise. You will partner with business leaders, manage expense programs (CSM, NRG), and help drive process improvements while ensuring policy...
$150k - $200k
We are looking for a Banking Systems and Controls Specialist to join our growing Banking Administration team, which is responsible for bank account management, corporate treasury operations, and cash management controls. In this role, you will primarily focus on managing...- Citi in New York, NY is seeking a Business Associate to support budgeting, expense governance, and reporting across the Banking franchise. You will coordinate expense programs, partner with leaders, and help drive process improvements for governance and cost control. Responsibilities...
- The Ford Foundation seeks a Disbursement Associate to manage daily global banking, cash, and corporate expense operations, supporting grants, payroll, and vendor disbursements worldwide. The role reports to the Manager, General Accounting and emphasizes accuracy, timeliness...Work at officeWorldwide
- First Student is seeking a Cash Management Specialist to support our daily treasury and cash management activities. This role focuses on cash positioning, forecasting, banking system maintenance, and coordination with internal teams and banking partners to ensure accurate...
- 6-month contract (Banking) We are seeking an experienced Lending Specialist to support loan processing and deal execution within a banking environment. This role manages the full loan lifecycle from approval through closing and ongoing servicing. Responsibilities Act...Contract workWork at office
$95.6k - $162.4k
...innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the... ...technology and exceptional service. Role/Department: Senior Specialist Product Marketing, Public Market Investments/Asset Management...H1bWorldwideFlexible hours- The Finest Federal Credit Union in New York, NY is seeking a friendly and detail‑oriented Member Service Representative to assist members with deposits, withdrawals, account openings, and general product inquiries. This full‑time, on‑site role requires precise record keeping...Full time
$18 - $20 per hour
...keys to toggle section visibility Job Title Precertification Specialist Functional Area Front Office - Patient Services City... ...Fraudulent Messages: Radiology Partners will never request payment, banking or other financial information in exchange for interviews or as...Hourly payFull timeWork experience placementLocal areaRemote workShift workNight shift$110k - $190k
...? The Senior High Net Worth Lending Specialist will support US Wealth Management field... ...advisory, HNW/UHNW clients and other complex solution team members Serve as the key... ...basic knowledge level of City National Bank (CNB) banking and lending solutions and...Full timeFlexible hours- First Student, Inc. is seeking a Cash Management Specialist to support the day-to-day treasury activities, ensuring funds are available... ...accuracy, organization, and collaboration with internal teams and banking partners. Responsibilities include cash positioning,...Work at office
$120k - $150k
...Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. Division Overview: NAM International...- ...finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that... ...demos that resonate with investors and deal teams. Similar to how Solutions Architects secure the "technical win," you'll drive the "financial...
- ...Senior Associate, Global Banking Intelligence & Growth Strategy As a Senior Associate on the Global Banking Intelligence & Growth... ...the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Dir, Solutions Specialist - Banking. Be the first to apply!
- wire specialist New York, NY
- reentry specialist New York, NY
- emr specialist New York, NY
- letter of credit specialist New York, NY
- candidate experience specialist New York, NY
- sterilization specialist New York, NY
- gaming specialist New York, NY
- channel specialist New York, NY
- information technology specialist New York, NY
- leasing specialist New York, NY



