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F logo
First National Bank (FNB Corp.)Pittsburgh, PA
Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banking Representative Business Unit: Mortgage Administration Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for opening new relationship accounts, driving customer relationship expansion through referral facilitation , and coordination of all account related actions during and after the mortgage loan process. This incumbent will provide the highest level of customer service to our clients while ensuring strict adherence to procedures and regulatory compliance. Primary Responsibilities: Receives relationship referrals from MBR / MBC / MBS team, facilitates opening of deposit accounts in the system according to established policies and procedures, and educates client on online banking, mobile, and other digital banking features and benefits. Obtains required documentation from customers, and provides required data to servicing partners to facilitate ACH for mortgage payments. Facilitates referrals for additional products and services, reviews customer financial needs, suggests appropriate products and services and assists in referral and handoff according to established policies and procedures. Communicates with key internal partners to insure the customer experience and handoff at all stages flows smoothly and provides an optimal customer experience. Complete and monitor all applicable reporting and tracking including set-up of client in CRM system for deposit and banking related campaigns. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Experience in a related or banking operational position. Knowledge of various government regulations such as Regulation CC, DD, O, and Z and how these regulations relate to the job. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Northwest Bancorp, Inc. logo
Northwest Bancorp, Inc.Lebanon, PA
Job Description Job Summary The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education+ Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. Excellent verbal, written, and interpersonal communication skills. Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

US Bank logo
US BankCincinnati, OH

$98,175 - $115,500 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs. Basic Qualifications Bachelor's degree, or equivalent work experience Four to six years of relevant experience Preferred Skills/Experience Thorough knowledge of commercial/corporate lending and credit standards, policies, procedures and products Strong relationship management and business development skills Strong analytical and problem-solving skills Effective presentation, verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

Home Trust Banking Partnership logo
Home Trust Banking PartnershipJohnson City, TN
Job Summary The Medical Banking Officer is responsible for developing, managing, and expanding relationships with medical practices and related businesses with an emphasis on dental and veterinarian practices. This role focuses on delivering customized financial solutions that meet the unique needs of medical professionals, including credit, SBA financing, treasury management, and deposit services, while upholding HomeTrust's culture fundamentals. This position is expected to source business from external calling efforts, and there is a high level of personal monthly loan production, spending approximately 60% to 70% of time outside of the office engaged in business development and consultation activities with clients, prospects, and referral sources. Key Responsibilities / Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Develop and execute a business development plan focused on dentists, veterinarians, physicians and other medical practices. Serve as the primary point of contact for assigned relationships, providing exceptional service and proactive financial advice. Identify opportunities to cross-sell treasury management, deposit, SBA, lending, and wealth solutions to deepen client relationships. Partner with internal teams to deliver seamless onboarding and ongoing client support. Perform business development activity through external calling efforts on existing clients and prospects. Gather information needed to assess business loan, deposit, and treasury management needs of clients and prospects. Analyze financial statements and prepare credit packages for new and existing relationships in partnership with credit team. Collaborate closely with the bank's SBA Lending team to structure government-guaranteed loans that meet the unique needs of healthcare clients (start-up practices, acquisitions, expansions, equipment purchases, and real estate). Monitor portfolio performance, including covenant compliance, credit quality, and profitability. Collaborate with Treasury Management to develop business opportunities within existing portfolio and prospects. Maintain a good working relationship with branches, credit administration, loan operations, deposit operations, mortgage, and all other partner groups, working as a team internally and across departments. Promote and introduce personal/consumer bank services to customers, including consumer and mortgage loans, IRAs, and certificates of deposit. Stay informed on trends, regulations, and challenges affecting the healthcare industry. Provide consultative guidance to clients on financial best practices specific to the healthcare sector. Represent the bank at healthcare industry events, trade shows, and networking opportunities. Maintain confidentiality and security of sensitive information. Adhere to all corporate policies and procedures, Federal and State regulations, and laws. Complete all mandatory annual compliance training. Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection, and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws. Perform other duties and special projects as assigned. Job Requirements Education: Bachelor's degree in business, finance or related field. Required: 5+ years of experience as a business, SBA or commercial banker, with a focus on dental and veterinarian clients strongly preferred. Experience working with SBA loan programs (7(a) and 504) and partnering with SBA lending teams a plus. Proven track record of originating and managing a profitable loan and deposit portfolio. Demonstrated knowledge of bank policies, procedures, and lending practices. Thorough knowledge of all business lending and deposit products. Demonstrated knowledge of credit analysis functions and related requirements and procedures. Ability to successfully complete bank training program(s) for lending (depending on experience and background as a lender). Highly developed communication and presentation skills. Ability to resolve customer concerns/issues in a positive way. Effective team member and demonstrated collaboration skills. Skilled professional networker. Excellent attention to detail. Proficient in Microsoft Office products. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization. Work Environment, Physical Requirements The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees. This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required. The employee will frequently communicate and must be able to exchange accurate information with others. The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools. DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.

Posted 2 days ago

T logo
Truist Financial CorporationCharlotte, NC

$41 - $74 / hour

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Truist Senior Internal Auditor is responsible for assisting in the completion and documentation of risk based internal audit assurance activities that may include complex assignments. The Truist Senior Internal Auditor will interpret the results of audit work performed, determine internal control weaknesses, and make value-added recommendations. On occasion, the Truist Senior Internal Auditor may lead segments or primary elements of smaller audits or special reviews. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Prepare for and lead effective client interviews and document interview results via narratives, flowcharts and process maps for complex business processes. Analyze process documentation to evaluate design effectiveness and efficiency of controls. Design and execute testing strategy by incorporating the use of data analytics. Identify internal control weaknesses, including risks, and root cause. Assist in guiding junior team members to enhance achievement of goals and objectives Present and effectively communicate identified audit issues to Management and the Engagement Manager. Develop advanced audit skills and begin developing risk assessment and project management skills Deepen knowledge of the organization, operations, policies and procedures (including banking laws and regulations) under which Truist operates. Create work papers in line with Truist Audit Services procedures and documentation requirements. Work independently with minimal oversight to ensure work is completed on time and within deadlines. Receive constructive feedback and apply to future assignments. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in accounting, business or related field or equivalent education and related training or experience. Four to six years of banking, auditing or other relevant experience related to area of responsibility. Good decision-making skills. Strong knowledge of audit principles, practices, and methodologies including risk assessment, and audit documentation. Good aptitude for learning analytical, audit and/or facilitation skills. Ability to grasp the underlying concepts in complex information. Ability to identify root causes of problems. Ability to formulate solutions based on a synthesis of information. Proficiency in computer applications, such as Microsoft Office software products. Ability to manage multiple priorities of varying complexities. Ability to work independently with minimal oversight. Preferred Qualifications: Possess appropriate professional certification or be a certification candidate. Possess knowledge of Truist Audit Services audit software and business specific software. The annual base salary for this position is $82,130.00 - $147,820.00 USD. The starting hourly wage for this position is $41.07 - $73.91 USD. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 2 days ago

Seacoast National Bank logo
Seacoast National BankNaples, FL
Location: This position can be located at any Seacoast Bank office within the state of Florida. Position Summary: The Consumer Product Manager is responsible for the strategic development, management, and performance of consumer banking products, including checking, savings, CDs, lending, money movement, and related services. This role drives product innovation, customer experience enhancements, and profitability through data-driven insights, market analysis, and cross-functional collaboration. Key Responsibilities: Product Strategy & Development Define and execute product strategies aligned with customer needs and business goals. Lead the development and launch of new consumer banking products and features. Monitor industry trends and competitor offerings to identify opportunities and risks. Portfolio Management Manage the lifecycle of consumer deposit products, ensuring competitiveness and compliance. Optimize pricing, features, and positioning to drive growth and retention. Analyze product performance metrics and recommend improvements. Customer Experience & Innovation Partner with UX, digital, and operations teams to enhance customer journeys. Champion customer feedback and insights to inform product decisions. Drive digital transformation initiatives within the consumer product suite. Product Quality Assurance Establish and maintain quality standards across all consumer banking products. Collaborate with operations and technology teams to ensure defect-free products Implement continuous improvement processes based on testing outcomes Monitor post-launch performance to proactively identify and resolve quality issues. Cross-Functional Leadership Collaborate with marketing, compliance, legal, finance, and technology teams. Develop go-to-market plans and support product campaigns. Ensure regulatory compliance and risk management across all product initiatives. Financial Performance Own product P&L, including revenue, cost, and profitability targets. Develop business cases for new initiatives and track ROI. Qualifications: Bachelor's degree in Business, Finance, Marketing, or related field required, (MBA preferred). 3+ years of experience in product management, preferably in consumer banking or financial services required. Strong understanding of retail banking products, customer behavior, and market dynamics. Proven ability to lead cross-functional teams and manage complex projects. Excellent analytical, communication, and strategic thinking skills. Experience with digital banking platforms and fintech partnerships is a plus. Preferred Skills: Familiarity with product development methodologies. Proficiency in data analysis tools (Tableau, SAS, etc.). Proficiency in Microsoft Office tool set (PowerPoint, Word, Excel). Knowledge of regulatory requirements impacting consumer banking. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1

Posted 30+ days ago

NBT Bank logo
NBT BankBurlington, VT

$62,373 - $83,112 / year

Pay Range: $62,373.00 - $83,112.00 Supports multiple business lines within the Commercial organization by providing complex planning, forecasting, reporting and financial analysis support under the guidance of the Business Services Manager. Provides highly specialized financial consulting and analytical support by providing profitability analysis and reporting, identifying emerging trends, measurement of key performance metrics and success factors, line of business and region financial target setting and measurement and evaluation of key initiatives. Supervises a Commercial Banking Financial Analyst who performs similar duties of a less complex nature. Education and Experience: Bachelor's degree in Finance or Accounting or equivalent education and experience Master's Degree in Finance preferred Five to seven years financial services industry experienceExperience with management reporting and financial modeling Skills and Abilities: Excellent financial analysis skills Strong understanding of data warehouse concepts Demonstrated ability to work in cross functional teams General knowledge of banking Ability to successfully execute on multiple projects with minimal guidance Ability to draw appropriate conclusions from large amounts of data Strong organizational and presentation skills High degree of proficiency in Microsoft Office software, advanced Excel skills required Requires self-motivation and a high degree of self-confidence to interact with business line heads and senior management Tasks Performed: 30% Develop, maintain, and produce financial models as needed to support strategic initiatives in Commercial lines of business. 25% Analyze overall commercial and account level data to explain trends and variance from plan/forecast. Articulate findings in a method suitable for senior management level presentation. 20% Regularly collaborate with business line managers and others to provide profitability reports and analysis of profitability, and to understand key drivers. 10% Maintains and analyzes incentive plans including developing metrics and ensures components are driving results. 10% Supervise Commercial Banking Financial Analyst. 5% Other duties as assigned. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 30+ days ago

T logo
Texas Capital Bancshares, Inc.Plano, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Responsibilities: Support the coaching, development and career advancement of all branch associates Act as Financial Center Manager in charge as needed Ensure proper operation of the financial center to include needs-based conversations, service, operations and risk management, and human resources management Responsible for monthly financial center audit procedures, including review of teller cash funds, negotiables, security equipment, and various operational functions Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc… Coordinate legal documentation to ensure compliance to various regulations Act as a liaison with various internal departments to facilitate client on-boardings Assist with system and process project efforts Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank Proactive customer outreach that is aligned to our high touch / engagement model Support Small Business Activity within market to drive new business acquisition and deepen existing relationships Proactive phone calls to both existing and prospect customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations Originate lending solutions for both Small Business and Consumer relationships Partner directly with various lines of businesses to ensure deeper client relationships Assist in community awareness events to increase bank outreach and foster new business opportunities Assist management with various operational duties and responsibilities Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines Qualifications Minimum of 5 years branch experience, management experience preferred College degree preferred, but not required Strong knowledge of bank and branch operations Strong customer service and sales experience Strong knowledge of ethical sales behavior and activity management Excellent interpersonal, verbal and written communication skills Excellent communication skills, both verbal and written, with the ability to speak concisely Outstanding leadership experience, with a proven, successful record of coaching and mentoring employees to improved results Superb analytical, problem-solving and decision-making abilities Proficiency in the use of Microsoft Office products (MS Word, MS PowerPoint, MS Excel) Strong ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely Self-starter and ability to multi-task in a fast-paced environment Outstanding organization and effective time management skills Strong knowledge of legal entity documentation preferred Strong attention to detail and accuracy Strong phone communication skills Proficient knowledge of Salesforce preferred Strong knowledge of business banking and credit origination preferred The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

US Bank logo
US BankNew York, NY

$98,175 - $115,500 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs. Basic Qualifications Bachelor's degree, or equivalent work experience Four to six years of relevant experience Preferred Skills/Experience Thorough knowledge of commercial/corporate lending and credit standards, policies, procedures and products Strong relationship management and business development skills Strong analytical and problem-solving skills Effective presentation, verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

Citadel logo
CitadelExton, PA
Job Overview The Virtual Banking Relationship Advisor II reports to the Virtual Banking Manager and is responsible for providing an outstanding experience to Citadel's members, both existing and potential. Your main responsibilities include addressing inquiries and reviewing member relationships to ensure they benefit from our legendary products and services. Additionally, you will work collaboratively with the team to ensure smooth and efficient operations. What will I be doing? As a Virtual Banking Relationship Advisor II, you will address the needs of our members to ensure their experience is truly exceptional. The following tasks must be executed with high fidelity: Handle member interactions through chat, email, & video calls that lead to a successful outcome and exceptional experience. Successfully handle and convert sales leads via inbound phone channel from the Call Center. Evaluate member scenarios through a critical thinking approach to decision-making that ensures a positive & desired outcome. Perform member service activities for a broad range of products, services, and problem resolution through inbound and digital channels. Promote credit union products and services, based on account review, while assisting members. Maintain advanced knowledge level of Citadel's consumer and business product lines to effectively recommend appropriate products and troubleshoot Citadel's services. Collaborate with team members to achieve overall contact center goals and objectives. Consistently achieve or exceed member experience and production metrics. Continuous education on industry trends and best practices. Meet and comply with all the requirements set forth in the SAFE Act including but not limited to successful completion of the required background checks. Perform other duties as assigned. This position can be hybrid or remote. What we are looking for? The Virtual Banking Relationship Advisor II represents Citadel by working on behalf of our external and internal members. To successfully fill this role, you should meet and maintain these skills and values: High school diploma; College degree preferred. 2-4 years of retail and/or contact center experience is required. Proficient knowledge and understanding of contact center technologies and data analysis. Proven track record of delivering exceptional service. Proven track record of strong goals performance. Exceptional communication and interpersonal skills. The ability to work under pressure. Integrity, Accountability, and Resiliency. A fluent English-speaking person.

Posted 2 days ago

Home Trust Banking Partnership logo
Home Trust Banking PartnershipGreenville, SC
Job Summary The Medical Banking Officer is responsible for developing, managing, and expanding relationships with medical practices and related businesses with an emphasis on dental and veterinarian practices. This role focuses on delivering customized financial solutions that meet the unique needs of medical professionals, including credit, SBA financing, treasury management, and deposit services, while upholding HomeTrust's culture fundamentals. This position is expected to source business from external calling efforts, and there is a high level of personal monthly loan production, spending approximately 60% to 70% of time outside of the office engaged in business development and consultation activities with clients, prospects, and referral sources. Key Responsibilities / Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Develop and execute a business development plan focused on dentists, veterinarians, physicians and other medical practices. Serve as the primary point of contact for assigned relationships, providing exceptional service and proactive financial advice. Identify opportunities to cross-sell treasury management, deposit, SBA, lending, and wealth solutions to deepen client relationships. Partner with internal teams to deliver seamless onboarding and ongoing client support. Perform business development activity through external calling efforts on existing clients and prospects. Gather information needed to assess business loan, deposit, and treasury management needs of clients and prospects. Analyze financial statements and prepare credit packages for new and existing relationships in partnership with credit team. Collaborate closely with the bank's SBA Lending team to structure government-guaranteed loans that meet the unique needs of healthcare clients (start-up practices, acquisitions, expansions, equipment purchases, and real estate). Monitor portfolio performance, including covenant compliance, credit quality, and profitability. Collaborate with Treasury Management to develop business opportunities within existing portfolio and prospects. Maintain a good working relationship with branches, credit administration, loan operations, deposit operations, mortgage, and all other partner groups, working as a team internally and across departments. Promote and introduce personal/consumer bank services to customers, including consumer and mortgage loans, IRAs, and certificates of deposit. Stay informed on trends, regulations, and challenges affecting the healthcare industry. Provide consultative guidance to clients on financial best practices specific to the healthcare sector. Represent the bank at healthcare industry events, trade shows, and networking opportunities. Maintain confidentiality and security of sensitive information. Adhere to all corporate policies and procedures, Federal and State regulations, and laws. Complete all mandatory annual compliance training. Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection, and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws. Perform other duties and special projects as assigned. Job Requirements Education: Bachelor's degree in business, finance or related field. Required: 5+ years of experience as a business, SBA or commercial banker, with a focus on dental and veterinarian clients strongly preferred. Experience working with SBA loan programs (7(a) and 504) and partnering with SBA lending teams a plus. Proven track record of originating and managing a profitable loan and deposit portfolio. Demonstrated knowledge of bank policies, procedures, and lending practices. Thorough knowledge of all business lending and deposit products. Demonstrated knowledge of credit analysis functions and related requirements and procedures. Ability to successfully complete bank training program(s) for lending (depending on experience and background as a lender). Highly developed communication and presentation skills. Ability to resolve customer concerns/issues in a positive way. Effective team member and demonstrated collaboration skills. Skilled professional networker. Excellent attention to detail. Proficient in Microsoft Office products. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization. Work Environment, Physical Requirements The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees. This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required. The employee will frequently communicate and must be able to exchange accurate information with others. The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools. DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.

Posted 2 days ago

US Bank logo
US BankMinneapolis, MN

$71,400 - $84,000 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Corporate Audit Services (CAS) Staff Auditor is responsible for executing internal audit activities at the direction of the lead auditor and/or primary audit manager, including assisting in planning of projects and development of audit testing programs. The Staff Auditor is expected, with support from others, to perform control testing and document work performed in conformance with internal audit policies and procedures. Primary Responsibilities Performing control testing based on audit testing program directions. Includes using appropriate sampling and control testing techniques; identifying and assessing the relevancy of possible issues; and documenting work performed to support audit scope/conclusions and meet internal audit policies and procedures. Assisting the lead auditor in planning audit engagements. Includes performing financial analysis and identifying areas for further review; interviewing auditees; identifying and analyzing business processes; and identifying key risks and controls. Drafting audit issues under the supervision of the audit team management. Includes identifying appropriate root causes, and developing recommendations that are operationally effective and cost-effective actions to address those causes. Learning from and applying coaching received. Performing other duties as requested by management. Basic Qualifications Bachelor's degree (preferably in Finance, Accounting, or Economics), or equivalent work experience Typically more than two years of applicable experience Preferred Skills/Experience Knowledge of the financial markets and overall industry Basic knowledge of applicable laws, regulations, financial services, and regulatory trends that impact the assigned line of business. Key regulations for the role's primary assigned business areas include Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Exchange Act of 1934, FINRA rules, MSRB rules, etc. Basic understanding of the business line's operations, products/services, systems, and associate risks/controls. Offerings covered by the role's primary assigned team include asset management, wealth management, trust, custody and fund services offerings. Relevant financial service industry knowledge (e.g. credit, models, regulatory compliance, investment services, lending, operations, trust, etc) Basic understanding of The Institute of Internal Auditors Global Internal Audit Standards and the common definition of internal controls Knowledge of Risk/Compliance/Audit competencies Strong process facilitation and project management skills Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations Excellent communication and interpersonal skills including the ability to interact with a variety of leaders across different levels Outstanding writing skills and ability to document complex processes and concepts clearly Strong analytical and organizational skills; adept at critical thinking Self-starter with a strong desire to deepen knowledge in the financial services industry, specifically investment management services Detail oriented with strong time management skills Typically more than 2 years of applicable work experience; however, this qualification is flexible depending on candidate Availability to travel Tag: INDMO This role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,400.00 - $84,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

F logo
First National Bank (FNB Corp.)Baltimore, MD

$62,738 - $104,572 / year

Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Position Title: Business Banking Underwriter 1 Business Unit: Credit Reports to: Business Banking Underwriting Team Leader Position Overview: Responsible for preparing financial analyses of current and prospective commercial loan customers, spreading financial statements, analyzing industry and economic conditions, completing cash flow analysis, completing full underwriting presentation and performing credit investigations to make appropriate recommendations as to the creditworthiness of borrowers and protect the Bank from loss. The incumbent provides the highest quality of service to every customer. The incumbent typically works on loans/portfolios of lower complexity as the incumbent's work requires significant oversight. Primary Responsibilities: Analyzes the creditworthiness of borrowers, identifies key credit issues and prepares full written analysis according to available information and established policies and procedures accurately and timely including completion of the entire underwriting document. Utilizes software to complete financial spreads, risk ratings, covenant tests, cash flow and global cash flow accurately and timely to aid in the analysis of a borrower's creditworthiness according to established policies and procedures. Research available data including internet sources and subscription-based utilities as available and summarizes information regarding current and projected status of certain industries and borrowers of Bank services along with general economic trends and conditions according to the availability of research data to aid in the quality of lending decisions. Develops a personal program for maintaining an adequate level of knowledge in banking matters, compliance, credit analysis, policies and procedures and personal skills and demonstrates interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Knowledge of a wide range of commercial lending (C&I, IRE, Muni, and NFP), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Compensation Grade: EXT07 Pay Range: $62,738.00 - $104,572.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

B logo
Banco Santander BrazilNew York, NY

$165,000 - $275,000 / year

Executive Director Technology Applications- Investment Banking Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Executive Director Technology Applications, Corporate and Investment Banking (CIB), analyzes, evaluates and proposes IT systems and solutions to enhance the value of the business, reduce cost or otherwise provide a competitive advantage. The incumbent researches, procures and implements cutting edge software and hardware solutions to meet the evolving needs of Santander Bank. They prepare program specifications, diagrams, and data flow charts and submits recommendations for solutions, and coordinates system installation with business user departments and operations, ensuring satisfactory results. Finally, the Director provides advanced-level software, system support for all related applications and associates. Provides technical leadership and direction for multiple system design, development and support initiatives. Develops and exercises business plans, policies and procedures and may also be responsible for various projects to improve efficiencies. Manages a specific department, product or process within a specific infrastructure area. Maintains significant industry experience; expected to be subject area expert in multiple or specific skill sets, business areas or products. Contributes to strategic technology planning with business client and senior systems management. Manages systems development and support activities for multiple applications and projects. Maintains day-to-day operational execution, although roles will also include contributing to strategic planning within area of expertise. Responsible for application development, including middleware and legacy / mainframe systems. Works with Business and Leadership counterparts in Product Management, Business and Technical Operations, Systems Engineering, Infrastructure, Networks and Architecture teams. Manages multiple application development teams in the design, development , testing, and support of application software. Works with our existing technology stack (Java, C++, Linux, Unix, Open Source Platforms, and SOA) and recommend new technologies for our next generation solutions. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Computer Science, Software Engineering or equivalent field.- Required. Master's Degree: Computer Science, Software Engineering or equivalent field.- Preferred. 12+ Years Experience in field or similar industry- Required. 12+ Years Visual Basic, Power Builder, SQL, C CORBA, COM, C++, Visual C++, Smalltalk Java, Java Script, HTML, DHTML, Perl / CGI, EJB, XML, ASP, XLS, JSP, JNI, RMI, Cold Fusion, Cobol, Microfocus, Natural, RPG, CICS, DB2, IMS, JCL, and Pascal.- Required. 12+ Years Working experience with relational databases (Oracle, Sybase, SQL Server, MySQL).- Required. 12+ Years Experience in Java enterprise programming and Java frameworks.- Required. Regulatory Reporting Axiom 12+ Years VP/ Director or equivalent level experience.- Required. Able to build solid, effective working relationships with others. Able to analyze and resolve complex issues and problems in a sound and timely fashion. Able to assimilate research data from a variety of sources, analyze, and recommend appropriate courses of action to take. Able to coach others in the development of their skills. Able to constructively work under stress and pressure when faced with high workloads and deadlines. Able to design applications using new or existing methodologies. Able to adjust readily to change and adapt as needed. Able to express ideas clearly and convey necessary information. Able to identify areas of risk/concern in area of responsibility. Able to identify needs and opportunities and develop action plans to address. Able to interact effectively with all levels of management. Able to think strategically and tactically. Able to work independently with minimum supervision. Able to prepare/analyze appropriate reports and other business correspondence. Possesses strong organizational and time management skills, driving tasks to completion. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $165,000.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits- 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

Posted 3 days ago

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Truist Financial CorporationCharlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Plays an integral role in supporting new business development, due diligence, and/or transaction execution. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Licenses: Series 7, 79, 63 4 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications: MBA degree, with a Finance focus 6 years of related work related experience The annual base salary for this position is $100,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

US Bank logo
US BankFremont, CA

$117,725 - $138,500 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They will have access to an expansive set of products and solutions to better serve our business clients today and into the future. This role includes a base salary, a competitive quarterly incentive plan, four weeks of vacation, and carries a Vice President title. The responsibilities are as follows: Deepen portfolio of high revenue Business Banking customers and grow market share. Bring new business clients to the bank through strong business development and prospecting. Be the primary advisor for our business clients. Build, develop, enrich and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client's unique goals and needs. Partner effectively with Treasury Management, Merchant Services and Business Banking Credit Card teams, in addition to Wealth and Private Wealth teams to deliver holistic solutions to our business clients. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven or more years of relevant experience Preferred Skills/Experience Strong prospecting and networking skills. Knowledge of local market Ideal candidate resides in the market Able to demonstrate principals of credit risk management Have "soft skills" to partner and collaborate across business lines Proven track record onboarding and retaining businesses with revenues $2.5MM to $25MM Proven track record of success meeting targets that are quantifiable and qualitative Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

NBT Bank logo
NBT BankLake Ariel, PA

$19 - $21 / hour

Pay Range: $18.50 - $20.81 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Pet Insurance: For all your furry friends. Financial and Banking Services: Various banking services benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various banking services benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 3 days ago

Atlantic Union Bank logo
Atlantic Union BankWinston Salem, NC
Responsible for developing a regional Business Banking team to complement the bank's market presence by developing and maintaining a profitable portfolio of clients relative to loans, deposits and treasury service products. The Business Banking Team Leader II is a relationship manager who calls on businesses with revenue up to $5 million. This position oversees and supervises other Business Banking Relationship Managers in the region and will direct, administer and coordinate the team's Business Banking line of business activities in accordance with company policy as monitored by the Head of Business Banking. Position Accountabilities Formulate and implement a program for business development and sales promotion by client base within the region, organizing resources, focusing officer calling program and making joint calls on important prospects and existing customers. Monitor and manage ongoing regional performance to established goals and objectives. Manage a group of Business Banking Relationship Managers to effectively meet prospect and client banking needs by coaching, profiling, reviewing and augmenting the activities of Business Banking Relationship Managers through direct client contact. Call on high potential prospects and Business Banking customers to sell and service all banking need (loans, deposits, treasury service), including an active focus on partner referrals and Business Banking opportunities. Promote and cross-sell other bank products and services to meet customer & prospect opportunities as profiles and needs assessments are reviewed. Partner with Centralized Business Underwriting to enforce the bank's Business Banking lending policies to include loan's approved in accordance with defined loan authorities. Actively manage, monitor and report status of all exceptions and past dues on business banking loans in accordance with loan policy. Coordinate Business Banking activities with Business Banking Teammates and the Head of Business Banking and other lines of business to set business banking product sales and service objectives. Work with the Business Banking Sales Manager to monitor results versus objectives and recommends necessary strategic adjustments to ensure objectives are reached. Provide ongoing group and individual training for Business Banking Relationship Managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures. Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Participate in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community. Work with Branch and Treasury staff to solicit treasury services and deposit accounts. Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines. Organizational Relationship This position reports to the Head of Business Banking. Position Qualifications Education & Experience Bachelor's Degree or equivalent work experience Team sales management or equivalent work experience Five to Ten+ years of comprehensive sales experience Five+ years of business lending, treasury service, and deposit product sales experience Knowledge & Skills Demonstrated leadership skills and the ability to inspire team members to excel Highly motivated and committed individual Ability to originate owner occupied real estate and C&I loans. Ability to work well in a sales driven environment. Excellent interpersonal, public relations and client service skills Proven ability to solve problems and make sound business decisions Excellent organizational and verbal/written communication and sales presentation skills Excellent computer skills with strong working knowledge of Microsoft Office Programs including Excel, Word and Outlook. Proven training and development Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Posted 3 weeks ago

Seacoast National Bank logo
Seacoast National BankChiefland, FL
JOB SUMMARY: A Banking Center Manager is responsible for developing and implementing strategies focused on branch profitability and performance. Additionally, the position is expected to lead and develop the branch team and is responsible for maximizing branch performance. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Leadership Assess and coach branch team while providing constructive feedback to increase overall effectiveness and ensure accountability. Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation. Responsible for all aspects of branch team regarding employment, training, scheduling, performance appraisals, salary changes, promotions, transfers, corrective action and termination. Drive engagement by creating and fostering an ongoing career development plan with branch team. Perform as primary liaison for complex, escalated situations. Fulfill talent management accountabilities including succession planning, attracting and retaining top talent, and continuously developing strong bench strength. Develop trusting & cooperative working relationships with customers and associates. Maintain a positive working environment by building team morale and providing ongoing recognition. Create brand awareness at community, charitable and civic events as a bank ambassador. Proactively seek continuing education opportunities to enhance leadership Be highly proficient and lead Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes. Performance Management Consistent execution of the Community Bank playbook to ensure overall success of the branch. Foster and drive activities leading to opportunities for consumer loan growth including but not limited to: Customer Educational Seminars Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Work with staff to foster true needs based customer conversations through Relationship Builder coaching and observations. Develop and maintain a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Develop and maintain partnerships with internal line of business leaders. Compile data and prepare various branch reports and other management reports as assigned. Able to balance business needs with customer requests while managing potential risk to the bank. Operations Ensure all safety and security procedures are followed. Serves as the primary branch security contact and business continuity leader. Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, policy exception guidelines, audit procedures, risk/control expectations, dual control, security, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies. Report and resolve customer complaints. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services. Function in any capacity within the branch as needed up to and including Teller, Client Advisor and Teller Manager roles. Manage the branch budget including scorecards, branch profit, income and expenses. Implement strategies to improve revenue generation while managing costs. Responsible for facility management and branch security including but not limited to ATM, Drive-Thru, Branch Building, and Aesthetics. Responsible for the maintenance and testing of the Business Continuity Plans and Recovery Procedures for areas of responsibility. Ensures that issues identified through testing or Audit results are appropriately addressed and mitigated. Also responsible for conducting annual awareness training with team members to familiarize them with key information on response strategies and recovery action plans. Adheres to Seacoast Bank's Code of Conduct. Business Development/Credit Acumen Ability to source Treasury Management solutions and services and small business lending needs. Responsible for a basic understanding of all consumer products and services with a strong emphasis on consumer lending. Demonstrate basic knowledge of small business deposit and lending products and services. Observe joint sales calls with line of business partners. Have an introductory knowledge of all consumer credit facilities including, but not limited to Structuring proper terms and product based on customer need. Basic understanding personal financial statements and tax returns to identify credit worthiness and identifying risk potential. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree or 5+ years in retail sales and/or financial services experience required. Proficient in all consumer lending products and maintain an active NMLS registration status. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. Able to proactively lead, manage, motivate, and coach associates to produce desired results. 2+ years Consumer Lending experience preferred. 1+ years Business Development experience preferred. Have basic knowledge of external business development skills. 2+ years of previous supervisory experience required. #LI-MG1 The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Posted 4 weeks ago

Quantexa logo
QuantexaNew York, NY
What we're all about. Do you ever have the urge to do things better than the last time? We do. And it's this urge that drives us every day. Our environment of discovery and innovation means we're able to create deep and valuable relationships with our clients to create real change for them and their industries. It's what got us here - and it's what will make our future. At Quantexa, you'll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We'd love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our United States sales team and continue to improve outcomes for our clients in a transformational way. As a Sales Director, you will be responsible for contributing to and executing the sales go-to-market strategy within your defined territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the largest and most significant banks in the world, solving complex business problems through Quantexa's unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. We are flexible in regards to where you are based. However ideally we are looking for someone who can regularly access clients in New York, Boston and other East Coast locations, so this role would be better suited to someone located on the east side of the country. What you'll be doing. Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders. In collaboration with leaders from sales and the business units, create a specific strategy for your named accounts. Identify how Quantexa's solutions map to the client's needs, and create compelling ROI narratives. Lead the sales process from lead to sales closing and beyond. Expand current client spend across business units and Quantexa use cases. Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa.

Posted 3 weeks ago

F logo

Relationship Banking Representative

First National Bank (FNB Corp.)Pittsburgh, PA

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Job Description

Primary Office Location:

626 Washington Place. Pittsburgh, Pennsylvania. 15219.

Join our team. Make a difference - for us and for your future.

Position Title: Relationship Banking Representative

Business Unit: Mortgage Administration

Reports to: Varies Based on Assignment

Position Overview:

This position is primarily responsible for opening new relationship accounts, driving customer relationship expansion through referral facilitation , and coordination of all account related actions during and after the mortgage loan process. This incumbent will provide the highest level of customer service to our clients while ensuring strict adherence to procedures and regulatory compliance.

Primary Responsibilities:

Receives relationship referrals from MBR / MBC / MBS team, facilitates opening of deposit accounts in the system according to established policies and procedures, and educates client on online banking, mobile, and other digital banking features and benefits. Obtains required documentation from customers, and provides required data to servicing partners to facilitate ACH for mortgage payments.

Facilitates referrals for additional products and services, reviews customer financial needs, suggests appropriate products and services and assists in referral and handoff according to established policies and procedures.

Communicates with key internal partners to insure the customer experience and handoff at all stages flows smoothly and provides an optimal customer experience.

Complete and monitor all applicable reporting and tracking including set-up of client in CRM system for deposit and banking related campaigns.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

3

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent customer service skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Detail-oriented

Ability to use a personal computer and job-related software

MS Word- Basic Level

MS Excel- Intermediate Level

MS PowerPoint- Basic Level

Experience in a related or banking operational position. Knowledge of various government regulations such as Regulation CC, DD, O, and Z and how these regulations relate to the job.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

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