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Texas Capital Bancshares, Inc.San Antonio, 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. Brief Overview of Position The Business Banking Team Lead will have experience within the Commercial Banking line of business and enable the company's financial results by driving new relationships, new loan fundings (including SBA), new deposits, PxV, Commercial Card spend, for companies with revenue up to $25 million. This role will report directly to the Head of Business Banking and be accountable to lead and manage a team of Relationship Managers to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries. Responsibilities Drive financial results by meeting or exceeding expectations across all goaled production metrics; Preview and ensure high quality Balance Sheet Committee submissions. Recruit, develop, manage, and retain a team of Relationship Managers to drive optimal individual and team performance and strive to be employer of choice. Actively identify and prioritize top prospect and client relationships; Ensure team builds a strategic client acquisition pipeline to deepen and expand the team's portfolio and the Bank's presence in the market; self-source and actively call on prospects and clients in person. Actively participate in pre-call planning and join Relationship Managers on client and prospect calls; Support and guide team as needed throughout deal lifecycle through closure, helping to negotiate deals and solve problems that may arise. Screen deals, oversee credit reviews, and help to assess deal credit worthiness. Establish, manage and/or attend critical business routines to drive discipline and accountability in executing against team goals. Includes pipeline meetings, Balance Sheet Committee, weekly Market Update meeting, team meetings, employee 1-1 meetings, product, and other partner routines. Actively monitor various reports to effectively manage team's activity; Ensure Salesforce is updated by team timely and with quality. Work closely with Texas Capital product and functional partners (I.e., IB, Treasury, Credit, Sales Enablement, Operations, etc.) to sell the whole bank and deliver exceptional service to clients and prospects. Manage risk/return and drives quality for new and/or existing clients. Actively identify and mitigate different types of risk such as regulatory, reputational, operational and credit risks. Build/reinforce the brand through planning and/or attending events and community outreach. Actively pursue the latest information and build knowledge base related to financial/banking products, financial markets, relevant regulations, as well as business trends, including businesses which are thriving in your market/or area of expertise. Qualifications Bachelor's degree in Business Administration/Finance, Accounting, or related field preferred. Minimum 10 years of commercial banking experience preferred, with a focus on business banking or middle market clients. Demonstrated success leading and managing a team in a sales environment with goaled production metrics preferred. Advanced knowledge of banking suite of products and services, industry trends, as well as financial acumen to assess and deliver on prospect/client need. Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience preferred. Effective team player with ability to work across business partner groups in a fast-paced, highly collaborative environment. Operates with a sense of urgency balanced with adherence to the firm's risk appetite. Exceptional writing, interpersonal and communication skills, both verbal and written to communicate with clients, all levels of employees, management, internal partners, and clients. Strong organizational and time management skills with ability to manage multiple priorities. Ability to identify and solve problems/issues and timely escalation of known risks and issues. High interest in, outreach to, and involvement in the communities where we live and work. Strong knowledge and application using Salesforce and MS Office products including Outlook, Excel, Word, and PowerPoint. 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 3 days ago

First Volunteer Bank logo
First Volunteer BankChattanooga, TN
Builtwell, Chattanooga's community bank, is currently experiencing rapid growth. We are actively seeking a friendly and hard-working Digital Banking Service Specialist to join our team. The successful applicant will be responsible for a combination of the following: Customer Concierge: Serving customers via telephone, live chat, or email as well as supporting Builtwell Bank's digital banking products Card Services: Processing customer requests regarding debit and credit cards and handling card disputes Wire Transfers: Processing incoming, outgoing and international wires ACH: Processing daily ACH files for customers as they are submitted Above all, offering exceptional service to both internal and external customers. We encourage all who want to work with a dynamic and highly productive team to apply. Desired Qualifications High school diploma or equivalent Ability to work independently, accurately and with attention to detail Strong time management skills and ability to meet daily deadlines Confident working knowledge of computers and software such as Microsoft, Excel, and Adobe Ability to communicate and interact with a variety of people both within the team and other departments Ability to handle and resolve recurring issues Excellent verbal and written communication skills Schedule: M-F 8:30 am-5:30 pm, Every 7 weeks F 8:30 am- 6:00 pm, Every 6 weeks Sat. 8:50 am- 12:10 pm (Full-time)

Posted 30+ days ago

Northwest Bancorp, Inc. logo
Northwest Bancorp, Inc.York, 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

Wells Fargo Bank logo
Wells Fargo BankCleveland, Ohio

$119,000 - $187,000 / year

About this role: Wells Fargo is seeking a Lead Commercial Banking Business Development Representative for clients with annual revenue of $25MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com . In this role, you will: Lead complex market and other large scale planning efforts with Commercial Banking Business Development, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity Review and analyze complex, multi-faceted or larger scale prospects’ needs and Wells Fargo’s offerings, considering profitability and risk to Commercial Banking Make decisions in complex and multi-faceted situations within the Commercial Banking Business Development group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve prospects’ issues while achieving Wells Fargo’s business objectives, by helping prospects navigate processes and escalating inquiries when needed; serve as a mentor for less experienced colleagues Identify and source complex prospects and engage in both cold and warm outreach, and lead team to employ strategies focused on generating new, profitable Commercial Banking relationships Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect Collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects Required Qualifications: 5+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management Completion of formal credit training program Commercial banking account relationship management experience for clients with annual revenue of $25MM to $2B Demonstrated experience working collaboratively to deliver the organization to clients and prospects Demonstrated experience generating new client relationships, building and retaining long-term client relationships Experience identifying and mitigating risk, ensuring compliance with processes and procedures Excellent verbal, written, and interpersonal communication skills Job Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Ability to travel up to 25% of the time #commercialbanking Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $187,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 16 Jan 2026 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 day ago

Morgan Stanley logo
Morgan StanleyHouston, TX

$110,000 - $125,000 / year

Morgan Stanley's Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Houston office is looking for an Investment Banking Analyst to join the Global Power and Energy Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: Up to 1 year of experience in investment banking or capital markets is required Extraordinarily high level of motivation, focus on work quality, attention to detail, strong work ethic, and decision-making abilities Experience in the Energy industry is preferred, but not required Excellent written and verbal communication skills and a positive attitude Analytical, quantitative, adaptive, hungry, a self-starter, a leader, a team player, a multitasker, and a results-oriented individual Interest in developing a career in investment banking Top education credentials; Bachelor's degree is required Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $110,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 3 days ago

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First Horizon Corp.Atlanta, GA

$20+ / hour

Job Title: Intern - Commercial Banking Atlanta Location: Onsite at the location listed in the job posting. Internship Program Duration: February 23, 2026 - May 1, 2026 Pay: $20 Summary Our 10-week internship offers a comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. Each week, you will be exposed to different leaders and aspects of the line of business. You will have the opportunity to complete projects that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to receive guidance from experienced professionals in the field, participate in meetings, and network with other interns and associates. By the end of the program, you will have gained valuable insights, built a solid foundation in banking practices, and potentially set the stage for future career opportunities at First Horizon. Work schedule and number of hours worked per week (minimum: 15 - 25 hours) are flexible, within normal business hours. The Intern will learn and assist with the day-to-day duties of the Commercial Banking team members, including: Receive credit requests and make approve/decline decisions within established policy, guidelines, and turnaround times. Underwrite real estate related credit requests. Document decisions properly and completely with particular diligence given to explanations of overrides or variances, to include a narrative to explain credit decisions. Provide a high level of customer service to the originators of loan requests to include the communication of credit decisions and answering questions. Works with the loan administration and client specialists to manage delinquencies on loans; Reports troublesome loans to the senior credit officer and commercial line manager on a timely basis. Ensures that the systems of record are accurate for the loans being administered; ensures that management information is reported timely and accurately. Obtains satisfactory loan reviews and ensures that regular audits are performed. Qualifications Full-time undergraduate student with anticipated graduation date between December 2024 and June 2025 GPA of 2.75 or above Strong interest in business and finance, though no specific major or field is required Resourcefulness, team-oriented, enthusiastic Entrepreneurial spirit Demonstrated leadership and self-development (work or campus Ability to interface and network with people at all levels of an organization Strong communication and collaboration skill Strategic and critical thinking skills Computer and Office Equipment Skills Proficiency in Microsoft Office Suite (Outlook, PowerPoint, Word) About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 2 days ago

Security Federal Bank logo
Security Federal BankLexington, SC
Description This position is responsible for providing a consistent customer experience, opening, modifying and closing all types of deposit accounts and safety deposit box services; Assist customers with account reconciliation, research requests, check orders, wire transfers, and debit card while seeking opportunities to develop customer relationships and identify referral opportunities. Responsibilities also include actively promoting and growing all consumer credit products including real estate transactions; Assist customers in application process, gathering all required information for loan underwriting and communicating with customer throughout the credit process. This position will be universal, with full platform, vault custodian, cash-line and consumer lending responsibilities. Requirements High School diploma or equivalent Proficient computer skills and active engagement in the new technology Excellent interpersonal communication and presentation skills (both written and oral) Strong analytical and problem solving skills Ability to derive innovative solutions Demonstrate a "team" attitude toward the bank and coworkers Successful completion of in-house training and orientation Handle sensitive information of the bank and customers in confidence Display a high degree of character and ethics Represent the bank in a professional manner within the community Professional dress and demeanor required This position may require occasional travel to various locations for job related business Register for NMLS# Three years prior banking, sales, and/or customer service experience Three years prior consumer lending experience Ability to assist customers with digital banking offerings Strong customer focus Ability to handle multiple priorities simultaneously Bi-lingual experience a plus. Competitive salary and benefits package available. EEO. This is a 7-day banking branch so extended evening hours and rotating weekend work is required.

Posted 30+ days ago

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First Horizon Corp.Orlando, FL
Location: On site at location listed in job posting. Summary The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking services to small businesses and manages the more complex accounts. Key Responsibilities Include Makes retention and business development calls on existing and potential new customers. Develops new customer prospects and business for the Bank. Maintains prospect lists and business pipeline. As needed, interview applicants, completes required documentation and recommends loan products to customers. Determines best loan structure for customer and submits package for underwriting and approval. Verifies loan documents are complete and accurate according to approval. Coordinates and attends loan closings. Recognizes opportunities to offer customer(s) additional bank products and services to meet their needs. Develops new small business relationships through calling on targeted potential clients Develops sales plans and strategies Works closely with other departments and fulfills cross-sell opportunities Finalizes and helps structure and close deals with high close rate Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Performs all other duties as assigned Qualifications Include Bachelor (4-year college) degree and 5-8 years of experience or equivalent combination of education and experience Knowledge of cash flow and business credit underwriting with commercial credit training preferred. Ability to work effectively with individuals and groups across the company to manage customer relationships. Excellent presentation, verbal and written communication skills. Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 2 days ago

Commerce Bank logo
Commerce BankLenexa, KS

$70,500 - $139,000 / year

About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $70,500.00 - $139,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job This position involves both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of up to $150MM. Essential Functions Participate in outreach activities with assigned customers and target prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ensure a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensure adequate loan documentation, and analyze industry/credit risk Facilitate the resolution of customer problems and engage product experts as needed Participate in community and business functions/groups to ensure a positive image for the Bank and establish referral contacts within the marketplace Ensure compliance with all Bank policies, procedures, regulations, and laws Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of full range of commercial products, credit policies, procedures and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Basic strategic, analytical, problem-solving skills and credit analysis skills Basic persuasive and negotiation skills with strong sales skills Some independent decision-making skills, but requires regular management oversight Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 1+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Business Banking Relationship Manager I, II, and III job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $139,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8700 Monrovia, Lenexa, Kansas 66215 Time Type: Full time

Posted 30+ days ago

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Truist Financial CorporationRichmond, VA

$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

PwC logo
PwCNew York, NY
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Associate Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Strategy Consulting team you are tasked with developing and implementing corporate strategies to drive long-term growth and sustainability in the Financial Services industry. As a Senior Associate you are responsible for analyzing complex problems, mentoring others, and maintaining exemplary standards while building meaningful client connections and navigating increasingly intricate situations. You are expected to utilize AI and analytics to derive insights, drive data-informed decision-making, and implement automation solutions to enhance operational productivity and effectiveness. Responsibilities Analyze intricate challenges to provide actionable insights and solutions Mentor and guide junior team members to foster professional development Build and maintain enduring client relationships to understand their needs and objectives Implement automation solutions to enhance operational productivity Navigate complex scenarios with adaptability and strategic thinking Uphold exemplary professional and technical standards in client engagements What You Must Have Bachelor's Degree 3 years of strategic consulting/professional services experience within the Financial Services industry What Sets You Apart Master of Business Administration preferred Developing and implementing corporate strategies for growth Identifying and analyzing business opportunities Designing digital transformation initiatives Driving innovation in products and services Utilizing AI and analytics for insights Implementing automation solutions Building and maintaining client relationships Conducting market research and analyzes Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 2 weeks ago

B logo
BMO (Bank of Montreal)Auckland, CA

$57,500 - $106,500 / year

Application Deadline: 01/29/2026 Address: 230 W. 7th St. Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 2 weeks ago

First Interstate BancSystem, Inc. logo
First Interstate BancSystem, Inc.Kalispell, MT
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Kalispell, MT branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Banking Administrative Assistant provides administrative support for State Presidents, their team, department, or group. This position coordinates Commitment to Community (C2C), Community Reinvestment Act (CRA), volunteerism, and recognition through reporting, communication, and collaboration of activities/processes. ESSENTIAL DUTIES AND RESPONSIBILITIES Serves as a point of contact for customers and clients, providing professional and courteous service in person, by phone, and through electronic communication. Fosters a positive customer experience by demonstrating a welcoming attitude and maintaining a professional appearance. Performs a variety of administrative tasks including handling correspondence, processing mail, scanning documents, and supporting general office operations. Assists with the preparation and organization of documents to support departmental and business activities. Coordinates meetings, conferences, presentations, and travel arrangements; generates and manages related documentation. Organizes and supports departmental functions and events as needed. Develops and maintains an efficient central filing system, ensuring proper records management and compliance with retention policies. Manages office supply inventory, including ordering and restocking as necessary. Creates, edits, and enhances PowerPoint presentations to support internal and external communications. Processes invoices and ensures timely payment in accordance with company procedures. Collaborates with the state leader to develop and manage the Commitment to Community (C2C) plan and budget. Builds and maintains relationships with key stakeholders across markets to support community initiatives. Reviews, qualifies, and processes donations, grants, and sponsorships; ensures accurate tracking and timely distribution. Partners with Community Responsibility and Marketing teams to align C2C goals with budgetary and strategic objectives. Collects, analyzes, and maintains data related to C2C activities; prepares regular reports for internal stakeholders and regulatory agencies. Monitors PR and promotional spending to ensure proper coding of donations and sponsorships. Leads and manages Community Reinvestment Act (CRA) programs and initiatives, ensuring compliance with regulatory requirements. Develops state-level strategies and action plans to meet community development goals and track progress. Plans, coordinates, and executes community events, workshops, and activities that promote financial inclusion, homeownership, and community development; monitor and report CRA-related outcomes. Analyzes data related to lending activities and community development projects. Supports the Community Development Officer in conducting Community Needs Assessments and collaborates with market leaders to address identified needs. Works cross-functionally with Compliance, Community Responsibility, and Marketing to ensure CRA goals are achieved. Prepares and delivers regular CRA monitoring and reporting (monthly, quarterly, annually) to state leadership. QUALIFICATIONS 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. KNOWLEDGE, SKILLS AND ABILITIES Exceptional interpersonal and customer service skills, with the ability to communicate effectively in person, over the phone, and through written correspondence. Strong organizational and time management abilities, with demonstrated capacity to prioritize tasks, manage multiple projects, and meet deadlines independently. Adaptability and flexibility to respond to shifting priorities and evolving business needs in a fast-paced environment. High attention to detail and accuracy, especially in handling confidential information and preparing documents. Effective verbal and written communication skills, with the ability to convey information clearly and professionally. Collaborative mindset, with the ability to build productive relationships and work effectively across teams and departments. Advanced proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, as well as internet-based research and tools. Knowledge of banking operations and administrative procedures is preferred. EDUCATION AND/OR EXPERIENCE High School Diploma or General Education Degree (GED) equivalent required Bachelor's Degree Business or related field preferred 4-6 years Administrative Assistant experience required 1-3 years Community Reinvestment Act (CRA) experience preferred PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse- Frequently Lifting- Occasionally (up to 10 lbs) Sitting- Frequently Overtime- Subject to business need Noise Level- Moderate Typical Work Hours- M-F (8-5) Regular and Predictable Attendance- Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Posted 2 weeks ago

Dominium Management Services, Inc logo
Dominium Management Services, IncPlymouth, MN

$50,000 - $54,000 / year

Dominium is helping tackle the affordable housing crisis - and we're looking for motivated candidates to join our team and help further our mission. With offices in Minneapolis, Atlanta, Dallas and Phoenix, Dominium is one of the nation's most respected and innovative affordable housing development and management companies. We create quality, affordable homes and engage with our residents daily to create a strong sense of community and connectivity. Join us in making a difference in people's lives every day at a company where you can challenge yourself to develop both personally and professionally. POSITION SUMMARY: The primary responsibilities of this position are to maintain the day-to-day banking/treasury operations for the business. ESSENTIAL FUNCTIONS: Opens and closes business bank accounts in accordance with company policies and banking requirements. Oversees daily management of check and ACH positive pay systems to ensure transaction accuracy and security. Maintains and updates internal accounting systems with current banking information as needed. Promptly processes stop payments on checks to prevent unauthorized transactions. Manages user access to various banking platforms, including onboarding new users and removing outdated accounts. Coordinates the ordering and distribution of banking supplies for the Property Management teams. Support the Director of Treasury in executing continuous improvement initiatives to enhance banking operations. QUALIFICATIONS: Associates/Bachelors Degree in business highly preferred Knowledge of various banking platform [CashPro, Access, CEO] highly preferred Experience in roles with high email volume Strong customer service skills Attention to detail and prompt communications skills PAY: $50,000 - $54,000/year + 5% bonus potential. About Us: Dominium is a purpose-driven leader in affordable housing. We operate in approximately 20 states, supported by a team of over 1,300 dedicated employees. For more than 50 years, we have delivered excellence in the development and management of affordable housing communities across the United States. Dominium's values - EDGE: Entrepreneurial Innovation, Developing People, Growth Mindset and Execution - guide us in fulfilling our Purpose: to provide quality, affordable housing that builds Enduring Value for our residents, employees, communities and financial partners. We believe housing provides dignity, and our work has a positive, lasting impact on the lives of individuals and families - often for generations. Our properties last for decades, leaving a lasting impact in the communities where they are located. We offer a competitive salary, an incentive bonus program, training and development programs, career growth and community volunteer and outreach programs. We also provide a comprehensive benefits package for eligible employees, including Basic Life and AD&D; Employee, Spouse and Child Supplemental Life and AD&D; and Short and Long-Term Disability insurance. We also offer Medical, Dental and Vision coverage, with optional Health Savings Accounts, as well as Medical and Dependent Care Flexible Spending Accounts. We offer Voluntary Benefits (Accident, Critical Illness, Whole Life) and an Employee Assistance Program. Additionally, you have access to a 401(K) plan, Health and Financial Wellness Programs, Paid Time Off including Paid Holidays and Floating Holidays, Paid Parental Leave, Education Reimbursement, Employee Recognition and the Dominium Employee Emergency Fund. Dominium is committed to providing equal employment opportunities to qualified applicants and employees. Dominium prohibits employment discrimination on race, color, creed, religion, national origin, citizenship, sex (including sexual orientation and gender identity), pregnancy, marital status, familial status, status with regard to public assistance, disability, membership or activity in local commission, veteran status, military status, age, genetic information, union membership, use of lawful consumable products, or any other category protected by applicable state or federal law. #LI-JM1

Posted 3 weeks ago

PwC logo
PwCCharlotte, NC

$124,000 - $280,000 / year

Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

W logo
Wintrust Financial Corp.Willowbrook, IL

$85,000 - $110,000 / year

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC." Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours Promote from within culture The Commercial Real Estate Banking segment of the Business Banking Division provides customized and comprehensive solutions to create value and help meet the strategic priorities and evolving needs of our real estate clients and prospects. Our Business Banking Division is seeking a CRE Underwriter II - Business Banking who will learn the business trade and our relationships. The ideal candidate is self-motivated and can multi-task across job functions, various client needs and competing bank priorities. This person will report to the Senior Credit Officer. Responsibilities: Underwrite existing portfolio credit approvals for renewals and other Credit requests pertaining to existing clients Underwrite opportunity memos and full credit approvals for new business clients Independently analyze credit and financial information of property and individuals to determine the degree of risk associated with the extension of credit Proactively manage covenant compliance testing for existing clients and new clients on an ongoing basis. Develop a working knowledge of credit/loan policy for credit requests and exceptions Perform collateral analysis of current and prospective customers Maintenance of Annual Review form for multi-year CRE borrowing facilities for existing clients Effective communication with Credit and Commercial Real Estate Banking Officers Qualifications: 3+ years' commercial real estate/credit experience, with a working knowledge of banking environment, products and all supporting processes and technology Formal Bank credit training is preferred, with a strong understanding of general credit and risk principles, and banking policies/procedures Bachelor's degree (Business, Finance, Accounting or Economics preferred) Proficiency in MS Office: Excel, Word, PowerPoint, and financial forecast models Strong analytical and organizational skills with the ability to proactively manage and prioritize workflow Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $85,000 - $110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Posted 3 days ago

F logo
First Horizon Corp.Memphis, TN
Location: On site at location listed in job posting. Summary If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. Key Responsibilities Include Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. Involvement in the local market/community through civic organizations or community groups. Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. Regularly monitor the efficiencies of production standards. Ensure that regulatory compliance standards are met. Responsible for controlling operational and administrative expenses. Responsible for resolving all customer service problems. Responsible for representing the company in a professional manner at all civic and community affairs. Qualifications Include Bachelor's degree 5+ years of retail banking experience 1-2 years related experience or an equivalent combination of education and experience Experience with Microsoft Word, Excel, and Outlook As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 1 week ago

Seacoast National Bank logo
Seacoast National Bankatlanta, GA
Location: This position can be performed remotely within the United States. JOB SUMMARY: The Digital Banking QA Test Lead is responsible for the quality, planning, execution and reporting of end-to-end testing of various Digital Banking applications and components. This role will be focused on functional testing of product implementation across test environments and production deployment verification. The Test Lead will coordinate with multiple vendors and internal partners to devise and execute the test strategy. This role will play a key role in platform conversion and migration validation, driving the strategy, and ensuring quality delivery. The QA Test Lead plays a critical role throughout the Software Development Life Cycle (SDLC) for a digital banking team. They are primarily responsible for ensuring that all deliverables meet quality standards and regulatory requirements before deployment. The SQA Lead is involved early in the requirements and design phases, reviewing specifications for testability and compliance. During development, they define test strategies, initiate test case creation, and ensure proper integration of automated and manual testing. In the testing phase, they coordinate functional, security, and performance testing to validate system reliability and customer safety. Finally, in deployment and maintenance, they monitor production issues, lead root-cause analysis, and enforce continuous improvement practices to maintain high-quality digital banking experiences. Maintenances and upgrades are over the weekend and after hours during the week. The QA Test lead is expected to conduct all validations promptly during weekend maintenance, after hour maintenance, and upgrades for all digital banking platforms. The QA Test lead is expected to provide documentation of validations to the Product Manager. The Test Lead is the key resource for ensuring quality of the digital banking platform which leads to an improved customer experience. It is crucial to understand the customer experience for all variety of users including retail, small business, and commercial. ESSENTIAL DUTIES AND RESPONSIBILITIES: Understand business requirements, release notes, and expected functionality for the creation and execution of test plans Strong understanding of digital banking platforms including architecture and products functionality Strong partnership with lines of business to illicit specific requirements for new and updated functionality Create specific use case, product, and end-to-end test plans Coordinate and lead User Acceptance Testing (UAT), collection of all test results, defect documentation, and remediation with both internal and external (vendor based) resources Report testing defects or findings in context of its business value Plan, monitor and execute end-to-end test cases Ensure line of business involvement in test preparation and execution Coordinate Defect Management cycles with the implementation team, internal development, vendors, and project management Ability to present with a large audience, understanding the audiences being presented to. Maintain test data to cover pertinent customer, user, and transaction use cases [including appropriate product and account numbers] Provide testing results, defect reporting, and remediation requirements to Project Managers Identifying and implementing best practices across for user acceptance testing and postproduction validation Where possible, leverage automation to streamline regressions testing and reporting Participate in all testing and validation activities, including after hours or weekend validation as necessary Partner to present all Digital banking platform maintenance, upgrades, functional changes, validation results to test environments and production environments to the Change Advisory Board for approval. EDUCATION and/or EXPERIENCE: Bachelor's degree or equivalent experience in Computer Science, Management Information Systems, Software Development, Information Technology or Engineering. 7+ years' experience of software development testing and/or digital project management Deep E2E process understanding, including the customer facing and back-end testing for both happy and unhappy path validation Basic understanding of deposit and loan products Deep understanding of digital banking capabilities, back-end platforms, and associated infrastructure. Experience with Core and Digital banking vendors and their product(s) Experience with test automation tools a plus [ex. Selenium, LambdaTest, etc.] Ability to adapt to testing variations as needed as well as Agile methodologies Certification in Agile Project Management and/ or testing a plus Strong analytical, verbal and written communication skills Knowledge of programming languages and software systems 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 appraisals; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations, laws and bank policies and procedures. #LI-PF1

Posted 2 weeks ago

NBT Bank logo
NBT BankBuffalo, NY

$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

F logo
First Horizon Corp.Memphis, TN

$20+ / hour

Location: On site at location listed in job posting. Internship Program Duration: 10 Weeks - June 1, 2025 - August 7, 2025 Pay: $20 Summary Our 10-week internship offers a comprehensive and immersive experience for students or graduated professionals interested in gaining practical knowledge and skills in the banking industry. Each week, you will be exposed to different leaders and aspects of the line of business. You will have the opportunity to complete projects that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to receive guidance from experienced professionals in the field, participate in meetings, and network with other interns and associates. By the end of the program, you will have gained valuable insights, built a solid foundation in banking practices, and potentially set the stage for future career opportunities at First Horizon. Work schedule and number of hours worked per week (minimum: 15 - 40 hours) are flexible, within normal business hours. The Intern will learn and assist with the day-to-day duties of the Mid-South Commercial Banking members, including but not limited to: Financial statement spreading and analysis, assisting with the credit approval process, loan portfolio monitoring and management - primarily aligning with the duties of a credit analyst on the team Qualifications Full-time undergraduate student with anticipated graduation date between December 2025 and June 2027 - or - graduated working professional GPA of 2.75 or above Strong interest in business and finance, though no specific major or field is required Resourcefulness, team-oriented, enthusiastic Entrepreneurial spirit Demonstrated leadership and self-development (work or campus) Ability to interface and network with people at all levels of an organization Strong communication and collaboration skills Strategic and critical thinking skills Computer and Office Equipment Skills Microsoft Office Suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

T logo

Business Banking Team Lead

Texas Capital Bancshares, Inc.San Antonio, TX

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Job Description

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.

Brief Overview of Position

The Business Banking Team Lead will have experience within the Commercial Banking line of business and enable the company's financial results by driving new relationships, new loan fundings (including SBA), new deposits, PxV, Commercial Card spend, for companies with revenue up to $25 million. This role will report directly to the Head of Business Banking and be accountable to lead and manage a team of Relationship Managers to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries.

Responsibilities

  • Drive financial results by meeting or exceeding expectations across all goaled production metrics; Preview and ensure high quality Balance Sheet Committee submissions.
  • Recruit, develop, manage, and retain a team of Relationship Managers to drive optimal individual and team performance and strive to be employer of choice.
  • Actively identify and prioritize top prospect and client relationships; Ensure team builds a strategic client acquisition pipeline to deepen and expand the team's portfolio and the Bank's presence in the market; self-source and actively call on prospects and clients in person.
  • Actively participate in pre-call planning and join Relationship Managers on client and prospect calls; Support and guide team as needed throughout deal lifecycle through closure, helping to negotiate deals and solve problems that may arise.
  • Screen deals, oversee credit reviews, and help to assess deal credit worthiness.
  • Establish, manage and/or attend critical business routines to drive discipline and accountability in executing against team goals. Includes pipeline meetings, Balance Sheet Committee, weekly Market Update meeting, team meetings, employee 1-1 meetings, product, and other partner routines.
  • Actively monitor various reports to effectively manage team's activity; Ensure Salesforce is updated by team timely and with quality.
  • Work closely with Texas Capital product and functional partners (I.e., IB, Treasury, Credit, Sales Enablement, Operations, etc.) to sell the whole bank and deliver exceptional service to clients and prospects.
  • Manage risk/return and drives quality for new and/or existing clients. Actively identify and mitigate different types of risk such as regulatory, reputational, operational and credit risks.
  • Build/reinforce the brand through planning and/or attending events and community outreach.
  • Actively pursue the latest information and build knowledge base related to financial/banking products, financial markets, relevant regulations, as well as business trends, including businesses which are thriving in your market/or area of expertise.

Qualifications

  • Bachelor's degree in Business Administration/Finance, Accounting, or related field preferred.
  • Minimum 10 years of commercial banking experience preferred, with a focus on business banking or middle market clients.
  • Demonstrated success leading and managing a team in a sales environment with goaled production metrics preferred.
  • Advanced knowledge of banking suite of products and services, industry trends, as well as financial acumen to assess and deliver on prospect/client need.
  • Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience preferred.
  • Effective team player with ability to work across business partner groups in a fast-paced, highly collaborative environment.
  • Operates with a sense of urgency balanced with adherence to the firm's risk appetite.
  • Exceptional writing, interpersonal and communication skills, both verbal and written to communicate with clients, all levels of employees, management, internal partners, and clients.
  • Strong organizational and time management skills with ability to manage multiple priorities.
  • Ability to identify and solve problems/issues and timely escalation of known risks and issues.
  • High interest in, outreach to, and involvement in the communities where we live and work.
  • Strong knowledge and application using Salesforce and MS Office products including Outlook, Excel, Word, and PowerPoint.

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.

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