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AVP, Relationship Banking Advisor-logo
AVP, Relationship Banking Advisor
Hanscom Federal Credit UnionLittleton, Massachusetts
It’s an exciting time to be at Hanscom Federal Credit Union! As a member of our Relationship Banking division, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members. Who we are – Hanscom Federal Credit Union Members-first – our members are our top priority. We make business decisions with our members at the top of mind. Integrity – we’re honest and committed to doing what’s best for our members and our company. What is right isn’t the same as what is easy. Teamwork – we are in this together and we all benefit from our success. Innovation – we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes. Empathy – we understand that communication starts by listening, understanding diverse perspectives, and caring about others’ sustained success. What we offer A full-time, permanent position that will reward you through a competitive incentive program. Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits. A flexible hybrid work schedule environment. We are committed to fostering career growth and development – when you join our organization it’s not just a job. We look to develop your skills aligned to our business needs and help you progress in your career. Who you are – AVP, Relationship Banking Advisor You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected. What you'll do Proactive outreach and engagement with our members to present our products and services as solutions to financial life cycle needs. Conduct business reviews to ensure members are satisfied with their products and services. Well versed in sophisticated financial services, products and services. Meet established sales goals related to deposit, lending, and investment products. Always provide remarkable member service and maintain Hanscom Federal Credit Union’s image in the community. Actively support and participate in the outside business development, and community events. Provide solutions for complex financial needs. Responsible for maintaining working knowledge of Hanscom Federal Credit Union products, rates, including services and fees, individual and branch dialogs and keeping team informed of the competition in the area. Maintain knowledge of competitor rates and products. Resolve member's financial problems, questions, or concerns within credit union guidelines. Ensure compliance with all applicable regulations and credit union policies and procedures. Continually strengthen knowledge and capabilities within financial services and stay current with completive trends. Maintain Confidentiality of all members and credit union information and data. Take on additional tasks and projects. Knowledge/Skills/Experience Required: Willing to obtain FINRA Series 6 and 63 Securities License and Life/Health Insurance licenses required: Series 7 and 65 or 66 and preferred. 5 to 7 years’ experience in branch banking. Preferably in a business development or branch management role previously. Knowledge of consumer and mortgage lending including applicable state and federal statutes and requirements; knowledge of State and Federal regulations including those pertaining to deposit accounts, consumer, and mortgage loans; strong written and oral communication skills; computer skills and sales skills. Ability to establish and maintain effective working relationships at the senior management level and across all levels of the organization. Excellent analytic, organization, presentation, and facilitation skills; ability to lead multiple tasks under tight deadlines. Ability to prioritize workload and to work independently. Strong decision making and problem-solving skills. Strong written and verbal communication skills Additional Responsibilities: Educating affluent member households with deposit balances of $100,000 or more. Acting as the single point of contact for all banking needs. Growing and retaining member assets. Acquiring new members. Education/Certifications/Licenses Must be registered with the National Mortgage Licensing System ("NMLS") and maintain active status and accurate registration information on file. Provides changes to any individual information (such as an address or name change) as they occur directly into the NMILS system or to the HR Department within 20 days of such a change. A college degree PHYSICAL REQUIREMENTS Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. WORKING CONDITIONS Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. MENTAL AND/OR EMOTIONAL REQUIREMENTS Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. ** Must be authorized to work in the US **

Posted 30+ days ago

Trainer (Credit Union/ Banking Experience)-logo
Trainer (Credit Union/ Banking Experience)
LatitudeWashington, District of Columbia
Job Summary: We are seeking an experienced Trainer with a background in the credit union or banking industry to develop and deliver engaging training programs for employees. The ideal candidate will have a deep understanding of financial services, banking regulations, and customer service best practices. This role is essential in ensuring employees have the knowledge and skills necessary to provide exceptional member service, comply with regulations, and perform their roles effectively. Hours: Daytime hours Monday-Friday Responsibilities: Develop and deliver training programs on financial products, banking procedures, compliance regulations, and customer service best practices. Conduct new employee onboarding and orientation to ensure a smooth transition into the organization. Facilitate training sessions using various methods, including instructor-led training (ILT), virtual training, and e-learning. Create instructional materials, presentations, manuals, and job aids. Stay current on industry trends, regulatory changes, and best practices to ensure training content remains relevant and up to date. Assess training needs through surveys, feedback, and performance evaluations to identify gaps and recommend solutions. Collaborate with department leaders to align training programs with organizational goals and employee development needs. Evaluate the effectiveness of training sessions through assessments, quizzes, and participant feedback to measure knowledge retention and training impact. Provide coaching and support to employees to reinforce learning and ensure practical application. Maintain accurate training records and compliance documentation. $45,000 - $55,000 a year

Posted 30+ days ago

Senior Business Systems Analyst - Banking-logo
Senior Business Systems Analyst - Banking
Hancock Whitney BankNew Orleans, Louisiana
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. Provides technical direction and support in developing business systems software and procedures; Responsible for analysis, design, and coordinating the implementation of complex programming projects involving a sizable group of users by performing the following duties. This job may be a specialist in one (or more) of three areas. Please see the “Specialties” section for specifics. ESSENTIAL DUTIES & RESPONSIBILITIES: Plans and conducts analyses of complex and unique business systems projects Devises new sources of data and develops new approaches and techniques for use by others Conducts reviews of computer technology developments applicable to systems design and prepares long range forecasts Studies broad areas of work processes that cut across organizational information systems Acts as an internal consultant providing technical guidance on business systems projects Determines and resolves problems with other systems analysts, programmers, and systems users Maintains, develops, modifies, and documents programs according to general specifications and guidelines Collaborate with development teams during coding, testing and deployment phases ensuring development meets design specifications. Secondary Duties Consults with managerial and systems analysis personnel to clarify program intent, identify problems, suggest changes and determine how changes impact project timelines Revises or directs revision of existing programs to increase operating efficiency or adapt to new requirements Consults with internal clients to analyze and understand functions to be automated, client needs, objectives, desired features and input and output requirements Analyzes, defines and documents system requirements for data, workflow, logical processes, hardware and operating system environment, interfaces with other systems, internal and external checks and controls and outputs Work closely with Enterprise Architects to fully understand solutions and provide detailed technical specifications for the developer. Specialties: Fundamental PC knowledge and navigation Python a plus Knowledge of relational databases using SQL language and ODBC connectivity a plus Core Banking Systems Specialist Fidelity Banking Applications a plus Strong understanding of APIs JavaScript API Testing API Security Microsoft SQL Server Advanced SQL development skills Demonstrated ability to deliver design based on customer requirements Ability to present high-level ideas clearly and concisely. Liaison between lines of Business and I.T. Coordinate deployment of solutions Microsoft Office Suite SUPERVISORY RESPONSIBILITIES: None MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Bachelor’s degree in computer science, Business Administration or a related field Minimum 2 years’ experience as a business analyst/ programming or related role. Knowledge of testing frameworks (Postman, SOAPUI) Experience in banking /financial services ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Excellent communication and client service skills Ability to manage time and competing priorities in an IT environment Strong interpersonal skills with the ability to interact with all levels of an organization Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term Adaptability, flexibility and ability to work varying hours, including weekends and some evenings. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Posted 5 days ago

Boots to Banking Personal Banker Ricmond VA-logo
Boots to Banking Personal Banker Ricmond VA
Wells Fargo BankRichmond, Virginia
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Wells Fargo has committed to hire military spouses/domestic partners of actively serving military personnel. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, 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, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Ability to produce a copy of military orders including applicant Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship HHH Program Hires are expected to attend and participate in the Military Spouse Homefront Heroes Orientation and Onboarding Experience. Posting Location(s): Richmond VA Posting End Date: 1 Jul 2025 *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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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 6 days ago

Business Banking Sales Manager-logo
Business Banking Sales Manager
U.S. Bank National AssociationAlbuquerque, New Mexico
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The Business Banking Sales Manager reports to the Business Banking Market Leader and is responsible for the sales and service operations for business banking clients in an assigned market. Drives growth in business banking segment for companies with annual revenue of $2.5MM up to $25MM. Provides leadership to a business banking sales team to execute One Bank strategy and grow market share. Delivers strategic direction and leadership to sustain profitability and annual growth of the market. Fosters a team culture that is customer obsessed while overseeing relationship management, business development activities, and related risk. Basic Qualifications: - Bachelor's degree in finance, accounting or other related field, or equivalent work experience - Typically 10 or more years of business banking or relevant experience - Typically five or more years of management/leadership experience Preferred Skills/Experience: - Thorough knowledge of banking products/services, banking operations, and current market trends - Demonstrated new business development and relationship management skills Detailed knowledge of credit analysis practices and procedures and underwriting proficiency - Strong management and leadership skills - Well-developed analytical, decision-making and problem-solving skills - Effective verbal and written communication skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $143,905.00 - $169,300.00 - $186,230.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 4 days ago

Treasurer - Banking-logo
Treasurer - Banking
Cornerstone Capital BankHouston, Texas
Who we are: Cornerstone Capital Bank is a new bank, with over $330 million in capital and $2.7 billion in total assets, and arises from the combination of mortgage industry giant Cornerstone Home Lending and community banking standout Roscoe State Bank. You’ll be on the front end of working for an innovative large community bank that is a leader in mortgage lending and community banking and growing in middle-market commercial and real estate lending. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. Who we are looking for: The Treasurer has the ultimate responsibility for the organization’s treasury functions reporting to the Chief Financial Officer. Responsibilities include market risk, funding, liquidity, interest rate management, asset liability committee, cash flow management, stress testing, hedging, and bank investment securities activities. What you’ll do: Responsible for aligning treasury departmental strategy or direction with the overall goals of the organization Monitors market and interest rate risk profile of the organization, providing guidance and recommendations on strategy Conduct regular liquidity and interest rate stress testing to ensure the safety and soundness of the organization Develops and executes strategies that ensure liquid funds are available for current capital needs Develops long-term cash management or investment plans that both preserve capital and support strategic goals Prepare regulatory capital analysis, liquidity, and risk-weighted asset reports forthe CFO and board of directors Manage the bank’s policies governing organizational debt and credit levels, interest rate or currency risk, investment and banking relationships Oversee the bank’s asset liability management modeling for the ALCO committee and actively monitor interest rate risk exposure Ensures that all treasury-related activities comply with applicable regulatory requirements and board policies Support bankers and relationship managers in the growth and development of the organization’s businesses Contribute to the development of financial reports, internal management, and regulatory filings Develops policies, practices, and procedures that have a significant impact on the organization Coordination of portfolio advisors; manage the bank’s investment portfolio and oversee pledging and collateral operations to support public funds depositors Serve as the team lead in treasury and accounting efforts supporting the bank’s commodity hedging activities Perform other duties as assigned What you’ll need to be successful: Success in this job relies on your time management skills, organization, and positive attitude. In addition, you’ll need the following qualifications: Bachelor's Degree in one of the Accounting related disciplines; Master’s degree is preferred. 5-8 years of experience in a Treasury Department within the banking and mortgage industry Minimum 4 years of experience within a Management or Supervisory role Experience with credit functions, funding requirements, and accounting background preferred CTP (Certified Treasury Professional) a plus Effective verbal and written communicator Must be well organized with strong attention to detail High degree of personal ethics/integrity Strong organizational skills Effective communication skills Must be able to recognize inefficiencies and recommend/implement process/quality improvement initiatives What we offer: Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus. What to do next: If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company. As many of our team members can tell you, there's something special about working at Cornerstone.

Posted 5 days ago

Assistant Banking Center Manager - Edmond North-logo
Assistant Banking Center Manager - Edmond North
MidFirst BankEdmond, Oklahoma
The Assistant Banking Center Manager will assist the Banking Center Manager with the daily operations of the banking center as well as provide leadership to a team of sales and service professionals to meet and exceed sales goals and provide valued service to customers. This position is also responsible for a variety of duties focused on the development of new business, as well as retaining and expanding current relationships with customers. Duties will include, but are not limited to, the following: Assist in overseeing the operational functions of the banking center and provide support to staff (i.e. answer questions, coach, provide encouragement, feedback, and constructive criticism as needed) Perform required steps to process loan applications and customer originated financial transactions, open new accounts and sell banking products and services Build and maintain relationships with customers to uncover and satisfy their needs through the sale of financial products and services Generate sales leads through community outreach activities and develop business partners, while building internal relationships Respond to customer inquiries and concerns to create positive solutions/outcomes Ensure audit/compliance procedures are followed, while maintaining the highest level of customer service; Ensure completion of regulatory compliance and training specific to sales and service responsibilities Ensure security measures are adhered to regarding opening and closing procedures Friendly, outgoing, assertive, confident, and enthusiastic personality Supervisory duties will include, but are not be limited to: coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, preparing and conducting performance evaluations Required Skills: Minimum of three years successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals. Previous banking experience is preferred. Supervisory abilities, including: leadership skills, sound decision making, the ability to motivate others, and the capability to address conflict in a positive and productive manner. Proven ability to proactively and effectively participate in a sales program, as well as meet or exceed expectations for the sales and referral activities established for this position. Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense. Availability to work weekends and/or extended hours as required. Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Preferred Skills: Extensive knowledge and familiarity of banking products and services Bilingual (fluent verbal and written English/Spanish) skills; Sales management experience within a retail banking environment. Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. MidFirst Banking Center Hours of Operations: Monday - Friday from 7:15 a.m. - 6:15 p.m. and Saturday from 8:45 a.m. to 1:15 p.m. (Full time employees are scheduled for 40 hours per week within these time frames) Candidates must be available to work weekend hours.

Posted 2 weeks ago

Banking Consultant I-logo
Banking Consultant I
Magnifi FinancialFargo, North Dakota
POSITION SUMMARY Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assists members with all routine transactions including teller machine transactions. • Creates a remarkable member experience by responding and providing resolutions to member requests with expertise. • Consults with members to identify and recommend Magnifi Financial products and services based on financial need. Makes referrals to appropriate departments. • Responsible for maintaining cash drawer, cash recycler and the day-to-day operation of ATM machines (deposit and restocking of ATM). • Performs a wide range of account services including, but not limited to setting up mobile deposit, mobile banking and digital banking, credit and debit card activation, debit card inquiries, transfers, funding loans, handling debit card inquiries, address changes, stop payments, transfers, check orders, etc. • Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking, digital banking, ATM’s). • May perform opening and/or closing duties for the branch. • Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts. EDUCATION AND EXPERIENCE • High school diploma or currently pursuing a high school diploma required, two-year degree preferred • Customer service and/or sales experience required • Notary Public designation in this position is optional BENEFITS We are committed to investing in our team! Magnifi Financial offers benefits that help everyone achieve their full potential. Full-time employees are eligible for the following benefits (benefits with an asterisk are also available to eligible part-time positions): Opportunities for Training and Development * Leadership Development * Job Level Advancement (ability to move up in your position through training and development) * Tuition Reimbursement * 32 Hours Volunteer Paid Time Off * Paid Time Off - starting at 4 weeks per year for FT; prorated for PT * Medical Dental Vision Employer paid Life Insurance/AD&D Employer paid Disability Insurance Retirement Plan - Employer match up to 4%, eligible for annual profit sharing * Paid Parental Leave Bonus/Incentive Program Health and Wellness Programs * Pay Transparency: Salary Range: $17.12/hr. through $25.68/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses. Who We Are: At Magnifi Financial, we offer a collaborative, friendly environment where we support our employee's growth and development, and create a positive work atmosphere. As a member-owned organization, we are focused on making dreams come true for our members. Our vision is enhancing the lives of members and community through strength, service and growth. Magnifi Financial has grown to more than 85,000 members, $2.4 billion in assets, over 400 employees, and over 25 branch locations throughout Minnesota. But what hasn’t changed is our focus on the members and communities we serve.

Posted 30+ days ago

Credit Risk Analyst - Business Banking-logo
Credit Risk Analyst - Business Banking
Texas Capital BankHouston, Texas
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 Risk Analyst role is positioned within Credit Administration and reports to the Credit Officer. This role brings experience in core tasks dedicated to the underwriting function, which is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank. This position will support the Business Banking team. The Analyst will provide support for more senior colleagues in delivering best-in-class client experiences and comprehensive financial solutions to clients across a broad array of industries. Responsibilities: To be successful in this role, candidates must be able to process large amounts of information, communicating in a clear and concise manner, and develop innovative solutions for our clients, all while maintaining a strong and efficient attention to detail. Depending on alignment, key responsibilities may include, but are not limited to: Create financial statement spreads and analyze data Participate in the analysis, evaluation, and underwriting of proposed credit facilities for prospects and customers Support Portfolio Manager in credit approval process (new customers, modifications, increases, risk assessments) Support Portfolio Manager in portfolio reporting and analytics (grade migration, past-dues, exceptions, coming-due, etc.) Work with Relationship Managers, Portfolio Managers and Credit Officers to assess credit opportunities, identify key risks, and structure alternatives Assist in the preparation of credit packages Initiate background checks/credit reports Coordinate internal discussions Assist in exception tracking, clearing & reporting Conduct research on borrowers and industries Special projects as needed Qualifications: Minimum 2 years of commercial underwriting experience Bachelor’s degree in Finance, Accounting, Real Estate, Commercial Banking, or equivalent/relevant program Interest in a long-term career in Banking Passion for financial services and delivering superior client experiences. Extraordinary levels of motivation and initiative Effective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organization Exceptional writing, interpersonal and communication skills Strong Microsoft Office skills including Outlook, Excel, and PowerPoint to produce reports, memos, and presentations Proven leadership skills and community involvement 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 2 weeks ago

Strategy& - Enterprise Strategy & Value - Banking And Capital Markets - Senior Manager-logo
Strategy& - Enterprise Strategy & Value - Banking And Capital Markets - Senior Manager
PwCLos Angeles, CA
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: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. 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 1 week ago

Associate, Investment Banking - Capital Structure Advisory (New York City)-logo
Associate, Investment Banking - Capital Structure Advisory (New York City)
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Associate to join our Capital Structure Advisory team in New York. Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required. Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent A drive for results, and ability to perform well under pressure and against tight deadlines Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Exceptional Microsoft Office suite (Excel a must) and financial reporting skills Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000-225,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 2 weeks ago

Banking Center Manager II-logo
Banking Center Manager II
First Horizon Corp.Raleigh, NC
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 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 weeks ago

Sba/Usda Business Banking Underwriter IV-logo
Sba/Usda Business Banking Underwriter IV
Huntington Bancshares IncAkron, OH
Description Summary: The Business Banking Underwriter IV is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Loans would typically include those with most complex credit structures and customer exposure up to $10MM. Utilizes single approval authority up to $4MM. Appropriately assess risk profile of borrower. Assist with training and mentoring new hires as well as providing support for the UWI, UW II & UW III job families as needed. Tasks as needed to support the line of business and job family. Act as primary back up for their manager as needed for team huddles & meetings. Is positioned with knowledge and expertise to represent direct manager outside of function group as needed. Collaborate with both credit and segment risk to meet or exceed department goals. Performs other duties as assigned. Basic Qualifications: Bachelor's degree 7+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelor's degree in business related field 3-4 years leadership / management experience USDA experience preferred Ability to underwrite credit exposures in excess of $4MM. Previous authority to underwrite and decision credits without additional signers. Demonstrates confidence, assertiveness, professionalism, and ability to interact with all levels within the organization in a professional manner. Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented. Excellent written and verbal communication skills, including grammar and demeanor. Strong organizational skills with attention to detail, planning and follow-up. Ability to work independently on multiple tasks without compromising quality. Ability to determine and make necessary changes without oversight within their functional team to better the unit as a whole. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000.00 - 140,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

Managing Director - Corporate Banking, Upstream-logo
Managing Director - Corporate Banking, Upstream
Texas Capital Bancshares, Inc.Houston, 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. Texas Capital has been active in the oil & gas industry for more than 20 years and has built a team with deep industry knowledge, experience and relationships to support an industry that requires a specialized approach. Our dedication to the energy sector reflects Texas Capital's long-term commitment to serving the leading clients in the industries that are important to the Texas economy. Our integrated corporate and investment banking team is comprised of experienced professionals dedicated to the broadly defined energy sector including upstream (operated and non-operated), minerals & royalties, midstream, water handling, as well as emerging opportunities in CleanTech, carbon capture and sequestration, and other energy-adjacent subsectors. Texas Capital provides value to our energy clients by utilizing our strong technical expertise, with team members specialized in engineering and geology, to support all transactions, including the formation of capital as well as advisory services. Corporate banking focuses primarily on the origination and structuring of secured and unsecured corporate loans and the syndication thereof with Texas Capital in an Admin Agent role. Corporate Banking is also responsible for delivering Texas Capital's extensive Treasury Management platform and risk management products and services. Corporate Banking relationships help to deliver the bank's full range of investment banking services relevant to our clients' financing and strategic development including advice on Institutional Term Loans, Private Credit Term Loans, First Out Facilities, First-lien/Second-Lien Facilities, High Yield Bonds, Private Placements, Public Equity Offerings, M&A&D, Asset-backed Securitizations, Restructuring Advisory, etc. The Managing Director, as senior relationship manager, will champion a client-centric culture and drive the strategy to acquire or retain and expand client relationships to generate revenue and increase share of wallet by presenting the full range of Texas Capital's products and services and delivering the entire bank to the client. Responsibilities of the Position Setting relationship strategies and directing relationship management activities with new and/or existing clients in the Upstream subsector of the energy industry, including public and private operating, non-operating and mineral & royalty companies, to grow revenue and market share. Providing ideas and insights to clients based on an understanding of their needs and financial well-being. Coordinating with the various product groups within Texas Capital to deliver the best solution and experience to clients. Developing and maintaining effective industry relationships with clients, external parties, legal counsel, etc. Monitoring transactions in the pipeline from the prospecting phase through closing, both internally and externally. Actively contributing to a high-performance and inclusive work environment in order to contribute to the overall success of the team. Assisting in recruiting and mentoring junior colleagues through active engagement on developing their skills (technical, coverage, leadership), providing real-time positive and constructive feedback to support their development. Ensuring all activities conducted are in compliance with governing regulations, internal policies and procedures. The duties listed above are the essential functions, or fundamental duties within the job classification. Texas Capital may assign reasonably related additional duties to individual employees consistent with standard departmental policy. Qualifications Bachelors or Masters degree in business (Finance, Accounting, Math, Economics, etc.) or other relevant degree. Demonstrated 10+ years of experience in Energy Banking, Corporate or Investment Banking preferred, or other relevant experience working with clients with advanced levels of risk and complexity of financial needs. Strong knowledge of the banking suite of products and services. Effective, self-directed individual with ability to work in a fast-paced, highly collaborative environment. Flexible to demands of work and viewed as a valuable team resource. Demonstrated ability to quickly adapt to new situations and to manage multiple projects with competing deadlines while maintaining high work standards. Strong quantitative skills focused on financial analysis, accounting and financial theory. Strong analytical skills including critical thinking, data and information analysis, research, and problem solving. Exceptional writing, interpersonal and communication skills. Strong knowledge and application of credit underwriting (i.e., cash flow models, financial spreads, credit packages and legal documentation). Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations. FINRA registration and licensing (minimum SIE, S63 and S79) in good standing required and maintenance thereof. 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 5 days ago

Cloud Architect - Banking-logo
Cloud Architect - Banking
CapcoNew York, NY
About the team: At the Capco Technology Delivery Center, we are dedicated to the financial services industries. Our professionals combine innovative thinking with unrivalled industry and domain expertise to offer our clients consulting expertise, complex technology and package integration, transformation delivery, and managed services, to move their organizations forward. Through our collaborative and efficient approach, we help our clients successfully innovate, increase revenue, manage risk and regulatory change, reduce costs, and enhance controls. Our teams stay at the forefront of industry trends and technologies that are driving innovation. From strategy to launch, we are adept at delivering across the full product lifecycle. About the Job: As a member of the Capco Technology Delivery Team, you'll bring practical knowledge of agile development methodologies and engineering best practices. As a Cloud Architect, you'll play an integral role using your experience and skills to contribute to the quality and implementation of our projects. What You'll Get to Do: Design scalable, secure, and high-performance cloud architectures leveraging best practices. Collaborate with stakeholders to define cloud requirements and align solutions with business and technology goals. Ensure cloud systems adhere to security standards, regulatory requirements, and organizational policies. Provide technical leadership and mentorship to teams involved in cloud projects. Present architectural designs, roadmaps, and progress updates to stakeholders and leadership. What You'll Bring with You: 8+ years of experience in cloud architecture and infrastructure design. Proven track record of designing and implementing secure and scalable cloud systems. Deep knowledge of cloud platforms such as AWS, Azure, or Google Cloud. Experience in Banking domain. Experience with core banking systems like Fiserv, Hogan or similar. Proficiency in cloud-native technologies, including Kubernetes, Docker, and serverless computing. Experience with Infrastructure-as-Code tools like Terraform or CloudFormation. Strong problem-solving and analytical skills. Excellent communication and collaboration abilities. Bachelor's degree in Computer Science, Information Systems, or a related field (Master's preferred). Why Capco? A career at Capco is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex change. As consultants, we work on the front-end business design all the way through to technology implementation. We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering. Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset, and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business. We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW. We offer highly competitive benefits, including medical, dental, and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees. Ready to Take the Next Step? If this sounds like you, we would love to hear from you. This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory. We have been informed of several recruitment scams targeting the public. We strongly advise you to verify identities before engaging in recruitment related communication. All official Capco communication will be conducted via a Capco recruiter. #LI-MB1 #LI-HYBRID US Pay Range $160,000-$183,000 USD

Posted 5 days ago

Senior Account Manager, Banking-logo
Senior Account Manager, Banking
Northern TrustBoston, MA
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Job Title: Sr. Account Manager, Banking Job Description Summary: Under general supervision (but works independently most of the time) responsible for coordinating the account administration for Banking clients; responds to client inquiries, produces reports and oversees transaction processing. Also responsible for assisting Private Bankers in business development; creating client presentations and coordinating with the CSST servicing team. Resolves all types of operational or processing issues. Major Duties: Acts as initial contact for complex client or partner inquiries for banking products and services. Assists with creating and implementing complex banking solutions (including treasury management) for new and existing WM clients Assists bankers with internal administration of accounts, business development and client presentations including due diligence at the onset of a credit opportunity which includes gathering financial statements, industry research, basic feasibility analysis and other credit information required to assess loan. Acts as liaison with National Credit Center at inception and throughout Credit underwriting process. Coordinates with CSST to execute daily client transaction activity and transaction processing including fees, payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners Coordinates with the CSST team on deposit related transaction processing including account opening, exception clearing, overdrafts, etc. Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up Acts as resource for the relationship servicing team for highly complex WM relationships. Develops clear understanding of clients need behind service requests and communicates to service partners. Obtains appropriate information from partners and clients to facilitate service changes Identifies service efficiency enhancements, process improvements, and service delivery. Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships Provide support to Banker in areas of loan maintenance and onboarding when necessary. Responsibilities include processing loan payments accurately and efficiently, addressing loan-related inquiries, and ensuring continuity of service by assisting clients in the banker's absence. This tole requires strong attention to detail, timely execution, and a customer-focused approach to ensure a smooth and professional client experience. Escalate client concerns in a timely and accurate manner. Knowledge: Knowledge of banking products and services is required. Knowledge of internal banking functions. Analytical, problem solving and organizational skills required Experience: 5+ years' experience, or equivalent, in financial servicing/accounting fields with client servicing background Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Posted 1 week ago

Banking Center Manager-logo
Banking Center Manager
First Merchants CorporationNew Haven, IN
First Merchants Bank is seeking a Banking Center Manager to join our team! This position will focus on developing and implementing sales plans, coaching and developing their team, providing strong managerial leadership and direction to the banking center staff, and overseeing the operational soundness of the banking center. As part of this role you will: Oversee and inspect all operations and compliance of the banking center. Develop and implement an aggressive sales and marketing strategy to drive deposit, loan and partner referrals with new and existing client relationships. Regularly conduct outside sales calls to nurture and grow established relationships and grow market share for the banking center(s) through frequent participation in business development activities with existing business customers in the market area. Market all types of business and consumer banking functions including deposits, lending, Private Wealth, brokerage, merchant processing, treasury management, etc. Ensure banking center team and partners deliver upon Gold Standard for Service expectations. Promote an understanding of business deposit and lending products and expand relationships with new and existing clients through ongoing outside business calling activities. Open accounts and process loan applications for both consumer and business customers. Resolve customer inquiries, problems and complaints with scope of authority while proactively using service to sales techniques to provide solutions to customers for current financial needs. Create and foster a robust employee experience within the banking center. Implement effective Sales Management routines designed to coach, teach, train and inspect sales activities within the banking center(s). Conduct weekly sales and pipeline meetings, daily huddles, touch bases with direct reports. Complete formal and informal coaching conversations monthly focusing on sales and service behavioral observation and the associated production from those behaviors. Coach bankers to the effective use of the guided conversation and associated sales tactics to expand relationships and increase share of wallet. To be successful in this position, we require the following: High school diploma or equivalent (GED). A minimum of three (3) years of sales, management, banking, or related experience including serving in a lead or supervisory capacity. This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire. Obtain Notary Public designation within six (6) months of employment. The following would be a plus: Demonstrated ability to sell and cross-sell bank products and services. Consumer lending experience. Supervisory experience in the banking industry. Demonstrated ability to manage sales team to achieve threshold activity levels and performance goals. Bachelor's degree. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

Posted 1 week ago

Strategy& - Enterprise Strategy & Value - Banking And Capital Markets - Senior Manager-logo
Strategy& - Enterprise Strategy & Value - Banking And Capital Markets - Senior Manager
PwCDallas, TX
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: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. 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 1 week ago

Senior Sales Manager Of Small Business Banking- Charlotte, NC-logo
Senior Sales Manager Of Small Business Banking- Charlotte, NC
First National Bank (Fnb Corp.)Charlotte, NC
Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. n Position Title: Senior Sales Manager of Small Business Banking Business Unit: Small Business Banking Reports To: EVP of Small Business Banking P osition Overview: This position is primarily responsible for establishing banking relationships with small business banking customers in and around the Bank and managing a business development team. The incumbent supervises and cultivates the business development team to maintain and grow the small business balance sheet and develop and enhance customer relationships. Primary Responsibilities: Manages assigned Business Development Officers. Serves as a sales coach utilizing consultative conversation, needs assessment forms and role playing. Participates on joint calls with Business Development Officers and other lines of business partners. Dispenses advice and monitoring in setting goals and objectives, monitors and recommends adjustments in direction as needed and evaluates the performance of direct reports. Helps develop, maintain and grow the assigned team's client base. Attracts own client base through centers of influence and community involvement. Coordinates and implements a customer service and relationship building program that trains Business Development Officers to develop a complete financial relationship with the customer. Promotes the Trifecta (business, personal, employer deposits), establishes partnerships for mentoring Business Development Officers and Branch Managers with Regional Banking Executives and Market Managers. Has experience as a differentiator within the corporation or another institution in terms of market knowledge, production, experience and leadership. Sustains relevant relationships with the business and professional community to enhance business opportunities and promote a positive Bank image. Conducts and participates in meetings or on committees as needed. Ensures team and personal credit quality. Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and Commercial Lending. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Experience in banking industry and in a sales leadership role. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Relationship Manager IV, Commercial Banking (Downtown - Seattle, WA)-logo
Relationship Manager IV, Commercial Banking (Downtown - Seattle, WA)
HomeStreet, IncSeattle, WA
Salary Range: $124,300.00 - $205,000.00 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: May 5, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: Relationship Manager is responsible for the production of new commercial loan and deposit clients, the expansion of existing loan and deposit relationships, the generation of loan fee income, and the referral of products and services to other areas of the Bank, in accordance with annually established goals. In addition to developing loan and deposit relationships, Relationship Manager will meet with and interview clients/prospects, analyze financial information, assist in the negotiation of various and more complex terms and conditions of all types of loan transactions, close loans, manage and maintain the integrity of assigned loan and deposit portfolios, and assist Credit Administration in the monitoring of credit quality and maintenance of current financial information for each assigned borrower. Relationship Manager also ensures the delivery of the highest level of customer service to the clients of the Bank. Job Details: PRIMARY FUNCTIONS: Business Development Accountable for the attainment of annual business development goals for loan and deposit production, loan fee income generation, cross sales, and portfolio retention. Promotes sales delivery through aggressive relationship building with centers of influence and commercial clients and prospects. Works with Manager to identify and develop new markets within the Bank's footprint and expand banking opportunities in accordance with the Bank's strategic plan. Maintains a strong working knowledge of the Bank's loan, deposit, and other products and services. Meets with and interviews clients/prospects. Seeks opportunities to build relationships, working within the prescribed framework of the Bank's policies and procedures to offer flexible and competitive banking solutions, including business loans, lines of credit, deposit and other business products and services. Participates in joint calls with cash management, commercial deposit services, and/or retail branch representatives, as appropriate, to assist with offering complete banking solutions to clients and prospects. Gathers the necessary loan application package/documents, along with business, financial and personal background information required to move forward with client's credit request. In coordination with Underwriting Group, reviews loan requests and credit history, along with financial statements and spreads, to determine whether proposed credit application includes all information needed and meets lending criteria outlined in the Bank's lending policies, procedures and guidelines. Working with Manager and Underwriting Group, prepares proposed credit outlines (pre-flights), including recommendations for loan pricing and terms, to present to Credit Administration for concurrence prior to proceeding with in-depth client negotiations of various and more complex terms and conditions or "indications of interest". With the assistance of the Underwriting Group, prepares well developed credit memorandum that conforms to the Bank's required underwriting format and guidelines, seeking assistance from Team Leader, Regional President or Market President, as needed, to ensure that all complex issues have been adequately addressed. Working with the Manager, participates in formal credit approval process by presenting loans for approval to the required level of authority and/or appropriate Loan Committee. Communicates credit approvals to clients, delivers loan documents for signature, and ensures that loan request is processed and booked. Ensures that declinations are communicated to prospects and customers, in written or verbal form, as required by Bank procedures and guidelines. Provides exemplary/professional customer service to, and maintains constructive and positive working relationships with, referral sources, loan applicants, borrowers, depositors, and their representatives. Prepares and submits regular sales production and customer call reports to Manager, as requested. Actively participates in the local business community at large. Portfolio Management Maintains a strong working knowledge of the Bank's current Credit policies and procedures established for Commercial Banking. Manages and monitors assigned loan and deposit portfolios, communicating directly with borrowers and depositors, as appropriate. Provides advice and counsel to customers on financing, deposits and related matters, representing the Bank's best interests at all times. Maintains credit quality of assigned loan portfolio within Bank standards and guidelines; promptly surfaces any and all risk issues uncovered in the course of managing the portfolio. Works in concert with Manager and Credit Administration to assess emerging risks and develop resolution strategies. Actively participates with Commercial Banking support staff to ensure that all documentation is in place, applicable terms and conditions are adhered to, and required financial exhibit due dates are monitored, with exhibits received from customers in a timely manner. Communicates regularly with Cash Management, Commercial Deposit Services, and/or Retail Branch partners to ensure client deposit accounts are handled in an accurate and timely manner, and any issues are promptly resolved. Consistently operates in compliance with banking laws and regulations, established Bank policies and procedures, audit and security policies. Consistently complies with all aspects of the Bank Secrecy Act, Anti-Money Laundering Rules, OFAC and FinCen Requirements, and the USA Patriot Act. Assures customer information and data is kept confidential. Performs other duties as assigned by Management. QUALIFICATIONS: Bachelor's degree or equivalent professional experience in a mid-size or larger financial institution, or equivalent combination of experience and education. Minimum 10 years of commercial/business banking experience or a combination of commercial/business banking experience and relevant/transferrable experience - in the market they expect to serve. Skill and experience in structuring all types of Commercial/Industrial loans and owner occupied real estate loans for middle market to larger more complex businesses, experience with all types of SBA lending a plus. Thorough understanding of basic principles of accounting and financial analysis. Proven track record of meeting established annual loan and deposit production goals, while retaining existing client base. Able to provide satisfactory evidence they have an established book of business and the depth of referral sources (network) necessary to be successful in development of new business relationships. Strong analytical, time management and organizational skills with a high level of attention to detail. Excellent written and verbal communication skills with the ability to be persuasive one-on-one as well as in a group setting. Demonstrated ability to problem solve and work in an organized manner on multiple projects. Computer literate in word processing, financial software used for spreading financial information, Excel and Word. Experience with customer contact management software such as Act, Access or Outlook a plus. Willingness and ability to travel within the Bank's service area to develop new clients and conduct regular site visits. An entrepreneurial spirit with the ability to work successfully in a collaborative manner with minimal supervision. Position may require National Mortgage Licensing System and Registry (NMLS) Registration under the terms of the Safe Act of 2008. Upon active employment with HomeStreet Bank, may be required to either register via the NMLS registry or re-register and move previous registration to HomeStreet Bank's registration. PEOPLE ATTRIBUTES: Positive attitude and team player approach, with excellent customer service skills for both internal and external customers. Impeccable personal integrity; ability to maintain confidentiality of customer information and data. Builder of relationships and partnerships - ability to excel in a team environment. Motivated self-starter with a high level of initiative and demonstrated commitment to facilitating the growth and development of the Bank. PHYSICAL CONSIDERATIONS: Position requires business travel within the Bank's service area. Ability to operate standard office equipment, such as personal computer, printer, copy machine, telephone and calculator. Ability to perform repetitive, finer hand and arm movements, including filing, reaching, carrying, pushing, lifting, and bending. Ability to think clearly, critically, and provide appropriate solutions. Work activities involve combination of sitting for longer periods and intermittent standing/walking. WORK ENVIRONMENT: Office environment This Position Description may not be limited to the Functions and Requirements as outlined above, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Commercial (Sales)

Posted 2 weeks ago

Hanscom Federal Credit Union logo
AVP, Relationship Banking Advisor
Hanscom Federal Credit UnionLittleton, Massachusetts
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Job Description

It’s an exciting time to be at Hanscom Federal Credit Union! 

As a member of our Relationship Banking division, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members.

Who we are – Hanscom Federal Credit Union

  • Members-first – our members are our top priority. We make business decisions with our members at the top of mind.
  • Integrity – we’re honest and committed to doing what’s best for our members and our company. What is right isn’t the same as what is easy.
  • Teamwork – we are in this together and we all benefit from our success.
  • Innovation – we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes.
  • Empathy – we understand that communication starts by listening, understanding diverse perspectives, and caring about others’ sustained success.

What we offer

  • A full-time, permanent position that will reward you through a competitive incentive program.
  • Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
  • A flexible hybrid work schedule environment.
  • We are committed to fostering career growth and development – when you join our organization it’s not just a job.
  • We look to develop your skills aligned to our business needs and help you progress in your career.

Who you are – AVP, Relationship Banking Advisor   

You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member.  You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.

What you'll do

  • Proactive outreach and engagement with our members to present our products and services as solutions to financial life cycle needs.
  • Conduct business reviews to ensure members are satisfied with their products and services.
  • Well versed in sophisticated financial services, products and services.
  • Meet established sales goals related to deposit, lending, and investment products.
  • Always provide remarkable member service and maintain Hanscom Federal Credit Union’s image in the community.
  • Actively support and participate in the outside business development, and community events.
  • Provide solutions for complex financial needs.
  • Responsible for maintaining working knowledge of Hanscom Federal Credit Union products, rates, including services and fees, individual and branch dialogs and keeping team informed of the competition in the area. Maintain knowledge of competitor rates and products.
  • Resolve member's financial problems, questions, or concerns within credit union guidelines.
  • Ensure compliance with all applicable regulations and credit union policies and procedures.
  • Continually strengthen knowledge and capabilities within financial services and stay current with completive trends.
  • Maintain Confidentiality of all members and credit union information and data.
  • Take on additional tasks and projects.

Knowledge/Skills/Experience Required: 

  • Willing to obtain FINRA Series 6 and 63 Securities License and Life/Health Insurance licenses required: Series 7 and 65 or 66 and preferred.
  • 5 to 7 years’ experience in branch banking. Preferably in a business development or branch management role previously.
  • Knowledge of consumer and mortgage lending including applicable state and federal statutes and requirements; knowledge of State and Federal regulations including those pertaining to deposit accounts, consumer, and mortgage loans; strong written and oral communication skills; computer skills and sales skills.
  • Ability to establish and maintain effective working relationships at the senior management level and across all levels of the organization.
  • Excellent analytic, organization, presentation, and facilitation skills; ability to lead multiple tasks under tight deadlines.
  • Ability to prioritize workload and to work independently.
  • Strong decision making and problem-solving skills.
  • Strong written and verbal communication skills

Additional Responsibilities:

  • Educating affluent member households with deposit balances of $100,000 or more.
  • Acting as the single point of contact for all banking needs.
  • Growing and retaining member assets.
  • Acquiring new members.

Education/Certifications/Licenses

  • Must be registered with the National Mortgage Licensing System ("NMLS") and maintain active status and accurate registration information on file. Provides changes to any individual information (such as an address or name change) as they occur directly into the NMILS system or to the HR Department within 20 days of such a change.
  • A college degree

PHYSICAL REQUIREMENTS
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

** Must be authorized to work in the US **