Home
»All Job Categories
»Banking Jobs

Auto-apply to these banking jobs

We've scanned millions of jobs. Simply select your favorites, and we can fill out the applications for you.

Director Or VP, Relationship Manager Commercial Banking

BMO (Bank of Montreal)Wausau, WI

Application Deadline: 08/28/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service In Diversified industries group you work with public or private companies in a wide variety of industries such as industrial services, manufacturing, distributing, printing and packaging, engineering and contracting, transportation and logistics, and a wide range of other businesses. You cater clients with revenues from $10MM - 10B, providing them industry best commercial product and solutions meeting their needs. We are seeking multiple positions as Director or VP level Senior Relationship Managers (RM) and Portfolio Managers (PM) in our Diversified Industries & Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies in middle market generating $10MM - 10B in revenue and has established relationships with customers, COIs, and key stakeholders in the market. The RMs & PMs will be responsible to drive new client acquisition and growth in the market share across all industry verticals. Successful RMs & PMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In addition, the RMs & PMs will be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Leads and executes business development plans to that business goals are achieved or exceeded. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. Conducts independent analysis and assessment to resolve strategic issues. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. May network with industry contacts to gain competitive insights and best practices. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Manages the risk of the assigned complex portfolio in a timely and precise manner. Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated history of successful business development, including ability to network in external markets Demonstrated knowledge of relevant industry verticals and market's competitive environment Experience in contact negotiations with both clients and legal counsel Experience drafting responses to complex RFPs Experience with Sales Strategy and Sales referral process development Risk Management- In-depth Sales and Service Management- In-depth Relationship Management- In-depth Change Leadership- Working Conflict Management & Resolution- In-depth Resource Planning- Working Business Acumen- In-depth Financial and Working Capital Understanding- In-depth Strategic Thinking- Working Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills- In-depth / Expert. Analytical and problem solving skills- In-depth / Expert. Influence skills- In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration- In-depth / Expert. Able to manage ambiguity. Data driven decision making- In-depth / Expert. Salary: $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Business Banking Sales Manger

US BankSaint Louis, MO

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 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 5 days ago

Relationship Banking Associate

NBT BankClinton, NY

Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 30+ days ago

Director Of Regional Banking - Valley Region

American AG CreditStockton, CA

Why should you join our team? American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams. Benefits offered by American AgCredit: Commitment to agriculture and the communities we serve Family friendly work environment Investment in employee development Medical, Dental and Vision coverage Outstanding 401k - automatic 3% employer contribution, plus match up to 6% Generous Paid Time Off (Vacation accrued at 26 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time) Competitive Incentive Compensation Plan Disability & Life Insurance Employee mental, physical, and financial wellness programs The position is bonus eligible based on association and personal performance Position will be posted until filled. BASIC FUNCTION: This position is responsible for managing the administration and extension of commercial and/or mortgage lending within delegated authority, including sales leadership, planning, human resources administration and development, and compliance with policies and procedures. Also responsible for facilitating the origination of large and complex commercial and/or real estate loan applications, recommending loan approval/denial above lending authority, and reviewing loan recommendations of others. Services assigned loans, and develops and markets new business. Manages a large region or sales team with numerous Lenders (typically 6 - 12). May supervise one or more Relationship Managers. ESSENTIAL DUTIES: Functions as a Credit and Sales leader across all retail customer segments. Coordinates sales efforts across all customer segments. Promotes and aligns the organizational sales and credit culture including execution of the established "risk appetite." Ensures effective sales management practices are followed, resulting in planned sales activity. Holds staff accountable for good performance. Develops new business by conducting marketing calls, providing expertise and involvement in community and designated industry functions, and providing timely service to customers. Manages other Lenders by providing leadership and guidance in their relationships with customers and marketing techniques. Works with Sales Manager in full implementation of CRM system. Manages administration and extension of commercial and/or mortgage loans in accordance with established policies and procedures for multiple branches. Maximizes earnings from region and individual loan portfolio through effective and efficient management practices. Prepares input for Association business plan and supporting budgets, strategies, and action plans. Effectively manages delinquent loan servicing. Proactively directs early intervention and communication with "distressed" borrowers. Directs loan servicing actions or restructures on a "win-win" basis and prevents viable borrowers from going non-accrual. Coordinates with the Special Assets Group, facilitating efficient transfers of loans when necessary. Manages individual and region loan portfolios, including assessing credit quality, loan performance, analyzing risk, and preparing credit status reports. Promotes sound new business and financially related services. Develops and recommends regional budgets. Monitors performance and initiates corrective action as required. Performs other functions assigned. LEVELS OF SUPERVISION EXERCISED AND RECEIVED: Directly supervises Relationship Mangers in multiple locations. Collaborates with other Regional Banking Managers. Makes independent decisions and works under administrative direction and supervision of Regional Banking Executive. TYPICAL EDUCATION AND EXPERIENCE: BA/BS degree with emphasis on agribusiness, business administration, or equivalent. Minimum ten years of progressively responsible banking or related agricultural lending experience, including at least five years in supervisory and/or management position. Demonstrated expertise of credit administration, financial analysis, credit analysis, credit risk assessment, loan portfolio management, budgeting, and managing staff. Working knowledge of agricultural lending principles and practices, and Association and Farm Credit system operating policies and procedures. Demonstrated ability to make sound decisions within delegated authorities and time pressures. Demonstrated planning and organizational skills. Exceptional written and verbal communication skills. High level of objectivity, tact, and diplomacy to establish and maintain effective on-going relationships with Association personnel, the bank, regulatory agencies, and borrowers. Exceptional persuasive and interpersonal skills. Demonstrated proficiency in leading and motivating others. Proficient in the use of PC, including word-processing, e-mail, and electronic spreadsheet software. ESSENTIAL REQUIREMENT: Must have the ability to perform basic office tasks, work in an office or outdoor setting, and be able to sit at a desk and work at a computer for an extended period of time. This job regularly requires the employee to visit job sites and must be able walk, sit, crouch, kneel, crawl, reach, and be able to lift up to 25 pounds. Ability to navigate around construction equipment and business materials is required. Must have the ability to walk for some distance, more than a mile, during or getting to an inspection. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit, and use their hands and fingers, and reach in all directions is essential in performance of the job. Some travel required and must have a valid C Class driver's license. Work during established business hours and may require occasional weekend and/or evening work. PART-TIME REMOTE/HYBRID: These employees will work partly remote and partly onsite. Part-time remote employees will work with their managers to determine when and how often they are needed onsite. PAY RANGE: Minimum $118,941.90 - Max $225,989.60 Annual This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class. Reflected is the national base pay range and title offered for this job at the current level. Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location. Salary offered, within the applicable range, is one component of the total rewards package offered to candidates. All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants. American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above. If you need assistance or an accommodation due to a disability, you may contact us at jobs@agloan.com.

Posted 30+ days ago

Middle Market Banking Associate I

Texas Capital Bancshares, Inc.San Antonio, TX

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Overview: A Banker Associate I will have experience within the Commercial Banking line of business. Depending on the market, this role will report to the Market or Team Leader and will provide support to senior colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients and prospects across a broad array of industries. We are seeking qualified candidates with a passion for a long-term career in Banking, that have extraordinary levels of motivation and initiative and aspire to deliver superior client experiences. Responsibilities: Participate in agenda-based client calls with Relationship Managers (approximately 10% of time spent). Support meeting preparation and follow ups as needed. Source new prospect opportunities and develop Centers of Influence (COIs). Identify cross-sell opportunities within active portfolio. Prepare and complete Balance Sheet Committee (BSC) forms and submissions. Prepare screening memos, term sheets, pitch book materials and manage screening process. Assist Portfolio (Credit) Managers with renewals, reviews, and new deal Credit Approvals. Ensure Covenant compliance and analysis. Accurately log all activity in applicable Texas Capital systems (Salesforce, Alloscape, etc.) and utilize sales tools to develop call planning strategies. Coach and mentor Analyst colleagues. Qualifications: Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 2.5 to 3.5 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Analytical skills - critical thinking, data and information analysis, research, and problem solving. Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Advanced knowledge of banking suite of products and services. Strong knowledge and application using Salesforce and Microsoft Office including Outlook, Excel, and PowerPoint to produce reports, correspondence, and presentations. High interest in outreach to, and involvement in, the communities where we live and work. 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

Sr. Solution Architect - (Digital/ Banking)

BMO (Bank of Montreal)Miami, FL

Application Deadline: 08/28/2025 Address: VIRTUAL13 - HomeRes - IL Job Family Group: Technology Role Description: As a member of the BMO Digital Architecture, the Senior Solution Architect, primarily Leads end-to-end technology solutions and high-level designs for key initiatives in collaboration with other architects and in alignment with bank's target architecture and standards for a business domain like Deposits, Cards, Lending, Channels, etc. Drives technology strategy and roadmaps of business functional areas - deposits, cards, payments, operations, customer experience, analytics working with business and technology partners Establishes as a technology solution expert in one or more of the banking domains to advise Lead Technology Officers and their business leaders in solving business problems Requires Skillset: Solution architect, who works with other architects including enterprise architects, leads with all aspects solution architecture and design of multiple projects in alignment with the bank's target architecture and standards Solution Architect with the following experience: Previous Development experience (Cloud, DevOps, Agile) Experience with services management (web services, REST, Web API, ESB, message-based) development, integration and deployment Enterprise-level Application Architecture Strong application security/infrastructure, & deployment exposure Data placement and data integration background Able to relate to end-to-end business processes into solutions with a goal of simplifying the business process and improving UX All aspects of solution function/data placement, end to end design & integration oversight, Multi-vendor integration design including infrastructure experience API design API Security, digital/mobile architecture experience AI, Insights, Automation experience Technical facilitator bringing various technology groups and vendors for solution design and execution to meet project timeline but keeping strategic focus MUST be able to document solution proposals (e.g., solution options sequence diagrams, conceptual diagrams) to get agreement from Security, Infrastructure, Enterprise Architecture, etc. Resolve issues as they arise Produce project level and program level technical documentations (solution options, solution architecture, high-level end-to-end design flow) collaborating with other technical leads Assists with and contributes to function area-specific target architecture, transition architectures, and technology roadmap Leads or assist with new technology evaluation against BMO target architecture and standards to solve business problems Ability to learn/internalize existing information to assist several projects effectively and immediately Strong written / verbal communication skills and comfortable interacting with developers all the way up to the "C" level Banking solution experience is desirable Understands or has application design experience in Cloud (e.g., AWS) technologies Addition Info: The person will be working on multiple projects (3 to 4) at the same time in different functional areas of the Bank (e.g., Channels, Sales/Marketing/CRM, Commercial Lending, Collections) 15 years of IT experience with minimum 6 years of hands-on solution architecture experience for enterprise-grade applications Not Looking For: Hard-core developers for Java or .Net application coding DBA, Data modellers Project or Program Manager Business analyst, Data analyst, System Analyst or System Administrator Typical Day-to-Day Activities Coordinate cross-team communication and facilitate reviewing of technical issues for the technical governance forums. Lead socialization of the technical decisions with the project team. Facilitate and lead resolution of all technical issues on the project/program by establishing strong working relationships with the business, operations and other technology team members Identify and communicate risks (business, application, technical) associated with component or application implementation. Evaluate multiple solution design options, working with a multi-disciplined team to design integrated solution architecture across application areas and helping the project adhere to Enterprise standards Document solutions using bank's standard template Document high-level design and hand-off work to next group in the development pipeline Example Work & Projects: Help extending existing target architecture and develop transition state solution architecture for customer data Drive Digital Architecture for Deposits, or for Retail products (retail lending or credit cards) Drive cross-product cross-channel customer experience integration architecture retail or commercial customers Drive the platform application architecture of a new loan origination platform Drive payment process automation solution in backend payment processing (ACH, Check Processing, Lockbox processing) Drive various aspects of Collections solution being part of the core architecture team responsible for enterprise-wide collections solution Drive and document solution for risk underwriting and credit risk auto-decisioning integration Drive target architecture and roadmap for various banking capabilities Salary: $112,200.00 - $209,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Full Stack, Credit Cards & Banking

RobinhoodNew York, NY

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Robinhood's Credit Card Product team conceptualizes, designs and builds our entire customer-facing product: from mobile application to underlying backend systems. Credit Card Product team members are trusted with full ownership over our innovative features and drive them from design to launch. We seek a Frontend leaning developer who is passionate about creating unparalleled user-facing products as we scale our 5 star standalone Credit Card application to the next level. Join us - you will have exceptional peers, autonomy and ownership over product features in a dynamic and sophisticated environment, and an opportunity to deliver immediate impact to millions of potential customers. This role is based in our Bellevue, WA, Menlo Park, CA or New York, NY office(s), with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you'll do Ship new code to production on Day 1 Join an exclusive A+ team of software developers Build and lead innovative core features for our world-class Credit Card application Absorb your next two years' worth of experience in your first 6 months as you hit the ground running with impactful products and a top team Build formative XFN relationships with Designers, Product Managers and Engineering Leadership to shape and deliver our next generation products What you bring You have strong full stack experience - you love being able to build the full product from end to end. (React and/or React Native expertise a plus.) You have experience building and shaping a world class customer facing product. A seasoned developer, you take pride in the quality of your work and the expertise that you bring to the team. You lead by example to build a strong team dynamic and help the team reach its best potential. You are a top-tier developer, passionate about both excellence and execution You love to move fast and you bring a sense of urgency to your team You have high standards and a strong work ethic - you always bring your best and expect your colleagues to do the same You take delight in bringing innovation and impact to customers You are energized by reaching for scope and defining challenging milestones for yourself You have superb product sense and excellent communication skills What we offer Challenging, high-impact work to grow your career Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching Best in class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more Employer-paid life & disability insurance, fertility benefits, and mental health benefits Time off to recharge including company holidays, paid time off, sick time, parental leave, and more! Exceptional office experience with catered meals, events, and comfortable workspaces. In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $157,000-$185,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $139,000-$163,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $122,000-$144,000 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you're ready to build the future of finance, we look forward to seeing your application. Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work-welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

Posted 30+ days ago

Commercial Banking Vice President

BMO (Bank of Montreal)Minneapolis, MN

Application Deadline: 08/30/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Responsibilities: Establishes cross-selling initiatives to increase penetration with clients. Applies deep expertise in bank products, processes, and systems and effectively troubleshoots to ensure a high-quality client experience. May coordinate closing with the closing department, clients, and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Conducts independent analysis and assessment to resolve strategic issues. Helps determine business priorities and best sequence for execution of business/group strategy. Acts as the prime subject matter expert for internal/external stakeholders. Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure. Designs and produces regular and ad-hoc reports, and dashboards. Maintains current on financing trends in target clients' markets, and communicate same to team members. Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels. Oversees preparation of concise, well-reasoned credit correspondence. Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns. Negotiates transactions with clients and provides deal structuring expertise. Oversees documentation and ongoing monitoring of asset and client performance. May manage the workflow of other analysts by aligning tasks with departmental goals and objectives. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal, and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, presents facts, and offers opinions concerning creditworthiness. Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical, and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Minimum of 7 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience. Deep knowledge and technical proficiency gained through extensive education and business experience. Must have Commercial Banking experience Must have Financial Analysis experience Must have Credit Analysis experience Must have Portfolio Management experience Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem-solving skills- In-depth. Influence skills- In-depth. Data-driven decision making- In-depth. Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Multicultural Banking Manager

Huntington Bancshares IncMaineville, OH

Description Summary: At Huntington, this is an opportunity to work cross-functionally with nearly every team in the company to contribute to market growth within multicultural consumer and business segments. Our goal is to be the Best performing Regional Bank in America, and we will serve as an internal consulting team to help grow our regions while leveraging external partners and industries. This role will draw from market insights, work with Regional Leadership Team and Market President and report to our Multicultural Banking Director. You will be able to work collaboratively with internal teams and business partners to drive results. Duties and Responsibilities: Assist Director in executing the strategic plan for financial education and multicultural banking across all regions Help develop overarching playbook to serve as internal consultants, to help ensure region- specific playbooks are adopted Assist Director to ensure OKR's are met Assist Director in formalized operation needs and innovation within the department such as policy impact, reporting routines, digital solutions, among others Within the ecosystem approach-develop a framework to identify intersections between Multicultural Banking & Financial Education and each category within our proprietary ecosystem Within the business-to-business approach, assist director in collaborating with commercial banking and regional banking to augment their strategic plans Within the Powering Communities model-Influence adoption and use cases among regional teams and business segments Collaborate and coordinate with data and intelligence teams to enable OCR reporting as it relates to multicultural data Coordinate with Market Insights and Trend Lead on the team to bring applicable information into the strategic plan and pivot as needed Coordinate with Market Lead assigned to the Illinois market to ensure strategic alignment and pillar adherence Coordinate with Market Lead assigned to the Michigan market to ensure strategic alignment and pillar adherence Assist Director in executing strategic plans per specialty lending teams including prioritizing specialty lending teams and commercial banking Assist Director in coordinating communication plans, and operating plans with teams including, but not limited to, internal communications, salesforce, public affairs, government banking Perform other duties as assigned. Basic Qualifications: Bachelor's Degree Minimum 8 to 12 years of experience working in a banking or financial services firm Minimum 8 years of experience in managing medium-to-large projects and/or large project teams Preferred Qualifications: Excellent listening skills with a natural inclination to focus on meeting the needs of our internal clients Strong presentation and interpersonal skills A digital and data-driven mentality to develop and carry out a strategic business plan A keen sense of adopting technologies and processes that improve efficiency and lead to an enhanced people-first, customer-centered experience A growth mindset with a business-owner mentality MBA preferred Entrepreneur mindset Excellent written and communications skills at all levels. A unique blend of sales and analytical skills preferred Thorough knowledge of lending and deposits Knowledge of the drivers of revenue, cost and profitability for the assigned product(s). Experience understanding customer lifecycles within financial drivers Understanding of leading practices in reporting mechanisms Strategic - create plans to deliver short-term and long-term cross selling and organic growth Effective Communicator - effectively story tell and share ideas and plans with stakeholders Entrepreneurial - understand the big picture and also dig into the details. Measure risk and reward and choose paths that make the biggest impact Proactive problem-solver - can test boundaries and propose creative new solutions. Creative thinker - develop innovative ideas to differentiate Huntington Board Service-Experience serving on a non profit, social service, civic, political or economic development board 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 - $140,000 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

Digital Banking Specialist

First Horizon Corp.Knoxville, TN

Location: On site in Knoxville, TN; Memphis, TN, or Little Rock, AR. At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. Position Overview: The Digital Technology Support Representative will be the second and final point of contact to handle all technical issues for Retail Online Banking and Retail Mobile Banking. The primary duty of this position is to resolve customer issues that are not due to a system problem. Problem solving will be performed using techniques and procedures to include consulting with users to determine hardware and software or system functional specifications. Responsible for developing and using workarounds for user problems, Quicken & QuickBooks for both Windows and MAC. Report design, reliability, and navigational problems to the appropriate technology team and/or appropriate vendor & provide sufficient incident details to assist technology in isolating and reproducing issues. HOURS: Monday - Friday 9:00AM - 6:00PM CST, 10:00AM - 7:00PM EST Essential Duties and Responsibilities: The Digital Technology Associate is the true voice of the client and are at the forefront of delivering a superior experience to our clients. The Digital Technology Associate works both individually and in a team environment to ensure clients' digital banking needs are recognized and efficiently met. Every client interaction is considered an opportunity to deepen the bank/client relationships while delivering on First Horizon's brand promise of Understanding in Action: This position will be responsible for providing: 1) World-class service to our internal and external customers in an accurate, efficient, and professional manner. 2) Technical solutions to a wide range of problems. 3) Support of applications using computer and network systems and support to users of all skill levels where the product is highly technical or sophisticated in nature. 4) Support for banking online and mobile banking to Banking Online users, vendors, and employees. 5) Liaise with internal IT groups and external vendors regarding decision support system maintenance. 6) Submit and track incidents with vendors for Production issues. 7) All tasks involved in new version implementations. 8) Complex Network Troubleshooting. This person must be skilled to: 1) Define and document all technical support procedures. 2) Proactively identify and suggest product and/or process improvements to increase efficiency. 3) Monitors existing applications making recommendations for improved performance and service to the application user. 4) Allow him/her to straddle both customer service and technical support areas. 5) Diagnose and answer complex problems related to ISP/internet and network connectivity and related software. 6) Provide solutions to difficult technical issues associated with specific products. 7) Identify error source and resolution, troubleshoot problems, research and analyze situations, and make appropriate recommendations and decisions. 8) Identify appropriate direction of escalated issues, communicate effectively, maintain Escalation records and insure up to date status. 9) Document and maintain a comprehensive list of Technical Support issues and resolutions within a database. 10) Ensure quality and productivity is achieved. 11) Continuously builds knowledge, keeping up-to-date on technological aspects of the job and changing technical demands. Overall Core Competencies: Working knowledge of Online and Mobile Banking Products and Services. Good working knowledge of Android, Apple, and Mobile devices Proficient understanding of PC operating systems and a strong knowledge of major Web browsers. Proficient understanding of First Horizon legacy systems and systems of record. Has high dependability and follow-through without supervision Demonstrated ability to manage priorities. Ability to work with internal stakeholders and external vendors. Excellent written, verbal, and telephone communication skills. Excellent analytical and troubleshooting skills. Knowledge of Networking (TCP/IP, DNS), Troubleshooting client/server technical issues. Log issues received from customers via phone and email in trouble ticket tracking application Take ownership of the issue from initial call to resolution and closure. Preferred Qualifications: High school diploma required for consideration BA, BS degree or equivalent preferred Two (2) to three (3) years of experience in bank product service/operations. One (1) to two (2) years of experience with Help Desk or equivalent technical support role. Experience with online banking products, and mobile devices Physical Requirements: Ability to safely and successfully perform the essential job functions consistent with or without the ADA, FMLA and other federal, state and local standards Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards Must be able to talk, listen and speak clearly on telephone 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 3 weeks ago

Teller (Client Services Representative), Niles Martin's Banking Center, Niles, MI

1st Source BankNiles, MI

POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes financial transactions for clients accurately and efficiently. Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Follows established Bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work). Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) or more years of customer or retail service experience preferred. Cash handling experience preferred. Ability to respond and assist clients with inquiries and/or problem resolution. Customer service and sales oriented. Careful attention to detail and time management. Good listening and verbal and communication skills. Good PC skills - ability to work in Windows based system essential. Ability to cross-sell bank products and services. Ability to work evenings and weekends based on banking center needs. Ability to communicate in another language is a plus. Good organizational skills. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 30+ days ago

Senior Business Banking Relationship Manager

Bethpage Federal Credit UnionBethpage, NY

FourLeaf Federal Credit Union has a commitment to excellence and the highest standards of member service. Our values and beliefs are critical to the success and growth of the business and they were all created with a unique cultural foundation. The expected salary for this position is $92,308 to $110,770 annually. Job Summary: The Senior Business Banking Relationship Manager is responsible for cultivating and growing high value, deposit relationships by leveraging key contacts and centers of influence, existing book of business and by expanding established banking relationships. Will be the primary owner and key contact person for each relationship within their portfolio and act as a point person for the coordination of all member interactions. Uphold FourLeaf's commitment to provide the highest level of Member Service and represent FourLeaf in a positive and professional manner. Responsibilities Include: Development and acquisition of new business deposit relationships and ultimately maintaining a portfolio of business deposit members. In this capacity, the Senior Business Banking Relationship Manager will be expected to develop and execute a formalized sales plan focusing on target markets, revenue size, referral sources and centers of influence while managing and executing on their individual pipeline. Partner with branch team(s) and lead effort in new markets to achieve business growth goals. Responsible for leading deal teams and partner interactions to deliver an exceptional member experience. Develop and maintain relationships with centers of influence: accountants, attorneys, community leaders, professional and/or social organizations. Attend networking, charity and corporate functions for prospecting and establishment of relationships. Identify opportunities for growth of additional revenue streams to the Credit Union via the expansion of existing member relationships through cross-selling of additional products and services such as cash management, lending, merchant services, investment & insurance, and retail deposit/loan products & services. Partner effectively with other departments to identify calling and business development opportunities around existing member relationships as well as through referrals. Utilize proactive and needs based selling techniques to identify and refer opportunities Overall responsibility for Know Your Member ("KYM") execution and compliance requirements of his/her members. Comply with all aspects of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) regulatory requirements as it relates to this position. Responsible for member retention, satisfaction and ensuring extraordinary service delivery. Communicate with business members about their accounts and any other issues pertaining to their business relationships and perform site visits as necessary. Provide up-to-date weekly sales and prospect reporting by utilizing SalesForce CRM platform Computer Skills: MS Office Suite FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus

Posted 1 week ago

Relationship Banking Associate

NBT BankGrand Gorge, NY

Posted 2 weeks ago

Personal Banking Representative

FirstBankBoulder, CO

Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours can vary from 35-40/week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This opportunity is expected to close by 8/15/25* This opportunity has been extended to 8/18*

Posted 6 days ago

Digital Banking Relationship Manager

Cross RiverFort Lee, NJ

Who We Are Cross River is a highly profitable, fast-growing financial technology company powering the future of financial services. Our comprehensive suite of innovative and scalable embedded payments, cards, and lending products deliver financial services for millions of businesses and consumers around the globe. Cross River is backed by leading investors and serves the world's most essential fintech and technology companies. Together with its partners, Cross River is reshaping global finance and financial inclusion. We are on a mission to build the infrastructure that propels access, inclusion, and the democratization of financial services. While our company has tripled in size over the last three years, our strong sense of purpose led Cross River to be named to American Banker's list of Best Places to Work in Fintech for the last 6 years. The reason for this success is simple - our nimble and collaborative family culture lives in every member of our growing team. Together we are at the forefront of technology and innovation, and we invite passionate, collaborative, and motivated high performers to join our expanding team. What We're Looking For We're looking for a motivated self-starter who can work in a fast-paced environment to manage new Enterprise accounts and build upon our existing client partnerships (official title: "AVP, Strategic Partnerships"). You will hit the ground running on high-impact partnerships with exposure to various teams across Cross River. You will be asked to wear many hats and quickly learn our business, ecosystems, and clients. Your relationships (both internally and externally) and decision-making skills will be put to task; you will need to handle vague and nuanced situations. You will be our front line to our Fintech clients and need to be able to quickly build trust. Responsibilities: Oversee client onboarding to move from negotiations to account opening. Be the primary designated point of contact for our Fintech Banking Enterprise clients starting at overseeing onboarding to managing the day-to-day relationship post go-live. Own retention and growth KPIs for Fintech Banking clients by identifying organic and inorganic growth patterns. Stay up to speed on our client's business model, strategy, and market performance, identifying upsell/cross-sell opportunities. Develop and nurture our firm's relationships with our Fintech Banking clientele, at multiple levels per client, including senior management. Perform weekly/monthly review as well as quarterly business review (QBR) with Client. Interpret data (market data, competitive data, proprietary data, and client-supplied data) to include in data-driven decision-making process and to create a clear view on the status of the client. Advocate for our clients within the firm; liaise with other departments to resolve issues, implement changes, and integrate technology. Work with legal counsel to draft contracts that are up for renewal, and amendments to existing contracts. Review client accounts to ensure AML/BSA regulations are being observed. Review and drive progress related to any outstanding issues and opportunities. Qualifications: 6+ years experience managing high-profile relationships in payments, fintech, and/or banking. (Digital asset experience strongly preferred, but not required) Deep knowledge of fintech and the US payments landscape including technologies, leading global players, emerging trends, and regulatory nuance. A broad understanding of the US banking payments landscape and how Cross River can leverage the best-in-class solutions to grow its financial solutions offering. Knowledge of BIN Sponsorship and Banking as a Service programs a plus. Agility and adaptability in a rapidly growing, constantly changing environment. Demonstrated ability to achieve high-performance goals and meet deadlines in a fast-paced environment with minimal supervision. History working with cross-functional teams. Ability to multitask without getting overwhelmed. Extreme resourcefulness and excellent communication skills. A learner's mindset and the ability to pick up new information quickly. A genuine excitement for solving client's problems. Willingness to travel. Preferred Experience: Experience in Digital Banking #LI-KR1 #LI-Hybrid #LI-Onsite Salary Range: $130,000.00 - $140,000.00 Cross River is an Equal Opportunity Employer. Cross River does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need. By submitting your application, you give Cross River permission to email, call, or text you using the contact details provided. We will only contact you with job related information.

Posted 4 days ago

Commercial Banking Specialist

Ameriserv Financial BankJohnstown, PA

DUTIES: Maintain and distribute all loan approvals. Complete the necessary Patriot Act Search, request flood and property reports, UCC searches, Credit Reports, DNBireports, Value Line reports and all other requested reports from the appropriate provider/vendor. Must review items provided to ensure correct searches/reports are ordered. Follow up to make sure reports are received. Prepare Commercial Loan documents utilizing the Bank's contracted Documentation Preparation software, Microsoft Office products, Adobe Acrobat or other programs as needed. Requires an understanding of Commercial Lending/Loan structure and how that translates to documentation preparation. Must have the ability to analyze the information provided and properly document the loans in accordance with the approval, Credit Policy, and State and Federal laws and regulations. Calculate payments and determine interest rate change details. Prepare commercial banking's Notice of Adverse Action letters and image all Denied and Withdrawn commercial loans. Fund new loans and process advances on existing loans, monitor customer's borrowing base certification and ensure that all required documentation/approvals are received prior to advance being completed. Process fees for loans including, but not limited to, commitment fees, documentation fees, and report fees. Log all required financial and documentation information received. As requested, work with branch personnel to open deposit accounts on specified commercial related accounts. Respond to internal/external customers as assigned. Assist with software upgrade testing and assist with research and communication talks with software vendors to resolve issues with system functionality. Complete commercial banking's HMDA reporting by reviewing loan approvals/rejections to determine which loans are HMDA reportable and then complete the LAR, all within the guidelines of Federal Law. Prepare, submit and track invoices for service providers (legal, appraisal, environmental, credit reporting, etc.) Reconcile general ledger accounts including, but not limited to, Loans in Process, deferred Remittance, etc. Prepare, organize and compile all Board packages as well as copy, scan and distribute credit/discount loan packages. Work with Loan Administration to research and resolve servicing errors. Perform all other related duties as assigned pertaining to the job function.

Posted 30+ days ago

Business Banking Relationship Manager

BMO (Bank of Montreal)La Mirada, CA

Application Deadline: 08/28/2025 Address: 19005 Colima Rd. Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Associate, Commercial Banking

BMO (Bank of Montreal)Wausau, WI

Application Deadline: 08/28/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Identifies new sales opportunities for prospects and existing commercial clients through analysis. May participate in on-site client visits with other internal stakeholders. Maintains and promotes a customer service environment which meets and exceeds customer needs and expectations. Recommends credit according to sound credit-granting principles. Exercises individually held Commercial unilateral discretionary limits and any held prescribed approval discretionary limits. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Evaluates clients' ability to repay loans and consults on loan structure and collateral. Identifies trends in client activities which may be predictive of deteriorating credit quality. Performs periodic reviews of credit where more frequent monitoring may be appropriate. Understands borrower types typical in the high net worth market and their relation to collateral ownership, loan repayment, loan structure, etc. Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts. Monitors covenants of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $69,000.00 - $127,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Commercial Banking Relationship Manager- Austin, TX- Mopac

The Bank of San AntonioAustin, TX

Description The Commercial Banking Relationship Manager will sources, sell to, and manage relationships with commercial banking clients. They will grow revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships. Collaborate with team members for acquisition, expansion and retention of clients. Manage loan and portfolio credit quality through active relationship management, sources prospects and develops new customer relationships. Provides financial advice to clients and sells appropriate bank products and services to those prospects and clients. Business must include commercial and industrial (C&I). The Commercial Banking Relationship Manager will evaluate a client's financial data or investment options and recommends strategies based on the client's risk profile and personal financial statements. They will maintain compliance with all applicable laws and regulations to achieve satisfactory procedural and compliance audits or examinations. This position relies on extensive experience and judgment to plan and accomplish goals. Report to senior management. Escalate critical matters when necessary and updates manager on a regular basis. Ensures excellent internal and external client relations at all times. Responsibilities and Duties: Execute integrated sales and relationship strategies that are in alignment with the bank's business plan to achieve desired revenue and service standards by meeting assigned goals. Responsible for client satisfaction and relationship profitability, while providing customers with a single point of contact within the bank. Serve clients by identifying clients' needs and cross-sell the full range of bank products and services to new and existing clients. Participate in joint calls/meetings with business partners within the bank to develop customer relationships and support specific product sales across business lines. Use sound judgment in qualifying potential customers and related business deal. Ensure customers meet credit and compliance criteria. Partner with Credit Analyst to ensure all necessary documents are delivered to allow for a complete credit assessment. Build and manage portfolio including monitoring credit quality and taking action as appropriate. Ensure that all client services and product processing activities are carried out in accordance with all regulatory, legal and governmental regulations. Work with corporate compliance, loan and deposit operations to ensure conformity with bank policies, procedures and Federal and State regulations and laws. Represent the bank in civic and community functions to further enhance its image and develop expanded business. Attend meetings and training as required to continue development and to enhance knowledge of products, processes and technologies. Adhere to all bank policies, procedures and regulatory requirements Requirements Education and Experience Qualifications: Bachelor's degree in Finance, Business or related field required At least 7 years banking experience, preferably in commercial banking. Knowledge of credit process /formal credit training and commercial banking products and services is preferred. 5+ years commercial banking with demonstrated superior sales performance and actively managed a cross-marketed portfolio is preferred.

Posted 1 week ago

Assurance Manager - Banking

EisneramperNew Orleans, LA

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking an Assurance Manager to join our Banking Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Collaborate to plan audit objectives and determine an audit strategy Lead multiple audit engagements and competing priorities Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively Understand and manage firm risk on audits and proposals Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Basic Qualifications: Bachelor's degree in Accounting or equivalent field 5+ years of progressive audit and/or assurance experience Experience with Banking clients CPA Preferred/Desired Qualifications: Master's degree in Accounting or equivalent field 1+ year of supervisory experience EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About Our Assurance Team: In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. #LI-MC1 #LI-Hybrid Preferred Location: Baton Rouge

Posted 30+ days ago

Director Or VP, Relationship Manager Commercial Banking

BMO (Bank of Montreal)Wausau, WI

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Job Description

Application Deadline:

08/28/2025

Address:

790 N Water Street

Job Family Group:

Commercial Sales & Service

In Diversified industries group you work with public or private companies in a wide variety of industries such as industrial services, manufacturing, distributing, printing and packaging, engineering and contracting, transportation and logistics, and a wide range of other businesses. You cater clients with revenues from $10MM - 10B, providing them industry best commercial product and solutions meeting their needs.

We are seeking multiple positions as Director or VP level Senior Relationship Managers (RM) and Portfolio Managers (PM) in our Diversified Industries & Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies in middle market generating $10MM - 10B in revenue and has established relationships with customers, COIs, and key stakeholders in the market. The RMs & PMs will be responsible to drive new client acquisition and growth in the market share across all industry verticals. Successful RMs & PMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In addition, the RMs & PMs will be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business, and Capital Markets.

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

Leads and executes business development plans to that business goals are achieved or exceeded.
Provides strategic input into business decisions as a trusted advisor.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
Conducts independent analysis and assessment to resolve strategic issues.
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
May network with industry contacts to gain competitive insights and best practices.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Manages the risk of the assigned complex portfolio in a timely and precise manner.
Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
Gathers data to advance sale process and completes all required documentation.
Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
Tracks implementation requests to keep the process on track with timelines.
Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
Maintains current client information on Bank system/files to ensure client history is accurate and complete.
Ensures accurate billing to clients.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.

Qualifications:

Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
Demonstrated history of successful business development, including ability to network in external markets
Demonstrated knowledge of relevant industry verticals and market's competitive environment
Experience in contact negotiations with both clients and legal counsel
Experience drafting responses to complex RFPs
Experience with Sales Strategy and Sales referral process development
Risk Management- In-depth
Sales and Service Management- In-depth
Relationship Management- In-depth
Change Leadership- Working
Conflict Management & Resolution- In-depth
Resource Planning- Working
Business Acumen- In-depth
Financial and Working Capital Understanding- In-depth
Strategic Thinking- Working
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills- In-depth / Expert.
Analytical and problem solving skills- In-depth / Expert.
Influence skills- In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration- In-depth / Expert.
Able to manage ambiguity.
Data driven decision making- In-depth / Expert.

Salary:

$122,400.00 - $228,000.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually