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Business Banking Portfolio Manager-logo
Business Banking Portfolio Manager
Mechanics BankSanta Rosa, CA
Mechanics Bank is currently searching for a Business Banking Portfolio Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can work onsite at our Roseville, Napa, Santa Rosa or Walnut Creek offices. Assists with the day-to-day management of existing BBG customer portfolios in high growth markets, having a moderate degree of difficulty. Monitors existing credit on a scheduled basis for issues or concerns. Works with Business Banking Credit Team and Business Banking Sales Manager to handle proposed credit requests from customers. Facilitates the documentation and closing process for new large, moderately complex credit facilities, ensuring that the loans are properly set up on the loan systems for accurate ongoing monitoring. What you will do: Assists in managing a portfolio of customer relationships to ensure compliance with loan approvals and loan documentation. This may include collecting necessary financial data, financial modeling for verification and understanding of past and future performance, analysis, presentation, recommendation, and completion of waivers and amendments Monitors existing credit on a daily basis for issues or concerns and conducts monthly, quarterly, and annual credit reviews as required. Reviews status of current accounts to include, but not limited to, past due accounts, maturities, and renewals. Notifies Business Banking Sales Manager on these matters and interacts with the customer where necessary. Notifies credit and Sales Manager immediately of any deterioration in operating performance Supports Business bankers in working with large and/or complex Business Banking customers to handle existing and proposed credit requests, providing a high level of customer service support, with an emphasis on obtaining and retaining high income customers. Works with community bankers, agent bank officers, and bank attorney(s) on the loan documentation and closing process for new large, complex credit facilities. Interfaces with the administration operations officer on the booking of new deals, setting up appropriate loan monitoring procedures, and ensuring proper set up on the loan systems for accurate ongoing monitoring. Ensures all transactions and processing are in compliance with regulatory and company guidelines, policies and procedures. Conducts review and maintenance of monitoring reports and uploading of pertinent approval documentation to ensure that loan information is in place to facilitate internal loan and regulatory review Assists in cross selling efforts and performs special projects related to individual portfolio dynamics or projects for the department manager. Who you are: Bachelor's Degree highly preferred in Finance, Accounting or related field. Additional experience will be considered in lieu of degree. Minimum of 3 years in finance, accounting, business or related field. Proficient with Microsoft Word, Excel, and PowerPoint, including Excel modeling and Moody's statement models Strong oral and written communication skills Strong customer service skills Ability to understand the core competencies of a business and recognize deviation from those principles Strong organizational skills Ability to gather information and provide appropriate solutions Ability to communicate effectively with potential, new, and established client groups Ability to work in a group environment with a number of different individuals, both senior and junior Ability to create, build, and maintain effective and mutually beneficial business relationships with key commercial clients Ability to maintain confidentiality of secured information Ability to work in a competing and demanding market Ability to work in a goal focused team environment #LI-DNI Salary: $70,000-100,000 annually Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

Posted 3 weeks ago

Bilingual - Relationship Manager (Japanese Commercial Banking)-logo
Bilingual - Relationship Manager (Japanese Commercial Banking)
BMO (Bank Of Montreal)Roselle, IL
Application Deadline: 06/29/2025 Address: 110 E. Irving Park Road Job Family Group: Commercial Sales & Service We are looking for an English and Japanese bi-lingual Relationship Manager to join our team supporting clients based in Japan with U.S. subsidiaries. This position will be assigned a portfolio of existing Japanese Business clients and focus on creating new business development opportunities with the US-based Japanese Subsidiaries. This role facilitates growth initiatives for the Bank through significant business development and excellent management of key Japanese Business 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. Responsibilities: Provides support for pre-sales sales activities such as presentations, bids/proposals, and requests for information in both Japanese and English. Retains and expands existing Business relationships to achieve portfolio retention, sales, service, and profitability objectives. Establishes and enhances the Bank's brand by collaborating with the Japanese Business community. Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products, and services. Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness for the US-based Japanese Subsidiaries. Coordinates cash management product implementation and financial transaction set-up. Ensures consistent personnel training throughout the team. Acts as the daily sales contact for clients on sales-related questions such as product information, pricing, implementation timeframes, and requirements. Gathers data to advance the sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, and 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 solutions 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. 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 a post-secondary degree in a 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. Experience with portfolio management Experience in business development Experience in cash management Japanese and English- Verbal & written communication skills- In-depth. Technical proficiency gained through education and/or business experience. Collaboration & team skills- In-depth. Analytical and problem-solving skills- In-depth. Influence skills- In-depth. Data-driven decision making- In-depth. Nice to have In-depth knowledge or experience of Treasury and Payments services. Japanese Banking experience. Salary: $67,200.00 - $124,800.00 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 30+ days ago

Commercial Banking Development Participant-logo
Commercial Banking Development Participant
1st Source BankSouth Bend, IN
POSITION SUMMARY Transitions through departments on a specified curriculum designed by the department to provide an overview of the Commercial Banking Development role, meets with department managers and staff throughout the curriculum, and observes and learns new skills. ESSENTIAL REQUIREMENTS Completes all assigned training, receiving a passing score on all exams. Completes assigned reading assignments. Learns line and staff functions, operations, management viewpoints and company policies and practices that affect each phase of business. Observes experienced staff to acquire knowledge of methods, procedures, and standards required for performance of departmental duties. Works with the Manager, Employee Engagement and Talent Development to set goals and objectives for first year. 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 comply with the requirements. NON-ESSENTIAL FUNCTIONS Monitors performance progress with management and key trainers. Performs all other duties as assigned. EXPERIENCE/SKILLS Prior banking experience preferred. Strong written, verbal, analytical and presentation skills. Ability to interact effectively with a wide range of staff throughout the company. Good PC skills--proficiency in Microsoft Word and Excel essential. EDUCATION Bachelor's Degree required. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, 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 2 weeks ago

Personal Banking Representative -Bilingual In Spanish And English-logo
Personal Banking Representative -Bilingual In Spanish And English
FirstBankLakewood, CO
Location to be determined at a later date within the West market* 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 may vary from 35-40 hours per week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Bilingual in Spanish and English 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 $20.00 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 job opportunity is expected to close on 6/6/25* This job opportunity's deadline has been extended to 6/13/25* This job opportunity's deadline has been extended to 6/18/25*

Posted 1 day ago

Consumer Banking Governance Analyst-logo
Consumer Banking Governance Analyst
Texas Capital Bancshares, Inc.Richardson, 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. Summary: The Consumer Banking Governance Analyst is responsible for overseeing the identification, documentation, tracking, and resolution of operational and compliance-related issues across the Consumer and Retail Banking line of business. This role ensures that issues are managed in accordance with regulatory expectations, internal policies, and the firm's risk management framework. Additionally, the Consumer Banking Governance Analyst is responsible for maintaining the business line's procedure and process flow inventory, in addition to complaint monitoring and reporting activities. The ideal candidate will have strong communication, problem solving and analytical skills, a deep understanding of consumer banking operations, and experience in issue lifecycle management. Responsibilities: Issue Management Manage the end-to-end process of issue identification, documentation, root cause analysis, remediation planning, and resolution tracking for the Consumer and Retail line of business. Ensure adherence to the firm's enterprise risk governance frameworks. Prepare reporting and deliver presentations to the line of business stakeholders and senior management. Collaborate with business units, Compliance, Risk Management, Legal, Audit and Control Office functions to ensure timely resolution of issues and implementation of corrective actions. Serve as the Issue Management subject expert and point of contact for the line of business. Maintain detailed records of issues and their resolutions in the Firm's GRC platform. Process and Procedure Governance Manage the process flow and procedure inventories for the Consumer and Retail line of business. Maintain the centralized repositories of all process flows and procedures and ensure version control. Facilitate annual and ad hoc reviews to ensure documentation remains current. Ensure procedures are aligned with regulatory requirements and internal policies. Collaborate with the line of business to identify procedural gaps and implement improvements. Serve as the central point of contact for procedural inquiries and guidance. Complaint Monitoring and Reporting Monitor consumer complaints for the Consumer and Retail line of business. Analyze complaint data to identify trends, recurring issues, and root causes. Prepare and present reporting to stakeholders, highlighting key insights and areas for improvement. Coordinate consumer complaint timelines for submissions received by Regulatory agencies. Participate in initiatives to improve complaint handling processes and tools. Other duties as assigned Qualifications: Bachelor's degree in Business, Finance, Risk Management or a related field preferred. 3+ years of experience in issue management, risk management, compliance, or internal audit within the banking or financial services industry preferred. Knowledge of regulatory requirements within the banking or financial services industry. Experience with issue lifecycle management and GRC tools. Excellent analytical, organizational, and communication skills. Ability to influence and collaborate across a large organization. Proficiency in PowerPoint, Word, and Excel. Strong time management skills with the ability to work independently. Strong written and verbal communication skills. Proven ability to proactively solve problems and develop strategic recommendations at a financial institution (or similar) Experience participating in large-scale change efforts and/or large and complex initiatives. Ability to perform effectively in an ever-evolving environment and successfully address multiple, high-priority matters. Experience with Control, Legal, Audit and Regulatory requirements. Exceptional organization and facilitation skills. Strong attention to detail and ability to understand risks and integration/interdependency of risks. Ability to collaborate with key stakeholders to achieve common ground and resolve obstacles to success. Skills: Business knowledge - ability to understand the business and knowledge of regulation surrounding the business. Work autonomously to affect change - flexible, adaptable to shifting priorities; manage competing priorities to achieve the most effective result and able to work in a fast-paced, results driven environment. Decision Making/Judgement - moderate level of independent decision-making using sound judgement. Communication/presentation - excellent written and verbal communication skills with an ability to influence business leaders in a meaningful and actionable manner. Problem solving / Analytical skills - solid critical thinking, attention to detail and analytical skills; able to synthesize large amounts of data and formulate appropriate conclusions Understanding root cause / identifying control breaks Developing timely and sustainable solutions Analyze metrics for emerging risk Implementation skills Writing Action Plans, Procedures Change Management Networking - strong interpersonal skills; strong collaboration and relationship building skills. 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 1 week ago

Healthcare Business Banking Relationship Manager-logo
Healthcare Business Banking Relationship Manager
US BankChicago, IL
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 Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to U.S. Bank's Healthcare clients with annual revenue of up to $25 MM. BBRMs are experienced partners who understand their clients' needs and goals, as well as delivering comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a wide range of offerings to support both the individual and the business entity. This includes loan products, credit cards, payment processing, treasury solutions, and personal wealth planning. Healthcare Business Banking RMs are responsible for cultivating and managing new and existing healthcare client relationships. They achieve this by serving as trusted partners who assess and attend to client needs, provide education on available deposit and loan products and services, and recommend financial solutions based on each client's unique goals. They utilize their business banking expertise to consult and deliver a mix of products and services including lines of credit, term debt products, buyouts, and commercial mortgages. When a client's needs extend beyond core business banking offerings, the BBRM continues to direct the overall relationship and plays a leading role in managing referrals to/partnership with other business units. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Prior Healthcare and Practice Finance banking & structuring experience Prior experience in clinic and center Commercial Real Estate Experience partnering across a large, matrixed organization in support of client delivery execution (especially with Treasury Management, Payments, and Wealth Management partners) Experience working with Healthcare and Practice clients & prospects Experience managing complex credit structures and loan requests larger than $2.5MM Experience working with companies and practices up to $25MM in annual revenue Experience working with Salesforce and nCino Proven success developing new business and COIs in the healthcare industry Demonstrated knowledge of commercial credit and credit quality Agile and innovative approach to problem solving and decision making Excellent verbal and written communication and presentation skills The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $124,355.00 - $146,300.00 - $160,930.00 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 1 week ago

Compliance Manager-Premier Banking & Ndip-logo
Compliance Manager-Premier Banking & Ndip
Truist Financial CorporationRichmond, VA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for conducting compliance risk oversight of assigned business units and/or functions. Executes compliance risk management activities to reasonably ensure compliance with the Compliance Risk Management Policy and Framework. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Maintain an understanding of all applicable laws, rules and regulations applicable to coverage areas and provide regulatory guidance to assigned business unit and/or function associates. Review regulatory changes and assess the impact those changes may have on assigned business units and/or functions. Manage compliance risk management communications, training, documentation, procedures, and processes. Monitor and communicate compliance risk management industry developments. Implement strategies and methods related to the compliance risk management framework within the organization, including quality assessments, key risk, and performance measurement data, along with oversight monitoring and mitigation strategies. Assess process, procedure and control documentation and other related compliance issues and documentation to help ensure they are accurate and easily understood by audit and/or external regulatory agencies Consult with business and/or functional units with respect to the design and implementation of remediation efforts as needed. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Business, Economics, Finance, or Accounting, or an equivalent combination of education and work experience. Two years of compliance-related experience Five years of financial institution experience Demonstrated working knowledge of standard compliance concepts, practices, policies and related state and federal laws. Detail orientated and strong analytical skills. Strong communication, presentation and facilitation skills; proven ability to interact with all levels of management. Leadership skills to guide and mentor the work of less experienced compliance consultants and analysts. Preferred Qualifications: Juris Doctor (JD) or Master's degree Certified Regulatory Compliance Manager (CRCM) or Completion of ABA Compliance School 5 years of consumer compliance experience Experience in Wealth and/or mass affluent client channels Previous investment compliance experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Client Service Center Associate - Banking-logo
Client Service Center Associate - Banking
Alerus Financiallakefield, MN
This is a remote position. Only considering candidates who reside in one of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ.Hours: Monday- Friday 10am- 7pm Central Time and one Saturday per month (8am- 12pm).WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One AlerusABOUT THE ROLE:The Bank Client Service Center Associate is responsible for answering a wide range of incoming calls from banking and wealth management clients. Client Service Center Associates educate, troubleshoot and address issues, provide support, and offer information as needed to correctly and efficiently respond to caller inquiries. The Client Service Center is intended to be a single point of contact where clients receive support on products offered with Alerus.WHAT YOU'LL BE DOING: Answer telephone, email, and chat inquiries from Alerus banking, mortgage, and wealth management clients promptly and courteously. Show respect and patience to all clients. Inbound calls will cover a wide range of topics, including balance inquiries, debit card maintenance, disputes, transfer requests, and loan payments.Provide professional, accurate and clear communication.Understand and clearly communicate inquiry and transactional use of the Alerus websites, mobile apps, and voice response systems.Maintain up-to-date financial services and internal systems and software (AS400, Q2, Architect and Salesforce) knowledge as it pertains to the job.Understand and communicate basic principles of deposit, money market, time accounts and loan policies to clients.Actively maintain knowledge of all Alerus products, services, and processes including fraud prevention and documentation.Develop and enhance client relationships by informing clients of Alerus products and services that meet their needs and encourage a financially fit client.Foster a positive work environment and support co-workers in achievement of departmental goals.Meet performance standards such as quality assurance scores, productivity, and attendance. Proactively notify manager if standards will not be met. WHAT YOU SHOULD HAVE: 1+ years business experience in customer service or accounting/bookkeeping preferred.1+ years of experience directly related to financial services preferred.Excellent written/oral communication and organization skills required.Ability to prioritize, be self-motivated, and independently manage multiple concurrent tasks and meet deadlines.Proven ability to adapt to a fast paced, changing environment centered around technology. WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities.Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.Learning and development resources for personal and professional career development, and advancement opportunities.Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.BASE PAY RANGE:$21.00 - $22.00 per hourThe above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Posted 1 week ago

Sr. Banking Advisor-logo
Sr. Banking Advisor
Northern TrustJacksonville, FL
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. The Senior Banking Advisor is responsible for developing new client relationships and deepening existing ones for the Bank. This individual manages complex credit and deposit relationships for high-net-worth individuals, family offices , and non-profit organizations. The role emphasizes both strategic growth and exceptional client service, coordinating with internal partners across the Bank to deliver a comprehensive suite of financial solutions. Key Responsibilities: Proactively develops new client relationships and identifies prospects, creating tailored marketing strategies for targeted outreach. Manages sophisticated credit, deposit, and treasury management relationships for high-net-worth, , family offices, closely held business and non-profit organizations. Identifies and facilitates opportunities across investment, fiduciary, and wealth management solutions beyond banking services. Structures and negotiates complex loan and lease agreements in alignment with bank policies and risk frameworks. Analyzes and negotiates key loan terms, including pricing conditions, interest rates, and interest rate swaps, ensuring compliance with Credit Policy Committee guidelines. Oversees the preparation and execution of loan documentation and ensures accuracy and completeness of financing agreements. Acts as a trusted advisor to clients on goals-based wealth management strategies. Develops and maintains a strong network of Centers of Influence (COIs), leveraging relationships to generate new business opportunities. Serves as a subject matter expert, providing in-depth consultation and leadership to colleagues and internal partners. Leads strategic initiatives and cross-functional projects that are broad in scope and technically complex. Interfaces with senior leadership, committees, and other internal stakeholders to provide insight and drive strategic initiatives. Balances day-to-day operational execution with long-term business development and strategic planning responsibilities. Mentors junior team members and contributes to the development of best practices within the banking team. Required Knowledge, Skills & Abilities: Advanced understanding of the banking industry, competitive landscape, and credit/lending practices. Familiarity with investment, trust, and financial planning concepts to support comprehensive client solutions. Strong negotiation, leadership, and relationship management skills. Excellent oral and written communication abilities. High adaptability and flexibility in a fast-paced, evolving environment. Ability to interpret internal and external business challenges and recommend solutions that enhance product and service offerings. Capable of influencing stakeholders and communicating complex concepts effectively. Demonstrated expertise in a specialized banking or financial discipline. Experience & Education: Minimum of 5 years of experience in financial analysis, client servicing, commercial lending, or leasing. Experience leading functional teams or managing moderate-risk projects is preferred. Bachelor's degree in Finance, Business, Economics, or a related field required; advanced degree or professional certifications (e.g., CFA, CFP) preferred. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Posted 30+ days ago

Consumer And Business Banking Senior Relationship Banker, Providence, RI-logo
Consumer And Business Banking Senior Relationship Banker, Providence, RI
Banco Santander BrazilProvidence, RI
Consumer and Business Banking Senior Relationship Banker, Providence, RI Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Senior Relationship Banker, you are responsible for managing and enhancing client relationships, focusing on attracting and retaining new clients while strengthening existing ones. You directly manage and grow a client portfolio of high value consumer and small business clients. This role involves maximizing cross-sales opportunities through effective customer profiling, with the ultimate goal of cultivating interest in various consumer and business banking products. You deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. The Senior Relationship Banker provides comprehensive support to clients, ensuring their needs are met and issues are resolved efficiently. • Independently manage a portfolio comprised of both high value consumer clients and small business customers. • Proactively deepen relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers. • Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need. • Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future. • Recommend and deliver needs-based solutions while also identifying and introducing key partners as appropriate. • Collaborate with team members and partners to achieve branch goals and drive overall performance. • Participates in joint calling with Product partners to generate and deepen relationships with business customers. • Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. • Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. • Employ critical thinking and problem resolution skills to address client inquiries and challenges effectively. • Communicate clearly and effectively with customers in person, over the phone, or through digital channels. • Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. • Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma, GED or equivalent education: Business Management, Finance, or equivalent field- Required. Bachelor's degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education- Preferred. 5+ Years Experience selling products and/or services in an incentive-based environment- Required. (OR) 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships- Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance- Required. (AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment- Required. • Motivated to help people achieve financial goals. • Strong financial acumen with a general knowledge of consumer and small business products, and lending. • Proven track record in sales and cross-selling products and services. • Proven ability to manage a portfolio of clients effectively. • Proven relationship-building skills and a customer-centric approach. • Ability to work effectively in a team environment, building strong relationships with colleagues and business partners. • Ability to use critical thinking to solve problems and provide solutions to customer issues. • Excellent communication, consultative and influence skills both verbal and written. • Demonstrated proficiency using the phone to engage with customers. • Ability to display a credible, trustworthy, and professional image at all times. • Proficient in using digital tools and technology to enhance customer engagement. • Ability to follow directions, policies, and procedures. • Ability to identify and escalate concerns of risk to appropriate channels. • Ability to work in a fast-paced environment and manage multiple priorities. • Computer proficiency and basic math skills. • Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Preferred experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $52,500.00 USD Maximum: $87,500.00 USD Link to Santander Benefits: Santander Benefits- 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

Posted 3 days ago

Managing Director, Government And Institutional Banking-logo
Managing Director, Government And Institutional Banking
BMO (Bank of Montreal)Newport Beach, CA
Application Deadline: 06/30/2025 Address: 4400 MacArthur Blvd. Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. Ideal candidate will facilitate 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. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do. Ensures alignment between values and behavior that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Generates significant revenue for the bank over a sustained period of time and recognizes revenue opportunities to cross-sell bank products for all areas of the Bank. Leads the deal team in executing pitches to prospective clients with efforts to maximize sector penetration and returns. Delivers highly reliable activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into sales. Provides deal structuring expertise and additional expertise as knowledge base and needs dictate. Negotiates transactions with clients on highly complex matters. Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions. Oversees documentation and ongoing monitoring of asset and client performance. Obtains credit concurrence and coordinates pricing approval as client advocate. Actively works with specialists as needed to support successful syndication and sales. Reinforces sales process and client experience, identifies gaps, issues and best practices. Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Develops an expert understanding of business/group challenges. May consult to or serve on various committees and task forces. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Helps determine business priorities and best sequence for execution of business/group strategy. Ensures alignment between stakeholders. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Determines and deploys equipment, processes and human resources, and optimize the allocation of resources. Develops, implements and reviews a plan to complete all assigned tasks in a timely manner to acceptable quality standards and in accordance with bank guidelines. 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 senior specialist resource across BMO. Influences how teams/groups work together. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. Communicates abstract concepts in simple terms. Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. Anticipates trends and responds by implementing appropriate changes. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. This position requires Credit Qualification. The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures. An undergraduate degree. Focal areas of finance, economics, or accounting preferred. CPA or MBA or equivalent experience in finance, accounting and business law. 15+ years of relevant experience in negotiating and structuring financial transactions. Minimum of 15 years in financial services industry experience in a corporate lending environment with solid achievements in developing business. Formal credit training and prior lending authority. Seasoned expert with extensive industry knowledge. Technical leader viewed as a thought leader for innovation. Verbal & written communication skills- Expert. Analytical and problem solving skills- Expert. Influence skills- Expert. Collaboration & team skills; with a focus on cross-group collaboration- Expert. Able to manage ambiguity. Data driven decision making- Expert. Salary: $153,600.00 - $285,600.00 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 2 weeks ago

Lead, Strategic Project Manager (Technical Program Manager) - Global Open Banking-logo
Lead, Strategic Project Manager (Technical Program Manager) - Global Open Banking
MastercardSalt Lake City, UT
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Lead, Strategic Project Manager (Technical Program Manager) - Global Open Banking Who is Mastercard? Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all. OVERVIEW We're looking for experienced senior project management professionals to join Mastercard's global Open Banking PMO, helping us build innovative solutions to solve problems affecting our customers, their consumers and the market as a whole. In this role, you'll drive the end-to-end execution of strategic business initiatives and global product solutions from ideation and design through go-to-market delivery for key Mastercard customers. You'll work across a variety of functional teams including product, engineering, sales, legal, compliance and customer delivery to build comprehensive and achievable project plans highlighting key milestones and dependencies. You'll manage the execution and delivery of all tasks required to achieve project success, identifying and mitigating risks and providing meaningful status reporting to internal and external stakeholders at all levels. Join the team that is leading the charge to bring creative solutions in open banking to market with quality, efficiency, collaborative energy and an eye on the future of our industry. ROLE Independently lead large-scale initiatives and mid-sized portfolios by bringing clarity to ambiguous scopes and defining key deliverables. Break down complex problems into actionable, value-driven solutions by balancing business and technical considerations. Facilitate focused, outcome-driven discussions with both internal and external stakeholders, ensuring timely decisions and removing roadblocks. Bridge regional and cross-functional gaps to align architectures, strategies, and priorities with urgency and accountability. Champion best practices in program management across PMO, Product, and Engineering, mentoring peers and promoting continuous improvement to support Mastercard's business goals. Build strong cross-functional relationships across program, product, engineering, legal, delivery, and executive leadership teams. Serve as a trusted partner and advocate with strategic clients, vendors, and partners, consistently exemplifying Mastercard Way values. Oversee all phases of the product and software development lifecycle for strategic client-facing and internal initiatives-ensuring timely delivery, alignment to business outcomes, and effective risk and dependency management. Provide clear, concise, and proactive communication of progress, risks, and decisions to stakeholders and leadership, ensuring transparency and accountability throughout delivery. ALL ABOUT YOU/EXPERIENCE Proven ability to independently lead complex, high-impact initiatives with autonomy, leveraging strategic guidance as needed to ensure alignment and execution. Deep expertise delivering end-to-end product and technical solutions using modern technologies; anticipate challenges early by identifying common risk patterns. Skilled in blending Agile and traditional delivery frameworks to fit diverse environments, driving disciplined execution without sacrificing flexibility. Strong analytical, planning, and prioritization skills; excel in environments with competing demands, shifting priorities, and complex problem sets. Adept at bridging business and technical perspectives, maintaining stakeholder confidence through transparency, insight, and consistent delivery. Detail-oriented while maintaining a strategic "big picture" mindset-balancing precision with vision to move initiatives forward. Thrive in high-velocity environments, managing multiple workstreams while upholding quality and ensuring outcomes align with strategic objectives. Technically fluent, capable of earning the respect of engineering teams and accurately assessing risks and technical constraints. Advocate for data-driven decision-making and continuous improvement, consistently applying feedback and metrics to refine team practices. Skilled communicator across all organizational levels; tailor messaging from executive briefings to deep-dive technical discussions. Trusted partner to executive leadership, influencing outcomes through credibility, collaboration, and organizational savvy. Experienced working with high-profile clients in technology and financial services, fostering trust through professionalism and delivery excellence. Resilient under pressure, with a track record of managing difficult personalities and navigating team dynamics to maintain a healthy, productive culture. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary based on location, experience and other qualifications for the role and may be eligible for an annual bonus or commissions depending on the role. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance), flexible spending account and health savings account, paid leaves (including 16 weeks new parent leave, up to 20 paid days bereavement leave), 10 annual paid sick days, 10 or more annual paid vacation days based on level, 5 personal days, 10 annual paid U.S. observed holidays, 401k with a best-in-class company match, deferred compensation for eligible roles, fitness reimbursement or on-site fitness facilities, eligibility for tuition reimbursement, gender-inclusive benefits and many more. Pay Ranges Salt Lake City, Utah: $112,000 - $187,000 USD

Posted 30+ days ago

Business Banking Relationship Mgr-logo
Business Banking Relationship Mgr
Old National BankMinot, ND
Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is currently seeking to fill the role of Business Banking Relationship Manager. The Business Banking Relationship Manager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with businesses, industries, developers and consumers. The Business Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position. Salary Range The salary range for this position is $62,300 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Relationship Manager roles may vary between RM II, RM III, and RM IV - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Business Banking or middle market experience Number of consistent years with success and track record as a Relationship Manager (or similar role) at the Bank or at another financial institution Demonstrated and proven ability to work through complex credits and/or other unique situations Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed Key Accountabilities Achieve Sales Targets Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results. Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships. Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale. Leverages centers of influence to build a network and create a pipeline of business. Loan Originations Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing. Partners with support staff to ensure the loan origination process meets bank and client expectations. Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client. Portfolio Management Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards. Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships. Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets. Key Competencies for Position Strategy in Action- Build your strategic mindset capability. Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develop contingency plans to manage risks. Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team and organizational goals. Compelling Communication- Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Makes Decisions & Solves Problems- Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients- Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Qualifications and Education Requirements Bachelor's degree or equivalent work experience. Minimum 5 years relevant commercial banking experience. Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships. Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures. Very high level of written and verbal communication skills. Must have a proven track record of successful sales performance with strong business development skills. Very high level of sales, negotiation and financial analysis skills. Key Measures of Success/Key Deliverables Achieve personal goals for new loan/deposit production and average portfolio target. Achieve personal goals for new fee production and average loan delinquency. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

Posted 2 weeks ago

IT Service Delivery SR - Core Banking-logo
IT Service Delivery SR - Core Banking
Huntington Bancshares IncColumbus, OH
Description Summary: Core Banking Deposits team is growing and looking for an IT Service Delivery Manager SR to lead our Commercial and Payments value stream. Looking for a candidate that has strong leadership skills, customer focused, and has a banking background. The IT Service Delivery Manager SR will play a pivotal role in managing a group of resources (FTE and FTC) that include developers, BSA, and QA to deliver quality solutions to the Commercial and Payments business segments. In addition, the position will include working directly with the Commercial and Payments business segment stakeholders to support their business roadmap from a delivery and prioritization perspective. Duties and Responsibilities: Partners in developing /executing technology strategy and is responsible for end-to-end technology project execution including resource planning. Work with the product owner and business stakeholders on prioritization of the initiatives for the business segment. Identify opportunities to increase productivity and reduce expenses Accountable for business domains and products. Mentoring and coaching colleagues to achieve their development career goals Perform other duties as assigned. Basic Qualifications: Bachelor's Degree 10+ years of banking related experience 5+ years of experience in a management or leadership role Preferred Qualifications: Strong ability to balance strategic thinking with tactical execution. Results-driven, with a commitment to look for continuous improvement and efficiency gains. Proven ability to thrive in an ever-changing technology environment and adapt to change. Excellent strategic thinking, problem-solving, and analytical skills. Strong leadership abilities with experience managing cross-functional teams and working with senior leadership. Outstanding communication skills, including the ability to present complex concepts to non-technical stakeholders. Experience leading colleagues working on a core banking application and having knowledge of the platform (ex: mainframe). Deposits background from a business or technical perspective. Managing offshore resources is a plus. Adapting and executing on Agile principles is a plus. 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. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Banking Center Manager-logo
Banking Center Manager
First Horizon Corp.Asheville, NC
Location: On site at location listed in job posting SUMMARY This position is responsible for the overall sales, production, profitability and regulatory compliance of a banking center. It is also the responsibility of this position to ensure the banking center delivers quality, accurate, and timely customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES Strategic leadership Coach, lead and manage banking center team to ensure all strategic initiatives are executed effectively. Model and demonstrate First Horizon Bank (Firstpower) culture. Promote a positive work culture by increasing and supporting associate engagement. Represent the company in a professional manner, including being involved in the local market/community through civic organizations or community groups. Sales and business development Implement and coach advice driven sales process. Provide one-on-one coaching, inspect, and recognize sales activities and behaviors. Establish and nurture relationships with key clients and partners to expand the client base. Proactively collaborate with and refer to key line of business partners to lead and promote effective One Team partnerships. Business development of market area through proactive sales calls, networking, and participation in local activities to achieve goals and priorities. Client experience Deliver excellent client experiences consistently and promptly resolve client issues effectively. Team management Recruit, train, develop, and retain a high-performing Retail banking center team. Lead, grow, coach, and motivate associates to execute banking center routines effectively, aligning with our Purpose, Values, and Action to deliver financial guidance and support. Provide regular coaching, feedback, and performance evaluations to banking center team members. Foster a collaborative and inclusive work environment that promotes teamwork and professional growth. Compliance and risk management Collaborate with market operations and sales leadership to ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics, while ensuring all associates on the team complete required training. Implement effective risk management practices to minimize potential financial and operational risks. Operational efficiency Lead and manage operational excellence for the banking center. Monitor operational metrics and implement improvements as needed. Partner with Retail Operations team to address operational concerns. Responsible for controlling operational and administrative expenses. Other job-related duties and special duties as assigned SUPERVISORY RESPONSIBILITIES Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring and training employees; planning, assigning and directing work; assessing performance, providing regular feedback and coaching; providing pay change recommendations; disciplining employees as well as addressing complaints and resolving problems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 1 week ago

Business Banking Team Leader-Raleigh, NC-logo
Business Banking Team Leader-Raleigh, NC
First National Bank (Fnb Corp.)Raleigh, NC
Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. n Position Title: Business Banking Team Leader Business Unit: Commercial Banking Reports To: Manager of Business Banking P osition Overview: This position is primarily responsible for establishing banking relationships with middle market business customers in and around the region and management of a business banking team. The incumbent supervises and develops the business banking team to maintain and grow the loan portfolio and to develop and enhance customer relationships. The incumbent builds and maintains a portfolio and client base including new business development, meeting business banking clients' financial services needs Primary Responsibilities: Establishes banking relationships with lower middle market customers within the assigned geographical location. Builds and maintains a portfolio and client base including new business development and meeting corporate clients' financial services needs through cross selling and consultation. Develops, maintains and grows own client base. Manages assigned relationship managers. Works with direct reports to achieve results set forth in the Bank's strategic plan. Participates in developing marketing and sales plans with their direct reports. Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and other products and services offered by the corporation. Monitors and proactively manages team and personal portfolio credit quality. Monitors and manages team portfolio reports. Reviews term sheets and previews memorandums and credit packages for approval and presentation to the loan committee. Maintains team compliance with various operating policies and procedures and regulatory requirements. Reviews market research on an ongoing basis to determine customer needs, volume potential, competitive strategies, etc. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 7 Special Skills: Excellent management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Experience in commercial or business banking. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Treasury Digital Banking Specialist-logo
Treasury Digital Banking Specialist
Camden National CorporationPortsmouth, NH
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Prior experience in banking or treasury management is required, particularly in support, administrative, or client service functions. The primary purpose of this position is to provide customer support for all Treasury Management products and services and to assist the Treasury Management services team with daily functions and tasks. This may also include support to bank employees as well as customers including training, technical support and new service requests. TM products and services include, but are not limited to Online Banking, e-statements, online wires, ACH processing, Remote Deposit Capture, Positive Pay and Account Reconciliation, EDI Reports, Enhanced Account Analysis, and Lockbox services. Essential Duties and Responsibilities: Answer phone and email support inquiries for all Treasury Management products and services. Research requests as needed by engaging appropriate departments to provide a thorough response to the client. Implement new services as requested by the Treasury Management sales team and provide follow up training to the client. Most training will be completed over the phone. Review documents to ensure all necessary authorizations are received and are properly completed. Use bank systems to appropriately file documentation. Complete annual RDC and ACH operational reviews. Assist sales team with relationship reviews by gathering product and services usage by customer. Basic Qualifications: Working knowledge of Treasury Management products and services listed above. Two plus years' experience in customer service, treasury management or operations related position. Preferred Qualifications: Associates or Bachelor degree preferred, but not required. Professional certifications or prior experience may offset higher education. Skills and Abilities: Excellent verbal, written and interpersonal communications skills. Courteous and tactful due to the type, nature and frequency of contact with clients. Ability to train customers over the phone or in person. Adequate computer and technical skills to be able to do simple troubleshooting such as browser updates and resolving other technical issues with Online Banking or Remote Deposit Capture. Strong customer service and problem solving skills. Strong time management skills, the ability to multi-task, prioritize workload and maintain accuracy. Capacity to learn new computer systems and software. Supervisory Skills: This job has no supervisory responsibilities. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 1 week ago

Director, Banking / Payments-logo
Director, Banking / Payments
CurrentNew York City, NY
DIRECTOR, BANKING / PAYMENTS Current is a leading consumer fintech platform transforming financial access for everyday Americans with over five million members. We provide access to financial solutions that seamlessly work together to solve the needs of our members and enable all Americans to build better financial futures. Based in NYC, our results-driven environment drives us to build better products, grow faster and empower everyone on our team to have an impact on our business and mission to improve financial outcomes. ABOUT THE ROLE: We are looking for Director Banking / Payments to join our team and drive the growth of our Banking and Payments products and business. This is a critical role for Current at a time of rapid growth. The key objectives of this role are to enable profitable growth of our Banking / Payments products/businesses. This role will be responsible for achieving P&L goals by managing all levers of this business including building and testing various products that achieve business objectives and bringing together various functional teams to drive business growth. We are looking for a person with exceptional Payments business building and management experience that spans product, analytics, technology and can lead/ manage cross-functional teams with a hands-on approach, and a business owner mentality. KEY RESPONSIBILITIES: Develop strategy and roadmap for banking and payments; drive continuous improvement of existing products to achieve business objectives Frame the banking and payments product design that achieves strong customer engagement while delivering business objectives Hands-on leader that manages the core banking features, debit, secured credit, instant payments and transfers business across its lifecycle and builds new products that maximizes conversion and retention of our primary customers Lead and manage cross-functional teams including product, engineering, compliance and finance and interface with Bank partners on risk and funding related agenda and processes ABOUT YOU: Business leader and manager- Experience leading and managing banking / payments businesses at fintechs Banking / Payments strategist- Has experience in neobanking and payments domain from standing up strategies and managing the ongoing growth and retention of primary customers while increasing attach and ARPU Critical thinker - consider problems from all angles to remove bias and touch bottom on key assumptions Creative problem-solver - able to find creative solutions that finds win win across constraints and objectives Results-oriented- You ground contributions in real business and customer impact and prioritize effectively to maximize speed-to-impact. Intellectually curious - seek to understand the why behind the numbers and love nerding out over a new insight Exceptional written and oral communication skills. You drive alignment through grounded arguments, interpersonal skills, and negotiation skills. Thrive when working in a fast-moving, ambiguous environment Excited by large breadth of problem areas REQUIREMENTS: 10+ years of management experience in standing up and managing successful new banking / payments businesses and high level of understanding of the emerging payments and banking technologies and trends Deep knowledge and experience in driving strong business outcomes by managing product, customer experience, analytics, funding, compliance and other critical processes in lending business Masters or Undergraduate degree with a quantitative concentration Exceptional written and oral communication skills. Strong people leader and collaborator. Able to handle competing priorities and influence leadership decision-making This role has a base salary range of $180,000.00 to $270,000.00. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. BENEFITS: Competitive salary Meaningful equity in the form of stock options 401(k) plan Discretionary performance bonus program Biannual performance reviews Medical, Dental and Vision premiums covered at 100% for you and your dependents Flexible time off and paid holidays Generous parental leave policy Commuter benefits Fitness benefits Healthcare and Dependent care FSA benefit Employee Assistance Programs focused on mental health Healthcare advocacy program for all employees Access to mental health apps Team building activities Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches

Posted 30+ days ago

Regional Banking Relationship Service Specialist-logo
Regional Banking Relationship Service Specialist
Huntington Bancshares IncColumbus, OH
Description Summary: The Regional Banking Relationship Service Specialist provides first line service support for business banking lending and depository customers by managing the documentation (deposit) and servicing needs post sale. Duties and Responsibilities: Responsible for providing first line customer service support for Business Banking Customers for several Relationship Managers. Responsible for opening and the ongoing maintenance of business depository accounts, including documentation execution with the customer. Responsible for handling Business Banking overdrafts (non-sufficient funds) for Customers owned by Relationship Managers. Responsible for servicing post loan closing needs such as processing loan advances, loan payments or payoffs in accordance with Huntington policy. Researches and resolves problems regarding service activities and operational issues specific to deposit account and credit relationships. Responsible for ensuring fraud process is initiated and followed up on per Huntington Standards. Responsible to serve as a product liaison for all products Business customers utilize Suggest bank products and services when needed and connect customer to appropriate colleague. Responsible for maintaining up to date knowledge of products, services, departmental systems and related technology, policies and procedures. Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements. Participate in identifying issues of concern and keeping department management informed as needed. Perform other duties as assigned. Basic Qualifications: High School Diploma or GED Minimum of 1 year of experience in a high-volume clerical support or banking role Preferred Qualifications: Excellent in customer service, highly motivated, focused, and goal oriented Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor Strong organizational skills with attention to detail, planning and follow-up Ability to build and expand quality internal and external customer relationships Must be able to multi-task and work under pressure with minimal supervision PC and internet proficiency Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. 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 2 weeks ago

Relationship Banking Associate-logo
Relationship Banking Associate
NBT BankAngola, 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 2 weeks ago

Mechanics Bank logo
Business Banking Portfolio Manager
Mechanics BankSanta Rosa, CA
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Job Description

Mechanics Bank is currently searching for a Business Banking Portfolio Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can work onsite at our Roseville, Napa, Santa Rosa or Walnut Creek offices.

Assists with the day-to-day management of existing BBG customer portfolios in high growth markets, having a moderate degree of difficulty. Monitors existing credit on a scheduled basis for issues or concerns. Works with Business Banking Credit Team and Business Banking Sales Manager to handle proposed credit requests from customers. Facilitates the documentation and closing process for new large, moderately complex credit facilities, ensuring that the loans are properly set up on the loan systems for accurate ongoing monitoring.

What you will do:

  • Assists in managing a portfolio of customer relationships to ensure compliance with loan approvals and loan documentation. This may include collecting necessary financial data, financial modeling for verification and understanding of past and future performance, analysis, presentation, recommendation, and completion of waivers and amendments

  • Monitors existing credit on a daily basis for issues or concerns and conducts monthly, quarterly, and annual credit reviews as required.

  • Reviews status of current accounts to include, but not limited to, past due accounts, maturities, and renewals. Notifies Business Banking Sales Manager on these matters and interacts with the customer where necessary.

  • Notifies credit and Sales Manager immediately of any deterioration in operating performance

  • Supports Business bankers in working with large and/or complex Business Banking customers to handle existing and proposed credit requests, providing a high level of customer service support, with an emphasis on obtaining and retaining high income customers.

  • Works with community bankers, agent bank officers, and bank attorney(s) on the loan documentation and closing process for new large, complex credit facilities. Interfaces with the administration operations officer on the booking of new deals, setting up appropriate loan monitoring procedures, and ensuring proper set up on the loan systems for accurate ongoing monitoring.

  • Ensures all transactions and processing are in compliance with regulatory and company guidelines, policies and procedures.

  • Conducts review and maintenance of monitoring reports and uploading of pertinent approval documentation to ensure that loan information is in place to facilitate internal loan and regulatory review

  • Assists in cross selling efforts and performs special projects related to individual portfolio dynamics or projects for the department manager.

Who you are:

  • Bachelor's Degree highly preferred in Finance, Accounting or related field. Additional experience will be considered in lieu of degree.

  • Minimum of 3 years in finance, accounting, business or related field.

  • Proficient with Microsoft Word, Excel, and PowerPoint, including Excel modeling and Moody's statement models

  • Strong oral and written communication skills

  • Strong customer service skills

  • Ability to understand the core competencies of a business and recognize deviation from those principles

  • Strong organizational skills

  • Ability to gather information and provide appropriate solutions

  • Ability to communicate effectively with potential, new, and established client groups

  • Ability to work in a group environment with a number of different individuals, both senior and junior

  • Ability to create, build, and maintain effective and mutually beneficial business relationships with key commercial clients

  • Ability to maintain confidentiality of secured information

  • Ability to work in a competing and demanding market

  • Ability to work in a goal focused team environment

#LI-DNI

Salary: $70,000-100,000 annually

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

  • Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

  • Please view Equal Employment Opportunity Posters provided by OFCCP here.

  • To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit

California Privacy Policy for Prospective Employees | Mechanics Bank