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SofiJacksonville, FL
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: The Head of Fair and Responsible Banking is a key member of the Compliance senior leadership team responsible for designing, implementing, and overseeing the enterprise-wide strategy for fair lending, responsible banking, and consumer complaint management. This role leads the fair lending advisory and analytics functions, which ensures that all business practices are aligned with fair lending regulatory expectations and internal standards. The role will also provide strategic direction, subject matter expertise, and oversight for the broader fair banking practices and consumer complaints. This leader will partner with lines of business, compliance, risk and legal teams to proactively identify risks, provide credible challenge, and implement sustainable solutions. The successful candidate will bring deep fair lending, responsible banking and complaints oversight regulatory expertise, analytical acumen, and a passion for embedding responsible banking concepts into financial products, services, and operations. What you'll do: Strategic Leadership Develop and lead the bank's Fair and Responsible Banking program, ensuring alignment with regulatory requirements, enterprise risk appetite, and core values Serve as the enterprise subject matter expert on fair lending, UDAAP, and related consumer protection laws (e.g., ECOA, FHA, regulatory guidance) Provide strategic and operational leadership to the Fair Lending Advisory, Fair Lending Analytics, Responsible Banking, and Complaints Management Oversight teams Build, lead, and mentor a team of highly experienced compliance professionals and data scientists focused on all aspects of fair and responsible banking Fair Lending Advisory Maintain and execute the fair lending program Lead a team of experienced fair lending officers to execute the program Act as subject matter expert to both the first and second lines, regarding fair lending risk and oversight expectations Advise compliance, risk, product, credit, marketing, etc., teams on fair lending risks across the lending lifecycle Design and execute the fair lending risk assessment Design and execute fair-lending related review and monitoring activity Ensure appropriate and effective fair lending training across the organization Fair Lending Analytics Maintain and execute the fair lending analytics program Lead a team of data scientists to execute the program Act as subject matter expert to both the first and second lines regarding fair lending analytics and ongoing monitoring processes and oversight expectations Oversee the use of advanced statistical and analytics tools to detect and monitor fair lending risk Responsible Banking Maintain and execute the responsible banking program Lead a team of responsible banking officers to execute the program Design and execute the responsible banking risk assessment Act as subject matter expert to both the first and second lines regarding responsible banking risk and oversight expectations Ensure appropriate and effective responsible banking training across the organization Complaints Management Oversee the enterprise complaints management program, ensuring robust intake, analysis, resolution, and escalation processes. Analyze complaint trends to identify systemic issues and opportunities for product or service enhancements Implement effective regulatory complaint response policies Report findings to senior management and help drive root-cause remediation efforts Governance, Reporting, and Regulatory Engagement Prepare and present reports, metrics, and risk assessments to the Board, Risk Committees, and regulators Lead responses to regulatory examinations, inquiries, and feedback related to fair and responsible banking and complaints oversight What you'll need: Deep, applied knowledge of federal and state fair lending and consumer protection laws and regulations (e.g., ECOA, FHA, UDAAP, etc.) 15+ years directly leading fair lending and responsible banking programs at mid to large sized national banks 10+ years directly leading fair lending analytics teams 10+ years applying fair lending concepts to mortgage products and processes (additional experience in the 1LOD preferred) 10+ years applying fair lending concepts across multiple other products and processes (personal loans, student lending, card, auto) 10+ years applying responsible banking concepts across a broad range of banking and financial products and services 7+ years directly leading enterprise complaints oversight programs and broad understanding of a range of associated regulations (Reg E, Reg Z, Reg DD, etc.) Proven ability leading large, highly experienced, teams of compliance officers and data scientists Significant experience leading relationships with regulatory agencies (e.g., CFPB, OCC) Strategic thinker with strong solutions-focused business acumen and ability to influence across all levels of the organization Proven ability to build collaborative relationships with cross-functional partners Strong written and verbal communication skills. Comfortable presenting to and advising executive leadership and regulators High integrity, ethical judgment, and commitment to advancing financial inclusion and fairness Experience operating in a fast-paced, growth-oriented company Nice to have: Bachelor's degree or advanced degree in related field Experience working in a bank 1LOD Certification in compliance or risk management (e.g., CRCM, CCEP, FRM). Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $182,400.00 - $313,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Posted 30+ days ago
Northwest Bancorp, Inc.Hershey, PA
Job Description Job Summary The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education+ Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. Excellent verbal, written, and interpersonal communication skills. Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Posted 30+ days ago
US BankCedar Rapids, IA
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 Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts 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: $108,375.00 - $127,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
Posted 1 week ago
US BankLos Angeles, CA
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 Reporting to the Head of FX CBB Sales, the successful candidate will be responsible for the development and execution of strategic and tactical sales plans for the West regional Business Banking segment that is aligned with overall corporate strategy. This position has responsibility for driving and deepening client relationships and FX sales revenue. Essential Responsibilities: Discuss FX hedging strategies with clients, model and execute client transactions while acting as team player and backing up colleagues Providing education and partnership to internal partners Lead in collating presentation materials and participate in client conversations focusing on cross-border payments and currency risk management Work closely on internal projects and analytical work for clients Collaborate with broader client coverage teams including business bankers, treasury management, credit, etc. in addressing client needs Onboard new clients, set up credit lines, negotiate ISDAs, and prepare for trade execution Work closely with our internal trading, middle and back-office functions to support client trading activity Actively ensure compliance with all US Bancorp policies and procedures such as Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, Etc. Essential Qualifications: Bachelor's Degree. Major or minor in economics or finance preferred 10+ years' experience in the foreign exchange market Strong oral and written communication skills Superior time management, including multi-tasking abilities and prioritizing daily tasks Quantitative skills, must be extremely proficient in excel including data manipulation and statistical modelling The ability to work in a high volume, fast paced environment with attention to detail critical Strong presentation skills with the ability to analyze and evaluate data to offer conclusions and recommendations Self-motivated with a keen desire to learn and contribute within a dynamic team environment In depth knowledge of the cross-border payments industry. Potential for up to 75% travel. 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: $159,970.00 - $188,200.00 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
The Bank of San AntonioAustin, TX
Description The Commercial Banking Relationship Manager will sources, sell to, and manage relationships with commercial banking clients as well as our high network clientele with our Private Banking team. They will grow revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships. Collaborate with team members for acquisition, expansion and retention of clients. Manage loan and portfolio credit quality through active relationship management, sources prospects and develops new customer relationships. Provides financial advice to clients and sells appropriate bank products and services to those prospects and clients. Business must include commercial and industrial (C&I). The Commercial Banking Relationship Manager will evaluate a client's financial data or investment options and recommends strategies based on the client's risk profile and personal financial statements. They will also act as a liaison to our Private Banking team by uncovering any Private Banking needs. The Commercial Banking Relationship Manager will maintain compliance with all applicable laws and regulations to achieve satisfactory procedural and compliance audits or examinations. This position relies on extensive experience and judgment to plan and accomplish goals. Report to senior management. Escalate critical matters when necessary and updates manager on a regular basis. Ensures excellent internal and external client relations at all times. Responsibilities and Duties: Execute integrated sales and relationship strategies that are in alignment with the bank's business plan to achieve desired revenue and service standards by meeting assigned goals. Responsible for client satisfaction and relationship profitability, while providing customers with a single point of contact within the bank. Serve clients by identifying clients' needs and cross-sell the full range of bank products and services to new and existing clients. Participate in joint calls/meetings with business partners within the bank to develop customer relationships and support specific product sales across business lines. Use sound judgment in qualifying potential customers and related business deal. Ensure customers meet credit and compliance criteria. Partner with Credit Analyst to ensure all necessary documents are delivered to allow for a complete credit assessment. Build and manage portfolio including monitoring credit quality and taking action as appropriate. Ensure that all client services and product processing activities are carried out in accordance with all regulatory, legal and governmental regulations. Work with corporate compliance, loan and deposit operations to ensure conformity with bank policies, procedures and Federal and State regulations and laws. Represent the bank in civic and community functions to further enhance its image and develop expanded business. Attend meetings and training as required to continue development and to enhance knowledge of products, processes and technologies. Adhere to all bank policies, procedures and regulatory requirements Requirements Education and Experience Qualifications: Bachelor's degree in Finance, Business or related field required At least 7 years banking experience, preferably in commercial banking. Knowledge of credit process /formal credit training and commercial banking products and services is preferred. 5+ years commercial banking with demonstrated superior sales performance and actively managed a cross-marketed portfolio is preferred.
Posted 30+ days ago
First National Bank (FNB Corp.)Charlotte, NC
Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. No Corporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: The purpose of this internship is to give a college student the opportunity to see all aspects of the Commercial Bank at FNB, with a focus on Credit Analysis and Underwriting. This would include but not be limited to: credit training, financial spreads and analysis, cash flow and collateral analysis; opportunities to shadow outside sales calling efforts with both Commercial Lenders and Business Partners, and interaction with Sales & Executive Management. In the role of Commercial Banking Intern, you have the opportunity to apply your knowledge of business and finance to real world scenarios within our commercial banking segment. Throughout this experience you will gain practical, challenging and meaningful on-the-job work experience as a commercial banking professional with an organization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Participate in credit training Participate in other systems training and be provided with the opportunity to work with credit analysts, portfolio managers and commercial lenders in tracking, administering and growing the Bank's commercial portfolio Shadow either commercial lenders or their business partners on outside business calls Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking Spend time interacting with Commercial Administration Management (both Regional Banking Executive's and Market Managers) Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to further aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. 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: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology 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
Atlantic Union BankWashington, DC
Position Description The Business Banking Relationship Manager II calls on businesses and business owners with revenue up to $10,000,000. This role is focused on new business development and actively profiles clients and prospects in their market to generate loan, deposit and treasury services opportunities. The BBRM II is additionally actively focused on cross-sell referrals to various groups within the bank. Position Accountabilities Generate new business to assist in meeting Business Banking line of business goals established by the Head of Business Banking and in line with the company's organizational growth and profit goals. Actively assess needs of potential prospects and clients and provide appropriate financial solutions. Ensure proper loan underwriting and structuring is achieved through enforcement of the bank's Business Banking and Corporate loan policies and ensure that loans are properly approved in accordance with defined loan authorities and in conjunction with the centralized underwriting units. Make calls on high potential prospects and business banking customers to sell and service all banking needs (loans, deposits, investments & wealth management services, etc.). In addition, promotes and cross-sells other bank products and services to meet customer requirements as customer profiles are reviewed. Manage and monitor loan portfolio, all exceptions and past dues in accordance with loan policy. Proactively manage the loan portfolio regarding renewals to avoid matured loan facilities. Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Work closely with Relationship specialists, Business Banking Leaders to achieve sales and service targets. Assist in directing public relations activities and the coordination of contacts within the community including activity in local Community Reinvestment Act organizations. Coordinate business activities with our branch network to help set business product sales and service objectives. Develop and maintain constructive relations with all company departments, including, but not limited to retail banking, commercial banking, centralized underwriting units, treasury management, investments/wealth management, mortgage, loan operations, deposit operations, client call center, etc. Adhere to the necessary individual and group training for business banking relationship managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures. Perform assigned responsibilities in compliance with all job-relevant legal and regulatory requirements. Maintain current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities. Actively manage and maintain a pipeline for borrowing and non-borrowing customer opportunities. Organizational Relationship This position reports to the local Business Banking Leader Position Qualifications Education & Experience Bachelor's degree in related field or relevant work experience Formal credit analysis training Minimum of five years business banking and/or lending experience Minimum of five years comprehensive sales experience Knowledge & Skills Proven track record of high performance and success in a sales/service driven banking or financial services environment Effective leadership skill set Excellent interpersonal, public relations and client service skills Excellent organizational and verbal/written communication and sales presentation skills Proven ability to solve problems and make sound business decisions Some training and development experience Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $98,767--$164,895. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Posted 1 week ago
NBT BankPittsfield, MA
Pay Range: $119,993.00 - $160,008.00 Responsible for full range of New business Development activities. Evaluates loan applications and makes recommendations to higher authority. Maintains a loan portfolio that includes gathering relevant financial data and maintains customer relationships. Complies with bank policies and Federal/State regulations dealing with Commercial Lending. As necessary works with more experienced Banking Officers in handling more complex relationships. Education and Experience: 4 year degree or related experience 5-7 years lending experience Skills and Abilities: Strong accounting and credit analysis background Strong oral, written and listening skills Ability to attain/exceed goals Strong management and leadership skills Tasks Performed: 40% Develops a portfolio through New Business Development activities handling all but the largest most complex relationships with borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as Federal/State regulations affecting Commercial Lending. 25% Evaluates loan applications and makes recommendations to higher approval authority after analyzing borrower capacity, financial data, industry trends, collateral position, management ability and using personal judgment to determine credit worthiness. 20% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups. 10% Seeks advice and guidance from more experienced lending Officers throughout the loan underwriting, approval and closure process. 5% Other duties as assigned 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 10 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 1 week ago
Texas Capital Bancshares, Inc.Houston, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Brief Overview of Position A Corporate Banking Associate II will have corporate banking experience, with experience in the Franchise Finance industry a plus but not necessary. The Associate will help drive our financial results by supporting Senior Coverage Bankers in their efforts to identify opportunities and deepen relationships. This role will report to the Head of Branded Retail and will be accountable to deliver best-in-class experiences and comprehensive financial solutions to clients and prospects. We are seeking qualified candidates with a passion for a long-term career in banking and the following core competencies Responsibilities Prepare for and engage in client and prospect calls individually and in support of Senior Coverage Bankers, with front-line activities comprising ~35% of the Associate II's workday. Monitor transactions in the pipeline from prospecting phase through closing, both internally and externally. Support Senior Coverage Bankers in sourcing new prospect opportunities and develop solution-oriented pitch materials for clients and prospects. Identify cross-sell opportunities within existing portfolio. Responsible for coordinating and reviewing analyst prepared screening memos, underwriting documents, term sheets and return models to streamline the credit approval process. Review and finalize diligence lists and questions prior to meetings. Provide underwriting bandwidth during high growth periods especially on complex transactions. Assist Portfolio Managers with renewals and reviews of existing portfolio. Assist in recruiting, coaching, and mentoring junior colleagues. Qualifications Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 3 to 4 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Strong Analytical skills - critical thinking, data and information analysis, research, and problem solving. Strong Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Strong knowledge of banking suite of products and services. Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations Ability to produce reports, correspondence and presentations using Salesforce and Microsoft Office including Outlook, Excel and PowerPoint. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Posted 3 weeks ago
Dollar BankPittsburgh, PA
Job Description The Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and providing tailored recommendations on banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions. In addition to a comprehensive retail training program designed to develop consultative sales skills, the Regional Banking Supervisor supports branch operations and ensures service excellence. This role provides an opportunity to lead by example, guiding team members in delivering personalized financial solutions while maintaining a high standard of customer satisfaction. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's North Region markets. These branch locations include Cranberry, Wexford, Richland, Butler, North Hills, Natrona Heights, and Shaler. Travel reimbursement is provided after a specific mileage threshold is met. Education and Experience Requirements: High school diploma/GED required. One year demonstrated track record of achieving sales goals is required with either College (Associate's) degree OR a minimum of 2 years demonstrated ability to deliver outstanding customer service in financial services or retail industry. Leadership, supervision, or mentorship experiences required. Ability to travel between multiple assigned branches according to business needs. A valid driver's license and access to a reliable vehicle is required. Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Essential Functions: Build relationships with our customers by engaging in a consultative sales approach. Utilize the relationship building skills taught through Dollar Bank's training program to create customer loyalty. Educate our customers on ways to utilize technology in branch, online or mobile. Utilize sound decision making skills while balancing customer service and financial loss. Assist in training and development of new employees within the bank. Learn how to open and close branches. Adhere to all established branch operational processes and procedures. Multitasking skills to quickly shift from transaction to transaction. Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. Arithmetic skills to count money accurately. Computer literacy to access account information and process transactions. Develop a thorough knowledge of Bank products and guidelines by attending the required classes. Maintain a professional appearance and conduct yourself in a professional manner at all times. Maintain the highest level of professional integrity and ethics 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Posted 3 weeks ago
Mechanics BankHonolulu, HI
Mechanics Bank is currently searching for a Branch Manager Retail Banking to join our team at our Kahala Branch. The Branch Manager is vital in driving the branch towards achieving success across key areas including sales initiatives, consumer and commercial banking management, customer service, operational management, and community involvement. The Branch Manager is expected to actively make outside business development sales calls and take a leadership role within the community through participation in community events. The Branch Manager will develop and implement strategies that align with the branch's budget and profitability goals, ensuring the delivery of superior banking services and fostering a culture of teamwork and exceptional service. What you will be doing: Develops and implements sales strategies to meet sales goals, providing ongoing training, coaching and performance feedback. Achieves targets for commercial and consumer banking products and services. Conducts outside business development efforts to expand the branch's market presence and customer base. Leads the branch team towards achieving sales goals, providing ongoing training, coaching and performance feedback. Manages and deepens commercial and consumer banking relationships, ensuring high levels of satisfaction and loyalty. Responsible for partnering with commercial lenders and treasury sales teams in a collaborative environment to deliver the best product and services solutions. Offers tailored financial advice by thoroughly understanding client needs and available banking solutions. Continuously assess portfolio performance, initiating strategies for growth and improvement. Ensures compliance with banking regulations and policies, overseeing smooth daily branch operations. Develops and implements a strategic branch plan that considers market potential and aligns with budget and profitability goals. Enhances operational efficiency to improve productivity and minimize costs. May process transactions and account maintenance activities including processing daily transactions, opening a cash drawer, balancing the ATM, Wire Transfers, and/or acting as a back-up for the vault banker. Serves as a resource for complex account servicing needs. Works with staff to generate ways to pleasantly surprise customers, differentiating the bank from competitors. Proactively educates customers on utilizing available access channels. Assists customers with account servicing needs and resolves difficult customer issues with diplomacy. Conducts care and relationship review calls with consumer and business clients to ensure satisfaction. Represents the bank at community and business events, participating actively to enhance the bank's community relations. Serves as the face of the bank in community and business events, actively sponsoring and participating to strengthen the bank's community ties. Builds and maintains strong community relationships, leading initiatives that contribute to local development and underscore the bank's commitment to the community. Who you are: Bachelor's degree in finance, business administration or related field. Minimum of 5 years in banking with at least 3 years in a leadership role, inclusive of experience in outside sales and business development. In depth knowledge of banking regulations, market trends and a wide array of financial products and services. Successful track record in sales, business development, and managing successful teams. Strong leadership skills with a focus on community involvement and the ability to build and maintain professional relationships. Strong analytical, planning, and decision-making skills. Competency in banking systems and proficiency in Microsoft Office Suite. Local travel required. Valid driver's license, vehicle, and liability insurance required. Maintenance of internal and professional licenses and certifications specific to this job classification as directed by the Bank. #LI-AS1 Salary: $68,640.00 - 107,610 annually Eligible for Commission/Incentive Plan Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
Posted 30+ days ago
PwCPhiladelphia, PA
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
Posted 3 days ago
BroadridgeEdgewood, NY
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. We are seeking a Banking Operations Analyst to join our dynamic Banking and Client Service teams. This role plays a critical part in executing banking and treasury operations, overseeing distributions, and ensuring clients receive timely, accurate service. Responsibilities: The role of this position is to assist the Banking team to ensure proper handling for all banking and treasury related operations of the department. Details include, but are not limited to: Coordinate payments (ACH/WIRE/CHECK) to our clients Review payments (ACH/WIRE/CHECK) prior to disbursement Coordinate OFAC reviews prior to payment distribution Track all payment requests received from the Client Service team Monitor all banking activities to detect and timely resolve any irregularities Daily account reconciliation to ensure bank account balance and our internal records match Daily review and decisioning of positive pay items Prepare monthly bank reconciliation reports regarding all cash deposits to the bank Prepare reconciliation reports for individual remediation client accounts as needed (weekly, monthly) Work with team on escheatment of aged funds Develop an understanding of Broadridge and the scope of the company Develop an understanding of the Class Actions business Requirements: Bachelor's degree (B. A.) from four-year college or university and 3+ years related experience and/or training. Degree in accounting or related field a plus Strong analytical skills: ability to gather data, interpret results, reformulate as needed Strong written and oral communication skills A self-starter with excellent interpersonal and organizational skills Corporate or treasury banking experience a plus Intermediate Microsoft Excel skills. Salary range $65,000.00-$75,000.00. Bonus Eligible. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings #LI-DS1 #LI-Hybrid We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. US applicants: Click here to view the EEOC "Know Your Rights" poster. Disability Assistance We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.
Posted 3 weeks ago
Emprise BankWichita, KS
At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals. We are currently seeking a Senior Banking Specialist to join our retail team in Wichita, KS. This role is responsible for engaging with customers and fostering ongoing relationships that improve customer commitment, recommend products based on financial profiles, and facilitate the lending process as necessary. This person will partner, support, and develop effective relationships with bank customers, partners, and teammates on our virtual platform. This is not a remote position. A successful candidate will have: Exemplary customer service experience The ability to apply product and market knowledge by effectively presenting solutions to meet customer objectives Confident and articulate communications skills Initiative and strong work ethic Problem resolution skills Sound and accurate judgement to support decision making Superb time management skills The ability to effectively build and maintain relationships with Emprise associates, customers, vendors, and others within the community Strong attention to detail An understanding of and commitment to our values Essential functions of the role: Deliver clarity to customers on banking products by providing simplicity, knowledge, and know-how Continuously seek sales opportunities, develop business through promotion of products and services, and collaborate with other retail departments to fulfill identified financial opportunities Initiate and maintain customer contact through a variety of methods Follow internal processes and procedures to comply with branch and bank regulations Continuously learn about and adapt to changes in current bank technology Provide back-up support for Emprise Bank Contact Center queue Other responsibilities as related to the job Requirements High School Diploma or equivalent required 2+ years of customer service experience required 1+ years of sales experience required Proficiency with large server-based applications and typical desktop software required Hours: 40 hours Monday- Friday: 7:30am- 8:00pm (hours will vary) Saturday: 8:30am- 2:00pm (rotating) Benefits In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates! At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply. To learn more, please visit our website at www.emprisebank.com. Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace. Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.
Posted 2 weeks ago
Texas Capital Bancshares, Inc.Fort Worth, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Brief Overview of Position: Reporting to the market Team Leader, the Relationship Manager II role will have experience within the Commercial Banking line of business and enable the company's financial results by driving new relationships, new loan fundings, new deposits, PxV, Commercial Card spend, and SBA deals for companies with revenue between $5 million and $25 million. This role carries a portfolio of clients and sales production goals and is accountable to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries. Responsibilities: Drives financial results- Actively build a strategic client acquisition pipeline to deepen and expand your portfolio and the Bank's presence in the market. Requires strong business development and networking in the market to cultivate a robust prospect list and drive increased market share/revenue for the firm. Focuses on the client- Ensures appropriate client coverage through disciplined calling efforts, understanding of client strategic and financial objectives, identification and execution of optimal client solutions, and ensuring best in class client experiences. Partners across the firm- Delivers the whole bank through effective partner engagement to identify client opportunities and oversee/manage deals from inception to close. Knows the business- Actively pursues the latest information and builds knowledge base related to financial/banking products, financial markets, relevant regulations, as well as business trends, including businesses which are thriving in your market/or area of expertise. Manages Risk- Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. Manages performance- Utilizes reports, data, and systems to actively self-manage pipeline and sales production. Qualifications: Bachelor's degree in Business Administration/finance, accounting, or related field preferred. Minimum 7 years of commercial banking experience preferred, with a focus on business banking clients. Strong knowledge of banking suite of products and services, industry trends, as well as financial acumen to assess and deliver on prospect/client need. Formal Credit Training (Commercial Credit certification or from another bank) or commensurate underwriting experience preferred. Self-starter and persistent. Possesses a natural disposition to strive to exceed calling metrics and production goals. Effective team player with ability to work across business partner groups in a fast-paced, highly collaborative environment. Operates with a sense of urgency balanced with adherence to the firm's risk appetite. Exceptional writing, interpersonal and communication skills, both verbal and written to communicate with clients, all levels of employees, management, internal partners, and clients. Strong organizational and time management skills with ability to manage multiple priorities. Ability to identify and solve problems/issues and timely escalation of known risks and issues. High interest in, outreach to, and involvement in the communities where we live and work. Strong knowledge and application using Salesforce and MS Office products including Outlook, Excel, Word, and PowerPoint. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Posted 1 week ago
Truist Financial CorporationNew York, NY
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Works closely with senior CIB professionals. Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Licenses: Series 7 or 79, 63 Proven analytical ability and attention to detail Solid leadership and interpersonal skills Proven ability to work well in a fast-paced, team-oriented environment Strong written and oral communication skills 1 year of related work experience since graduation from an undergraduate program Preferred Qualifications: 2 years of related work experience since graduation from an undergraduate program The base salary for this position is $105,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Posted 1 week ago
Fidelity National Information ServicesLittle Rock, AR
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 1 - 5% Job Description We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you're ready to start learning, growing, and making an impact with a career in fintech, we'd like to know: Are you FIS? About the Team Our Core Banking Service Delivery Managers provide high-touch support across incident, problem, and change management. They proactively monitor performance, lead major incident communications, manage escalations, and ensure timely root cause analysis (RCA) and change execution. With a client-focused approach, they tailor communications from executive briefings to daily updates - driving service excellence and continuous improvement. What You Will Be Doing As a Senior Service Delivery Manager, you will be responsible for overseeing the service aspects of client relationships. This includes managing escalations, ensuring successful execution of client projects and implementations, driving account plan initiatives, fostering strong relationships with client stakeholders, and leading efforts to enhance client satisfaction and loyalty. Build and maintain strong relationships with clients and internal teams. Oversee service delivery, manage escalations, and ensure client satisfaction. Lead regular client status calls to review service topics and project updates. Conduct root cause analysis to identify underlying issues impacting service delivery. Educate clients on processes, tools, and self-service resources. Conduct service value reviews and support client loyalty initiatives. Monitor SLAs and coordinate resolution of service issues, including penalties and credits. Review billing and variance reports; resolve discrepancies and support collections. Provide oversight on commitment requests and ensure timely, accurate billing. Identify opportunities for additional services and refer to account leadership. Participate in business reviews to align with client strategy and FIS offerings. What You Bring Bachelor's degree in business, finance, related discipline, or the equivalent combination of education, training, or work experience. Typically, around 10 years' banking or related financial industry and technical support experience. Working knowledge of FIS systems, as wells as the industries in which FIS competes for business. Demonstrated success of client management, technical support, and problem resolution skills. Proven ability to oversee projects and escalations commensurate with job expectations. Direct experience with institutional client support, on call rotations, problem ticket management, and client reporting. What We Offer You A career at FIS is more than just a job. It's the change to shape the future of fintech. At FIS, we offer you: A voice in the future of fintech Always-on learning and development Collaborative work environment Opportunities to give back Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 4 days ago
Capitol Federal Savings BankTopeka, KS
Job Description: Role This position is responsible for management of the Banking Services department.. Implements, designs and maintains processes and procedures related to customer correspondence for deposit account transactions, customer information management, deposit account interest rate maintenance, various deposit account file maintenance, back-office consumer lending, consumer account collections, and legal notice such as levies, garnishments, subpoenas and tax warrants. Uses a risk-based approach to monitor and review department work. The Banking Services Manager must possess the ability to conduct complex technical analysis of systems to identify process improvement and customer service issue resolution. Essential Duties & Responsibilities Team leadership and supervision: Manage and develop Banking Services department to fully implement associated processes. Maintain a supportive, trusting culture within the team and cross-functionally while ensuring issues are promptly and professionally addressed. Facilitates continued support for the team culture and Bank's values. Manage direct reports. Includes: hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules. Ensures department output meets the Bank's quality and compliance standards by performing risk-based reviews and approvals. Maintains department training, reference material, procedures and recovery plans. Cross functional Collaboration: Work with other departments such as Customer Experience, Operations teams and IT to align with other relevant Bank functions and regulatory expectations. Operational Oversight: Oversee the execution of departmental processes while considering the overall customer experience. Monitors and delivers reporting on Key Performance Indicators (KPIs) for areas of responsibility. Provides inputs to the Deposit Services Manager for strategic planning to address identified needs both at the department and individual level. Make recommendations to management to develop processes for implementing departmental changes to support goals. Assist in the development of proactive team efforts to achieve departmental and company goals. Ensures all department goals are met through planning, workload management and task tracking. Provides excellent customer service to the Bank's customers. Prepare, review and approve various reports related to areas of responsibility for management. Perform other duties as assigned. Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources. Experience Requires three years of related banking experience, and one year of supervisory or management experience. Education/Certifications/Licenses A high school degree or equivalent. College degree preferred. Skills Advanced Excel familiarity. An advanced understanding of software integration and system testing methodologies. If not already held, ability to develop subject matter expertise for systems utilized in the position. Familiar with laws, regulations and internal operating policies and procedures governing FDIC-insured financial institutions, deposit accounts, Bank Secrecy Act and checking accounts; and working knowledge of Bank information systems. Has a good understanding of B-Notice and C-Notice backup withholding. Assists branch personnel in responding to backup withholding inquiries. Requires demonstrated ability to interface with internal and external contacts through excellent written and verbal communications skills. CapFed is an equal opportunity employer.
Posted 1 week ago
First Horizon Corp.Lafayette, LA
Location: Onsite at the location in the posting. SUMMARY This role is primarily responsible for driving business growth and expanding our client base within the banking center. The focus will be on proactive business development, sales leadership, and building strong relationships with clients and the local community. The successful candidate will use a strategic, client-focused approach to identify new business opportunities, generate referrals, and increase the profitability of the center. ESSENTIAL DUTIES AND RESPONSIBILITIES Business Development & Sales Leadership Proactively develop new client relationships and expand the center's portfolio through networking, outbound calls, community involvement, and relationship-building activities. Build and manage a robust pipeline of potential clients to drive new revenue and meet sales targets. Leverage existing network and local knowledge to bring new business to First Horizon, with a preference for candidates who have a book of business they can transition. Coach and lead associates to adopt a business development mindset, with an emphasis on client acquisition and relationship deepening. Collaborate across teams to cross-sell banking products and services that meet clients' needs. Establish and nurture key partnerships within the community and local organizations to strengthen the bank's market presence. Develop and execute strategic plans to achieve growth goals and enhance market share for the center. Client Engagement Serve as the center's primary ambassador in the community, representing First Horizon's brand and commitment to client-focused service Work with associates to deliver exceptional experiences for all clients and proactively identify ways to add value. Maintain regular contact with key clients and prospects to ensure satisfaction and identify new opportunities. Team Leadership Mentor, train, and motivate associates to achieve business development and sales goals. Foster a collaborative, high-performance team environment focused on results and continuous learning. Provide coaching around business development best practices and monitor associates' progress on growth initiatives. Strategic Planning Analyze local market trends and competitor strategies to identify business opportunities and inform decision-making. Develop business plans and set clear, measurable objectives for growth and sales activities. QUALIFICATIONS Proven experience in business development and sales, with a track record of successfully acquiring and retaining clients. Previous banking experience is required; preference for candidates with deep local connections and an established client network. Strong leadership background, particularly in motivating teams around sales success. Ability to craft and execute business development strategies that deliver growth. Stable employment history demonstrating commitment and results. Team-oriented approach with strong interpersonal and communication skills. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
Posted 1 week ago
Truist Financial CorporationHouston, TX
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Plays an integral role in supporting new business development, due diligence, and/or transaction execution. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Licenses: Series 7 or 79, 63 4 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications: MBA degree, with a Finance focus 6 years of related work-related experience 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 1 week ago
Head Of Fair And Responsible Banking
SofiJacksonville, FL
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Job Description
Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members, we're changing the way people think about and interact with personal finance.
We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
The Head of Fair and Responsible Banking is a key member of the Compliance senior leadership team responsible for designing, implementing, and overseeing the enterprise-wide strategy for fair lending, responsible banking, and consumer complaint management. This role leads the fair lending advisory and analytics functions, which ensures that all business practices are aligned with fair lending regulatory expectations and internal standards. The role will also provide strategic direction, subject matter expertise, and oversight for the broader fair banking practices and consumer complaints.
This leader will partner with lines of business, compliance, risk and legal teams to proactively identify risks, provide credible challenge, and implement sustainable solutions. The successful candidate will bring deep fair lending, responsible banking and complaints oversight regulatory expertise, analytical acumen, and a passion for embedding responsible banking concepts into financial products, services, and operations.
What you'll do:
Strategic Leadership
- Develop and lead the bank's Fair and Responsible Banking program, ensuring alignment with regulatory requirements, enterprise risk appetite, and core values
- Serve as the enterprise subject matter expert on fair lending, UDAAP, and related consumer protection laws (e.g., ECOA, FHA, regulatory guidance)
- Provide strategic and operational leadership to the Fair Lending Advisory, Fair Lending Analytics, Responsible Banking, and Complaints Management Oversight teams
- Build, lead, and mentor a team of highly experienced compliance professionals and data scientists focused on all aspects of fair and responsible banking
Fair Lending Advisory
- Maintain and execute the fair lending program
- Lead a team of experienced fair lending officers to execute the program
- Act as subject matter expert to both the first and second lines, regarding fair lending risk and oversight expectations
- Advise compliance, risk, product, credit, marketing, etc., teams on fair lending risks across the lending lifecycle
- Design and execute the fair lending risk assessment
- Design and execute fair-lending related review and monitoring activity
- Ensure appropriate and effective fair lending training across the organization
Fair Lending Analytics
- Maintain and execute the fair lending analytics program
- Lead a team of data scientists to execute the program
- Act as subject matter expert to both the first and second lines regarding fair lending analytics and ongoing monitoring processes and oversight expectations
- Oversee the use of advanced statistical and analytics tools to detect and monitor fair lending risk
Responsible Banking
- Maintain and execute the responsible banking program
- Lead a team of responsible banking officers to execute the program
- Design and execute the responsible banking risk assessment
- Act as subject matter expert to both the first and second lines regarding responsible banking risk and oversight expectations
- Ensure appropriate and effective responsible banking training across the organization
Complaints Management
- Oversee the enterprise complaints management program, ensuring robust intake, analysis, resolution, and escalation processes.
- Analyze complaint trends to identify systemic issues and opportunities for product or service enhancements
- Implement effective regulatory complaint response policies
- Report findings to senior management and help drive root-cause remediation efforts
Governance, Reporting, and Regulatory Engagement
- Prepare and present reports, metrics, and risk assessments to the Board, Risk Committees, and regulators
- Lead responses to regulatory examinations, inquiries, and feedback related to fair and responsible banking and complaints oversight
What you'll need:
- Deep, applied knowledge of federal and state fair lending and consumer protection laws and regulations (e.g., ECOA, FHA, UDAAP, etc.)
- 15+ years directly leading fair lending and responsible banking programs at mid to large sized national banks
- 10+ years directly leading fair lending analytics teams
- 10+ years applying fair lending concepts to mortgage products and processes (additional experience in the 1LOD preferred)
- 10+ years applying fair lending concepts across multiple other products and processes (personal loans, student lending, card, auto)
- 10+ years applying responsible banking concepts across a broad range of banking and financial products and services
- 7+ years directly leading enterprise complaints oversight programs and broad understanding of a range of associated regulations (Reg E, Reg Z, Reg DD, etc.)
- Proven ability leading large, highly experienced, teams of compliance officers and data scientists
- Significant experience leading relationships with regulatory agencies (e.g., CFPB, OCC)
- Strategic thinker with strong solutions-focused business acumen and ability to influence across all levels of the organization
- Proven ability to build collaborative relationships with cross-functional partners
- Strong written and verbal communication skills.
- Comfortable presenting to and advising executive leadership and regulators
- High integrity, ethical judgment, and commitment to advancing financial inclusion and fairness
- Experience operating in a fast-paced, growth-oriented company
Nice to have:
- Bachelor's degree or advanced degree in related field
- Experience working in a bank 1LOD
- Certification in compliance or risk management (e.g., CRCM, CCEP, FRM).
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $182,400.00 - $313,500.00
Payment frequency: Annual
This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
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