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Boots to Banking Personal Banker Ricmond VA-logo
Boots to Banking Personal Banker Ricmond VA
Wells Fargo BankRichmond, Virginia
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Wells Fargo has committed to hire military spouses/domestic partners of actively serving military personnel. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Ability to produce a copy of military orders including applicant Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship HHH Program Hires are expected to attend and participate in the Military Spouse Homefront Heroes Orientation and Onboarding Experience. Posting Location(s): Richmond VA Posting End Date: 1 Jul 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 6 days ago

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

Posted 30+ days ago

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

Posted 5 days ago

Banking Specialist - Laredo, TX-logo
Banking Specialist - Laredo, TX
Convergint CareerLaredo, Texas
Convergint is looking for a full-Time, enthusiastic, results driven and forward thinking Security Service Technician to join our amazing culture. In this role, you will service and support existing customers by responding to service calls ,carrying out Customer support programs and small project business. As a Security Service Technician, you are part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers . Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Service Specialist. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What You’ll Do Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Respond to routine and some non-routine customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis; diagnose, troubleshoot, repair, replace defective parts and debug systems for routine problems; install projects as necessary. Use solid troubleshooting skills to isolate and fix problems in malfunctioning equipment or software. Identifies and resolves problems for many types of service calls including emergency and after-hours calls; analyzes repair requirements and provides customer with appropriate solutions; completes necessary repairs and replacements as needed; exercises judgment in selecting methods, techniques, and evaluation criterion for obtaining results. Completes accurate and detailed service reports for customer and Convergint in a timely manner to allow for accurate invoicing and job cost tracking. May provide custom systems integrations, detailed systems upgrade planning and execution, systems audits and consultation, and/or database management and manipulation. May install, configure, and support a variety of network systems and equipment for assigned projects. Executes all service calls in accordance with Federal, State and local regulations as well as company health and safety policies and procedures. Uses solid troubleshooting skills to isolate and fix problems in malfunctioning equipment or software. Communicates with and work with the other team members consistently to improve overall operations of the Convergint Technology Center, and company. Responsible for primarily performing preventative maintenance for installed systems that are typically less complex. Work closely with other specialists to cross-train on servicing existing customers by responding to service calls, carrying out Customer Support Programs and small projects business. Scope of work includes technical assistance, systems checkout of new and existing installations, troubleshooting and maintenance and repair routines associated with installed Security and the installation of small or less complex projects. Performs other duties and responsibilities as requested or required. What You’ll Need Developing exceptional customer focus and ability to work under pressure; ability to maintain awareness of, and seek to meet the needs and wants of the customer without being prompted. Developing technical skills and experience related to building automation systems, fire alarm systems, and/or electronic security systems. Ability to develop basic programming skills and proven ability to troubleshoot problems and look for solutions. Solid mechanical and electrical aptitude (e.g. works with a variety of hand and power tools such as drill, screwdriver, wire stripper, hacksaw, crimper). Proficient computer skills including familiarity with MS Office applications (Outlook, Word, Excel). Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): 0-3 years relevant Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Posted 2 weeks ago

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

Posted 30+ days ago

Experienced Investment Banking Analyst (Chicago, Illinois)-logo
Experienced Investment Banking Analyst (Chicago, Illinois)
Robert W. Baird & Co.orporatedChicago, Illinois
Investment Banking Analyst Baird is a leading global investment bank with more than 400 banking professionals in the U.S., Europe and Asia. We provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, restructuring, debt advisory and equity financing transactions. Since 2017, Baird has completed more than 700 advisory transactions, representing nearly $255 billion in transaction value, and nearly 500 financings, raising $195 billion. Committed to being a great workplace, Baird ranked No. 23 on the 2023 Fortune 100 Best Companies to Work For® list – its 20th consecutive year on the list. As an Investment Banking Analyst, you will: Play an integral role on investment banking teams, providing analytical support on mergers and acquisitions, public offerings and other financial advisory services for our clients. Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Develop your skills through broad exposure of working closely with both junior and senior bankers. What makes this great? Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. What we look for: Candidates with experience working in a solution-focused environment who can hit the ground running. 12-24 months of full-time work experience (Investment banking preferred). Candidates must have a proven academic record and a passion for Finance. The ideal candidate will have: An enduring work ethic and track record of success. The ability to function equally well in both a team setting and on a self-directed basis. Excellent mathematical, writing, verbal and computer skills. SIE and Series 79 licensing preferred or the ability to quickly obtain. The Baird Difference In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and unique benefits including: Protected Friday night and Saturdays Periodic Sabbaticals during career Shareholder opportunities Mandatory paid time off (PTO) Robust 401k match and profit-sharing contribution Learn more about Baird’s unique additional benefits here #DI #LI-GIB2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 30+ days ago

Business Banking Relationship Manager-logo
Business Banking Relationship Manager
U.S. Bank National AssociationWalnut Creek, California
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 Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach 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. They will have access to an expansive set of products and solutions to better serve our business clients today and into the future. The responsibilities are as follows: Be the primary advisor for our business clients. Build, develop and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Obtain and process client and account information. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client’s unique goals and needs. Bring new business clients to the bank through strong business development and prospecting. Have advanced knowledge of business credit analysis and underwriting. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to seven 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 Location This role offers a hybrid/flexible schedule, which means there is an expectation to work onsite or be with customers three or more days a 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: $117,725.00 - $138,500.00 - $152,350.00 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 3 weeks ago

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

Posted 2 weeks ago

Credit Risk Analyst - Business Banking-logo
Credit Risk Analyst - Business Banking
Texas Capital BankHouston, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Brief Overview of Position: The Risk Analyst role is positioned within Credit Administration and reports to the Credit Officer. This role brings experience in core tasks dedicated to the underwriting function, which is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank. This position will support the Business Banking team. The Analyst will provide support for more senior colleagues in delivering best-in-class client experiences and comprehensive financial solutions to clients across a broad array of industries. Responsibilities: To be successful in this role, candidates must be able to process large amounts of information, communicating in a clear and concise manner, and develop innovative solutions for our clients, all while maintaining a strong and efficient attention to detail. Depending on alignment, key responsibilities may include, but are not limited to: Create financial statement spreads and analyze data Participate in the analysis, evaluation, and underwriting of proposed credit facilities for prospects and customers Support Portfolio Manager in credit approval process (new customers, modifications, increases, risk assessments) Support Portfolio Manager in portfolio reporting and analytics (grade migration, past-dues, exceptions, coming-due, etc.) Work with Relationship Managers, Portfolio Managers and Credit Officers to assess credit opportunities, identify key risks, and structure alternatives Assist in the preparation of credit packages Initiate background checks/credit reports Coordinate internal discussions Assist in exception tracking, clearing & reporting Conduct research on borrowers and industries Special projects as needed Qualifications: Minimum 2 years of commercial underwriting experience Bachelor’s degree in Finance, Accounting, Real Estate, Commercial Banking, or equivalent/relevant program Interest in a long-term career in Banking Passion for financial services and delivering superior client experiences. Extraordinary levels of motivation and initiative Effective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organization Exceptional writing, interpersonal and communication skills Strong Microsoft Office skills including Outlook, Excel, and PowerPoint to produce reports, memos, and presentations Proven leadership skills and community involvement The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 2 weeks ago

Banking Service Technician-logo
Banking Service Technician
Convergint CareerLubbock, Texas
Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking equipment including alarm systems, CCTV's, pneumatic drive-ups, ATMs, vaults, safe deposit boxes, etc. Must have good verbal, written, and interpersonal communication skills. As a Banking Service Technician, you are a part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Specialist is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive up and electronic. Installs equipment and services/supports existing customers by responding to service calls. Drive up Specialists install, repair, rebuild, and service remote drive up systems, audio and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive up, locksmith and electronic projects. Systems include but are not limited to all manufacturers drive up equipment (including remote drive up), deal drawers, audio and video equipment related to drive up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills and experience. Handles moderately complex installations for the remote units such as alert systems. Installs new units with final connections, testing and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, and of moderate scope and complexity and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable with manufacturers specifications. Refers only the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive up, locking and electronic systems specific to banking industry. Basic knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous banking specialist experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Posted 1 week ago

Banking Service Technician - Birmingham, AL-logo
Banking Service Technician - Birmingham, AL
Convergint CareerBirmingham, Alabama
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Bank Equipment Specialist to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking equipment including alarm systems, CCTV, pneumatic drive-ups, ATMs, vaults, safe deposit boxes, etc. Must have good verbal, written, and interpersonal communication skills. As a Banking Specialist, you are part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. ****Must Reside within 1 hr of ****Birmingham, AL**** Who You Are You have a passion for providing world-class service to customers, colleagues, and communities. You are a person of integrity with a commitment to growth, accountability, and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Specialist. Who We Are With 20 years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Specialist is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive-up, and electronic security. Installs equipment and services/supports existing customers by responding to service calls. Drive-up Specialists install, repair, rebuild, and service remote drive-up systems, audio, and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive-up, locksmith, and electronic projects. Systems include but are not limited to all manufacturer drive-up equipment (including remote drive-up), deal drawers, and audio and video equipment related to drive-up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio, and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills, and experience. Handles moderately complex installations for remote units such as alert systems. Installs new units with final connections, testing, and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, of moderate scope and complexity, and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties, and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable manufacturer's specifications. Refers only to the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques, and standards as well as suggestions for product improvements. Keeps up-to-date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive-up, locking, and electronic systems specific to the banking industry. Basic knowledge of Digital Video Recorders (DVRs) and Network Video Recorders (NVRs) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situations or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous banking specialist experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Posted 30+ days ago

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

Posted 4 days ago

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

Posted 5 days ago

Senior Audit Associate - Mortgage Banking-logo
Senior Audit Associate - Mortgage Banking
Richey MayEnglewood, Colorado
If you are not sure that you’re 100% qualified, but up for the challenge – we want you to apply. We recognize the value of training our employees and the outcomes they can achieve. Senior Audit Associate – Mortgage Banking At Richey May, we very much believe that our people are our promise – our promise to be the best partners to each other, our clients, and our community. As the largest independent accounting and consulting firm in the greater Denver area, we are known for our teamwork and work-life balance. If you are experienced audit talent, based remote or local, and are looking for a different kind of work experience, our Mortgage Banking team would love to talk to you! Many accounting firms claim work-life balance. Richey May Mortgage Banking has a proven record of inclusive, supportive, “we’re all in this together” team spirit that redefines the public accounting auditor experience. Our Core Value of Balance is built into our DNA; team outdoor activities and social events keep us connected to each other outside of the office. Our pets are even connected through the Pets of Richey May calendar! We are known as the Mortgage Experts and seek to solve the challenges others cannot. We create our futures as a team and celebrate every step we accomplish. Elevate Richey May is committed to creating a culture that fosters diversity, equity, and inclusion. Elevate is a cross-functional team of leaders of all levels throughout the firm working to bring different ideas, perspectives, and experiences to create a stronger, more inclusive and innovative work environment. Objectives: To empower, promote, and mentor a diverse group of future leaders. • To educate leadership on different types of leadership and skill sets. • To utilize and leverage the talent pool at Richey May. • To attract and retain diverse pool of talented new employees. Benefits Just like our teamwork, our benefits package is also unique. We are proud to offer 27 days of paid time off and 10 paid holidays for this role to make sure you have a life outside of the office. As you progress in your career with us, we offer more paid time off. Our robust benefits package includes paid employee medical , employer health savings account contribution , life insurance, and long-term disability. Other voluntary benefits include short-term disability, accident, vision, dental, and medical for dependents. We also offer a discretionary profit-sharing 401k plan, certification bonuses, continuing professional education and education reimbursement. Our wellness programs also include an employee assistance program, paid bereavement leave and our Mental Health First Aid team, employees trained to support mental wellness throughout the firm. Employees are eligible for a performance-based incentive bonus on top of base salary. The salary range for this role is $62,000 to $94,000. Qualifications: Attained Bachelor’s degree (B.A.) from four-year College or university Minimum of three years auditing experience in public accounting, ideally within Financial Services Ability to show strong leadership and mentoring capabilities Strong analytical, written and verbal communication skills The Fun Stuff For Colorado-based team members, our technologically advanced office has gorgeous views for all (not just the few) with multiple common spaces designed to inspire innovation and collaboration. We also offer onsite locker rooms with showers and a quick-service restaurant on site with plenty more within walking distance. Firm-wide, we offer many community service activities through our Richey May Cares Foundation, regular firm socials, team-building activities and training programs to develop leaders at all levels. Don’t just take our word for it. Richey May has an enduring legacy of excellence recognized nationally. Some of our awards over the last three years includes: Inside Public Accounting “Excellence in Firm Culture” “Fastest Growing Firms” “Top 200 Firms” Accounting Today “Firms to Watch” “Fastest Growing Firms” “Top 10 Regional Leader” “Regional Leader” Housing Wire “Tech Trendsetters in Mortgage and Real Estate” “Tech 100 in Mortgage” #LI-DNI

Posted 30+ days ago

Digital Banking & Payments Data Analyst (Onsite)-logo
Digital Banking & Payments Data Analyst (Onsite)
Ridgewood Savings BankRidgewood, New York
This position is an in-person position, located at our Headquarters in Ridgewood, Queens, NY. The estimated starting salary for this position is $75,000-$85,000. Duties and Responsibilities/Results: Gather and analyze data from various sources to provide meaningful insights to support business decisions. Support the Bank’s online customer acquisition and retention initiatives through customer segmentation reporting and enhanced analysis of both internal and external transactional, behavioral and market data. Support the department’s risk management (prevention and monitoring) programs by providing near real-time business intelligence to stakeholders. Develop dashboards and reports using Tableau to visualize data and enable stakeholders to make informed decisions related to digital banking. Create and maintain data models from various banking applications. Interpret digital banking data, analyze results, and provide ongoing reports to stakeholders. Collaborate with stakeholders in the Digital Banking department to identify and prioritize business needs, requirements, and opportunities. Ensuring integrity of data used in extracted reports and ad-hoc requests. Support data quality initiatives and provide recommendations to improve data accuracy and completeness. Provide data management support for current and future technology projects in the department. Assist when necessary by performing other related duties, which may be necessary from time to time. Job Specifications: Bachelor's degree in Computer Science, Statistics, Mathematics, or a related field required. 3+ years of experience in Banking or Financial Services required. Knowledge of Tableau or Power BI, required. Knowledge of Fiserv DNA, or similar Core Banking Platform is required. Proficiency in SQL is required. Proficiency in Python is a plus. Exceptional analytical and problem-solving skills with the ability to translate complex digital banking data into actionable insights. Excellent written and verbal communication skills with the ability to effectively present digital banking insights and analysis to stakeholders. Ability to work independently and collaboratively in a fast-paced environment. Detail-oriented with a strong focus on accuracy and quality. Knowledge of digital banking operations and digital banking products is a plus. Experience in Project Management and Process Optimization a plus.

Posted 30+ days ago

Investment Banking Analyst-logo
Investment Banking Analyst
HowdenNew York, New York
Howden Tiger is the global reinsurance broker and risk, capital, & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ About Role Primary Responsibilities: An analyst will play an integral role on our teams, providing analytical support on mergers and acquisitions, public and private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Analysts on the HTCMA team will be heavily involved in the following tasks: Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables; Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Participate in the origination and execution of M&A, equity, debt and ILS transactions; Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions; Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Participate in all stages of transaction executions, from the pitch phase through closing. Analysts / Associates develop their skills through broad and frequent exposure to both other junior and senior bankers. You will gain a strong career foundation in financial services. Our analysts / associates are the anchors of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in insurance investment banking, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities. Qualifications : The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include: 1-2 years of investment banking experience as a FIG Analyst ; or 3+ years of investment banking, management consulting, accounting, or other relevant financial services industry experience (preferably with a focus on the (re)insurance sector) Demonstrated academic achievement and excellence outside of academics; Excellent written and verbal skills; Ability to work independently and as part of a team; Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines; Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility; Bachelor’s Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred; Demonstrated leadership abilities; Solid interest in the financial sector; Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must; Series 7, 79, and/or 63 licenses preferred; Legally authorized to work in the United States. The expected base salary range for this role is $105,000-115,000. The base salary range is based on level and does not include other types of compensation such as discretionary bonus or benefits.

Posted 30+ days ago

Business Banking Relationship Manager 3-logo
Business Banking Relationship Manager 3
U.S. Bank National AssociationSacramento, California
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 US Bank is hiring a new Business Banking Relationship Manager for our Sacramento market. This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call and bring in new business clients to US Bank. Our Relationship Managers approach 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. They have access to an expansive set of products and solutions to serve our business clients today and into the future. Responsibilities include: 65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on each client’s unique goals and needs. Be the primary advisor for our business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients. Basic Qualifications - Bachelor's degree, or equivalent work experience - Four to five years of experience in relationship banking Preferred Skills/Experience - Strong business development and relationship management skills - Self-motivation, team player, positive personality, and production driven. -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 Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with 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: $111,095.00 - $130,700.00 - $143,770.00 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 6 days ago

Senior Lead Commercial Banking Relationship Manager-logo
Senior Lead Commercial Banking Relationship Manager
Wells Fargo BankNew York, New York
About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager supporting the Brooklyn Market. Learn more about the career areas and business divisions at wellsfargojobs.com In this role, you will: Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies Required Qualifications: 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management Completion of formal credit training program Commercial banking account relationship management experience within the Emerging Middle Market segment Established network in Brooklyn and surrounding areas Existing Brooklyn in-market network to fuel business development Demonstrated experience working collaboratively to deliver the organization to clients and prospects Demonstrated experience generating new client relationships, building and retaining long-term client relationships Experience developing and maintaining external and internal partnerships Experience consistently delivering strong sales performance Self-starter who takes initiative and works independently with minimal supervision Experience identifying and mitigating risk, ensuring compliance with processes and procedures Excellent verbal, written, and interpersonal communication skills Bachelor's Degree in Finance or relevant business degree Job Expectations: This position is not eligible for Visa sponsorship Ability to travel up to 10% of the time Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process #CommercialBanking Location: 150 E 42nd St- NEW YORK, NY 10017 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $144,400.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 22 Jun 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 week ago

Community Banking Manager-logo
Community Banking Manager
S&T BankPortage, Michigan
Branch Hours: Monday - Thursday 8:30 am - 5:00 pm Friday 8:30 am - 6:00 pm Saturday 9:00 am - 12:00 pm Function : Responsible for the management and operation of a mid-size, full-service branch office in an effective and profitable manner, promoting bank products and services and providing quality customer service and satisfaction in accordance with the bank's policies, procedures, and philosophy. Performs lending activities (consumer & small Business). Duties and Responsibilities: Assumes responsibility for ensuring the efficient and effective operation of the branch by performing the following functions: Completes assigned training in conjunction with Consumer Bank Training & Operations Team. Develops a sales and quality service culture throughout the branch by acting as coach and team leader to instill a positive attitude and motivate branch employees. Incorporates Our Shared Future purpose and values into all team meetings, coaching sessions and leads by example. Communicates expectations, goals, and objectives to branch personnel. Reviews and recommends improved operating policies and procedures and ensures the proper implementation and maintenance of approved changes. Makes recommendations for branch personnel regarding employment, performance ratings, salary changes, promotions, transfers, and terminations. Coaches, guides, and mentors branch team members in the more complex phases of their work, including their personal development and career planning. Manages the branch lending activities in consumer& Small Business lending: Interviews loan customers. Prepares and processes applications and documentation for all loans. Prepares necessary loan tracking reports. Focuses on execution of S&T sales conversations, note-taking in appropriate systems while profiling customers to determine and recommend appropriate S&T loan and deposit products Acts as "first-line" human resource administrator to perform the following functions: Complete Bank’s leadership (STELLAR) classes as assigned by Employee Services Completes Leadership Basics as scheduled by Consumer Bank Training. Coaches and observes sales platform team members by utilization of the Banker Observation form weekly. Performs ongoing coaching with all team members on the execution of behaviors and expectations outlined in the Branch Playbook. Reviews and coaches to the customer surveys received as part of the Customer Insight (Avannis) program. Completes employee performance reviews and conducts interviews with employees to discuss performance, goals, and objectives. Coordinates with Regional Management and Human Resources on branch staffing needs. Ensures staff development and handles succession planning and other personnel issues. Leads or assigns leadership of branch sales meetings, provides positive feedback regarding sales activity, and reviews branch sales goals on a weekly, monthly, and quarterly basis. Oversees dashboard and pipeline management. Manages branch profitability by paying particular attention to staffing/ES expenses, loan growth, deposit growth, fee income, efficiency ratios, and all assigned budget items. Manages business relationships within the community they serve. Handles certain branch audit responsibilities in the areas of operations, compliance, and security. Having satisfactory annual Operation Assessment Review (OAR) Directs delivery of services to the customer and attends to customers with special needs. Uses a combination of FOR-LIFE skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services to encourage lending and deposit growth and refers customers to other Lines of Business within the bank as appropriate. Utilizes appropriate computer programs for proactive outbound call list generation. Works with platform sales team as a coach and support of their outbound calling efforts and refers to the Sales & Service guide for call scripting and best practices. Coaches / Observes platform sales team on the S&T Sales conversations, documentation of customer conversations in appropriate systems and usage of various sales tools (i.e LoanFit, sales binder, etc.) Communicates with branch personnel to provide training and review bank policies, product knowledge, and customer service responsibilities. Ensures that standards of professionalism are met by branch personnel. Represents the bank in civic and community functions to enhance image and develop business. Interacts with line of business partners to further expand existing customer relationships and develop new contacts to share with partners as appropriate. Keeps informed of current developments and trends and federal and state regulations as they relate to all areas of branch operations. Maintains prescribed security controls to protect the branch against criminal and fraudulent operations and unnecessary risk or exposure. Ensures that branch facilities are in good operational repair and recommends capital improvements. Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization. Completes NMLS requirements as part of the S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act. Assumes additional duties as required. Education Requires a two- year degree or equivalent. Four-year degree preferred. Experience Five to ten years of general business experience required, five to ten years of specialized experience required. Successful completion of the retail training program required. Physical Demands Operates a keypad device: 70% of the day; operates electronic equipment: 10% of the day; operates office equipment: 10% of the day. Standing is required 2 hours per day in a straight position. Sitting is required 5 hours per day in a leaning position. Routinely lifts up to 10 lbs., 2 times per day. Maximum lift is 20 lbs., one time per day. Must be able to occasionally lift and/or move up to 50 lbs. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18”-20” for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) Salary Range: $48,000.00 - $110,000.00

Posted 3 weeks ago

Strategy& - Enterprise Strategy & Value - Banking and Capital Markets -  Senior Manager-logo
Strategy& - Enterprise Strategy & Value - Banking and Capital Markets - Senior Manager
PricewaterhouseCoopersTampa, New York
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 i n-depth level abilities , knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining , assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Wells Fargo Bank logo
Boots to Banking Personal Banker Ricmond VA
Wells Fargo BankRichmond, Virginia
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Job Description

Why Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. 

Wells Fargo has committed to hire military spouses/domestic partners of actively serving military personnel.

Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role you will:

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Ability to produce a copy of military orders including applicant

Desired Qualifications:

  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
  • Experience working with others on a team to meet customer needs
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship
  • HHH Program Hires are expected to attend and participate in the Military Spouse Homefront Heroes Orientation and Onboarding Experience.

Posting Location(s):

  • Richmond VA

Posting End Date: 

1 Jul 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.