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One Florida Bank logo
One Florida BankLake Mary, FL
Apply Description We have been voted one of the best companies to work for 5 years in a row, because we have developed a fun and inclusive culture that is at the forefront of how we operate. We only hire the best and most passionate talent and are proud to promote employees from within. One Florida Bank was founded on the belief that when we work together, our goals are One. As a Florida-based bank, we are firmly rooted in our local communities, because building relationships one-on-one is the way business gets done. We are committed to knowing you personally, understanding your needs and goals, and providing the products and services that will support you along the way. The E-Banking Support Specialist I will provide exceptional customer service and support of all electronic banking products and services to One Florida Bank customers. This includes, but is not limited to, online banking, bill pay, Zelle, real time payments, FedNow, debit cards, and mobile banking support. Responds to all customer inquiries regarding the banks electronic banking products and services. Will also provide support to our retail departments within the bank. ESSENTIAL DUTIES Responsible for providing online support to clients who may be experiencing issues within our online platforms. Possible issues include, but are not limited to, account lockouts, password related issues, responding timely to Banno conversations, and various account inquiries. Responsible for answering questions regarding debit card matters including, but not limited to, debit card transaction inquiries, assisting clients with card activations and PIN changes through automated phone number, adding temporary and permanent debit card limit increases per branch approvals. Must have a general understanding of core system, Banno, iPay, Fraud Detective, SmartPay, and any other applications that provide information to the digital banking systems. Perform data entry and other tasks required for the processing of electronic banking transactions. ROLES AND RESPONSIBILITIES Provide technical assistance and training for clients with digital needs including, but not limited to: password resets, lock outs, trouble shooting, possible fraud, etc. Responsible for replying to Retail Branch e-mails timely. Responsible for processing any daily reports and settlements as delegated by the E-Banking Manager. Report discrepancies immediately to the E-Banking Manager and assist in clearing those discrepancies. Maintain the confidentiality of the Bank's customers. Remain current on and adhere to all regulatory requirements and training. Responsible for reviewing mobile and merchant capture deposits through SmartPay for proper endorsement, notifying the branch of account for approvals and possible holds placed. Responsible for reviewing blocked Zelle transactions and verifying validity with the branch and client. Assist clients and branches with any bill pay related questions/issues through iPay. Responsible for conducting daily recons and balancing of Zelle, Real Time Payments, FedNow and Bill Pay. Responsible for Dormant Account letters and tracking. Assist with logging Returned Mail and tracking. Assist with projects by providing support to the E-Banking Manager as needed. Other related duties as assigned. SUPERVISORY RESPONSIBILITIES None. Requirements QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience High School diploma or equivalent 2-4 years related experience. Language and Interpersonal Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations Ability to write reports, business correspondence, and procedure manuals Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public Effective interpersonal relationships with management and team members A thorough understanding and application of all policies, procedures and regulations pertaining to the work of E-Banking Ability to effectively manage time as related to daily tasks Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor Ability to operate in a team environment to accomplish shared goals Mathematical Skills Ability to work with basic mathematical concepts Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer and Office Equipment Skills Spreadsheet software (Microsoft Excel) Word processing software (Microsoft Word) Other Microsoft Office applications (Outlook, Teams, Adobe, PowerPoint) Copier/Scanner Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Sit or stand for extended periods See to read small print or complex reports Manually operate keyboard, mouse and other personal computing devices Occasionally lift up to 20 pounds CERTIFICATES, LICENSES, REGISTRATIONS None One Florida Bank supports a diverse workforce and is proud to have an engaged and inclusive culture that promotes equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. One Florida Bank conducts pre-employment background screening, credit checks and drug testing. Should you have a disability and need assistance with the application process, please request a reasonable accommodation by contacting the HR Department. What about the benefits? We recognize all Federal holidays every year and we offer highly competitive benefits such as: 100% employer paid Medical, Vision, Dental, STD, LTD and group life insurance for the employee only cost 401(k) Safe Harbor Match Paid vacation and sick time plus 1 floating holiday Paid volunteer hours Wellness Program Shared leave program Paid Paternity Leave Tuition Assistance Program Pet Insurance Team Building activities Salary Description $44,000-$50,000 annually

Posted 1 week ago

Ameris Bancorp logo
Ameris BancorpAtlanta, GA
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate. The Wholesale Banking Loan Closer Supervisor is responsible for the supervision and workflow management of a team of Wholesale Commercial Loan Closers for purpose of documentation preparation, review and closing of large complex commercial loan transactions. The position includes coaching, recruiting, audit response, project assistance, documentation, and due diligence oversight of various high dollar complex real estate and non-real estate transactions. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: Leads, motivates, develops and supervises the daily operations of the Wholesale Banking Loan Closer. Delegates work, monitors work flow, volume and timelines. Expedites efforts as needed to meet demands and service level agreements. Resolves conflicts as it relates to the Wholesale Banking Loan Closer daily functions expeditiously and effectively through research, analysis, identifying trends, patterns, and potential system issues while communicating with applicable parties. Reviews and reports the wholesale banking metrics and performs trend analysis Performs quality review checks of wholesale loans to ensure consistency and accuracy in documentation, due diligence, and adherence to federal regulations, compliance requirements, and loan policy. Identifies coaching opportunities in team members and provides training assistance where needed. Assists in development, implementation, and maintenance of the commercial operational procedures and processes related to commercial loans, while ensuring they align with the lending compliance environment and adhere to all bank regulations. Assists with the talent acquisition process, which may include recruitment, interviewing, and hiring of qualified job applicants within the Wholesale Banking Loan Closer role. Prepares and monitors various management reports relevant to the Wholesale Banking Loan Closer, including but not limited to monthly production, quality control reviews, quarterly service level agreements, compliance audits, and post closing review reports. Collaborate, contribute, and at times, lead key project initiatives as it relates the Commercial Hubs. Perform duties of the Wholesale Banking Loan Closer as needed. Required Knowledge, Skills and Competencies: Demonstrates leadership skills with the ability to develop and maintain collaborative relationships. Coach, inspire, mentor and retain a high performing team. Advanced knowledge of a wide array of commercial loan types such as Construction, Participations, Syndications, Commercial Construction, Asset Based lending, Swaps, and their corresponding documentation for both real estate and non-real estate transactions. Able to read, analyze and interpret complex attorney-prepared commercial loan documents. Advanced critical thinking skills with the ability to research, analyze, evaluate viable options, draw sound conclusions, present findings and make thoughtful recommendations, considering overall risk and short-term and long-term impact. In-depth knowledge of commercial loan compliance policy, closing processes and procedures, as well as banking regulatory requirements relating to complex commercial loans. Able to communicate effectively in a professional manner. Able to plan, schedule, and organize professional schedule to achieve goals within or ahead of established time frames. Able to provide a high level of interactive service to others, building relationships, and addressing identified needs. Retains a high level of computer and organizational skills which may include Microsoft Office, loan documentation systems, cloud based systems, and shared drives. Industry and Work Experience: 7 or more years as Commercial Loan Closing Coordinator or equivalent role required. Leadership experience required. Management experienced preferred. Academic: High school diploma or GED required. Bachelor's degree or equivalent combination of education and experience preferred. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers' Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

Posted 2 weeks ago

First United Bank & Trust Co logo
First United Bank & Trust CoDurant, OK
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Fair Banking Analyst Job Description Summary The Compliance Fair Banking Analyst is responsible for assisting in the development, implementation, and administration of First United Bank's Fair Banking and Community Reinvestment Act (CRA) Programs. In this role, the Fair Banking Analyst conducts loan-level reviews based on statistical analysis results, investigates and resolves customer complaints to ensure regulatory compliance and improve customer satisfaction, and supports CRA compliance by helping the Bank meet the credit needs of its communities, particularly low- and moderate-income areas. Primary Job Responsibilities Conduct comparative file reviews for Fair Lending, including underwriting, pricing, and loan decisioning, to identify potential disparities or risks. Conducts event-driven Fair Banking reviews and scheduled testing of regulations to ensure compliance: testing, analyzing, making recommendations, summarize, and communicate findings to management, both verbally and in writing. Conduct branching assessments to identify potential service gaps. Review community development loans, services, and investments for CRA qualification, ensuring accuracy and compliance with regulatory definitions. Provide ad hoc reporting for business lines, as well as goals reporting and status updates on qualified activities. Review, categorize, and monitor resolution of complaints and issues; assist in identifying trends to assess Fair Banking risk and the effectiveness of controls. Assists with the administration of Fair Lending & CRA Software. Perform other assignments as requested. Additional Duties and Responsibilities Performs other duties as requested by Executive Management or Supervisor. Completes all required compliance exams on a yearly basis. Adherence to all First United Policies and Procedures. Dresses professionally. Recommends to supervisor possible methods to improve department Employee Specifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience Bachelor's degree or equivalent job-related experience. Prior experience as an Underwriter in a financial services or secondary mortgage banking environment would be preferred. Minimum 1 to 2 years experience working with fair lending related regulations (i.e. HMDA, ECOA, FHA, UDAAP,CRA) Experience with HMDA file reviews is preferred. Experience with loan origination systems is preferred. Technical/Functional Competencies Ability to communicate well, by all means of communication, including written, verbal, and non-verbal communication. Detail Knowledge of all regulatory requirements relating to the Bank. Effective and efficient time management skills Proficient in Microsoft Word, Excel and PowerPoint. Prefer experience with Jack Henry or other financial management software. Candidate should possess the ability to quickly grasp complex rules and guidelines. Candidate should enjoy a high-volume and fast-paced environment. Candidate should possess strong analytical skills and be attentive to detail. Candidate should be courteous and friendly, but able to deal professionally with a variety of personality types. Strong organizational skills and the ability to multi-task are a must. Candidate should be both self-motivated, and a team player. Demonstrates good judgment. Willingness to accept additional responsibilities. Dependable and adheres to time lines, and schedules, and is able to prioritize tasks. Must have strong organizational skills to accommodate for the high-volume workplace. Candidate should be comfortable making and answering phone calls. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations: Durant-Corporate, Plano-Parkwood If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

Posted 30+ days ago

F logo
First Horizon Corp.New Orleans, LA
Location: On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Nashville, TN, Birmingham, AL, New Orleans, LA, or Miami, FL. Position Overview: The Consumer Banking Director is responsible for leading and executing the strategy and operations of First Horizon Bank's physical banking centers, including ATM distribution and modernization initiatives. This role drives client experience, network optimization, and the introduction and management of Denova locations, ensuring our associates deliver exceptional service in innovative environments. Key Responsibilities: Physical/ATM Distribution Develop and manage the strategic footprint of bank-owned and partner ATMs to optimize accessibility for our clients. Analyze market trends and client patterns to determine location needs and oversee deployment, relocation, or removal of ATM units. Partner with technology and vendor teams to ensure reliability, security, and regulatory compliance of all ATM devices. Physical Banking Center Management Oversee the operational performance, staffing, and client experience in all physical banking centers, ensuring alignment with First Horizon Bank's standards. Establish best practices for in-person service, integrating associate feedback and driving a culture of continuous improvement. Lead the modernization of brick-and-mortar centers, enhancing amenities, technology, and layout to meet evolving client needs. Modernization & Innovation Drive the implementation of modernization projects, including technology integrations, self-service solutions, and refreshed physical spaces. Champion initiatives to digitize services and streamline processes, balancing high tech and high touch for our clients. Monitor industry trends and client expectations to propose innovative approaches for the future of physical presence. Denova Locations Identify opportunities for Denova locations-such as new concept banking centers, pop-up branches, or specialized service sites. Oversee end-to-end project management for Denova launches, including site selection, design, staffing, and marketing. Assess performance and impact of Denova sites, iterating strategy based on associate and client feedback. Strategic Leadership & Compliance Collaborate with cross-functional teams (Real Estate, Technology, Marketing, etc.) to roll out network adjustments and new initiatives effectively. Ensure all physical locations comply with applicable banking regulations, safety standards, and accessibility requirements. Lead, coach, and develop associates to achieve business goals and deliver outstanding client service. Qualifications: Bachelor's degree in Business, Finance, or related field required; Master's preferred. 10+ years of progressive responsibility in branch banking, retail network strategy, or relevant leadership roles. Proven experience with physical branch modernization and ATM network optimization. Strong project management skills and ability to lead cross-functional teams. Excellent communication, analytical, and strategic thinking abilities. Success Factors: Visionary leadership with an ability to drive change and create a culture of innovation and excellence among associates. Deep understanding of client behaviors and needs related to banking locations and services. Proactive management of modernization efforts-delivering tangible results for associates and clients. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

T logo
Texas Capital Bancshares, Inc.Dallas, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Brief Overview of Position A Corporate Banking Associate II will have corporate banking experience, with experience in the Franchise Finance industry a plus but not necessary. The Associate will help drive our financial results by supporting Senior Coverage Bankers in their efforts to identify opportunities and deepen relationships. This role will report to the Head of Branded Retail and will be accountable to deliver best-in-class experiences and comprehensive financial solutions to clients and prospects. We are seeking qualified candidates with a passion for a long-term career in banking and the following core competencies Responsibilities Prepare for and engage in client and prospect calls individually and in support of Senior Coverage Bankers, with front-line activities comprising ~35% of the Associate II's workday. Monitor transactions in the pipeline from prospecting phase through closing, both internally and externally. Support Senior Coverage Bankers in sourcing new prospect opportunities and develop solution-oriented pitch materials for clients and prospects. Identify cross-sell opportunities within existing portfolio. Responsible for coordinating and reviewing analyst prepared screening memos, underwriting documents, term sheets and return models to streamline the credit approval process. Review and finalize diligence lists and questions prior to meetings. Provide underwriting bandwidth during high growth periods especially on complex transactions. Assist Portfolio Managers with renewals and reviews of existing portfolio. Assist in recruiting, coaching, and mentoring junior colleagues. Qualifications Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 3 to 4 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Strong Analytical skills - critical thinking, data and information analysis, research, and problem solving. Strong Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Strong knowledge of banking suite of products and services. Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations Ability to produce reports, correspondence and presentations using Salesforce and Microsoft Office including Outlook, Excel and PowerPoint. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 3 weeks ago

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

Posted 30+ days ago

H logo
Home Bancshares, Inc.Clearwater, FL
GENERAL DESCRIPTION OF POSITION The Association Banking Lockbox Specialist I processes lockbox payments, ACH requests, coupon order requests, and various other lockbox requests. This position resolves and works with management with lockbox payment processing, document scanning, and document committing problems. ESSENTIAL DUTIES AND RESPONSIBILITIES Perform lockbox payment processing functions, including opening mail and preparing lockbox payments prior to processing. This duty is performed daily. Assist staff with questions, provide training, document scanning, and document committing. This duty is performed daily. Resolve and/or work with supervisor with any problems pertaining to lockbox payment processing, document scanning, and document committing. This duty is performed as needed. Perform Payment Remittance functions to provide customers with daily lockbox payment activity. This duty is performed daily. Process ACH customer requests, ACH payment files, ACH returns and ACH NOCs. This duty is performed daily. Process Coupon Document Order Requests, including reviewing Excel and data files for importing and printing. This duty is performed daily. Process and verify various customer lockbox requests and maintain data in bankÏ¿½s core processing systems. This duty is performed daily. Assist customer calls and support customer with requests, questions, problems, and eCLASS processes and functionality. This duty is performed daily. Follow written and verbal department procedures. Alert department supervisor of any written procedure changes for updates. This duty is performed daily. Perform functions or assist with special projects as assigned by supervisor. This duty is performed as needed. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to read a limited number of words and recognize similarities and differences between words and between series of numbers; Ability to write and speak simple sentences as a means for basic communication. Ability to read and understand simple instructions, short correspondence, notes, letters and memos; Ability to write simple correspondence. Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs. CRITICAL THINKING SKILLS Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. SOFTWARE SKILLS REQUIRED Advanced: 10-Key, Alphanumeric Data Entry, Word Processing/Typing Intermediate: Spreadsheet Basic: Accounting, Contact Management, Database WORKING CONDITIONS Disagreeable working conditions. Exposed to several of the elements in degree 2, which are present continuously enough to make the conditions disagreeable. May involve heavy travel and/or work is in the evening during the night hours. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the functions of this job, the employee is regularly exposed to vibration; frequently exposed to work near moving mechanical parts; and occasionally exposed to work in high, precarious places, fumes or airborne particles, outdoor weather conditions, extreme cold, risk of electrical shock. The noise level in the work environment is usually loud. PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. Moderate diversity, moderately physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which requires somewhat diversified physical demands of the employee. While performing the functions of this job, the employee is continuously required to use hands to finger, handle, or feel, reach with hands and arms; regularly required to sit, talk or hear; frequently required to stand, walk; and occasionally required to climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. ADDITIONAL INFORMATION Employee must be flexible in scheduled hours, some overtime may be required

Posted 30+ days ago

Jackson County Bank logo
Jackson County BankNorth Vernon, IN
Apply Description Assumes responsibility for daily routine branch operations as assigned. Assists in the efficient utilization and control of man hours while ensuring adequate coverage and extraordinary service. Performs a variety of duties to assist customers on the banking floor to include receiving, paying out and keeping of accurate records for all the monies involved in paying and receiving transactions. Assumes responsibility for the banking center's cash management program including vault, ATM, teller cash and scanning work on a daily basis. Performs customer service actively on the banking center floor. Establishes and maintains good customer relations with present customers to retain and expand existing banking relationships and solicits new business from non-customers in the areas of Deposit, Loan and Trust products and services. Serves as backup to the Banking Center Leader (BCL) as assigned. Requirements High school diploma or GED Teller experience required A minimum of 2 years banking or related experience required Sales and supervisory experience preferred

Posted 30+ days ago

T logo
Texas Capital Bancshares, Inc.Richardson, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. About the Role We are seeking a dynamic Product Strategy Associate to join our team and drive strategic initiatives across our diverse financial services portfolio. This role offers the opportunity to shape product strategy across consumer banking, small business solutions, and wealth management products. The ideal candidate will combine analytical rigor with creative problem-solving to accelerate growth and enhance our competitive position. Key Responsibilities Product Launch & Execution Support Partner with product managers to orchestrate end-to-end product launches across consumer, small business, and wealth verticals Develop and maintain product roadmaps, ensuring alignment with strategic objectives and market opportunities Monitor KPIs and product performance metrics, providing actionable insights to optimize user experience and financial outcomes Coordinate cross-functional teams including engineering, design, marketing, and operations to ensure timely delivery Customer Acquisition & Growth Strategy Design and implement data-driven customer acquisition strategies across multiple channels Analyze customer segmentation and behavioral data to identify growth opportunities Partner with marketing to optimize CAC/LTV ratios and develop targeted campaigns Build business cases for new acquisition channels and partnership opportunities Governance & Risk Management Establish and maintain product governance frameworks ensuring regulatory compliance Coordinate product audits and implement remediation plans as needed Document product policies and procedures in alignment with risk management standards Serve as liaison with compliance and legal teams on product-related matters Competitive Intelligence & Pricing Strategy Conduct market analysis and competitive benchmarking across product portfolio Develop pricing strategies that balance profitability with market competitiveness Create executive-ready competitive intelligence reports and strategic recommendations Monitor industry trends and emerging technologies to identify strategic threats and opportunities Required Qualifications Bachelor's degree in Business, Economics, Finance, or related field 5-7 years of experience in product strategy, management consulting, or financial services Strong analytical skills with proficiency in SQL, Excel, and data visualization tools Excellent written and verbal communication skills with ability to influence stakeholders Demonstrated ability to manage multiple projects and meet deadlines in fast-paced environment The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 1 week ago

Commerce Bank logo
Commerce BankBloomington, IL
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $70,500.00 - $184,000.00 (Amount based on relevant experience, skills, and competencies.) About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. About This Job The main purpose of this job is to manage existing commercial relationships as well as solicit new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of up to $20MM. Essential Functions Participate in outreach activities with assigned customers and target prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ensure a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensure adequate loan documentation, and analyze industry/credit risk Facilitate the resolution of customer problems and engage product experts as needed Participate in community and business functions/groups to ensure a positive image for the Bank and establish referral contacts within the marketplace Ensure compliance with all Bank policies, procedures, regulations, and laws Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of full range of commercial products, credit policies, procedures and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Basic strategic, analytical, problem-solving skills and credit analysis skills Basic persuasive and negotiation skills with strong sales skills Some independent decision-making skills, but requires regular management oversight Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 1+ years of commercial banking experience required Level of role is determined by knowledge, experience, skills, abilities, and education For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Business Banking Relationship Manager I, II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $184,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1339 E Empire St, Bloomington, Illinois 61701 Time Type: Full time

Posted 30+ days ago

Summit Credit Union logo
Summit Credit UnionWaukesha, WI
We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values: Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care. As a VP Business Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role. Expected Outcomes New Member relationships are developed through organized prospecting efforts. Members receive outstanding accurate and timely service. Relationships with Credit and Operations teams are marked by clear communication and mutual respect. Business Services is well represented at community events and local non-profits. Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality. Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture. Capability Requirements Bachelors Degree in Business Administration, Accounting, Finance or a related field. Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education. Professional well developed interpersonal skills; essential for interacting with credit union staff and members. Expert knowledge of business lending, deposit acquisition and treasury management products and strategies. Proven business development and leadership abilities. Expert knowledge of laws and regulations that govern lending and deposit products. Demonstrated ability to ask in-depth questions and effectively negotiate. In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.). Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel. Summit has opportunities for Bankers in the following markets: Milwaukee/Waukesha Madison / Dane County Sheboygan and surrounding counties

Posted 30+ days ago

ConnectOne Bancorp logo
ConnectOne BancorpFort Lee, NJ
Apply Job Type Full-time Description About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders - of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at "a better place to be". ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. About this role Banking Relationship Specialists play a vital role in ConnectOne "Client First" banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture. In this role you will: Support the Bank's "People First" focus and rules of engagement-greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank "A Better Place to Be". Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank's products and services in a consultative manner. Perform account opening for deposit products and educate clients on the Bank's product and service offerings. Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets. Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion. Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance. Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact. Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions. Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed. Active participation in achieving branch sales objectives. Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops. Supports retail and community events to promote the brand in accordance with the retail business plan. Performs other duties that may be assigned. Must haves: Strong needs-based sales skills. One to three years bank platform sales and teller experience. Detailed understanding of federal banking compliance and requirements. Strong "People First" interest and ability. Strong ability in assessing and meeting the needs of customer and/or solving customer problems. Effective teambuilding and interpersonal communication abilities are necessary. Ability to lift items up to 25 lbs. ConnectOne Bank culture mastery. To support business needs, ability to work a flexible schedule is required. Additional information: Benefits: World class health, vision, and dental benefits on day one 401k with employer match Employee appreciation events (team building, softball games, food truck days, etc..) Employee assistance programs (EAP) Wellness programs (flu shot, preventive care, health programs and services discounts, etc..) Tuition reimbursement Employee Discount perks CNOB Community Service Events ….and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us "a better place to be!" ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition. Salary Description $22-$27 per hour

Posted 3 weeks ago

FirstBank logo
FirstBankGlendale, AZ
Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours can vary from 35-40/week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on September 29th, 2025*

Posted 1 week ago

Guidehouse logo
GuidehouseCharlotte, NC
Job Family: Management Consulting Travel Required: Up to 75%+ Clearance Required: None What You Will Do: Guidehouse is a next-generation advisory, technology, and managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national defense. Our mission is to help clients solve their most complex and important challenges. Our vision is to build relationships, advance knowledge, insight, and capacity to implement solutions that increase trust in society. We act as partners with our clients and industry: we work hand-in-hand with clients to develop and implement measurable, meaningful, and sustainable improvements that position them, and their organizations, for success. We connect leading practices with deep industry insight: Our professionals leverage experience gained from work with the government and in commercial industry, bringing the insight, capabilities, and cultural acumen required to develop well thought-out, sustainable solutions. Our Commercial Financial Services practice works with financial industry leaders, including banks, life insurance companies, hedge funds, and nonbank financial institutions. With new competitors entering the marketplace, razor-thin margins, and a shifting regulatory focus, financial companies are exploring new business models, grappling with modernizing their processes and technology to remain competitive. Guidehouse offers a challenging high-profile career working closely with prestigious clients at senior levels to deliver real value. Guidehouse is a flourishing company built on trust, teamwork, and enthusiasm that values and respects its employees and clients. As a Senior Consultant, you will have responsibility for client management, solution implementation and generation of project results. You will own project workstreams and interact with the client daily to ensure engagement success. This includes supporting day-to-day operational meetings with client sponsors and consulting leaders. As a Senior Consultant, you will be expected to prepare and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor consultants and ensure quality deliverables. We encourage career development and hiring for the long term. As a Senior Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities, and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Managing Consultant level. What You Will Need: Minimum three (3)+ years of prior experience in consumer banking as a consultant and/or in the industry Bachelor's degree Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly Knowledge and experience in one or more of the following areas: o Consumer Banking regulations and compliance o Operational improvement and effectiveness o Technology strategy, governance, and effectiveness o Business architecture and operating models o Business process improvement and robotics o Change management Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers The ability to travel up to 75% for client engagements, as required Proficient in all Microsoft Office products Creative problem-solving ability and a collaborative, consultancy mindset Focus on exceptional quality in all deliverables Proven ability to successfully lead client service delivery teams that deliver the highest quality work Demonstrated positive and productive client relationship skills Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail Experience working on discrete, time sensitive projects Highly motivated, driven, and dynamic attitude towards work and career High-energy, positive, persuasive, and aptitude to lead by example What Would Be Nice to Have: Prior management consulting experience highly preferred CPA, Lean Six Sigma, PMP, or other relevant certifications The annual salary range for this position is $107,000.00-$178,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Posted 30+ days ago

US Bank logo
US BankLos Angeles, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description In this role you will: Scan the market Analyze customer and industry trends Identify market gaps and opportunities Analyze the competition Assess internal capabilities and capacities against external partnership or acquisition offers Benchmark capabilities to peer banks and fintech providers Accelerate revenue drivers Define the business model and case for new revenue lines, products, and services Test and validate assumptions while creating a sensitivity analysis for key drivers Assist in definition of the commercial launch and go-to-market strategy Strategy execution and tactics Lead roll-out of revenue strategies across the organization Work with cross-functional groups across product and channel partners Basic Qualifications Master's degree, or equivalent work experience 10 or more years of experience in project management activities Two or more years of managerial experience Preferred Skills/Experience Background in fostering an environment of innovation and customer centricity, institutionalizing agile innovation practices, and a customer insight to action culture Experience with fintech and corporate product and payments partnerships 5+ years' experience with strategy development, business planning and future visioning, as well as quantitative and economic modelling Payments, banking, or SMB software expertise Bachelor's degree (business, psychology, economics, strategy or equivalent) Master's degree (postgraduate, MBA or equivalent study) Experience in a high-pressure matrixed environment with exposure to multidisciplinary teams and/or involvement with a top-tier consulting firm. This role is hybrid. Team members who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working 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: $139,230.00 - $163,800.00 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 2 days ago

Varo logo
VaroCharlotte, NC
Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. What you'll be doing Manage and lead the internal core vendor team to ensure successful implementation and maintenance of our core banking platform. Develop deep knowledge of our bank infrastructure to inform technical product requirements. Lead projects for new system implementations or major upgrades to existing platforms. Diagnose and resolve issues with the core banking or money movement systems, often by providing expertise on transaction flows and account structures. Connecting the core banking system with other applications and services, such as mobile banking and digital payment systems. Ensure the system adheres to security protocols and regulatory standards, including data integrity and consistency. Working closely with various stakeholders, including IT teams, customer operations and business users, to define requirements and ensure operational readiness. Lead team planning and delivery routines Monitor vendor performance, understand the "why" of your domain, and propose improvements. Own the release management process and delivery. Drive the core platform strategy and create capabilities that application teams can leverage to have a direct impact on our end-user experience. Evangelize core banking and money movement vendor roadmap internally and externally in informal and formal settings. You'll bring the following required skills and experiences 5 years people management and development experience Experience driving strategy for infrastructure products in a top bank, fintech or payments company Experience with configuration of core banking modules and interfaces Knowledge of data migration for core banking systems Experience with performance tuning for core banking systems, including close-of-business (COB) batch processing and error handling Passion to seek an in-depth understanding of stakeholder needs and turn that insight into a compelling vision and strategy for the IT Operations teams Strong execution and ability to drive work to completion Comfortable with pulling and manipulating data using SQL Preferred: Experience with Temenos, Visa DPS and integrations with cloud services $170,000 - $230,000 a year For cash compensation, we set standard ranges for all US-based roles based on function, level, and geographic location, benchmarked against similar-stage growth companies. Per applicable law, the salary range for this role is $170,000 - $230,000. Final offer amounts are determined by multiple factors as well as candidate experience and expertise and may vary from the identified range. This role is also eligible for a bonus, equity, and competitive benefits. We recognize not everyone will have all of these requirements. If you meet most of the criteria above and you're excited about the opportunity and willing to learn, we'd love to hear from you! About Varo Varo launched in 2017 with the vision to bring the best of fintech into the regulated banking system. We're a new kind of bank - all-digital, mission-driven, FDIC-insured, and designed around the modern American consumer. As the first consumer fintech to be granted a national bank charter in 2020, we make financial inclusion and opportunity for all a reality by empowering everyone with the products, insights, and support they need to get ahead. Through our core product offerings and suite of customer-first features, we aim to address a broad range of consumer needs while profitably serving underserved communities that have been historically excluded from the traditional financial system. Learn more about Varo by following us: Facebook - https://www.facebook.com/varomoney Instagram - www.instagram.com/varobank LinkedIn - https://www.linkedin.com/company/varobank Varo is an equal opportunity employer. Varo embraces diversity and we are committed to building teams that represent a variety of backgrounds, perspectives, and skills. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Beware of fraudulent job postings! Varo will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide work with Varo. If you suspect you have received a phony offer, please e-mail careers@varomoney.com with the pertinent information and contact information. CCPA Notice at Collection for California Employees and Applicants: https://www.varomoney.com/privacy-legal/

Posted 2 weeks ago

Huntington Bancshares Inc logo
Huntington Bancshares IncColumbus, OH
Description Summary: Still in school but ready to launch your career? Our internship program is perfect for ambitious students looking to gain valuable hands-on experience that will build more than just your resumé - it will expand your career possibilities after graduation. Our program is structured to provide students unique experiences tailored to their field of interest. Through these experiences, you'll build a foundation on which to further your career, your abilities and your dreams. The internship will run from Wednesday, May 27 - Friday, August 7 and are offered in all of our business segments. Note: Huntington Intern compensation is reflective of consistently applied factors such as program track, location, and your educational level. Why Huntington? As an intern, you will be exposed to many facets of our business and our distinguished culture: We offer a robust schedule of events - full of professional development opportunities Interact with our Executive Leadership on multiple occasions Learn from senior leaders about career pathing and Huntington business segments Master the key concepts of our innovation framework through a business relevant team project Immersion into our award winning culture through volunteer and social events Duties & Responsibilities: Collaborate directly with your manager Support organization and department initiatives Provide recommendations to improve your department Work both independently and within a team Exhibit a professional, business-like demeanor Exhibit excellent oral and written communication skills Aptitude - proficiency with applicable computer software Take initiative to achieve personal career goals Participate in all HNB internship events Energy, enthusiasm, and passion for Huntington! Basic Qualifications: High School graduate Enrolled in an Undergraduate or Graduate accredited University At least one semester of college remaining following completion of the internship program in August 2026 Demonstrated teamwork and leadership through extracurricular activities and/or work experience Exceptional communication, interpersonal, and relationship building skills Ability to work independently or as part of a team Proficiency in Microsoft Office applications Preferred Qualifications: Course(s) of study applicable to the area of business Ability to maintain professional composure in a dynamic work environment that often requires management and completion of multiple tasks Demonstrate sound judgment and ability to apply logical/critical thought processes when developing solutions Ability to display a positive business presence with management and external personnel A strong interest in Banking as a career Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

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

Posted 30+ days ago

Guidehouse logo
GuidehouseNew York, NY
Job Family: Management Consulting Travel Required: Up to 75%+ Clearance Required: None What You Will Do: Guidehouse is a next-generation advisory, technology, and managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national defense. Our mission is to help clients solve their most complex and important challenges. Our vision is to build relationships, advance knowledge, insight, and capacity to implement solutions that increase trust in society. We act as partners with our clients and industry: we work hand-in-hand with clients to develop and implement measurable, meaningful, and sustainable improvements that position them, and their organizations, for success. We connect leading practices with deep industry insight: Our professionals leverage experience gained from work with the government and in commercial industry, bringing the insight, capabilities, and cultural acumen required to develop well thought-out, sustainable solutions. Our Commercial Financial Services practice works with financial industry leaders, including banks, life insurance companies, hedge funds, and nonbank financial institutions. With new competitors entering the marketplace, razor-thin margins, and a shifting regulatory focus, financial companies are exploring new business models, grappling with modernizing their processes and technology to remain competitive. Guidehouse offers a challenging high-profile career working closely with prestigious clients at senior levels to deliver real value. Guidehouse is a flourishing company built on trust, teamwork, and enthusiasm that values and respects its employees and clients. As a Senior Consultant, you will have responsibility for client management, solution implementation and generation of project results. You will own project workstreams and interact with the client daily to ensure engagement success. This includes supporting day-to-day operational meetings with client sponsors and consulting leaders. As a Senior Consultant, you will be expected to prepare and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor consultants and ensure quality deliverables. We encourage career development and hiring for the long term. As a Senior Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities, and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Managing Consultant level. What You Will Need: Minimum three (3)+ years of prior experience in consumer banking as a consultant and/or in the industry Bachelor's degree Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly Knowledge and experience in one or more of the following areas: o Consumer Banking regulations and compliance o Operational improvement and effectiveness o Technology strategy, governance, and effectiveness o Business architecture and operating models o Business process improvement and robotics o Change management Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers The ability to travel up to 75% for client engagements, as required Proficient in all Microsoft Office products Creative problem-solving ability and a collaborative, consultancy mindset Focus on exceptional quality in all deliverables Proven ability to successfully lead client service delivery teams that deliver the highest quality work Demonstrated positive and productive client relationship skills Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail Experience working on discrete, time sensitive projects Highly motivated, driven, and dynamic attitude towards work and career High-energy, positive, persuasive, and aptitude to lead by example What Would Be Nice to Have: Prior management consulting experience highly preferred CPA, Lean Six Sigma, PMP, or other relevant certifications The annual salary range for this position is $107,000.00-$178,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Posted 30+ days ago

H logo
Howden Group Holdings LtdNew York, NY
Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Howden Capital Markets & Advisory (HCMA) is seeking a highly motivated, investment banking analyst (focusing on Insurance Linked Securities (ILS)) to join our Capital Markets team. Howden Capital Markets & Advisory is the investment banking division of Howden Re and is a boutique investment bank exclusively focused on the insurance industry. HCMA is supported by the Howden Group, which boasts over 13,000 employees across 45 countries. A new Analyst will play an integral role on our teams, predominantly providing broad support on ILS offerings, including investor presentation and offering memo preparation, transaction review and modelling). In addition, the analyst will be exposed to other related financial advisory services for our clients, potentially including advisory work and private capital raising. The Analyst on the HCMA team will be heavily involved in the following tasks: Support cross-functional teams to analyze, structure, and execute securities transactions, including Cat Bond issuance, (re)insurance sidecars, fund raising and other collateralized risk transfer solutions across a variety of structures Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Develop and present materials to support the origination of new ILS transactions and clients; Assist with developing detailed models, in concert with client teams and other Howden Re analytical resources, to evaluate performance of various structures under different scenarios and assumptions, and to analyze the impacts of such structures to both investors and clients / cedants Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Leverage FactSet, Bloomberg and S&P Capital IQ to create analysis, drive market intel, etc. Participate in all stages of transaction execution, from the pitch phase through closing. The Analyst will develop their skills through broad and frequent exposure to both other junior and senior bankers. You will have an opportunity to work within one of the premier teams in the (re)insurance industry advisory space. Analysts are critical members 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 the (re)insurance capital markets, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities As part of a team that is focused on delivering best-in-class advice and solutions across the spectrum of corporate finance and capital markets solutions, a new ILS Analyst will have the opportunity, if desired, to work selectively on initiatives and products including M&A advisory and traditional capital raising, in addition to ILS 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: 0-3 years of experience in investment banking, reinsurance underwriting or broking, catastrophe modelling, or other relevant (re)insurance industry experience (preferably with a focus on alternative risk transfer) 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, risk management/insurance, engineering 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 are a plus; will need to be completed upon joining Legally authorized to work in the United States The expected base compensation for this role is $105,000.

Posted 30+ days ago

One Florida Bank logo

E-Banking Support Specialist I

One Florida BankLake Mary, FL

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Job Description

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Description

We have been voted one of the best companies to work for 5 years in a row, because we have developed a fun and inclusive culture that is at the forefront of how we operate. We only hire the best and most passionate talent and are proud to promote employees from within.

One Florida Bank was founded on the belief that when we work together, our goals are One. As a Florida-based bank, we are firmly rooted in our local communities, because building relationships one-on-one is the way business gets done. We are committed to knowing you personally, understanding your needs and goals, and providing the products and services that will support you along the way.

The E-Banking Support Specialist I will provide exceptional customer service and support of all electronic banking products and services to One Florida Bank customers. This includes, but is not limited to, online banking, bill pay, Zelle, real time payments, FedNow, debit cards, and mobile banking support. Responds to all customer inquiries regarding the banks electronic banking products and services. Will also provide support to our retail departments within the bank.

ESSENTIAL DUTIES

  • Responsible for providing online support to clients who may be experiencing issues within our online platforms. Possible issues include, but are not limited to, account lockouts, password related issues, responding timely to Banno conversations, and various account inquiries.
  • Responsible for answering questions regarding debit card matters including, but not limited to, debit card transaction inquiries, assisting clients with card activations and PIN changes through automated phone number, adding temporary and permanent debit card limit increases per branch approvals.
  • Must have a general understanding of core system, Banno, iPay, Fraud Detective, SmartPay, and any other applications that provide information to the digital banking systems.
  • Perform data entry and other tasks required for the processing of electronic banking transactions.

ROLES AND RESPONSIBILITIES

  • Provide technical assistance and training for clients with digital needs including, but not limited to: password resets, lock outs, trouble shooting, possible fraud, etc.
  • Responsible for replying to Retail Branch e-mails timely.
  • Responsible for processing any daily reports and settlements as delegated by the E-Banking Manager.
  • Report discrepancies immediately to the E-Banking Manager and assist in clearing those discrepancies.
  • Maintain the confidentiality of the Bank's customers.
  • Remain current on and adhere to all regulatory requirements and training.
  • Responsible for reviewing mobile and merchant capture deposits through SmartPay for proper endorsement, notifying the branch of account for approvals and possible holds placed.
  • Responsible for reviewing blocked Zelle transactions and verifying validity with the branch and client.
  • Assist clients and branches with any bill pay related questions/issues through iPay.
  • Responsible for conducting daily recons and balancing of Zelle, Real Time Payments, FedNow and Bill Pay.
  • Responsible for Dormant Account letters and tracking.
  • Assist with logging Returned Mail and tracking.
  • Assist with projects by providing support to the E-Banking Manager as needed.
  • Other related duties as assigned.

SUPERVISORY RESPONSIBILITIES

  • None.

Requirements

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

  • High School diploma or equivalent
  • 2-4 years related experience.

Language and Interpersonal Skills

  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
  • Ability to write reports, business correspondence, and procedure manuals
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
  • Effective interpersonal relationships with management and team members
  • A thorough understanding and application of all policies, procedures and regulations pertaining to the work of E-Banking
  • Ability to effectively manage time as related to daily tasks
  • Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor
  • Ability to operate in a team environment to accomplish shared goals

Mathematical Skills

  • Ability to work with basic mathematical concepts
  • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

Reasoning Ability

  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer and Office Equipment Skills

  • Spreadsheet software (Microsoft Excel)
  • Word processing software (Microsoft Word)
  • Other Microsoft Office applications (Outlook, Teams, Adobe, PowerPoint)
  • Copier/Scanner

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Sit or stand for extended periods
  • See to read small print or complex reports
  • Manually operate keyboard, mouse and other personal computing devices
  • Occasionally lift up to 20 pounds

CERTIFICATES, LICENSES, REGISTRATIONS

  • None

One Florida Bank supports a diverse workforce and is proud to have an engaged and inclusive culture that promotes equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. One Florida Bank conducts pre-employment background screening, credit checks and drug testing.

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by contacting the HR Department.

What about the benefits?

We recognize all Federal holidays every year and we offer highly competitive benefits such as:

  • 100% employer paid Medical, Vision, Dental, STD, LTD and group life insurance for the employee only cost
  • 401(k) Safe Harbor Match
  • Paid vacation and sick time plus 1 floating holiday
  • Paid volunteer hours
  • Wellness Program
  • Shared leave program
  • Paid Paternity Leave
  • Tuition Assistance Program
  • Pet Insurance
  • Team Building activities

Salary Description

$44,000-$50,000 annually

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