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Business Banking Underwriter II-logo
Business Banking Underwriter II
Huntington Bancshares IncColumbus, OH
Description Summary: The Business Banking Underwriter II is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Credits would typically include those with moderate complexity and customer exposure up to $2,500M. Utilizes single approval authority up to $2MM. Appropriately assess risk profile of borrower. Tasks as needed to support the line of business and job family Performs other duties as assigned. Basic Qualifications: Bachelors degree 3+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelors degree in Business related field Ability to underwrite credit exposures in excess of $1MM Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented Excellent written and verbal communication skills, including grammar and demeanor Strong organizational skills with attention to detail, planning and follow-up Ability to work independently on multiple tasks without compromising quality Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $113,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Investment Banking Analyst, Power, Utilities & Infrastructure - New York City-logo
Investment Banking Analyst, Power, Utilities & Infrastructure - New York City
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Analyst to join our Power, Utilities & Infrastructure financial advisory practice in New York. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. Primary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations Gathers and processes market share data and shareholder and investor profile Required Skills & Experience: Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Estimated Salary Range: $110,000-$135,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 1 week ago

Business Banking Relationship Manager-logo
Business Banking Relationship Manager
US BankBozeman, MT
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Three to four years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Some knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $70,890.00 - $83,400.00 - $91,740.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

Member Of Product Design, Banking Solutions-logo
Member Of Product Design, Banking Solutions
Anchorage DigitalNew York, NY
At Anchorage Digital, we are building the world's most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. Product Designers at Anchorage Digital develop a deep understanding of the products we build and the problems we solve in order to create new patterns that meld traditional financial workflows with the world of crypto. We design solutions to questions with no precedent for institutional users. How do we make the experience of sending funds secure, but also highly efficient? How do we balance the human need for privacy with the open and transparent nature of the blockchain? How do clients express their opinion in on-chain proposals with the newest digital assets? As a Member of Product Design, Financial services role, you'll join a team of intentional, collaborative, and relentlessly curious designers, shaping the future of finance by redefining how institutions interact with digital assets across custody, banking, trading, and settlement products. We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedback, and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the Member of Product Design, Banking Solutions role: Technical Skills: Pairs with Product and Engineering to do research and engage with customers, explores a broad range of solutions, concepts and detailed designs and narrows down to the best solution using strong rationale. Is able to anticipate gaps and opportunities in customer understanding that drive real business impact and can think strategically about long term decisions. Is very proficient with sketching, flow diagrams, interface design tools and prototyping tools and use these regularly in their daily work. Designs connected, holistic and modular systems that help us move faster in the future. Complexity and Impact of Work: Leads large, strategic and complex projects or processes, or open-ended and ambiguous problems that peers, technical leads, and managers agree are significantly challenging or have a clear impact on the success of Anchorage. Applies conceptual thinking to understand the issues and its implications. Breaks down complex projects into simple initiatives and processes that can be effectively built and maintained by the team. Prioritizes work within the team or project, and helps others understand the value of what they are contributing to. Understands how their product impacts other products and departments, drives alignment with the broader Product, Design and Engineering team. Impacts business direction through the development and design of innovative services or products. Organizational Knowledge: Collaborate with multiple layers of stakeholders to turn the team strategy into a product vision. Promotes a shared understanding of the needs of Anchorage and strategic direction to rally teams. Develops and implements programs, projects and processes aligned with Anchorage strategic direction and needs. Communication and Influence: Communicates complex issues clearly and credibly across a wide range of audiences, and partners with other senior members to re-communicate vision, mission, and strategy as well as positive impacts for clients and for our roadmap. Highly effective communication skills. Writes and presents concisely and clearly, uses storytelling to communicate the work in an engaging way. You may be a fit for this role if you have: 5+ years of experience in designing world-class complex enterprise products. Knowledge of financial and crypto products. You can define the strategy, and solve complex challenges across iOS and Web to turn simplicity out of complexity. Ability to take ownership of the design process, think holistically, and articulate design decisions that deliver both user and business value. Deep understanding of how to create usable, accessible modular designs that can scale. Excellent communication and proven ability to lead in cross-functional environments. Experience partnering with product managers and engineers to develop the strategy and rationale for product features. Able to give, receive feedback and guide other designers. Some special combination of the following: creative, humble, detail-oriented, self-aware, curious, thoughtful, and tenacious. A compelling portfolio of work that demonstrates high-quality design work that also tells a story that you are a design thinker. Although not a requirement, bonus points if: You have designed for the crypto or finance space (i.e traditional banking, settlement solutions, asset custody). You have experience in designing for institutional users in the digital finance space. You were emotionally moved by the soundtrack to Hamilton, which chronicles the founding of a new financial system. :) About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work-regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. "Anchorage Digital" refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.

Posted 4 weeks ago

Relationship Manager Iii, Commercial Banking (Seattle, WA)-logo
Relationship Manager Iii, Commercial Banking (Seattle, WA)
HomeStreet, IncSeattle, WA
Salary Range: $98,200.00 - $161,900.00 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: May 12, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: Relationship Manager, working with the Team Leader, is responsible for the production of new commercial loan and deposit clients, the expansion of existing loan and deposit relationships, the generation of loan fee income, and the referral of products and services to other areas of the Bank, in accordance with annually established goals. In addition to developing loan and deposit relationships, Relationship Manager, working with Team Leader, will meet with and interview clients/prospects, analyze financial information, assist in the negotiation of various and more complex terms and conditions of all types of loan transactions, close loans, manage and maintain the integrity of assigned loan and deposit portfolios, and assist Credit Administration in the monitoring of credit quality and maintenance of current financial information for each assigned borrower. Relationship Manager also ensures the delivery of the highest level of customer service to the clients of the Bank. Job Details: PRIMARY FUNCTIONS: Business Development Accountable for the attainment of annual business development goals for loan and deposit production, loan fee income generation, cross sales, and portfolio retention. Promotes sales delivery through aggressive relationship building with centers of influence and commercial clients and prospects. Works with Team Leader to identify and develop new markets within the Bank's footprint and expand banking opportunities in accordance with the Bank's strategic plan. Maintains a strong working knowledge of the Bank's loan, deposit, and other products and services. Meets with and interviews clients/prospects. Seeks opportunities to build relationships, working within the prescribed framework of the Bank's policies and procedures to offer flexible and competitive banking solutions, including business loans, lines of credit, deposit and other business products and services. Participates in joint calls with cash management, commercial deposit services and/or retail branch representatives, as appropriate, to assist with offering complete banking solutions to clients and prospects. Gathers the necessary loan application package/documents, along with business, financial and personal background information required to move forward with client's credit request. In coordination with Underwriting Group, reviews loan requests and credit history, along with financial statements and spreads to determine whether proposed credit application includes all information needed and meets lending criteria outlined in the Bank's lending policies, procedures and guidelines. Working with Team Leader and Underwriting Group, prepares proposed credit outlines (pre-flights), including recommendations for loan pricing and terms, to present to Credit Administration for concurrence prior to proceeding with in-depth client negotiations or "indications of interest". With the assistance of the Underwriting Group, prepares well developed credit memorandum that conforms to the Bank's required underwriting format and guidelines, seeking assistance from the Team Leader, Senior Relationship Manager, Regional President or Market President, as needed, to ensure that all complex issues have been adequately addressed. Working with the Team Leader, participates in formal credit approval process by presenting loans for approval to the required level of authority and/or appropriate Loan Committee. Communicates credit approvals to clients, delivers loan documents for signature, and ensures that loan request is processed and booked. Ensures that declinations are communicated to prospects and customers, in written or verbal form, as required by Bank procedures and guidelines. Provides exemplary/professional customer service to, and maintains constructive and positive working relationships with, referral sources, loan applicants, borrowers, depositors, and their representatives. Prepares and submits regular sales production and customer call reports to Management, as requested. Actively participates in the local business community at large. Portfolio Management Maintains a strong working knowledge of the Bank's current Credit policies and procedures established for Commercial Banking. Working with the Team Leader, manages and monitors assigned loan and deposit portfolios, communicating directly with borrowers and depositors as appropriate. Provides advice and counsel to customers on financing, deposits and related matters, representing the Bank's best interests at all times. Maintains credit quality of assigned loan portfolio within Bank standards and guidelines; promptly surfaces any and all risk issues uncovered in the course of managing the portfolio. Works in concert with Team Leader and Credit Administration to assess emerging risks and develop resolution strategies. Actively participates with Commercial Banking support staff to ensure that all documentation is in place, applicable terms and conditions are adhered to, and required financial exhibit due dates are monitored, with exhibits received from customers in a timely manner. Communicates regularly with Cash Management, Commercial Deposit Services, and/or Retail Branch partners to ensure client deposit accounts are handled in an accurate and timely manner, and any issues are promptly resolved. Consistently operates in compliance with banking laws and regulations, established Bank policies and procedures, audit and security policies. Consistently complies with all aspects of the Bank Secrecy Act, Anti-Money Laundering Rules, OFAC and FinCen Requirements, and the USA Patriot Act. Assures customer information and data is kept confidential. Performs other duties as assigned by Management. QUALIFICATIONS: Bachelor's degree or equivalent professional experience in a mid-size or larger financial institution, or equivalent combination of experience and education. Minimum 8 years of commercial/business banking experience or a combination of commercial/business banking experience and relevant/transferrable experience - in the market they expect to serve. Skill and experience in structuring all types of Commercial/Industrial loans and owner occupied real estate loans for medium to middle market sized businesses, experience with all types of SBA lending a plus. Thorough understanding of basic principles of accounting and financial analysis. Proven track record of meeting established annual loan and deposit production goals, while retaining existing client base. Able to provide satisfactory evidence they have an established book of business and the depth of referral sources (network) necessary to be successful in development of new business relationships. Strong analytical, time management and organizational skills with a high level of attention to detail. Strong written and verbal communication skills with the ability to be persuasive one-on-one as well as in a group setting. Demonstrated ability to problem solve and work in an organized manner on multiple projects. Computer literate in word processing, financial software used for spreading financial information, Excel and Word. Experience with customer contact management software such as Act, Access or Outlook a plus. Willingness and ability to travel within the Bank's service area to develop new clients and conduct regular site visits. An entrepreneurial spirit with the ability to work successfully in a collaborative manner with minimal supervision. Position may require National Mortgage Licensing System and Registry (NMLS) Registration under the terms of the Safe Act of 2008. Upon active employment with HomeStreet Bank, may be required to either register via the NMLS registry or re-register and move previous registration to HomeStreet Bank's registration. PEOPLE ATTRIBUTES: Positive attitude and team player approach, with excellent customer service skills for both internal and external customers. Impeccable personal integrity; ability to maintain confidentiality of customer information and data. Builder of relationships and partnerships - ability to excel in a team environment. Motivated self-starter with a high level of initiative and demonstrated commitment to facilitating the growth and development of the Bank. PHYSICAL CONSIDERATIONS: Position requires business travel within the Bank's service area. Ability to operate standard office equipment, such as personal computer, printer, copy machine, telephone and calculator. Ability to perform repetitive, finer hand and arm movements, including filing, reaching, carrying, pushing, lifting, and bending. Ability to think clearly, critically, and provide appropriate solutions. Work activities involve combination of sitting for longer periods and intermittent standing/walking. WORK ENVIRONMENT: Office environment This Position Description may not be limited to the Functions and Requirements as outlined above, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Commercial (Sales)

Posted 2 weeks ago

Associate, Healthcare Investment Banking - Cain Brothers (Relocation Provided - Nyc, Chicago Or SF)-logo
Associate, Healthcare Investment Banking - Cain Brothers (Relocation Provided - Nyc, Chicago Or SF)
Keybank National AssociationAlbany, NY
Location: 1301 Avenue of the Americas - New York, New York 10019 Cain Brothers We advise the interconnected healthcare industry with a holistic viewpoint, unrivaled expertise, and innovative strategic and financial solutions. We offer a comprehensive range of investment banking services to meet the M&A, capital raising and strategic needs of our clients. Deep knowledge of the industry and significant experience to efficiently execute the most complex transactions of all sizes. We focus on corporate and not-for-profit healthcare, have a deep understanding of all key sectors, long-term relationships with leaders of all key constituencies, and experienced senior bankers. Position Overview Associates provide day-to-day execution of investment banking mandates (merger & acquisitions, capital raising and strategic advisory assignments) as well as support sector coverage and business development. Our bankers are engaged in industry verticals, including providers / services, payers, information technology, and life sciences / medtech. Qualifications Three years of relevant experience in healthcare investment banking Experience in managing and training junior investment bankers Strong educational background with a Bachelors and Masters degree preferred Excellent business writing and financial analysis skills Proven ability to work well in a fast-paced team environment Outstanding work ethic Must be willing to travel when necessary Series 79 and 63 licenses preferred KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status COMPENSATION AND BENEFITS Equal Pay Posting Language This position is eligible to earn a base salary in the range of $175,000 to $225,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties. Job Posting Expiration Date: 07/01/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. #LI-Remote

Posted 30+ days ago

Sales Executive Senior - Banking & Payments-logo
Sales Executive Senior - Banking & Payments
Fidelity National Information ServicesFairmount, NY
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you're ready to start learning, growing and making an impact with a career in fintech, we'd like to know: Are you FIS? About the role: As a Sales Executive - Quota Carrier, you'll be part of a team of self-motivated, high achieving sales professionals helping small- and medium-sized business owners grow their businesses. By providing industry-leading solutions, you'll drive some of the most exciting new technology in fintech while advancing the way the world pays, banks and invests. What you will be doing: Sell products and services, establishing new account relationships. Build and maintain a network of prospects. Reach out to potential customers to promote targeted FIS offerings. Collaborate with a sales team to engage key accounts. Manage leads and opportunities effectively. Understand and contribute to the RED sales process, working closely with internal teams. Demonstrate expertise in FIS solutions, markets, and competition. Stay updated on industry trends to provide valuable insights for maintaining a competitive edge. Create and deliver proposals using FIS resources. Close deals that align with customer needs and FIS capabilities. Achieve sales targets. Engage with CFOs, COOs, and CTOs/CTIOs. What you will need: 12+ years of sales and Banking/Payments industry experience, with at least 5 years in an MNC. Extensive experience in client-focused roles. Proficiency in negotiating contracts within the Banking/Payments Industry. Familiarity with Matrix Organizations. Ability to independently solve complex problems. Strong background in Software and Solution Sales. Hands-on experience managing RFP/RFQ processes. Knowledge of financial/payment solutions technology. Executive connections in the banking and financial sector. Proven sales track record and industry involvement. Skill in building effective relationships at all levels. Travel may be required. What we offer you: At FIS, we are as committed to growing our employees' careers as our own business. We offer: Opportunities to innovate in fintech Inclusive and diverse team atmosphere Professional and personal development Resources to contribute to your community Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Posted 3 weeks ago

Association Banking Lockbox Processor I-logo
Association Banking Lockbox Processor I
Home Bancshares, Inc.Clearwater, FL
GENERAL DESCRIPTION OF POSITION The Association Banking Lockbox Processor I position is responsible for daily processing and preparing lockbox payments. ESSENTIAL DUTIES AND RESPONSIBILITIES Open and review incoming lockbox mail and prepare lockbox payments, prior to processing. This duty is performed daily. Process lockbox payments. This duty is performed daily. Place postage on department documents to be mailed. This duty is performed daily. Prepare documents awaiting system input. This duty is performed daily. Process various customer requests in systems. This duty is performed daily. Verify various document requests previously processed in systems. This duty is performed daily. Perform document scanning, committing, and auditing processes. This duty is performed daily. Perform functions or assist with special projects. This duty is performed as needed. Follow written and verbal department procedures. Alert manager of any written procedure changes for updates. This duty is performed daily. The ability to work in a constant state of alertness and in a safe manner. 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 7 to 11 months related experience and/or training, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to read and understand simple instructions, short correspondence, notes, letters and memos; Ability to write simple correspondence. Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; Ability to write routine reports and correspondence. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations. 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 Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable. 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 frequently exposed to work near moving mechanical parts; and occasionally exposed to outdoor weather conditions, risk of electrical shock, vibration. 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 sit, use hands to finger, handle, or feel, reach with hands and arms; regularly required to 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

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

Posted 3 weeks ago

Commercial Banking Representative II-logo
Commercial Banking Representative II
First Interstate Bancsystem, Inc.Rapid City, SD
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Rapid City, SD Gateway branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Commercial Banking Representative II functions as a primary contact between commercial banking clients and the Bank, and assists Commercial Relationship Managers with servicing the client, for all loan types including large and complex loan portfolios. Responsible for maintaining and expanding the relationship with clients by providing overall client support services. Works proactively to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard procedures. Essential duties are performed individually with limited supervision required. ESSENTIAL DUTIES AND RESPONSIBILITIES Handles day-to-day client calls, client transactions, and client problem resolution. Responds to client account inquiries, performs account maintenance and researches/resolves client problems. Executes client transactions within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager (RM) any requests outside specified norms or items requiring Relationship Manager signature or approval. Transactions may include transfers, withdrawals, distributions, wire transfers, payments, fee waivers/fee refunds, client overdrafts, monitoring reports, and other loan and account operations requested by clients. Assists in obtaining necessary information to submit loan applications, such as financial statements, tax returns and business documentation. May also work with outside vendors, such as attorneys or title companies, UCC searches, title work, OFAC Environmental Reports, appraisals, and flood determinations. May work with outside counsel, title companies, other product vendors, etc. to request documents needed for loan requests, when applicable. Specializes in loan documentation and ensures accuracy in loan documents and legal loan file. To include reviewing documents, organizing legal loan documents, and supporting information, and accuracy in digital records. Prepares and/or reviews client account documents for meetings between the RM and the client, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines. Submits complete and accurate requests for documentation in accordance with the loan approval, ensuring all appropriate supporting documents are available in Director/Unity Client, including but not limited to loan approval, Borrower, Guarantor, and Grantor entity documents, collateral reports, and all other information necessary to generate loan documents. Provides complete packages to Loan Servicing for Boarding/Funding, ensuring appropriate GLs are credited for fees collected. Ensures all documentation is uploaded to Director/Unity Client timely, imaged files are complete. Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements and assists Relationship Manager with obtaining required information to clear ticklers. Supports commercial relationship managers and group managers with review and certification of; legal entity validation (dba, partnership, S-Corp, C-Corp, LLC, and trusts), real estate collateral documentation (title commitment, environmental reports, hazard insurance, and appraisals), UCC and titled collateral validation. Supports commercial relationship managers and group managers with treasury and deposit products in partnership with internal bank Treasury, Retail Banking teams and other business line referral programs including payment and wealth products. Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with clients to understand each client's normal account activity, as appropriate for this position. Maintains working knowledge of all regulatory, legal, and Credit Policy requirements to ensure all applications, documentation and loan accounts are compliant. Participates in internal and external training to maintain knowledge of Bank products; attends operational and exception meetings and keep abreast of all credit policies and changes. Maintains positive working relationship with peers and other business unit team members. Generates or obtains daily, weekly, monthly, and quarterly reports as assigned. Reviews reports for accuracy and compliance and takes action to update systems or make other corrections. May reconcile client accounts, enter client financial data into databases, and monitor exceptions to company policies. Maintains a thorough knowledge of key software systems and other Loan Operating Systems. 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. KNOWLEDGE, SKILLS AND ABILITIES Advanced understanding of credit products, bank systems and commercial lending. Exhibits a sophisticated understanding of applicable federal regulations, credit policy and bank policies and procedures. Ability to work effectively in a fast-paced production environment. Strong organizational skills, time management skills and strong attention to detail. Strong interpersonal skills including oral and written communication. Problem solving skills. Proficiency with personal computers and related software packages. EDUCATION AND/OR EXPERIENCE High School Diploma or equivalent required 4-6 years banking experience or equivalent combination of education and experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse- Frequently Sitting- Frequently Standing- Occasionally Overtime- Subject to business need Noise Level- Moderate Typical Work hours- M-F (8-5) Regular and Predictable Attendance- Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Posted 30+ days ago

Strategy& - Enterprise Strategy & Value - Banking And Capital Markets - Senior Manager-logo
Strategy& - Enterprise Strategy & Value - Banking And Capital Markets - Senior Manager
PwCCleveland, OH
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Client Service Center Associate - Banking-logo
Client Service Center Associate - Banking
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 1 week ago

Teller (Client Services Representative), Hebron Banking Center, Hebron, IN-logo
Teller (Client Services Representative), Hebron Banking Center, Hebron, IN
1st Source BankHebron, 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 1 week ago

Banking Payments Transformation Consultant - Senior Manager-logo
Banking Payments Transformation Consultant - Senior Manager
PwCBoston, MA
Industry/Sector FS X-Sector Specialism Operations Management Level Senior Manager Job Description & Summary At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Operations Consulting team you drive client implementation efforts involving payment systems and transaction processing. As a Senior Manager, you serve as a strategic advisor, utilizing your specialized knowledge and technical acumen to deliver quality results and provide strategic input into the firm's business strategies. You manage consulting resources, lead project management workstreams, and employ creative problem-solving abilities to thrive in intensive delivery settings. Responsibilities Direct client implementation efforts focusing on payment systems and transaction processing Apply creative problem-solving skills in demanding delivery environments Leverage specialized knowledge and technical proficiency to achieve quality results Facilitate strategic input into the firm's business strategies Cultivate teams through impactful leadership Maintain adherence to the firm's code of ethics and professional standards What You Must Have Bachelor's Degree 7 years of experience What Sets You Apart Master's Degree preferred Proficiency in product and software delivery lifecycle Driving client implementation efforts in payment systems In-depth understanding of the Payments ecosystem Specialized knowledge in consumer or commercial payments Experience managing consulting resources in financial services Leading project management workstreams and teams Exceptional writing and communication skills Entrepreneurial ambition to enhance client contexts Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Banking Center Manager-logo
Banking Center Manager
First Horizon Corp.Charlotte, NC
Location: On site at location listed in job posting If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. Key Responsibilities Include Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. Involvement in the local market/community through civic organizations or community groups. Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. Regularly monitor the efficiencies of production standards. Ensure that regulatory compliance standards are met. Responsible for controlling operational and administrative expenses. Responsible for resolving all customer service problems. Responsible for representing the company in a professional manner at all civic and community affairs. Qualifications Include Bachelor's degree 1-2 years related experience or an equivalent combination of education and experience Experience with Microsoft Word, Excel, and Outlook As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 5 days ago

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

Posted 5 days ago

Private & Professional Banking Officer-logo
Private & Professional Banking Officer
Republic Bancorp, Inc.Louisville, KY
"Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!" Grade 13 About Republic Bank Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for the last seven years! For more information about the company, please visit www.republicbank.com. POSITION PURPOSE AND OBJECTIVES: The Private Banking Officer is responsible for providing quality customer service to Private Banking clients while proactively assisting them with their financial needs through the delivery of banking services. Acts as a financial advisor dedicated to building long-term full relationships while tailoring financial solutions to meet client goals and objectives. This position has production and growth goals for high end personal mortgage loans, Investment CRE loans, Owner Occupied CRE and C & I loans, and personal and business deposits. Targeted clients will be high net worth / income individuals, company executives, business owners & self- employed borrowers, and professional firms. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. MINIMUM QUALIFICATIONS: 5 years' experience in commercial and retail lending or equivalent experience required. Minimum of 5 years' previous sales experience required. Demonstrated proficiency in Microsoft Office (Word, Excel, and Outlook) required. NMLS registration may be required* ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: Manage individual portfolio of loans and deposits for retention & growth by managing maturities, delinquency, charge offs, deficiency tracking and performing annual credit reviews and renewals/extensions and modifications. Manage commercial banking relationships, including analyzing business financials, having a detailed understanding of the business and their income statement and balance sheet. Responsible for selling commercial and retail bank products/services that are more complex with a focus on High-Net-Worth Clients, Medical Professionals and small to medium size businesses with the expectation of growing our CRE, C&I and Retail Loan Portfolio's as well as production of Secondary Market Loans. Responsible for selling all Retail and Treasury Management deposit products and obtain deposit growth and fee income for the bank, including credit card and merchant services. Act as the bank's agent with respect to advising the client as to proper loan structure. Participate in community affairs to increase the Bank's visibility and enhance new business development opportunities. Responsible for establishing and maintaining consistent referral sources and tracking all sales calls in Salesforce. Retain existing client base through regular calling/ entertainment initiatives to strengthen relationship with the bank. Solicit sales from new and existing clients through individual business development efforts. Negotiate, structure, price, document, and close transactions of small to moderate complexity with minimal guidance with terms acceptable to the Bank and client even when goals conflict. Learn the credit culture of Republic Bank in order to present appropriate credits for approval. Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required. Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization. Willingly perform all other duties and projects as assigned. INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED: Excellent verbal and written communications skills; required for effective interactions with clients to meet financial investment objectives and/or resolve problems or complaints. Must have the ability to negotiate, structure, price, document, and close transactions of small to moderate complexity with minimal guidance with terms acceptable to the bank and client even when goals conflict. Must be self-motivated and work well in a team environment. Requires a high energy level and strong sense of urgency. Must be well organized and able to multi- task. PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate. OTHER REQUIREMENTS: Travel between Republic Banking facilities is required. Occasional out-of-town travel is required. Flexible work schedule that will include some evenings and weekends. Stay abreast of new developments, best practices, and statutory and regulatory changes. This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations as defined by the SAFE Act must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in corrective counseling up to termination of employment. The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements.

Posted 30+ days ago

Personal Banker (Client Services Associate), Lafayette Downtown Banking Center, Lafayette, IN-logo
Personal Banker (Client Services Associate), Lafayette Downtown Banking Center, Lafayette, IN
1st Source BankLafayette, IN
POSITION SUMMARY Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services. ESSENTIAL REQUIREMENTS Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures. Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed. Opens personal accounts, CD's and cross-sells bank services. Answers client inquiries and resolves less complex issues. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Adheres to 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. Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary. Assists Manager with audits, reporting and scheduling as requested. Responsible for the completion of all training related to the position. Understands all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Demonstrates appropriate levels of interpersonal skills for clients and staff members. Performs all other duties as assigned. EXPERIENCE/SKILLS Four (4) or more years of retail banking experience preferred. Customer service and sales oriented. High degree of attention to detail. Good written and verbal communication skills. Good PC skills - proficiency in Microsoft word and Excel essential. Ability to cross-sell bank products and services. Highly motivated. 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 One (1) - three (3) years college preferred. 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 2 weeks ago

Customer Service Representative II, Retail Banking (Burbank, CA)-logo
Customer Service Representative II, Retail Banking (Burbank, CA)
HomeStreet, IncBurbank, CA
Salary Range: $18.61 - $25.10 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: June 9, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: POSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The CSR II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service. Job Details: ESSENTIAL FUNCTIONS: New Accounts/Sales Activities Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services. Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience. Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs. Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products. Participates in sales programs to generate new customers. Must sell financial products and services to meet referral goals and performance evaluation/personal goals. Maintains thorough knowledge of bank products and services. Service Activities Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. Supports branch lobby management. Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. Participates in two community events per year. Teller Activities Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters. Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy. May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily. Effectively perform project responsibilities as assigned such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation. Effectively assist other CSRs in the completion of work assignments and balancing. Operational Activities Participates in branch audit functions. Follows HomeStreet's policies and procedures and meet regulatory requirements. Performs all other duties as required. QUALIFICATIONS: Minimum of 2 years cash handling and customer service experience. Banking experience preferred. Some experience in opening new deposit accounts preferred. Demonstrated success in cross-selling banking services and products. Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner. Excellent written and oral communication skills are required. PC experience required. Word, Excel and teller/bank software preferred. Must be a self-starter, dependable, able to work within deadlines under pressure. Must possess good judgment, and the ability to accept responsibility and handle confidential information. Ability to work quickly and accurately, to analyze information and make decisions. Willingness to assume additional responsibilities/duties/projects as they arise. High school diploma or equivalent. Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 2/3 of the time) sitting. Walking, standing, bending and reaching occasionally and for brief periods of time. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Customer Service (Sales)

Posted 6 days ago

Managing Director - Corporate Banking, Industrials, Metals & Chemicals-logo
Managing Director - Corporate Banking, Industrials, Metals & Chemicals
Huntington Bancshares IncCincinnati, OH
Description Summary: As Managing Director, Industrials, Metals & Chemicals on the Corporate, Specialty and Government (CSG) Banking team, your role is crucial in driving business growth, managing client relationships, ensuring financial performance, mitigating risks, and staying informed about specialty market trends. Your expertise and leadership will contribute to the overall success of the banking division and the organization as a whole. Please note: Preferred locations are Columbus, Cincinatti, OH, Dallas TX, and Charlotte, NC. However, open to remote as well. Duties and Responsibilities: Business Development: Identify and pursue new business opportunities within the Industrials, Metals & Chemicals sectors. Build and maintain strong relationships with clients, understanding their needs and providing tailored banking solutions. Collaborate with the product specialist partners to achieve business growth targets. Client Relationship Management: Serve as the primary point of contact for Corporate & Specialty clients. Develop and maintain long-term relationships, providing exceptional customer service and addressing any concerns or issues. Continuously assess client satisfaction and take proactive measures to enhance the overall client experience. Partner with product partners across the bank to maximize return, including Capital Markets, Risk Management (IRD, Rates & Commodities), Asset Based Lending, Treasury Management and other product partners. Financial Management: Manage the financial performance of the banking division. Monitor revenue generation, profitability, and cost management. Develop and implement strategies to maximize profitability and minimize risk. Risk Management: Ensure compliance with regulatory requirements and internal policies and procedures. Implement robust risk management practices to mitigate potential risks and protect the bank's assets. Stay updated on industry trends and changes in regulations to adapt the division's practices accordingly. Product Development: Work closely with the product development team to identify and develop banking products and services that meet the specific needs of corporate, specialty, and government clients. Ensure the division remains competitive in the market by staying informed about industry trends and client preferences. Market Intelligence: Stay informed about market conditions, industry trends, and competitive landscape. Use market intelligence to identify opportunities for growth, assess risks, and make informed business decisions. Participate in sector conferences and networking events to maintain pulse on market intelligence and sector trends. Provide regular market updates to senior management, risk partners, and middle market colleagues within these sectors. Collaboration: Collaborate with other departments, such as credit, operations, compliance, and marketing, to ensure seamless delivery of banking services. Foster strong working relationships to streamline processes, resolve issues, and optimize overall operational efficiency. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree 7 or more years of business development and building meaningful relationships with companies in Banking industry 5 or more years Industrial industry specific experience in a client-focused sales role in General Industrials, specifically Metals & Chemicals Series 79 and 63 (or equivalent) required or obtained within 120 days of start date Preferred Qualifications: MBA preferred Deep industry expertise and history of building meaningful relationships with companies in excess of $500MM with sponsor, private and public company clients 7 or more years Industrial industry specific experience in a client-focused sales role in General Industrials, specifically Metals & Chemicals Proven ability to lead strategic client dialog & business development efforts #LI-MK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 2 weeks ago

Huntington Bancshares Inc logo
Business Banking Underwriter II
Huntington Bancshares IncColumbus, OH
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Job Description

Description

Summary:

The Business Banking Underwriter II is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy.

Duties and Responsibilities:

  • Supports Business Banking production by maintaining an individual pipeline of work.
  • Reviews all financial and credit application information to make sound credit decisions. Credits would typically include those with moderate complexity and customer exposure up to $2,500M.
  • Utilizes single approval authority up to $2MM.
  • Appropriately assess risk profile of borrower.
  • Tasks as needed to support the line of business and job family
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelors degree
  • 3+years' experience with business or commercial underwriting in a centralized lending environment

Preferred Qualifications:

  • Bachelors degree in Business related field
  • Ability to underwrite credit exposures in excess of $1MM
  • Proficient use of Microsoft Office and other internet resources
  • Excellence in customer service, highly motivated, focused and goal oriented
  • Excellent written and verbal communication skills, including grammar and demeanor
  • Strong organizational skills with attention to detail, planning and follow-up
  • Ability to work independently on multiple tasks without compromising quality

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Compensation Range:

$57,000 - $113,000 Annual Salary

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.