landing_page-logo
  1. Home
  2. »All Job Categories
  3. »Banking Jobs

Auto-apply to these banking jobs

We've scanned millions of jobs. Simply select your favorites, and we can fill out the applications for you.

Part Time Personal Banking Representative-logo
FirstBankColorado Springs, CO
This part time schedule will consist of the following schedule: Tue, Thu, Fri, 8:30 - 5:30 and Sat, 8:30 - 12:30* Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Will work at one of six FirstBank branches in the Colorado Springs market Will work a schedule of Tue, Thu, Fri, 8:30 - 5:30 and Sat, 8:30 - 12:30 Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Bilingual in English and Spanish Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This position is expected to close by 8/18/25*

Posted 4 days ago

B
BMO (Bank of Montreal)Wausau, WI
Application Deadline: 08/28/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Identifies new sales opportunities for prospects and existing commercial clients through analysis. May participate in on-site client visits with other internal stakeholders. Maintains and promotes a customer service environment which meets and exceeds customer needs and expectations. Recommends credit according to sound credit-granting principles. Exercises individually held Commercial unilateral discretionary limits and any held prescribed approval discretionary limits. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Evaluates clients' ability to repay loans and consults on loan structure and collateral. Identifies trends in client activities which may be predictive of deteriorating credit quality. Performs periodic reviews of credit where more frequent monitoring may be appropriate. Understands borrower types typical in the high net worth market and their relation to collateral ownership, loan repayment, loan structure, etc. Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts. Monitors covenants of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $69,000.00 - $127,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

B
BMO (Bank of Montreal)Chicago, IL
Application Deadline: 08/17/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service This role supports our National Industries Team (NIT) within the Commercial Bank. NIT provides national coverage of a diversified client base, notably mid-corporate companies that access both pro-rata and institutional markets. Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Acts timely, efficiently and independently, taking ownership of client satisfaction. May include focused calling and pipeline management activities. Provides advice and guidance to assigned business/group on implementation of solutions. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Conducts thorough analysis of client capital and credit risk. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2- 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. 2-5 years of previous Commercial Loan and Credit analyst experience required. In depth specific functional knowledge and broad business knowledge. Strong analytical skills. Exceptional skills in quantitative analytics and credit analysis skills. Highly developed written and oral communication skills. Strong proficiency in Microsoft Office products and the Internet. Strong interpersonal skills. Ability to work under limited supervision. Basic understanding of risk management concepts Ability to learn and adapt quickly. Excellent capability to independently and proactively service multiple clients. Specialized knowledge from education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Salary: $54,000.00 - $99,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Investment & Corporate Banking - Engineering Technician - Analyst / Associate (Houston)-logo
Mizuho Financial groupHouston, TX
Mizuho's Energy Investment Banking team is seeking a technically skilled and commercially minded Engineering Technician to join our Energy Investment Banking team in Houston. This role supports the evaluation and execution of upstream oil & gas transactions, working closely with petroleum engineers, bankers, and clients to deliver high-impact technical and financial insights. Key Responsibilities Include: Support technical evaluation of oil & gas assets, including reserves, production, development plans, and economic modeling Prepare engineering materials for client presentations, pitchbooks, and data rooms-type curve analysis, basin benchmarking, and asset maps Assist in live deal execution: manage data room logistics, coordinate Q&A, and support due diligence efforts Collaborate with senior engineers and bankers to assess asset quality, upside potential, and technical risks Maintain and update internal databases and technical models used for meeting materials and M&A / A&D processes Key Qualifications Include: Bachelor's degree in Petroleum Engineering, Geoscience, or related technical field. 1-5 years of experience in upstream oil & gas, preferably in engineering, A&D advisory, or investment banking Familiarity with Aries, Enverus, Spotfire, PHDWin, and Microsoft Excel/PowerPoint Strong communication skills-able to translate technical findings into clear, client-ready insight Detail-oriented with the ability to manage multiple workstreams under tight deadlines #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 30+ days ago

Business Banking Relationship Manager - Indianapolis-logo
Stock Yards Bank & TrustIndianapolis, IN
As a Business Banking Relationship Manager, your day will be filled with opportunities to build relationships with potential and existing Business Banking customers and serve these customers in a highly consultative, needs-based manner. Experience in a banking relationship manager related role is important while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement to higher levels within the banking profession. Responsibilities Daily responsibilities include, but are not limited to, the following: Develop and utilize formal calling plans to target new business and expand existing Business Banking Clients Perform Credit analysis and portfolio management for assigned portfolio of business banking relationships for new and existing clients As part of portfolio management, maintain credit quality and process renewals and past dues in a timely manner Serve as the Business Banking "expert" for assigned Branch Managers located within an assigned territory Create a partnership with Branch Managers to build and expand relationships with the area businesses Assist with analyzing business financial statements, identifying strengths and weaknesses of loan requests Actively cross-sell appropriate SYB Banking products to new and existing customers Job Requirements The successful candidate will have the following qualifications: College degree required (preferably in area of business, finance, or accounting) Minimum of 3 years experience in a banking relationship manager type role Strong sales, relationship management, business development, and analytical skills Understand and articulate Business Banking strategies and philosophy Thorough level of lending skills Benefits 401(k) with a company match of up to 6% ESOP employer match Medical insurance Dental insurance Vision insurance Cancer / Disease insurance Accident insurance Flexible Spending Accounts Health Savings Accounts Bank paid Life / AD& D insurance Voluntary Life / AD&D insurance Bank paid Short-Term and Long-Term Disability insurance Employee Stock Purchase Plan Employee Assistance Program Physical Requirements The physical demands described here are representative of those that must be met by an employee 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 job, the employee is regularly required to sit; use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is frequently required to stand and walk. Requires mobility and local travel.

Posted 30+ days ago

T
The Washington Trust BankKennewick, WA
Location: Kennewick Office - 3250 W Clearwater Ave Kennewick, WA 99336 Annual salary plus performance-based incentive program. Hiring salary based on experience. Ability to develop and expand current client portfolio required. Bank Overview: Founded in 1902, Washington Trust Bank remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers. Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers. We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trust's longevity and success are a testament to our unwavering commitment to our clients and our employees. Exciting Leadership Opportunity in Central Washington We are seeking a dynamic Team Leader to guide our team of professionals in the Central Washington market. This role involves managing credit and account activities to ensure profitable customer portfolios while minimizing credit risk. Key Responsibilities: Sales Management & Support: Provide strategic sales management, support, and decision-making for team members to achieve goals set by the market manager. Communication: Ensure timely communication of Bank, Division, and market strategies, goals, and objectives to the team. Compliance: Oversee the implementation and adherence to loan policies, procedures, laws, and regulations. Cross-Selling & Retention: Drive cross-selling and retention efforts among team members. Administrative Duties: Workflow Management: Oversee the daily administration of workflow for all team members, including officers and non-officers. Performance Management: Negotiate performance goals with team members, monitor progress quarterly, and conduct annual performance reviews. Managerial Functions: Perform a variety of other managerial and administrative tasks to support the team's success. Essential Functions Risk Management & Business Development: Lead risk management and business development initiatives. Credit Approvals: Approve credit accommodations within your authority and recommend larger commitments to higher levels. Delegation & Support: Delegate lending authority to team members and collaborate with relationship officers on complex credit requests, ensuring adherence to credit policies and profitability standards. Portfolio Management: Manage a portfolio of key customers, focusing on larger, more complex, or problematic relationships. Sales Management: Lead a team of relationship officers, organizing and participating in business development activities to implement prospect and customer call plans. Community Engagement: Actively engage in community activities, including evenings and weekends. Customer Interaction: Conduct customer and prospect calls, both individually and with team members, to strengthen existing relationships and attract new customers. Internal Controls: Integrate effective internal controls into work processes, maintain knowledge of key controls, and ensure timely updates to documentation when risk parameters or workflows change. Training & Development: Ensure the team's business development and product knowledge training needs are met. Cross-Department Coordination: Liaise with Bank personnel in other departments and regions to retain relationships and maximize cross-sale opportunities. Compliance & Risk Management: Perform compliance and risk management duties as required or assigned. Managerial & Administrative Functions: Conduct annual performance reviews, recommend salary actions, promotions, demotions, transfers, and salary grade changes for subordinates. Skill Development: Develop the credit, customer relations, and business development skills of team relationship officers through goal setting, delegation, training, counseling, and performance appraisals. Policy Communication: Communicate and interpret bank guidelines, policies, and programs, including the officer extra compensation plan. Strategic Planning: Participate in formulating short and long-term team plans and evaluating the team organization structure and operating procedures. Affirmative Action Support: Actively support the Bank's Affirmative Action goals. Industry Awareness: Stay updated on new financing products, methods, techniques, key industry trends, and changes in laws, regulatory policies, and accounting procedures. Administrative Oversight: Monitor the daily administrative activities of team members to minimize risk to the Bank. Budget Monitoring: Oversee the approved annual budget for supervised personnel. Qualifications: Experience: Minimum of 10 years of commercial/corporate banking experience. People Management: Strong people management techniques and knowledge of Bank personnel policies and procedures. Credit Judgment: Sound credit judgment and strong underwriting skills. Analytical Skills: High level of analytical skill to conduct loan analysis and monitor loan progress considering market trends, credit/interest rates, economic conditions, etc. Financial Needs Knowledge: Strong knowledge of the credit and non-credit financial needs of various businesses. Business Development: Strong business development and sales management experience and skills. Product Knowledge: Excellent knowledge of the Bank deposit products, treasury management services, and bank operations. Interpersonal Skills: Strong, well-developed interpersonal skills to maximize business contacts and develop working relationships with potential and current commercial loan customers. Communication Skills: Strong verbal and written communication skills. Certification: Required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS). Leadership Competencies: Strategic Alignment Versatility Credit Risk Management Customer Partnerships Communications with customers, team members and community Technical Expertise Sales Impact Team Effectiveness Managing Time, Priorities and Resources Independence/Initiative Work Quality Coaching/Developing Team Members Focus on Business Results Facilitating Teamwork Influence Feedback/Open Communication Starting Compensation: $147,866 - $221,798 The compensation range represents the low and high end of the base compensation range for this position located in Kennewick, Washington. 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. This position is also eligible to participate in an applicable annual bonus and quarterly incentive compensation plan. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Posted 30+ days ago

Compliance Risk Consultant - Business Banking-logo
US BankOwensboro, KY
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 SUMMARY As the First Line of Defense (FLOD) for Consumer and Business Banking (CBB), the CBB Compliance Team collaborates with business units, risk teams, and SLOD partners to manage and control risks. The Team's primary responsibility is to serve as subject matter experts with a strong understanding of Business Banking products, processes, risks, and controls. Objectives are achieved by regularly assessing and ensuring compliance with relevant risks and controls. RESPONSIBILITIES Partners with their assigned Line of Business, other Risk/Compliance/Audit (RCA) professionals to create, implement, maintain, review, or oversee an effective compliance risk management framework Participates in projects and/or activities that ensure compliance with applicable federal, state, and local laws and regulations Identifies gaps and inform solutions that minimize losses resulting from inadequate internal processes, systems, or human errors Identifies, responds, and/or escalates risks as appropriate Serves as a functional liaison between the Line of Business and the Lines of Defense REQUIRED 6+ years of applicable experience Bachelor's degree or equivalent work experience PREFERRED Consumer Compliance expertise in Business Banking (e.g., TCPA, CAN-SPAM, ECOA, CRA, FCRA, HMDA, Fair Lending, Reserve Requirements, Funds Availability) Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business Considerable understanding of the business line's operations, products/services, systems, and associated risks/controls Thorough knowledge of Risk/Compliance/Audit competencies Strong analytical, process facilitation and project management skills Effective presentation, interpersonal, written, and verbal communication skills Effective relationship building and negotiation skills Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations Applicable professional certifications CRCM preferred Utilize compliance and fair lending / UDAAP knowledge to provide effective support competencies to adequately assess risk in support of Business Banking initiatives and product initiatives (PRISMs) Expertise utilizing compliance risk and control self-assessments (ECRAs) Knowledge of Third-Party Risk Assessment (TPRMs) Review policies, procedures, and marketing materials This position 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: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

S
Stephens Inc.Dallas, TX
Title: Investment Banking Analyst (Class of 2026) Start Date: Summer of 2026 Locations: Atlanta, Dallas, Little Rock Salary: $105,000 STEPHENS INVESTMENT BANKING ANALYST PROGRAM The Stephens Investment Banking Analyst Program is one-of-a-kind in the financial services industry. Our two-year, generalist program begins with four weeks of intensive training taught by Stephens bankers who have gone through the process themselves, and evolves into continuous on-the-job experience. Analysts assist junior and senior bankers in advising the firm's clients across multiple products and industries, while also receiving exposure to private equity firms and family offices. Our program offers analysts the best opportunity to learn and prepare for a rewarding career in finance, while making significant contributions to our team. Analysts work on deal structure, modeling, presentations, client communications and more. ABOUT STEPHENS In operation since 1933, we are among a small group of the nation's largest family-owned diversified financial services firms, privately held by the Stephens family. This distinction allows us to prioritize doing what is right for our clients and concentrate on a long-term strategy. In addition to investment banking services, Stephens provides wealth and investment management, fixed income and equities trading and sales, insurance and risk management, public finance and private capital. We have a national presence with strategic locations across the U.S. and in Europe. Our Investment Banking team has a superb track record of adding value for small and middle market companies, as well as global organizations, across all major sectors and with deep expertise on the subsector level. Our investment banking professionals have a collaborative approach to addressing the M&A and capital needs of our clients and regularly coordinate with transatlantic colleagues on active and prospective projects. These include some of the most successful public and private companies in business today. OUR CULTURE We draw from a team of expert bankers with extensive knowledge in the areas they serve. The consistency of the advice that we provide stems from the tenure of this highly experienced team. On average, our senior bankers have more than a decade of service at Stephens. This reflects the supportive and stable atmosphere at Stephens, which exists alongside a rigorous commitment to achieving excellent client service and maintaining a reputation for focusing on relationships over transactions. We think like owners, on behalf of our clients. Senior bankers at Stephens take an active and authentic interest in cultivating positive experiences for analysts during the program. Numerous former analysts have become senior team members in Investment Banking and other lines of business at the firm. Whether our Investment Banking analysts stay at Stephens or move on to other opportunities, we know firsthand the unique value of this mutually beneficial program. ESSENTIAL DUTIES AND RESPONSIBILITIES Analysts have a broad array of responsibilities that are executed alongside our veteran bankers, as well as the senior management teams of our clients. These tasks include: Develop detailed financial analysis for various types of transactions Compose presentation materials including: tailored pitch books, Confidential Information Memorandums and other marketing materials Conducting quantitative and qualitative industry research and analysis Perform other operational and administrative tasks as needed The two year program puts motivated Analysts on track for an Associate role at our firm. EDUCATION Bachelor's degree in Finance, Accounting, Economics or a related field preferred KNOWLEDGE, SKILLS & ABILITIES Strong interpersonal skills Excellent verbal and written communication skills, effective team player and a commitment to excellence Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects and meet deadlines with minimal supervision Attention to detail with emphasis on accuracy and quality Outstanding record of academic achievement Demonstrated interest in accounting and finance Math and analytical aptitude must be exceptional High level of personal integrity and work ethic Ability to maintain confidentiality Advanced computer skills in Microsoft Word, Excel, PowerPoint and Access Ability to accurately read, interpret and communicate large volumes of numbers and data CERTIFICATIONS, LICENSES, REGISTRATIONS The following registrations will be required within 6 months of employment: SIE - Securities Industry Essentials Series 7 - General Securities Representative Series 63 - Uniform State Law Exam Series 79 - Investment Banking Representative Exam stephens.com/investment-banking · Little Rock · Atlanta · Boston · Chicago · Dallas · Frankfurt · London · New York · Washington, DC For benefits information, please visit: https://www.stephens.com/careers/benefits

Posted 2 weeks ago

Business Banking Relationship Manager II (Richmond Or Charlottesville, VA)-logo
Atlantic Union BankHenrico, VA
Position Description The Business Banking Relationship Manager II calls on businesses and business owners with revenue up to $10,000,000. This role is focused on new business development and actively profiles clients and prospects in their market to generate loan, deposit and treasury services opportunities. The BBRM II is additionally actively focused on cross-sell referrals to various groups within the bank. Position Accountabilities Generate new business to assist in meeting Business Banking line of business goals established by the Head of Business Banking and in line with the company's organizational growth and profit goals. Actively assess needs of potential prospects and clients and provide appropriate financial solutions. Ensure proper loan underwriting and structuring is achieved through enforcement of the bank's Business Banking and Corporate loan policies and ensure that loans are properly approved in accordance with defined loan authorities and in conjunction with the centralized underwriting units. Make calls on high potential prospects and business banking customers to sell and service all banking needs (loans, deposits, investments & wealth management services, etc.). In addition, promotes and cross-sells other bank products and services to meet customer requirements as customer profiles are reviewed. Manage and monitor loan portfolio, all exceptions and past dues in accordance with loan policy. Proactively manage the loan portfolio regarding renewals to avoid matured loan facilities. Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Work closely with Relationship specialists, Business Banking Leaders to achieve sales and service targets. Assist in directing public relations activities and the coordination of contacts within the community including activity in local Community Reinvestment Act organizations. Coordinate business activities with our branch network to help set business product sales and service objectives. Develop and maintain constructive relations with all company departments, including, but not limited to retail banking, commercial banking, centralized underwriting units, treasury management, investments/wealth management, mortgage, loan operations, deposit operations, client call center, etc. Adhere to the necessary individual and group training for business banking relationship managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures. Perform assigned responsibilities in compliance with all job-relevant legal and regulatory requirements. Maintain current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities. Actively manage and maintain a pipeline for borrowing and non-borrowing customer opportunities. Organizational Relationship This position reports to the local Business Banking Leader Position Qualifications Education & Experience Bachelor's degree in related field or relevant work experience Formal credit analysis training Minimum of five years business banking and/or lending experience Minimum of five years comprehensive sales experience Knowledge & Skills Proven track record of high performance and success in a sales/service driven banking or financial services environment Effective leadership skill set Excellent interpersonal, public relations and client service skills Excellent organizational and verbal/written communication and sales presentation skills Proven ability to solve problems and make sound business decisions Some training and development experience Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Posted 30+ days ago

Group President - Senior Managing Director, Commercial Banking (C + I Mid-Market)-logo
Old Second Bancorp, Inc.Chicago, Illinois, United States, IL
Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together! Position Overview The Group President, Senior Managing Director of Commercial & Industrial Banking is a highly experienced commercial banker with prior leadership and sales management experience. The Group President leads the Middle Market C & I group with a focus on growing and retaining profitable relationships within the Mid-Market segment (companies with annual revenues generally above $25 million). Incumbent focuses on the delivery of value-added financial solutions and marketing of ancillary bank services to clients and prospects that will help them reach their goals and maximize the Bank's revenues over the life of the relationship. Incumbent is responsible for generating leads and opportunities to lead team in company growth objectives and is expected to oversee commercial bankers with portfolios of $50 to $100 million and prospect for loans in the $5 million and above range. This individual leads others who are expected to book a minimum of $20 million-$40 million in C&I related business, with the emphasis on full relationship opportunities. The Group President is also responsible for C&I administration inclusive of meeting CRA and regulatory requirements, meeting credit risk mitigation expectations, participates in Loan Committee, interacts with other members of executive leadership and business partners within Compliance, Credit, Wealth & Retail Management, and others. Serves on Bank Committees as appropriate and fosters Community relationships. Essential Job Functions Leads C & I Group in building relationships with customers and prospects to thoroughly evaluate their commercial banking needs. Major focus will be lending with additional emphasis on cross-selling Cash Management products, Retail Banking and Mortgage products, and Wealth Management services. Oversees final assessment of the groups' business opportunities to ensure that the potential business follows prescribed profitability standards. Creates and executes comprehensive business/calling/prospecting plan to maximize business opportunities and relationships. As a seasoned lender, incumbent is expected to prospect for solid credits and relationships in markets that are inside and outside the Bank's historical footprint. Ensures Commercial regulatory requirements including CRA and general compliance standards are achieved. Develops strategies in concert with Compliance to achieve these expectations. Expands Centers of Influence base via ongoing, results-oriented community networking. Builds internal relationships with non-Commercial business unit representatives by inviting them out on appropriate client calls and working collaboratively to meet the banking needs of middle market customers. Coach/mentor/supervise a team of lenders. Supervisory Responsibilities This role has direct supervisory responsibilities and carries out responsibilities in accordance with the company's policies and applicable laws. Responsibilities include planning, assigning and directing employee's work; evaluating performance; rewarding and disciplining employees; addressing complaints, performance coaching, and resolving issues; interviewing, hiring and training. Minimum Requirements Bachelor's degree in Business, Finance, or related field and ten or more years of experience in Commercial Lending with a proven track record of successful business deals that feature total relationships. MBA preferred. Must have direct and extensive experience/knowledge within the Greater Chicago market. Competencies Excellent leadership skills; ability to attract and retain talent to grow the C&I Group. History of making sound decisions that produce quality results and mitigate risk exposure. Proven relationship management skill and the ability to establish rapport with business owners. Quantifiable credit skills and a proven sense of discernment about credit quality. Experience working within and meeting commercial regulatory and CRA requirements. Comprehensive understanding of the bank/financial needs of current and prospective customers. Proven record of developing comprehensive, results-oriented business plans that emphasize calling, prospecting and customer retention. Excellent written and verbal communication skills as well as strong listening skills. Location Details This position requires a regular onsite presence, however, offers flexibility to work remote or offsite dependent upon business needs. Business needs may require a variation to the regular schedule as needed. The preferred onsite location is the Wacker office in Chicago. Compensation & Benefits Base pay: $205,000 - $280,000 Officer Bonus Eligible: Eligible to participate in the Annual Officer Incentive plan with a target bonus up to 50% of base salary based various performance components. Equity: May be eligible for consideration to receive equity in the form of Restricted Stock Units; Equity grants are discretionary based on a variety of factors including Bank and personal performance and are not guaranteed. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. Benefits: How We Support You - Old Second Thanks for considering Old Second!

Posted 30+ days ago

Customer Service Specialist- Consumer Banking- Amherst, NY-logo
Keybank National AssociationAmherst, NY
Location: 4224 Ridge Lea Road- Amherst, New York 14226 Location: Must reside in the geographic region of Amherst, NY Training will take place on site at: 4224 Ridge Lea Rd Amherst, NY 14226 Training: Training will take place in office for minimally the first 3 months. Schedule During Training: Monday- Friday from 8:00am-5:00pm ET Schedule After Training: There are various shift available for this role. Weekend Warrior Shifts- working every Saturday and Sunday and 2 days off during the week Saturday Squad Shifts- working every Saturday and 2 days off during the week Additional compensation offered for Weekend Warrior and Saturday Squad All other shifts will require working at least every other Saturday or Sunday Customer Service Specialist As a Customer Service Specialist, you'll serve as the voice of KeyBank - working as a problem solver for our clients. This is a high energy, fast-paced call center role with unlimited opportunity to learn, grow and work with a talented and supportive team. If you like helping others and feel rewarded by making someone's day a little better, this is the role for you. The ability to empathize, stay calm and not take client frustration personal are traits that are especially successful in this role. What You'll Get from This Opportunity: Competitive pay and unique benefits- 401(k) matching (dollar-for-dollar up to 7%), generous PTO, fitness and tuition reimbursement and so much more. Valuable financial services experience. You'll learn the ins and outs of how the bank works and knowledge that translates to career advancement at Key. Paid job training and access to a library of specialized professional development and training courses. Shift differentials available. Performance-based rewards. Variety - every day is different. Essential Job Functions: Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Receiving inbound calls from consumer clients in fast paced environment (in some cases, taking back-to-back calls) Answering client questions, problem solving, educating, de-escalating dissatisfied clients, and making suggestions that help deliver our Moments Matter culture. Providing technical support for Key's online products and services (PC, mobile, and tablets). Collaborating with a wide range of Key Teammates to help solve client challenges. Ability to navigate multiple screens and software while speaking to clients effectively over the phone free of distractions and background noise (similar to being in the office). Complies with all KeyBank policies and procedures, , acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and KeyBank. Required Qualifications: Minimum 1 year client service experience. High school diploma/GED. Demonstrated success in problem resolution, multi-tasking and attention to detail. Advanced computer skills and working knowledge of how to navigate multiple screens and software, web browsers, websites and mobile applications while speaking to clients. Strong interpersonal, verbal, and written communication skills. Flexibility, empathy, and patience to work in a fast-paced, high-volume call center. Ability to read and follow call center "scripts" when handling different scenarios. Schedule flexibility- The hours for the position can change based on business need. In addition, there is a shift bid process for all Teammates that occurs two times (performance based schedule options) per year which could result in a schedule change. Preferred Qualifications: Previous experience working in a remote/ work from home environment. Mobile Requirements: Hard wired high speed internet speed- Minimum of 50 MBPS download Dedicated home office space Distraction and noise free background - we want clients to have the same professional experience that they would have speaking to a Teammate working onsite What It's Like to Work with Us: At the KeyBank Contact Center, we are a diverse and engaged team that supports one another and always finds a way to have fun in the office and virtually. Our leaders have our backs and we share our knowledge for the good of the team. We work hard for our clients, and are frequently rewarded for our efforts. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $19 to $21.00 per hour depending on location and job-related factors such as level of experience. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 09/01/2025 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.

Posted 30+ days ago

S
Stephens Inc.Little Rock, AR
Title: Investment Banking Analyst (Class of 2026) Start Date: Summer of 2026 Locations: Atlanta, Dallas, Little Rock Salary: $105,000 STEPHENS INVESTMENT BANKING ANALYST PROGRAM The Stephens Investment Banking Analyst Program is one-of-a-kind in the financial services industry. Our two-year, generalist program begins with four weeks of intensive training taught by Stephens bankers who have gone through the process themselves, and evolves into continuous on-the-job experience. Analysts assist junior and senior bankers in advising the firm's clients across multiple products and industries, while also receiving exposure to private equity firms and family offices. Our program offers analysts the best opportunity to learn and prepare for a rewarding career in finance, while making significant contributions to our team. Analysts work on deal structure, modeling, presentations, client communications and more. ABOUT STEPHENS In operation since 1933, we are among a small group of the nation's largest family-owned diversified financial services firms, privately held by the Stephens family. This distinction allows us to prioritize doing what is right for our clients and concentrate on a long-term strategy. In addition to investment banking services, Stephens provides wealth and investment management, fixed income and equities trading and sales, insurance and risk management, public finance and private capital. We have a national presence with strategic locations across the U.S. and in Europe. Our Investment Banking team has a superb track record of adding value for small and middle market companies, as well as global organizations, across all major sectors and with deep expertise on the subsector level. Our investment banking professionals have a collaborative approach to addressing the M&A and capital needs of our clients and regularly coordinate with transatlantic colleagues on active and prospective projects. These include some of the most successful public and private companies in business today. OUR CULTURE We draw from a team of expert bankers with extensive knowledge in the areas they serve. The consistency of the advice that we provide stems from the tenure of this highly experienced team. On average, our senior bankers have more than a decade of service at Stephens. This reflects the supportive and stable atmosphere at Stephens, which exists alongside a rigorous commitment to achieving excellent client service and maintaining a reputation for focusing on relationships over transactions. We think like owners, on behalf of our clients. Senior bankers at Stephens take an active and authentic interest in cultivating positive experiences for analysts during the program. Numerous former analysts have become senior team members in Investment Banking and other lines of business at the firm. Whether our Investment Banking analysts stay at Stephens or move on to other opportunities, we know firsthand the unique value of this mutually beneficial program. ESSENTIAL DUTIES AND RESPONSIBILITIES Analysts have a broad array of responsibilities that are executed alongside our veteran bankers, as well as the senior management teams of our clients. These tasks include: Develop detailed financial analysis for various types of transactions Compose presentation materials including: tailored pitch books, Confidential Information Memorandums and other marketing materials Conducting quantitative and qualitative industry research and analysis Perform other operational and administrative tasks as needed The two year program puts motivated Analysts on track for an Associate role at our firm. EDUCATION Bachelor's degree in Finance, Accounting, Economics or a related field preferred KNOWLEDGE, SKILLS & ABILITIES Strong interpersonal skills Excellent verbal and written communication skills, effective team player and a commitment to excellence Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects and meet deadlines with minimal supervision Attention to detail with emphasis on accuracy and quality Outstanding record of academic achievement Demonstrated interest in accounting and finance Math and analytical aptitude must be exceptional High level of personal integrity and work ethic Ability to maintain confidentiality Advanced computer skills in Microsoft Word, Excel, PowerPoint and Access Ability to accurately read, interpret and communicate large volumes of numbers and data CERTIFICATIONS, LICENSES, REGISTRATIONS The following registrations will be required within 6 months of employment: SIE - Securities Industry Essentials Series 7 - General Securities Representative Series 63 - Uniform State Law Exam Series 79 - Investment Banking Representative Exam stephens.com/investment-banking · Little Rock · Atlanta · Boston · Chicago · Dallas · Frankfurt · London · New York · Washington, DC For benefits information, please visit: https://www.stephens.com/careers/benefits

Posted 2 weeks ago

T
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve in a primary support role for the Consumer & Small Business Banking (CSBB) Business Unit Chief Risk Officers (BUCRO) with oversight responsibility for Branch Banking and Premier Banking. Responsible for independent identification, aggregation, integration, and correlation of all eight risk types. Engage across the full spectrum of risks to ensure appropriate oversight and governance of first line risk taking and risk program execution activities. Interact with and present routinely to senior executives within the Risk Management Organization (RMO) and CSBB. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1.Through robust 2nd line oversight, ensure the Business Unit's compliant execution to the corporate risk management framework for all eight risk types. Aggregate, report and escalate risk accordingly. Serve as BUCRO "delegate" for significant levels of risk signature authority and as the BUCRO proxy in governance and strategy meetings when the BUCRO is not available. Participation in working groups and councils, regulatory agency meetings and examinations to offer 1st Line effective challenge, ensure risk management strategies are appropriately communicated and that Risk Programs are appropriately represented. Challenge key risk decisions and escalate unacceptable or key emerging risks to BUCRO, Risk Program owners and Business Unit Risk Managers. Contribute risk subject matter expertise, guidance, and challenge to assigned Business Units. Assist with documentation of effective challenge and execution of Risk Program requirements. Interface with the Business Unit Risk Manager (BURM) staff as needed (e.g., collaborating on special projects, Risk Program Execution, pertinent risk matters and issues) as directed by the BUCRO. Assist the BUCRO with monitoring of risk exposures, concentrations and limits for compliance with risk appetite as well as effective challenge of Business Unit reporting and/or Risk Program execution activities. Perform analyses and develop/prepare LOB oversight reporting, as needed. Communicate to RMO and BUCRO leadership regarding activities, trends, and events pertaining to tracked issues including Regulatory, Audit and Credit Risk Review activities as well as those self-identified by the LOB and ensure target dates are met and remediation plans are suitable. Promote various risk initiatives, including engagement in on-going Governance requirements and participation in regulatory activities. Lead team of risk professionals in support of these job duties to include salary administration, performance assessment, coaching, team member selection, training and career development of staff. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Broad risk and regulatory knowledge with an emphasis on: Credit, Market, Liquidity, Compliance, Operational, Reputation, Technology, and Strategic Risks. Minimum 15 years of risk management or relevant line of business experience in financial services or related field. Excellent leadership and communication skills. Ability to multi-task and drive change. Strong quantitative, governance, and analytical skills. Undergraduate degree in finance or related field. Preferred Qualifications: Experience managing risk in multiple unique lines of business (e.g. mortgage and retail). High organization skills and advanced with establishing governance protocols and evidence of adherence to those protocols. Flexibility to occasionally travel to various business locations. Advanced graduate degree in Business, Finance, or equivalent science/academic field. FRM/CFA or equivalent advanced risk certification. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Law Firm Banking Officer-logo
Home Trust Banking PartnershipSuwanee, GA
Role Summary The Law Firm Banking Officer will be responsible for supporting the management and growth of the law firm and attorney business for the bank. This client-facing role is responsible for developing and expanding relationships and establishing and driving the strategy and expansion of this business across our bank's footprint and sales organization. Key Responsibilities / Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Manage and grow deposits and treasury revenue across the Law Firm/Attorney portfolio. Work as a trusted advisor with all business clients, Law Firms and Attorneys to deliver a tailored suite of deposit and Treasury Services. Collaborate with Treasury Services and Commercial Banking teams to establish and drive business development strategies including input into product development, marketing, and other strategic initiatives. Accountable for revenue expansion, pipeline momentum, relationship profitability, client calling, portfolio development, pricing strategy and proposal/presentation delivery. Maintain a strong client focus, treasury industry expertise, a broad understanding of bank structure and the operational aspects of doing business within the Law Firm/Attorney space. Ensure client satisfaction by understanding needs of all business clients, Law Firms and Attorneys' needs as well as being their advocate at the bank. Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives. Oversee the sales process from initial client call to full implementation and usage of TM services. Adhere to all corporate policies and procedures, Federal and State regulations, and laws. Complete all mandatory annual compliance training. Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws. Perform other duties and special projects as assigned. Job Requirements: Education: Bachelor's degree in a business-related field or equivalent experience. Required: 5+ years of experience in one or a combination of the following: sales, business development, and/or treasury management. Excellent client facing presentation, written, verbal, and virtual communication skills, and interpersonal skills. Substantial analytical skills and ability to assimilate complex information and problem-solve. Strong ability to learn quickly and multi-task. Ability to manage internal and external business partners to deliver solutions that meet prospects and client's needs. Ability to effectively build relationships internally and collaboratively develop strategies that support the Bank's overall growth and profitability. Sound decision making and reasoning skills. Exhibits respect for others and always maintains high ethical and professional standards. Proficient in Microsoft Office Products. Preferred: Certified Treasury Professional (CTP) certification. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization. Work Environment, 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 job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees. This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. While performing the duties of this job, the employee is regularly required to talk or hear. Physical activity requiring reaching, sifting, lifting, finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required. DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. HomeTrust Bank is an equal opportunity employer. We are committed to providing equal employment opportunities for all employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information, or veteran status.

Posted 6 days ago

Banking Retail Manager (Cxm) - Lake Jackson-logo
Capital City Bank GroupTallahassee, FL
Banking Retail Manager (CXM) | Capital City Bank | More Than Your Bank. Your Banker. Hours: Monday - Friday 40 Hours General Summary The Client Experience Manager (CXM) has responsibility for creating a leadership culture centered on delivering an exceptional client experience, through associate interactions, office appearance and products and services that are offered. The CXM has responsibility for one office which may include a drive-through facility. The CXM develops the associates within their office to ensure they are equipped to meet the needs of our clients and obtain operational and sales objectives. The CXM is responsible for demonstrating sales and service skills and will set the strategic direction of the office, communicating performance results, coaching, recognizing and rewarding accomplishments, and building a high performing team. The CXM is responsible for the direct management of the Lead Teller, Personal Banker(s), Universal Associate(s) and Traveling Support Associate(s). The CXM serves in a supporting role of Personal Banker and works with business partners to identify prospects for referrals. In a traditional office with no dedicated Teller Experience Supervisor or in an Express Office environment, the CXM is responsible for the efficient operation of the teller area including cash management and all vault and teller-related activities. This position has direct responsibility for employment decisions. All associates at Capital City Bank have access to confidential client information, and must practice discretion at all times. Principal Duties and Responsibilities Foster strong, loyal relationships between our clients and our brand. Enhance the client experience through care and passion at every touch, including client outreach. Products and services experts that convey confidence and positivity, influencing how others perceive our brand and possess a true desire to grow client relationships and develop associate relationships. Provide leadership to drive a culture that focuses on associate engagement and retention to ultimately achieve an exceptional client experience that will drive the achievement of goals and objectives increasing revenue. Interview, hire, and manage all approved positions with administrative support from Human Resources as needed, including scheduling, coaching, timecards, overtime, budget, training, performance reviews and all other associate relation issues. Complies with all Training Checklists, Teller Certification Checklist and Accountability Charts, utilizes performance management tools to attract, develop and retain talent in the office. Provides leadership in creating the strategic direction of the office to deliver a consistent client experience as well as associate relationship management. Develop strong relationships with the team and key bank partners, product and support partners, and other business partners as needed. Ability to think creatively on opportunities to grow revenue, deepen client relationships, create and penetrate client portfolios. Exhibit a high level of professionalism coupled with a strong work ethic. Deliver a strong leadership style that effectively balances coaching and mentoring with expectation-setting and measurement. Develop teamwork, share knowledge, instill trust, and set clear and concise expectations for consistency across the Bank. Promote, motivate, and coordinate sales activities and onboarding expectations with the expectation of exceeding office production goals, including Credit Card, Merchant Services, CCI and Other Business Partner Referrals; provides leadership promotes, motivates, and coaches referral activities. Ensure that teams are equipped with knowledge and resources, clear expectations and trust so that they are empowered to consistently meet the expectations. Ensure ongoing team training and timely completion of all bank-sponsored meetings/training/courses related to products/services and other initiatives. Responsible to ensure adherence to all tasks identified in the Office Certification Guide in coordination with the Teller Experience Supervisor, when applicable. Maintains Performance Standards for applicable office associates, ensuring timely adherence to policy and procedures, including management of overages and shortages in the absence of a Teller Performance Supervisor. Management of all performance exceptions initiated in the office, including but not limited to fee waivers, wires, Cash Management (CETO). Provides guidance to correct exceptions and avoid repeat errors, including documentation requirements at CIF creation, new account opening and account revisions. Fulfills the functional role of Personal Banker as needed by providing client with information on bank products and services, rates, service charges, restrictions and other relevant account information while delivering an exemplary client experience. Responsible for working the daily Insufficient/Returned Items prior to the daily cutoff. Has responsibility for appearance of the office as to branding, display of marketing materials and general appearance. Manages budgetary expenses including Rewards and Recognition, PR Pool Funds, FMI and other office expenses, processes expenses for payment. Manages PTO schedule to safeguard against staffing shortages in the office and ensures adherence to the annual 5 consecutive days requirement. Oversees office security and associate/client safety including adherence to all related policy and procedures, Automobile Accident Report, Property Loss Report, Public Liability Accident Report, Currency Transport, Monthly Security Testing, etc. Responsible for initiating and follow up of office maintenance and repair requests. Assists with research and resolution of client issues/complaints, initiating client contact if appropriate and escalation to management as needed. Actively participates in community organizations and events to generate goodwill and business development opportunities; working within time and budget constraints. Supervises office security including open and close procedures, dual control, all-clear signal, alarm testing, etc. Employer determines the essential functions of the job. All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, with department managers setting the standard. Associated Duties Attends management meetings as required. Responsible for overrides, as applicable. Ensures security functions are completed timely including all clear signal, security alarm testing, separation audits, open/close procedures, over/short GL review. Provides oversight of key/combo log. Completes all assigned/required Bank training within established timelines Provides additional support to manager and department colleagues. Serves as member of: Disaster Recovery Team New Office Opening Team Existing Office Closing Team Acquisition/Conversion Team Robbery Response Team After Hours Office Contact List Knowledge, Skills and Abilities (KSA) Required The following KSAs are usually acquired through post high school and/or college education with specialized training course(s) in business, banking, and/or 5-7 years related experience: Effective written and oral communication skills to positively engage clients and prospective clients. Strong leadership, organizational and time management skills. The ability to exercise sound and reasonable judgment. Demonstrable business development and leadership skills. Banking experience preferred. Proficiency in Word and Excel software. Familiarity of Jack Henry Xperience, preferred. Experience with a customer relationship management system is a plus. Preferred use and/or understanding of Capital City Bank products and services. Education Associate's or Bachelor's degree in business or finance from an accredited college preferred. Relevant experience may substitute for the education requirement. Working Conditions Office environment Lobby/professional environment May be required to attend after hours business related meetings or events as determined by the Regional Experience Manager Driving as required by position In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity. Capital City Bank associates are our greatest asset. We offer the following benefits Medical, Dental and Vision Life Insurance 401(k) with Matching Flexible Spending Accounts Tuition Assistance Stock Purchase Discounts on Products and Services EOE/Protected Veterans/Disabled/Drug Free The above declarations are not intended to be an "all-inclusive" list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This job description does not restrict Capital City Bank, Capital City Investments, Capital City Trust Company, Capital City Strategic Wealth, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.

Posted 5 days ago

Banking Assurance Director- Professional Practice Group-logo
EisnerAmperMinneapolis, MN
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Director to join the Firm's National Office of Professional Practice (the National Office) team. This position offers an excellent opportunity to be part of a collaborative team, play a key role in driving audit quality and expand upon a culture of professional excellence. The role reports to Chief Risk Officer and to the Chief Auditor. The ideal candidate will have prior experience in the design and oversight of audits of Banks, Credit Unions and Specialty Finance entities, including Public Bank related Integrated Reports; as well as experience in national roles related to setting of policies, guidance and enabling compliance by engagement teams. Experience in coaching engagement teams on the design and execution of audits in the Banking and Specialty Finance arena is desired. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What You Will be Responsible For: Ensure the quality of audits through several different areas, including but not limited to: Training & coaching Quality control reviews Creation and implementation of firmwide audit and assurance practices Consultations Develop strategic initiatives for audit practices across the firm Assist with the research, application, and implementation of technical accounting pronouncements. Basic Qualifications: 10+ years of experience, preferably with a Big 4 or national public auditing firm providing audit and attest services. Bachelor's degree in Accounting CPA is required Strong working knowledge of the requirements of professional accounting and auditing standards (AICPA and PCAOB) including rules and regulations of U.S Securities and Exchange Commission (SEC) Banking and/or capital market industry experience is required. Experience working with the accounting framework of ASC 946. Preferred Qualifications: National office experience working with and enhancing the system of quality control is a plus Experience with and in developing, implementing, and training on audit methodology and enhancements thereto and working directly with engagement teams to resolve complex auditing and accounting matters is preferred. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Audit Team: In the EisnerAmper Audit Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. The expected salary range for this position is between $225,000 and $275,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-JB1 Preferred Location: Iselin For NYC and California, the expected salary range for this position is between 120000 and 250000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Posted 1 week ago

Commercial Banking Specialist-logo
Ameris BancorpAtlanta, GA
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate. The Commercial Banking Specialist provides administrative support for commercial banking activities to facilitate efficient operations and communication. The position provides customer service to customers and demonstrates the Ameris Vision, Purpose, Expectations and Values. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities. Maintains electronic records and prepares transactions in Customer Relationship Management software. Thoroughly collects customer and prospect financials which may include loan applications, tax returns, income statements, bank statements and other relevant data. Monitors reports to identify maturing and delinquent accounts; initiates renewal processes and assists with collections. Maintains records and obtains documentation in compliance with internal controls, operational procedures, and risk management policies. Drafts letters and agreements. Maintains knowledge of banking products, programs, services, and promotions. Facilitates loan approval processes; prepares documents for the Officer Loan Committee. Provides prompt, professional customer service to customers and prospective customers utilizing proper etiquette in all communications. Researches and answers customer inquiries and fulfills service requests. Works to understand the root causes of complex customer service issues. Identifies and implements resolutions. Provides assistance and training to team members. Required Knowledge, Skills and Competencies: Computer and Microsoft Office proficiency. Thorough knowledge of banking policies, procedures, products and services. Able to effectively and persuasively express self, using language and grammar in a professional manner. Able to plan, schedule and organize professional schedule to achieve goals within or ahead of established time frames. Able to provide a high level of interactive service to others, building relationships and addressing identified needs. Demonstrates commitment to quality customer service and ability to meet or exceed service goals. Able to analyze and record detailed information. Able to research, analyze, identify viable options, draw sound conclusions, present findings and make thoughtful recommendations considering overall risk and short-term and long-term impact. Industry and Work Experience: 3 or more years of experience as a Commercial Banking Specialist or equivalent position. Banking compliance or risk management experience preferred. Academic: Bachelor's degree required. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers' Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

Posted 30+ days ago

T
Texas Capital Bancshares, Inc.Dallas, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Texas Capital has been active in the oil & gas industry for more than 20 years and has built a team with deep industry knowledge, experience and relationships to support an industry that requires a specialized approach. Our dedication to the energy sector reflects Texas Capital's long-term commitment to serving the leading clients in the industries that are important to the Texas economy. Our integrated corporate and investment banking team is comprised of experienced professionals dedicated to the broadly defined energy sector including upstream (operated and non-operated), minerals & royalties, midstream, water handling, as well as emerging opportunities in CleanTech, carbon capture and sequestration, and other energy-adjacent subsectors. Texas Capital provides value to our energy clients by utilizing our strong technical expertise, with team members specialized in engineering and geology, to support all transactions, including the formation of capital as well as advisory services. Corporate banking focuses primarily on the origination and structuring of secured and unsecured corporate loans and the syndication thereof with Texas Capital in an Admin Agent role. Corporate Banking is also responsible for delivering Texas Capital's extensive Treasury Management platform and risk management products and services. Corporate Banking relationships help to deliver the bank's full range of investment banking services relevant to our clients' financing and strategic development including advice on Institutional Term Loans, Private Credit Term Loans, First Out Facilities, First-lien/Second-Lien Facilities, High Yield Bonds, Private Placements, Public Equity Offerings, M&A&D, Asset-backed Securitizations, Restructuring Advisory, etc. The Executive Director, will champion a client-centric culture and drive the strategy to acquire or retain and expand client relationships to generate revenue and increase share of wallet by presenting the full range of Texas Capital's products and services and delivering the entire bank to the client. Responsibilities of the Position Setting relationship strategies and directing relationship management activities with new and/or existing clients in the Upstream subsector of the energy industry, including public and private operating, non-operating and mineral & royalty companies, to grow revenue and market share. Providing ideas and insights to clients based on an understanding of their needs and financial well-being. Coordinating with the various product groups within Texas Capital to deliver the best solution and experience to clients. Developing and maintaining effective industry relationships with clients, external parties, legal counsel, etc. Monitoring transactions in the pipeline from the prospecting phase through closing, both internally and externally. Actively contributing to a high-performance and inclusive work environment in order to contribute to the overall success of the team. Assisting in recruiting and mentoring junior colleagues through active engagement on developing their skills (technical, coverage, leadership), providing real-time positive and constructive feedback to support their development. Ensuring all activities conducted are in compliance with governing regulations, internal policies and procedures. The duties listed above are the essential functions, or fundamental duties within the job classification. Texas Capital may assign reasonably related additional duties to individual employees consistent with standard departmental policy. Qualifications Bachelors or Masters degree in business (Finance, Accounting, Math, Economics, etc.) or other relevant degree. Demonstrated 8+ years of experience in Energy Banking, Corporate or Investment Banking preferred, or other relevant experience working with clients with advanced levels of risk and complexity of financial needs. Strong knowledge of the banking suite of products and services. Effective, self-directed individual with ability to work in a fast-paced, highly collaborative environment. Flexible to demands of work and viewed as a valuable team resource. Demonstrated ability to quickly adapt to new situations and to manage multiple projects with competing deadlines while maintaining high work standards. Strong quantitative skills focused on financial analysis, accounting and financial theory. Strong analytical skills including critical thinking, data and information analysis, research, and problem solving. Exceptional writing, interpersonal and communication skills. Strong knowledge and application of credit underwriting (i.e., cash flow models, financial spreads, credit packages and legal documentation). Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations. FINRA registration and licensing (minimum SIE, S63 and S79) in good standing required and maintenance thereof. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

Public Sector Banking Relationship Manager-logo
River City BankSacramento, CA
Description The Public Sector Banking Relationship Manager is responsible for maintaining and growing deposit relationships for public sector clients, such as government agencies and municipalities in California. In addition, this role includes expanding public finance opportunities for clients and prospects. In this role, the Relationship Manager serves as the primary point of contact and client advocate for the Bank's Public Sector clients with deposits of over $1 million and lending opportunities ranging from $5 million to $50 million. Essential Functions Maintains and grows existing and new Public Sector deposit and lending relationships while providing superior customer service. Negotiates and structures new and renewed public finance loans; prepares and documents current applications; reviews and analyzes financial data and other relevant information to determine each customer's eligibility for credit. Extensive knowledge of all bank products specifically for Public Funds; identifies relationship-expansion opportunities and collaborates with partners to structure, coordinate, and fulfill credit and non-credit solutions, including cash management. Initiates and implements an effective calling program to focus efforts on maintaining and increasing commercial banking relationships. Represents the Bank in community organizations and activities to enhance the Bank's image and maintain and enhance a referral network with Centers of Influence (COI's) for business development opportunities. Supports the Community Reinvestment Act (CRA) through business development efforts. Actively participates in community organizations. Maintains a current knowledge of bank regulations. Ensures compliance with all Federal, State and Bank policies, procedures, and regulations. Other duties as assigned. Requirements Five years or more experience in sourcing and managing public funds and/or financial services in public finance with proven track record of exceeding performance in developing and maintaining business in the public sector. Bachelor's Degree from accredited college in accounting, business, or finance or equivalent experience. Excellent sales skills with ability to meet or exceed established loan and deposit sales goals within expected timelines. Public Finance underwriting skills, including accounting, financial statement, and cash flow analysis experience. Working knowledge with structuring credit products for the public sector. Knowledge of a variety of Bank services, products, and lending requirements. Effective customer service methods and practices. Proficient knowledge of commercial lending policies, procedures, practices and documentation Additional Comments: River City Bank is an Affirmative Action and Equal Opportunity Employer with a commitment to diversity. Individuals seeking employment at River City Bank are considered without regards to ancestry, age, color, physical or mental disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, national origin, race, religion, sex, sexual orientation, protected veteran/military status or any other consideration made unlawful by federal, state or local laws. Note: River City Bank does not sponsor applicants for work visas For CA residents please read the Notice at Collection - California before applying.

Posted 30+ days ago

Digital Banking Service Specialist-logo
First Volunteer BankChattanooga, TN
Builtwell, Chattanooga's community bank, is currently experiencing rapid growth. We are actively seeking a friendly and hard-working Digital Banking Service Specialist to join our team. The successful applicant will be responsible for a combination of the following: Customer Concierge: Serving customers via telephone, live chat, or email as well as supporting Builtwell Bank's digital banking products Card Services: Processing customer requests regarding debit and credit cards and handling card disputes Wire Transfers: Processing incoming, outgoing and international wires ACH: Processing daily ACH files for customers as they are submitted Above all, offering exceptional service to both internal and external customers. We encourage all who want to work with a dynamic and highly productive team to apply. Desired Qualifications High school diploma or equivalent Ability to work independently, accurately and with attention to detail Strong time management skills and ability to meet daily deadlines Confident working knowledge of computers and software such as Microsoft, Excel, and Adobe Ability to communicate and interact with a variety of people both within the team and other departments Ability to handle and resolve recurring issues Excellent verbal and written communication skills Schedule: M-F 8:30 am-5:30 pm, Every 7 weeks F 8:30 am- 6:00 pm, Every 6 weeks Sat. 8:50 am- 12:10 pm (Full-time)

Posted 4 weeks ago

FirstBank logo

Part Time Personal Banking Representative

FirstBankColorado Springs, CO

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.1

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

pay-wall

Job Description

  • This part time schedule will consist of the following schedule: Tue, Thu, Fri, 8:30 - 5:30 and Sat, 8:30 - 12:30*

Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!

A Brief Overview

A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.

What you will do

  • Assist customers with a wide range of inquiries and requests
  • Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer
  • Open new accounts and provide product/service information
  • Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing
  • Process transactions accurately and adhere to all compliance requirements
  • Review daily reports and perform maintenance on accounts
  • Recognize and develop opportunities for cross-selling FirstBank products and services
  • Sell bank products and meet company sales goals
  • Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures
  • Perform other duties and projects as assigned by the market or region
  • Understand and comply with all provisions of the Safety in the Workplace policy
  • Will work at one of six FirstBank branches in the Colorado Springs market
  • Will work a schedule of Tue, Thu, Fri, 8:30 - 5:30 and Sat, 8:30 - 12:30

Minimum Requirements

  • Entry-level job with little or no prior relevant work experience in the function

Preferred Requirements

  • Cash handling and customer-service experience
  • Bilingual in English and Spanish

Knowledge, Skills, and Abilities

  • Good customer-service skills and the ability to work well with others
  • Basic mathematic and problem-solving skills
  • Comfortable in a sales environment
  • Detail-oriented with the ability to multi-task and change directions quickly

Working Conditions and Physical Requirements

  • Frequently remains stationary throughout a typical business day
  • Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer
  • Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms
  • Occasionally positions self to access drawers and shelves of various heights
  • Frequently reaches for and handles paperwork and files
  • Constantly communicates with customers, coworkers, and management in-person and on the phone
  • Must be able to exchange accurate information
  • FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need.

Salary Range

$20 Per Hour

Statement of Benefits

FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D

This Job may be eligible for the:

  • New Accounts Cross-Sell Queue Incentive Plan

EOE/Affirmative Action

FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department.

Colorado Job Application Fairness Act

Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation

  • This position is expected to close by 8/18/25*

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

pay-wall