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Commercial Banking Relationship Manager-logo
Commercial Banking Relationship Manager
NBT BankNashua, NH
Pay Range: $119,993.00 - $160,008.00 Responsible for full range of New business Development activities. Evaluates loan applications and makes recommendations to higher authority. Maintains a loan portfolio that includes gathering relevant financial data and maintains customer relationships. Complies with bank policies and Federal/State regulations dealing with Commercial Lending. As necessary works with more experienced Banking Officers in handling more complex relationships. Education and Experience: 4 year degree or related experience 5-7 years lending experience Skills and Abilities: Strong accounting and credit analysis background Strong oral, written and listening skills Ability to attain/exceed goals Strong management and leadership skills Tasks Performed: 40% Develops a portfolio through New Business Development activities handling all but the largest most complex relationships with borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as Federal/State regulations affecting Commercial Lending. 25% Evaluates loan applications and makes recommendations to higher approval authority after analyzing borrower capacity, financial data, industry trends, collateral position, management ability and using personal judgment to determine credit worthiness. 20% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups. 10% Seeks advice and guidance from more experienced lending Officers throughout the loan underwriting, approval and closure process. 5% Other duties as assigned Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 10 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 6 days ago

Executive Director, Online And Mobile Banking-logo
Executive Director, Online And Mobile Banking
Northwest Bancorp, Inc.Columbus, OH
Job Description The Executive Director, Online and Mobile Banking will lead Northwest Bank's digital eco-system with responsibility for design and operation of consumer facing digital shop, buy, and serve experiences in digital channels (online, mobile, Northwest.com). In this highly visible and critical role, the Managing Director will be responsible for establishing and executing a user-based design vision to improve the client experience, accelerate online sales and enrollment, and drive higher retention and engagement through innovative offerings and features. Through both native development and third-party relationships, ensure experiences are aligned with the Northwest brand and support an omni-channel experience for new and existing customers. This role will be expected to be a strong, creditable voice in driving Northwest's digital and payments journey, enabling business partners and stakeholders with the insight and capability they need to drive strategic outcomes. Essential Functions Prepare ongoing assessments of digital products, recommend and execute improvements, establish a long-term roadmap to achieve a highly competitive position in the industry Be the center for knowledge - have a deep experience and curiosity about the digital product space and a desire to drive change throughout the organization Embody designed based thinking, including empathy, journey mapping, and the CX experience-put the client voice and data at the center of decision making Lead definition and execution of value propositions and end-to-end product experience, including on-boarding, transactional activities, payments, compliance workflows, customer support, operations, and bringing new solutions to market Own digital product positioning, and partner with marketing on go-to-market strategy and enablement to support the sales cycle Lead and develop digital experience team; build agile development capabilities to support roadmap execution in addition to strengthening external partnerships and evaluating/implementing new third party capabilities Manage and support technology integrations related to internal initiatives and acquisitions Recommend strategies to enhance the bank's brand and image in digital channels Influence the company's data strategy and analytics to improve offerings, marketing, client experiences, performance measurement, and overall engagement outcomes Improve the existing customer journey and simplify the experience while enriching features and capabilities Increase revenue and engagement through customer adoption, channel utilization, product usage, and delivering a solutions-based approach to meeting client needs Provide a deep understanding of financial services technologies, processing, payments, and use of third-party capabilities Possess a strong background in financial services and familiarity with banking products, services, payments, and regulations Contribute to bank-wide process improvement and efficiency efforts through automation and technology Manage product knowledge centers to support internal training, customer support, and servicing Translate line of business strategies into actionable digital marketing programs that drive revenue-attributable business outcomes across all divisions Possess excellent project management and cross-functional skills by working closely with teams across the organization, including Consumer and Commercial Bank, Legal, Compliance, and Risk Management, Executive Leadership Team, Marketing, Technology, Internal Communications, and external partners Ability to create content on demand in a range of styles and voices while observing hard deadlines, and have a proven record of program development, project management, and content strategy development Build an effective digital brand to attract new business Craft and drive strategies to enable sales teams, contact center agents, and frontline partners to leverage digital capabilities Possess a proven record of strong interpersonal skills - this position requires substantial interaction with bank representatives at all levels, including senior management. The ability to communicate persuasively, both orally and in writing, with other managers, staff, and the public is vital. Additional Essential Functions Essential Functions Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Safety and Health for Supervisors with Direct Reports Provide leadership and positive direction for maintaining the safety and loss prevention program Actively participate in and support employee participation in the safety and loss prevention program by ensuring that employees know how to properly report a safety issue, making sure that all accidents are promptly reported to Human Resources and documented, and ensuring that prompt action is taken whenever workplace hazards are identified Help implement emergency procedures QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Bachelor's Degree required Master's Degree preferred Work Experience More than 15 years: Managing and developing digital banking capabilities (online, mobile) across shop, buy, and service. Managing agile teams and developers and/or as a digital product owner Large bank experience a plus, specifically managing demands of multiple stakeholders and collaborating across marketing, technology, product, risk management, and lines of business Knowledge, Skills, and Abilities Ability to develop and implement an organizational vision which integrates key strategic goals, priorities, values, and other factors Ability to balance change and continuity - to continually strive to improve customer service and program performance, to create a work environment that encourages creative thinking, and to maintain focus, intensity and persistence, even under adversity Ability to design and implement strategies which maximize employee potential and foster high ethical standards in meeting the Northwest's vision, mission, and goals Ability to make timely and effective decisions and produce results through strategic planning and the implementation and evaluation of programs and policies. Ability to acquire and administer human, financial, material, and information resources in a manner which instills public trust and accomplishes Northwest's mission, and to use new technology to enhance decision making. Ability to explain, advocate and express facts and ideas in a convincing manner, and negotiate with individuals and groups internally and externally. Ability to develop an expansive professional network with other organizations Knowledge of key national and industry policies and economic, political, and social trends that affect Northwest; Understands near-term and long-range plans and determines how best to be positioned to achieve a competitive business advantage Travel Requirements Occasionally across the bank's regional offices and to acquire additional expertise through industry forums, conferences, and vendor engagements, approximately 10-20% of time Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 6 days ago

Treasury Digital Banking Specialist-logo
Treasury Digital Banking Specialist
Camden National CorporationBerlin, NH
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Prior experience in banking or treasury management is required, particularly in support, administrative, or client service functions. The primary purpose of this position is to provide customer support for all Treasury Management products and services and to assist the Treasury Management services team with daily functions and tasks. This may also include support to bank employees as well as customers including training, technical support and new service requests. TM products and services include, but are not limited to Online Banking, e-statements, online wires, ACH processing, Remote Deposit Capture, Positive Pay and Account Reconciliation, EDI Reports, Enhanced Account Analysis, and Lockbox services. Essential Duties and Responsibilities: Answer phone and email support inquiries for all Treasury Management products and services. Research requests as needed by engaging appropriate departments to provide a thorough response to the client. Implement new services as requested by the Treasury Management sales team and provide follow up training to the client. Most training will be completed over the phone. Review documents to ensure all necessary authorizations are received and are properly completed. Use bank systems to appropriately file documentation. Complete annual RDC and ACH operational reviews. Assist sales team with relationship reviews by gathering product and services usage by customer. Basic Qualifications: Working knowledge of Treasury Management products and services listed above. Two plus years' experience in customer service, treasury management or operations related position. Preferred Qualifications: Associates or Bachelor degree preferred, but not required. Professional certifications or prior experience may offset higher education. Skills and Abilities: Excellent verbal, written and interpersonal communications skills. Courteous and tactful due to the type, nature and frequency of contact with clients. Ability to train customers over the phone or in person. Adequate computer and technical skills to be able to do simple troubleshooting such as browser updates and resolving other technical issues with Online Banking or Remote Deposit Capture. Strong customer service and problem solving skills. Strong time management skills, the ability to multi-task, prioritize workload and maintain accuracy. Capacity to learn new computer systems and software. Supervisory Skills: This job has no supervisory responsibilities. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 1 week ago

Private Banking Client Specialist-logo
Private Banking Client Specialist
First Horizon Corp.Ponte Vedra Beach, FL
Provide assistance to the Private Banking Relationship Managers. Location: On site at location listed in job posting. Responsibilities: Review and Fund Loans Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services Authorize payment and fees of private wealth client overdrafts Approve and process private wealth clients' withdrawals on lines of credit Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients Open new accounts and ensure all required documentation is obtained from the client Process wire requests for clients. Assist other AAs and other departments with administrative support when needed Performs all other duties as assigned Requirements: High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience Working knowledge of MS Office Suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 2 weeks ago

Banking Center Manager - Float-logo
Banking Center Manager - Float
First Horizon Corp.New Orleans, LA
LOCATION: This position will provide Banking Center Manager coverage for the banking centers in the Greater New Orleans, LA metropolitan market. SUMMARY This position is responsible for the overall sales, production, profitability and regulatory compliance of a banking center. It is also the responsibility of this position to ensure the banking center delivers quality, accurate, and timely customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES Strategic leadership Coach, lead and manage banking center team to ensure all strategic initiatives are executed effectively. Model and demonstrate First Horizon Bank (Firstpower) culture. Promote a positive work culture by increasing and supporting associate engagement. Represent the company in a professional manner, including being involved in the local market/community through civic organizations or community groups. Sales and business development Implement and coach advice driven sales process. Provide one-on-one coaching, inspect, and recognize sales activities and behaviors. Establish and nurture relationships with key clients and partners to expand the client base. Proactively collaborate with and refer to key line of business partners to lead and promote effective One Team partnerships. Business development of market area through proactive sales calls, networking, and participation in local activities to achieve goals and priorities. Client experience Deliver excellent client experiences consistently and promptly resolve client issues effectively. Team management Recruit, train, develop, and retain a high-performing Retail banking center team. Lead, grow, coach, and motivate associates to execute banking center routines effectively, aligning with our Purpose, Values, and Action to deliver financial guidance and support. Provide regular coaching, feedback, and performance evaluations to banking center team members. Foster a collaborative and inclusive work environment that promotes teamwork and professional growth. Compliance and risk management Collaborate with market operations and sales leadership to ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics, while ensuring all associates on the team complete required training. Implement effective risk management practices to minimize potential financial and operational risks. Operational efficiency Lead and manage operational excellence for the banking center. Monitor operational metrics and implement improvements as needed. Partner with Retail Operations team to address operational concerns. Responsible for controlling operational and administrative expenses. Other job-related duties and special duties as assigned SUPERVISORY RESPONSIBILITIES Directly responsible for directing, Coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning and directing work; assessing performance, providing regular feedback and coaching; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 4 days ago

Senior Business Banking Relationship Manager-logo
Senior Business Banking Relationship Manager
Keybank National AssociationVancouver, WA
Location: 714 Main Street - Vancouver, Washington 98660 Job Description Preview Job Summary Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a full range of core Business Banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships at the upper end of the Business Banking segment. Our bankers are expected to demonstrate strong risk management acumen including complex credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Responsibilities Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the Business Banking client "expert" and the primary contact for most client related matters Drives a focused growth and business development effort by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry Provides and educates the client on Key's capabilities and knowledge in key product areas (cash management, payments, equipment finance, etc.) Maintains active prospecting effort, including identification, qualification and calling; develops active Center of Influence (COI) referral network Assembles cross- functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members; partners effectively with Credit as the first level sponsor for credit decisions Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; directs the Risk Rating models to assure accurate risk assessment of assigned portfolio Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree Bachelor's Degree Bachelor's degree or 7+ years of related job experience (required) (required) Experience Qualifications A minimum of 5 years' Small Business or Business Banking direct lending or related experience with a focus on business development and relationship management required. A minimum of 1 year Business Banking credit training & experience from a bank or financial institution required. Tactical Skills Trusted Advisor: Ability to build trust by taking a client centric approach Strategic Thinking: Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions Technical Expertise: Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set Revenue Driver: Exhibits a relentless focus on creating and driving revenue growth and generating results Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank Effective Sales Approach: Uses structured sales methodologies, principles and practices without losing sight of the client and environment Risk Management: Understands Key's risk culture and effectively manages risk/reward trade-offs Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Travel Occasional travel to include overnight stay. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $130,000 to $154,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 05/25/2025 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

Sba/Usda Business Banking Underwriter IV-logo
Sba/Usda Business Banking Underwriter IV
Huntington Bancshares IncCharlotte, NC
Description Summary: The Business Banking Underwriter IV is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Loans would typically include those with most complex credit structures and customer exposure up to $10MM. Utilizes single approval authority up to $4MM. Appropriately assess risk profile of borrower. Assist with training and mentoring new hires as well as providing support for the UWI, UW II & UW III job families as needed. Tasks as needed to support the line of business and job family. Act as primary back up for their manager as needed for team huddles & meetings. Is positioned with knowledge and expertise to represent direct manager outside of function group as needed. Collaborate with both credit and segment risk to meet or exceed department goals. Performs other duties as assigned. Basic Qualifications: Bachelor's degree 7+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelor's degree in business related field 3-4 years leadership / management experience USDA experience preferred Ability to underwrite credit exposures in excess of $4MM. Previous authority to underwrite and decision credits without additional signers. Demonstrates confidence, assertiveness, professionalism, and ability to interact with all levels within the organization in a professional manner. Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented. Excellent written and verbal communication skills, including grammar and demeanor. Strong organizational skills with attention to detail, planning and follow-up. Ability to work independently on multiple tasks without compromising quality. Ability to determine and make necessary changes without oversight within their functional team to better the unit as a whole. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000.00 - 140,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 2 weeks ago

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

Posted 4 days ago

Private Banking Relationship Manager-logo
Private Banking Relationship Manager
Commerce BankClayton, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $91,000.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit grown, revenue generation, and revenue growth. Essential Functions Create and execute a written marketing plan with the aim of developing/expanding a portfolio of qualified client relationships through an active calling effort targeting individuals whose financial status falls within the parameters defined as the private banking target market Identify opportunities for the sale of investment management products and trust services Prepare and deliver client presentations Manage a portfolio of more than $25,000,000 and up to 350 relationships Make decisions within assigned lending authority or make and defend recommendations for the extension of credit that exceeds authority Manage banking component of client relationships in order to avoid principal loss Perform other duties as assigned Knowledge, Skills & Abilities Required Strong knowledge of the banking industry Ability to meet specific sales and marketing goals Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 5+ years financial services industry or commercial banking/retail personal banking experience required For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Banking Relationship Manager II job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $91,000 to $107,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8000 Forsyth Blvd, Clayton, Missouri 63105 Time Type: Full time

Posted 1 day ago

Business Banking Relationship Manager 4 -East Bay-logo
Business Banking Relationship Manager 4 -East Bay
US BankWalnut Creek, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They will have access to an expansive set of products and solutions to better serve our business clients today and into the future. The responsibilities are as follows: Be the primary advisor for our business clients. Build, develop and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Obtain and process client and account information. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client's unique goals and needs. Bring new business clients to the bank through strong business development and prospecting. Have advanced knowledge of business credit analysis and underwriting. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Advanced knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location This role offers a hybrid/flexible schedule, which means there is an expectation to work onsite or be with customers three or more days a week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $132,260.00 - $155,600.00 - $171,160.00 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

Banking/Fintech Internal Audit Senior Consultant-logo
Banking/Fintech Internal Audit Senior Consultant
Baker Tilly Virchow Krause, LLPMilwaukee, WI
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of business risk and advisory? If yes, consider joining Baker Tilly (BT) as a Banking/Fintech Internal Audit Senior Consultant! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of compliance, enterprise risk management, governance, internal controls, and data analytics. You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: The Internal Audit Senior Consultant is responsible for the coordination and completion of technical work on client engagements involving internal controls and assessment of risk while maintaining positive client relationships. This position provides creative and objective guidance for proactive, year-round planning to minimize client liabilities while complying with local, state, federal and/or international laws. This position is responsible for providing exceptional client service, demonstrating commitment to continuous learning, appropriately displaying ethical knowledge and practices and for exhibiting a sense of urgency and commitment to quality and timely completion of duties.' Responsibilities: Plan and execute internal audits of all activities within financial institution clients. Assist with managing client relationships to deliver quality services and products. Provide project management and oversight for client service schedules. Monitor and adhere to engagement time budgets. Delegate to Staff Consultants as appropriate. Participate on project teams providing Internal Audit & Risk services to include but not limited to: Internal Audit Outsourcing/Co-sourcing. Sarbanes-Oxley and FDICIA Compliance. Regulatory Compliance testing Learn and expand data analytic and IT general control testing experience Perform the full audit cycle including risk management and evaluation of controls over operations, financial reporting, and compliance with applicable rules, laws, and regulations. Maintain and expand knowledge base in area of expertise. Comply with continuing education requirements; participate in professional organizations, independent study, etc. Maintain current knowledge of local, state and federal laws and practices and advise new strategies and programs. Provide extensive, in-depth knowledge of field to others. Participate in special projects Train, review and evaluate staff, as needed, provide timely feedback. Qualifications Bachelor's Degree from an accredited institution is required. Prefer one or more of the following certifications: CPA, CIA, CISA, etc. 2-4 years of experience of Internal Audit and/or Regulatory Compliance experience required (either within the Banking industry or within a Professional Services Firm). Prior Regulatory Compliance experience preferred Must be able to operate independently from time to time. Demonstrated leadership and project management skills. Demonstrated time management skills. Strong writing, presentation, communication and interpersonal skills. Strong organizational and analytical skills. Microsoft Office experience. Knowledge of risks and internal controls. #LI-Hybrid #LI-JM1

Posted 30+ days ago

Business Banking Relationship Manager-logo
Business Banking Relationship Manager
US BankGlendale, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 - $143,770.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

Senior Business Development Officer - Commercial Middle Market Banking-logo
Senior Business Development Officer - Commercial Middle Market Banking
Canadian Imperial Bank of CommerceChicago, IL
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You'll Be Doing The Senior Business Development Officer's (Managing Director) primary purpose is to be externally focused to drive new business revenue generation and new client acquisition. The Senior Business Development Officer will work closely with the Group Head to execute the new business strategy, serve as trusted advisor to strategic clients and be charged with development of relationship planning and strategy. The Senior Business Development Officer collaborates with the Group Head and ultimately the Relationship Managers (RMs) and cross-sale partners to execute this relationship plan. At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 3 - 4 days per week on-site, while other days will be remote. How you'll succeed Business Development- Responsible and accountable for new strategic relationship acquisition and resulting new business generation goals. Drive new business through quality leads from wide network of referral sources and regular prospect visits. Identify new client cross sell opportunities. Client engagement- Active development and maintenance of Client Relationship Management (CRM) in order to ensure accurate pipeline forecasting. Bolster market presence within the community and industry associations with the purpose of promoting CIBC and cultivating potential prospects and referral sources. Participate in initial Fit Assessment discussion with deals. Strategy Focused- Assist in structuring new deals to bridge client expectations and bank requirements. Act as Strategic Advisor to clients as needed. Relationship Management- Collaborate with Relationship Manager as part of a team to ensure delivery of top-notch client service. Maintain open line of communication with client as new deal progresses through fulfillment. Leadership- Provide guidance during credit events for new strategic relationships, including collaboration with Relationship Manager during analysis and deal approval as needed. Assist Relationship Manager in deal negotiation as needed. Who you are You can demonstrate a minimum of 10+ years experience as a Commercial Relationship Manager and a minimum of 3 - 5 years experience as a Business Developer. You have a Bachelor's degree or higher. You have formal credit training (preferred). At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $150,000.00 - $190,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. California residents - your privacy rights regarding your actual or prospective employment #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-120 S LaSalle St Employment Type Regular Weekly Hours 40 Skills Business Banking, Business Development, Business Opportunities, Client Service, Customer Experience (CX), Lending, Portfolio Management

Posted 2 weeks ago

Deputy Business Unit Chief Risk Officer Consumer And Small Business Banking-logo
Deputy Business Unit Chief Risk Officer Consumer And Small Business Banking
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

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

Posted 1 week ago

Banking/Fintech Internal Audit Senior Consultant-logo
Banking/Fintech Internal Audit Senior Consultant
Baker Tilly Virchow Krause, LLPPhiladelphia, PA
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of business risk and advisory? If yes, consider joining Baker Tilly (BT) as a Banking/Fintech Internal Audit Senior Consultant! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of compliance, enterprise risk management, governance, internal controls, and data analytics. You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: The Internal Audit Senior Consultant is responsible for the coordination and completion of technical work on client engagements involving internal controls and assessment of risk while maintaining positive client relationships. This position provides creative and objective guidance for proactive, year-round planning to minimize client liabilities while complying with local, state, federal and/or international laws. This position is responsible for providing exceptional client service, demonstrating commitment to continuous learning, appropriately displaying ethical knowledge and practices and for exhibiting a sense of urgency and commitment to quality and timely completion of duties.' Responsibilities: Plan and execute internal audits of all activities within financial institution clients. Assist with managing client relationships to deliver quality services and products. Provide project management and oversight for client service schedules. Monitor and adhere to engagement time budgets. Delegate to Staff Consultants as appropriate. Participate on project teams providing Internal Audit & Risk services to include but not limited to: Internal Audit Outsourcing/Co-sourcing. Sarbanes-Oxley and FDICIA Compliance. Regulatory Compliance testing Learn and expand data analytic and IT general control testing experience Perform the full audit cycle including risk management and evaluation of controls over operations, financial reporting, and compliance with applicable rules, laws, and regulations. Maintain and expand knowledge base in area of expertise. Comply with continuing education requirements; participate in professional organizations, independent study, etc. Maintain current knowledge of local, state and federal laws and practices and advise new strategies and programs. Provide extensive, in-depth knowledge of field to others. Participate in special projects Train, review and evaluate staff, as needed, provide timely feedback. Qualifications Bachelor's Degree from an accredited institution is required. Prefer one or more of the following certifications: CPA, CIA, CISA, etc. 2-4 years of experience of Internal Audit and/or Regulatory Compliance experience required (either within the Banking industry or within a Professional Services Firm). Prior Regulatory Compliance experience preferred Must be able to operate independently from time to time. Demonstrated leadership and project management skills. Demonstrated time management skills. Strong writing, presentation, communication and interpersonal skills. Strong organizational and analytical skills. Microsoft Office experience. Knowledge of risks and internal controls. #LI-Hybrid #LI-JM1

Posted 30+ days ago

Business Banking Virtual Relationship Manager-logo
Business Banking Virtual Relationship Manager
Keybank National AssociationFor Those Who Work At Home, UT
Location: For Those Who Work At Home - Various, Utah 84111 THE INCUMBENT CAN BE LOCATED IN EITHER SALT LAKE CITY, UT OR IDAHO FALLS, ID. YOU NEED TO BE ABLE TO BE ONSITE FOR MEETINGS OR TRAININGS, WHEN NEEDED* Job Summary Actively manages a portfolio of clients within the entry end of the Business Banking segment. Effectively manages the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. Develops strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. Actively engages partners to mitigate client run off within portfolio. Responsibilities Maintain and manage an assigned client portfolio of Business Banking and Commercial clients in an effort to grow and retain the banking relationship(s). Proactively calls on a portfolio of assigned clients within set interval periods to address service or business-related needs. Promotes and cross-markets products and services to clients by keeping clients informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact. Makes joint calls with partners to enhance their selling skills and uncover consumer opportunities, as well as engages Business Banking RMs, Branch Managers and/or other specialty partners on role assigned sales opportunities. Reviews financial statements, assesses credit lines and amongst other products, renew loans. Identifies opportunities to lend in the form of a business loan and complete associated lending responsibilities. Aggressively maintains client back book and mitigates profitable client run-off. Responsible for various operational tasks while acting as a bank advocate and advisor to the client. Manages all administrative tasks associated with client portfolio to ensure all clients are within bank compliance. Embraces a virtual team model and enhances the professional atmosphere that leads to a successful sales environment. Adheres to established policies and procedures related to sales, regulatory compliance, quality, and sales client contact strategy Strategically manage(s) unprofitable and/or at anticipated exiting client relationships Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Associate's degree or equivalent in business experience required. Experience Qualifications A minimum of 1 year in a comparable or skill transferrable role, demonstrating strong customer service & selling skills required. A minimum of 1 year of extensive financial services experience, in business/commercial banking, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues required. A minimum of 1 year in small business lending experience required. Tactical Skills Trusted Advisor: Ability to build trust by taking a client centric approach Strategic Thinking: Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions Technical Expertise: Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set Revenue Driver: Exhibits a relentless focus on creating and driving revenue growth and generating results Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank Effective Sales Approach: Uses structured sales methodologies, principles and practices without losing sight of the client and environment Risk Management: Understands Key's risk culture and effectively manages risk/reward trade-offs Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Travel Occasional travel to include overnight stay. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties. Job Posting Expiration Date: 07/04/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. #LI-Remote

Posted 3 weeks ago

Director Of Product Management - Consumer And Commercial Banking-logo
Director Of Product Management - Consumer And Commercial Banking
UiPathBellevue, WA
Life at UiPath The people at UiPath believe in the transformative power of automation to change how the world works. We're committed to creating category-leading enterprise software that unleashes that power. To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care-about each other, about UiPath, and about our larger purpose. Could that be you? Your Mission As the Director of Product Management for Agentic Vertical Solutions, you'll define and drive the strategic vision for automation solutions that revolutionize consumer and commercial banking. Your expertise will guide product development from concept through launch, ensuring alignment with market needs and customer expectations. You'll play a crucial role in positioning UiPath as the industry leader in intelligent agents for vertical solutions such as loan origination and servicing. What You'll Do at UiPath Lead strategic planning and roadmap development for agentic solutions, clearly communicating the vision and strategy both internally and externally. Collaborate cross-functionally with engineering, design, sales, marketing, and customer success teams to ensure product alignment and market readiness. Engage closely with customers and industry stakeholders to deeply understand their challenges, translating insights into impactful automation solutions. Conduct comprehensive market analysis, identify competitive trends, and proactively anticipate shifts in the landscape. Own the end-to-end product lifecycle from ideation, prioritization, development, launch, and ongoing product improvement, establishing clear KPIs for success. Advocate for innovation, driving the adoption of cutting-edge AI technologies to differentiate UiPath's solutions in the market. Mentor and build a high-performing product management team, fostering an environment of collaboration, growth, and excellence. Collaborate with internal platform teams and external-facing developer teams to ensure seamless integration of AI infrastructure with UiPath's automation products and developer workflows. Stay up-to-date with the latest AI/ML tools and frameworks, guiding the adoption of technologies that improve scalability, performance, and developer experience. What You'll Bring to the Team 10+ years in product management, with significant experience in consumer, commercial lending or financial services software and automation. Deep domain expertise in loan origination and underwriting, including regulatory compliance, risk management, and lending process optimization. Proven track record of successfully launching and managing complex enterprise-grade software products, particularly those involving AI/ML capabilities for enterprise customers. Technical fluency in AI, machine learning, and robotic process automation (RPA) technologies, with the ability to make informed decisions on technology and architecture. Exceptional strategic thinking, analytical capabilities, and problem-solving skills. Strong executive presence with excellent communication skills, capable of influencing stakeholders at all levels and driving technical teams across engineering, data science, and business units. Demonstrated experience in balancing complex infrastructure needs with clear business impact, ensuring that technical investments translate into customer value. Solid understanding of model evaluation techniques, A/B testing, monitoring, and building trust in AI systems (e.g., explainability, security, compliance for ML models). Passion for AI-driven automation and a vision for how cutting-edge AI technology can transform workflows through the UiPath platform. Bachelor's degree in Business, Finance, Technology, or related fields; advanced degree preferred. #LI-MH1 Maybe you don't tick all the boxes above-but still think you'd be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes-and passion can't be learned. Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected. We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our privacy policy.

Posted 1 week ago

Managing Director - Healthcare Corporate Banking-logo
Managing Director - Healthcare Corporate Banking
Huntington Bancshares IncCalifornia, MD
Description The Managing Director develops and maintains profitable relationships with large and mid-corporate Healthcare companies and select private equity groups nationwide. Please note: Preferred locations are Nashville, Columbus, Cincinnati, or Charlotte, but open to remote anywhere in the U.S. Develops and deepens relationships with clients and prospects within the for-profit, corporate Healthcare industry across multiple sectors. Drives new revenue growth through new client acquisition and cross-selling of applicable bank products including loans, deposits, capital markets, treasury management, and other services in all Huntington segments based on assigned goals. Retains and deepens existing and new relationships by delivering compelling ideas and insights in concert with product partners. Identifies and mitigates credit risks, makes recommendations on appropriate credit structure, and effectively articulates bank recommendations to clients and prospective clients. Adheres to bank policies and procedures and complies with legal and regulatory requirements. Works collaboratively with Healthcare Portfolio Management and Credit teams as well as other Huntington teams in a cross-functional environment. Helps coach and mentor junior colleagues. Performs additional duties as required. Requisite Skills and Job Experience: Excellent corporate finance and credit skills, particularly with larger and more complex Healthcare companies Ability to differentiate based on strong relationship building skills as well as ability to offer deep, compelling, and actionable insights. Proven business development track record in winning new relationships. Solid team player with strong collaboration and partnering skills. Excellent written and verbal communication skills. Adaptable and flexible self- starter with demonstrated ability to work independently and in a team environment to execute strategy. Basic Qualifications: Bachelor's Degree 5 or more years' experience in corporate banking 5 or more year's banking in the Healthcare industry Preferred Qualifications: 7 or more years' experience in corporate banking, preferably in the Healthcare industry Proven sales acumen and experience in corporate banking along with formal credit training Series 79 and 63 licensed, or willingness to obtain. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Remote Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $125,000.00 - $255,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 2 weeks ago

Account Executive, Mid-Market Banking-logo
Account Executive, Mid-Market Banking
AlloyNew York City, NY
Alloy is where you belong! Alloy helps solve the identity risk problem for companies that offer financial products by enabling them to outpace fraud and confidently serve more people around the world. Over 600 of the world's largest financial institutions and fintechs turn to Alloy to take control of fraud, credit, and compliance risk, and grow with the clearest picture of their customers. Through our values: Be Bold, Get Scrappy, Collaborate, and Celebrate Our Differences, we are creating a workplace where you can grow, thrive, and belong. See how we've been continuously recognized and named one of Inc. Magazine's Best Workplaces, Forbes America's Best Startup Employers, Best Fintech to Work for by American Banker, year after year. Check out our investors and read more about us here. What you'll be doing As an Account Executive for our Banking team, you will execute end-to-end sales strategies to generate and close net new sales opportunities with regional banks, community banks, and/or credit unions. You will also partner with our Customer Success team to expand the adoption of Alloy through our client base via upsell and cross-sell strategies. Additionally, you will collaborate with channel partners on account planning and co-selling. Develop subject matter knowledge on fraud and identity risk, and communicate Alloy value proposition to solve complex business and fraud challenges Identify key business needs through account research, including publicly available information, industry connections, and networking Develop a business and action oriented point of view on the value Alloy will provide each customer situation Identify key stakeholders and decision-makers and understand their specific priorities Develop a plan to prospect and build pipeline within an assigned territory Partner closely with solution engineering to showcase the full range of Alloy's identity decisioning platform Present pricing, lead negotiations and contracting processes, and close deals in line with forecast Who we're looking for 5+ years B2B SaaS sales experience to financial institutions Fundamental understanding of the digital banking ecosystem Self-starter with the tenacity and curiosity to learn Exceptional research and planning skills / detail-oriented Strong networker and people connector Demonstrated consultative sales and strong discovery skills Ability to manage complex and multi-threaded sales cycles Strong problem-solving, analytical, and critical thinking skills Ability to communicate credibly across levels Travel is required We're a lean team, so your impact will be felt immediately, and opportunities will grow as the company scales up. If this all sounds like a good fit for you, why not join us? Alloy is committed to fair and equitable compensation practices. Below is the anticipated starting base compensation range for this role; however, pay may vary depending on job-related knowledge, in-demand skills, relevant experience, and/or geography. In addition to a competitive base salary, this position is also eligible for equity awards in the form of stock options (ISOs) as well as a competitive total benefits package. Your recruiter will be happy to walk you through the details and what compensation could look like for you specifically! This position has a salary range of $130,000 - $160,000 on a 50/50 base + commission structure. Benefits and Perks Unlimited PTO and flexible work policy Employee stock options Medical, dental, vision plans with HSA (monthly employer contribution) and FSA options 401k with 100% match up to 4% of annual employee compensation Eligible new parents receive 16 weeks of paid parental leave Home office stipend for new employees Annual Learning & Development annual stipend Well-being benefits include access to ClassPass, OneMedical, and Spring Health Hybrid work environment: employees are expected to work Tuesdays and Thursdays from our HQ in Union Square, Manhattan. Tasty lunches catered from a variety of local restaurants and frequent employee-organized cultural events contribute to our positive office energy. On Monday/Wednesday/Friday most employees Zoom into work from home while some take advantage of the quieter office. How to apply Apply right here! You've found the application! Alloy is proud to be an equal-opportunity workplace and employer. We're committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. We are committed to an inclusive interview experience and provide reasonable accommodations to applicants with visible and invisible disabilities. We encourage applicants to share needed accommodations with their recruiter. All Alloy jobs are listed on our careers page. Any communication during the recruitment process, including interview requests or job offers, will come directly from a recruiting team member with an alloy.com email address. We do not use outside applications or automated text messaging in our recruiting process. We will not ask for any sensitive financial or identification information during the recruiting process. If you're ever unsure, please contact us directly via our website before sharing personal information.

Posted 6 days ago

NBT Bank logo
Commercial Banking Relationship Manager
NBT BankNashua, NH
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Job Description

Pay Range: $119,993.00 - $160,008.00

Responsible for full range of New business Development activities. Evaluates loan applications and makes recommendations to higher authority. Maintains a loan portfolio that includes gathering relevant financial data and maintains customer relationships. Complies with bank policies and Federal/State regulations dealing with Commercial Lending. As necessary works with more experienced Banking Officers in handling more complex relationships.

Education and Experience:

  • 4 year degree or related experience 5-7 years lending experience

Skills and Abilities:

  • Strong accounting and credit analysis background
  • Strong oral, written and listening skills
  • Ability to attain/exceed goals
  • Strong management and leadership skills

Tasks Performed:

  • 40% Develops a portfolio through New Business Development activities handling all but the largest most complex relationships with borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as Federal/State regulations affecting Commercial Lending.
  • 25% Evaluates loan applications and makes recommendations to higher approval authority after analyzing borrower capacity, financial data, industry trends, collateral position, management ability and using personal judgment to determine credit worthiness.
  • 20% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups.
  • 10% Seeks advice and guidance from more experienced lending Officers throughout the loan underwriting, approval and closure process.
  • 5% Other duties as assigned

Physical Requirements:

  • Communicate effectively with internal and/or external customers
  • Stationary 50% of time
  • Move about within or between locations
  • Bend, Twist, Crouch, Squat
  • Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees:

  • Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.

  • Parental Leave: Six weeks of paid leave at 100% of your salary.

  • Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.

  • Dental and Vision Coverage: Ensuring your overall health and well-being.

  • Flexible Spending Accounts: For healthcare and dependent care expenses.

  • Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.

  • Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.

  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.

  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

  • Adoption Assistance: Supporting your growing family.

  • Tuition Reimbursement: Invest in your education and career growth.

  • Employee Assistance Program (EAP): Access to support and resources.

  • Financial and Banking Services: Various benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

  • Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

  • Paid Sick and Safe Leave: For your health and safety.

  • Employee Assistance Program (EAP): Access to support and resources.

  • Financial and Banking Services: Various benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.