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

Auto-apply to these banking jobs

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

Relationship Banking Associate-logo
NBT BankFonda, NY
Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. 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 20 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 2 weeks ago

F
First Horizon Corp.Asheville, NC
Location: On site at location listed in job posting. Bonus * Sales Business Development experience - Banking experience desired not required. Summary If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. Key Responsibilities Include Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. Involvement in the local market/community through civic organizations or community groups. Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. Regularly monitor the efficiencies of production standards. Ensure that regulatory compliance standards are met. Responsible for controlling operational and administrative expenses. Responsible for resolving all customer service problems. Responsible for representing the company in a professional manner at all civic and community affairs. Qualifications Include Bachelor's degree 5+ years of retail banking experience 1-2 years related experience or an equivalent combination of education and experience Experience with Microsoft Word, Excel, and Outlook As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

Business Banking Loan Specialist-logo
Mechanics BankWalnut Creek, CA
Mechanics Bank is currently searching for a Business Banking Loan Specialist to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Roseville, Walnut Creek or San Francisco Bay Area locations. Participates on a team led by the Loan Administration Manager to support the Business Banking Relationship Managers, as assigned, to provide sales, administrative process, and relationship management support. The incumbent will assist with direct and proactive client outreach and collaboration with the Business Banking team to identify additional opportunities within the client relationship. Time will be spent managing the process and completion of loan packages from application through funding to ensure expeditious processing and client experience. In addition, the remaining time will be spent functioning as a central point of contact for internal business partners and clients, supporting Bank processes, products and services, and loan processes in order to deepen client relationships and ensure a positive total experience. What you will be doing: Manages and coordinates loan process, from initial engagement through post-funding. Works directly with Relationship Manager, Processing team, Underwriters, Credit Administration, Loan Services, as well as third-party processors to ensure compliance and resolve issues. Responsible for ensuring Underwriting guidelines, compliance requirements and regulatory requirements are met. Contacts customer and third party processors as necessary to obtain required information and/or documentation and assists with resolving clientbased needs pertaining to transactions. Including but not limited to collecting, organizing and reviewing Appraisal Reports, Environmental Reports, Preliminary Title Reports, Financial Statements and Tax Returns, Insurance, Loan Package, CIP, and Legal Documentation. Ensures that all required activities are met within established timeframes. Responsible for assisting assigned Relationship Managers with an existing portfolio of business clients, including the outreach and review of transactions for opportunities to expand current/existing portfolio. Requests and monitors receipt of financial reporting requirements to meet the need of required covenants maintained in a tickler system. Review and analyze financials for completeness prior to submitting to Underwriting Team for review. Review changes in ownership, and ensure the banks loan package is completed and is accurate according to the financials received. Additional duties may include but are not limited to: Facilitates the collection of fees; Responsible for reporting efforts to clear delinquent and past due/matured loans; Orders payoff demands as needed; Assist Relationship Manager with performing Site Visits, and assisting with Loan Signings as needed; Organizes and uploads documents into Bank systems; Communicates with client about covenant defaults as required. Who you are: High school diploma or GED required. 5 years of experience in the following Must have current knowledge of Business Lending Experience with commercial/business lending policies, practices and applicable banking/government regulations. MS Office Suite applications systems; lending-related systems. Possess excellent human relations, communications and business writing skills. Ability to work effectively without direct supervision. Possess effective time management and organizational skills. Demonstrates teamwork in facilitating workflow. High level of cooperation with others and is responsive to the Bank's needs. Exemplary motivation, enthusiasm, professionalism and team skills. Demonstrates excellent customer service skills. Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities. Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information. Ability to travel between bank and customer locations and/or commute for training purposes. Commercial/Business lending experience in a similar environment. Valid Driver's License required or available transportation. Willing to embrace client outreach and consultative sales practices. Thorough knowledge of Bank operational policies and procedures, compliance regulations, and Bank product and services. The ability to effectively resolve employee and customer relations issues. #LI-AS1 Salary Range: $68,640 - 85,000 annually Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

Posted 1 week ago

Business Banking East Regional Executive-logo
US BankCharlotte, NC
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 At U.S. Bank, our Business Banking team helps develop new client relationships and deepen existing relationships through a consultative and holistic approach to solving business needs, while becoming our customers' most trusted choice. The Business Banking East Regional Leader reports to the Head of Business Banking Sales and is responsible for the overall leadership of business banking for the specific region. This region will encompass Ohio, Indiana, Missouri, Arkansas, Kentucky, Tennessee, and North Carolina. Potential expansion markets to include Georgia, Florida, and other geographies to be determined in the future. This individual is responsible for creating and operationalizing the growth strategies in the business banking segment targeting companies with annual revenue between $2.5MM and $25MM. This dynamic leader will execute client acquisition, retention, and deepening strategies to generate profitability and manage the overall sales process, setting appropriate metrics for sales management & execution. The leader will establish an integrated culture of growth and leadership and will foster an integrated approach to client acquisition, retention and engagement. Responsibilities Clearly articulates a vision for business banking in the East Region that is inspiring, compelling, and easily understood by all employees and partners. Works collaboratively with peers and key stakeholders to ensure the vision is aligned with the vision being articulated across business banking. Demonstrates executive presence and ability to lead through ambiguity. Identifies and executes strategies for growing revenue to achieve assigned financial targets and region growth goals. Partners with stakeholders across functions and across the enterprise to lead and execute strategic initiatives that accelerate revenue, drive operational scale, and improve efficiency for continuous exponential growth. Maintains key customer relationships and develops and implements strategies for expanding client base and increasing client centrality. Drives long-term strategies aimed at maintaining the highest levels of customer satisfaction, and leverages data & analytics to understand systematic drivers of satisfaction. Ensures teams are aligned on success measures and drives orchestration across channels to anticipate customer satisfaction issues/risks, determine the root cause of problems, and remove barriers. Responsible for specific production targets and oversees allocation of people and financial resources. Enables and inspires leaders to the highest standards of execution, driving consistency, problem solving and sound decision making while setting a clear team vision Actively leads individual direct reports to optimal performance through a commitment to strong coaching routines and excellent coaching techniques; provides direct feedback to leaders while holding them accountable to business targets and people-leader goals Promotes a culture of ongoing feedback, performance and development discussions and drives excellence in performance coaching among leaders Creates an environment where all team members can thrive Builds strong, effective partnerships with colleagues across the enterprise to work together and collaboratively remove roadblocks for success Celebrates the success of individuals and teams. Recognizes performance and important career milestones. Minimum Qualifications 10+ years of experience in financial services or related customer-centric industry 10+ years of proven leadership experience building, motivating, and coaching a successful team of sales leaders 10+ years of strategic planning and effective execution Strong knowledge of Business Banking credit underwriting policies and procedures 7+ years Business Banking sales experience including lending, portfolio management, and Business banking credit training/experience. Bachelor's degree required Preferred Qualifications Previous experience leading high performing teams through culture of excellence Proven success as a leader of leaders where both direct and indirect influence results in extraordinary outcomes. Key Skills Requirements An ability to convey a vision for the future in a compelling manner that galvanizes a team. Strong strategic leadership skills to influence change, transform culture, and create new expectations. Excellent political savvy and business acumen to work in a matrixed environment Ability and will to work in a team environment, understanding how to navigate the organization to overcome obstacles and achieve business goals; Highly collaborative Strong interpersonal and influencing skills to effectively motivate, coach and lead team of leaders Proven ability to delegate tasks while driving results Results-oriented with strong decision-making skills to effectively identify, prioritize and problem solve Outstanding verbal and written communication skills An ability to take on special projects and analyze new situations 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: $214,795.00 - $252,700.00 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

Business Banking Relationship Manager 3-logo
US BankPleasanton, 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 This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, prospect, and bring in new business clients to US Bank. Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to serve our business clients today and into the future. Responsibilities include: 65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on each client's unique goals and needs. Be the primary advisor for our business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Strong business development and relationship management skills Self-motivation, team player, positive personality, and production driven. Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location We offer a hybrid/flexible schedule. If not prospecting and meeting with clients, 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: $117,725.00 - $138,500.00 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 30+ days ago

SBA Business Banking Underwriter IV-logo
Huntington Bancshares IncRosemont, IL
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 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. #Texas 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 - $140,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 6 days ago

Internal Audit Front Office - Banking Associate-logo
Mizuho Financial groupNew York, NY
Summary: Execute a robust audit program of Mizuho's Banking activities, including testing assigned areas. This role is hybrid and based in our New York City Office. Job Description Under the direction of the Director or lead auditor, assist in the timely execution of audit planning, fieldwork and reporting. Assist in the implementation of the annual risk assessment, continuous monitoring and preparation of reports. Complete activities and/or deliverables associated with issue validation Identify and implement efficiencies and automation using data analytics. Collaborate with other corporate risk and control functions to ensure activities are coordinated. Identify control issues and emerging risks and ensure timely and effective remediation. Coordinate with or assist other IADA Audit Groups. Cooperate with requests from IADA's Quality Assurance team. Core Competencies Bachelor's Degree or equivalent in business, accounting, finance, economics, computer science or management information systems. May also hold an advanced or specialized degree and/or a professional certification (e.g., MBA, CPA, CA, CIA, CISA, CFE) or license relevant to the profession. Demonstrates a sound understanding of the financial services industry, including audit, financial, investment banking and capital markets, risk management, or technology functions. Possesses at least 2-5 years of relevant work experience, including internal auditing or external auditing, risk management, supervisory examinations, or their equivalent. Demonstrates a sound understanding of internal audit principles, practices and techniques, the concepts of risk, risk management, internal control and compliance, and the ability to effectively and consistently apply such understanding to assignments. Has excellent communication skills, both written and verbal, as well as strong relationship building skills with ability to work well within a team-oriented environment. Demonstrates the capacity for effective project and time management skills, including the ability to prioritize, design and direct multiple tasks/projects and to anticipate and meet required deadlines. The expected base salary ranges from $113,000.00 - $120,000.00 Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, including but not limited to Medical, Dental and 401k that begin on day one of employment, successful candidates are also eligible to receive a discretionary bonus. #LI-Hybrid #LI-NR1 Other requirements Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process. Company Overview Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit www.mizuhoamericas.com. Mizuho Americas offers a competitive total rewards package. We are an EEO/AA Employer - M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law. #LI-MIZUHO

Posted 2 weeks ago

S
Stephens Inc.Dallas, TX
Title: Investment Banking Summer Analyst (Summer 2026) Start Date: Summer of 2026 Locations: Atlanta, Dallas, Little Rock, New York Salary: $3,000 Semi-Monthly STEPHENS INVESTMENT BANKING SUMMER ANALYST PROGRAM Our Investment Banking Summer Analyst Program provides internships for undergraduate and graduate students. They receive extensive training and on-the-job experience about the life of an Investment Banking Analyst, while making meaningful contributions to the Stephens team. In this generalist program, our summer interns work on pitches and live deals with analysts and bankers of every seniority level. Strong performing interns may have the opportunity to become full-time employees with Stephens upon graduation. ABOUT STEPHENS In operation since 1933, we are among a small group of the nation's largest family-owned diversified financial services firms, privately held by the Stephens family. This distinction allows us to prioritize doing what is right for our clients and concentrate on a long-term strategy. In addition to investment banking services, Stephens provides wealth and investment management, fixed income and equities trading and sales, insurance and risk management, public finance, and private capital. We have a national presence with strategic locations across the U.S. and in Europe. Our Investment Banking team has a superb track record of adding value for small and middle market companies, as well as global organizations, across all major sectors and with deep expertise on the subsector level. Our investment banking professionals have a collaborative approach to addressing the M&A and capital needs of our clients and regularly coordinate with transatlantic colleagues on active and prospective projects. These include some of the most successful public and private companies in business today. OUR CULTURE We draw from a team of expert bankers with extensive knowledge in the areas they serve. The consistency of the advice that we provide stems from the tenure of this highly experienced team. On average, our senior bankers have more than a decade of service at Stephens. This reflects the supportive and stable atmosphere at Stephens, which exists alongside a rigorous commitment to achieving excellent client service and maintaining a reputation for focusing on relationships over transactions. We think like owners, on behalf of our clients. Senior bankers at Stephens take an active and authentic interest in cultivating positive experiences for summer interns during the program. Numerous former interns have become long-tenured employees in Investment Banking and other lines of business at the firm. Whether our Investment Banking interns stay at Stephens or move on to other opportunities, we know firsthand the unique value of this mutually beneficial program. ESSENTIAL DUTIES AND RESPONSIBILITIES Summer interns have a broad array of responsibilities that are executed alongside our veteran bankers, as well as the senior management teams of our clients. These tasks include: Assisting in the development of detailed financial analysis for various types of transactions. Assisting in the development and composition of presentation materials including: tailored pitch books, Confidential Information Memorandums and other marketing materials. Assisting in conducting quantitative and qualitative industry research and analysis. Performing other operational and administrative tasks as needed. EDUCATION Undergraduate coursework in Finance or Accounting preferred KNOWLEDGE, SKILLS & ABILITIES Strong interpersonal skills Excellent verbal and written communication skills, effective team player and a commitment to excellence Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision Attention to detail with emphasis on accuracy and quality Outstanding record of academic achievement Demonstrated interest in accounting and finance Math and analytical aptitude must be exceptional High level of personal integrity and work ethic Ability to maintain confidentiality Advanced computer skills in Microsoft Word, Excel, PowerPoint and Access Ability to accurately read, interpret and communicate large volumes of numbers and data stephens.com/investment-banking · Little Rock · Atlanta · Boston · Chicago · Dallas · Frankfurt · London · New York · Washington, DC For benefits information, please visit: https://www.stephens.com/careers/benefits

Posted 2 weeks ago

B
Bankwell FinancialNew Canaan, CT
Description About Bankwell: Bankwell is a commercial bank with over $3 billion in assets, offering privately owned businesses, their owners, executives, and high-net-worth individuals personalized, technologically advanced banking solutions. We are committed to delivering exceptional service through a single point of contact-the private client team-composed of experienced financial professionals working in alignment to ensure businesses and individuals are well-banked. Our team members and their clients benefit from an organizational focus on personal growth and technological innovation across business lines. These commitments enable Bankwell private client teams to offer robust products and deliver financial solutions to unique industry niches with speed, efficiency, and care. Learn more about Bankwell at www.mybankwell.com. Requirements Summary of Position: The Commercial Banking Attorney will be primarily responsible for providing legal support to the Commercial Banking department regarding the drafting, reviewing and negotiating a wide range of commercial loan documents. The Attorney will partner closely with internal business units to review third-party contracts, assist with regulatory compliance, conduct legal research, coordinate with external counsel regarding documentation and legal issues. Responsibilities include: Independently review, draft and negotiate transactional and other documentation relevant to commercial lending, including term sheets, loan agreements, guarantees, inter-creditor agreements, DACA/DAISA, engagement letters, marketing materials and offering documents, default notices, demand letters, reservation of rights letters, forbearance agreements, and non-disclosure agreements. Review and negotiate vendor contracts, service agreements, and other third-party arrangements to mitigate legal risks. Collaborate closely with internal teams (e.g., Loan Operations, Compliance, Credit, Risk Management, Product Development) on legal matters, product development, and risk management strategies. Conduct in-depth legal research and analysis on a variety of legal and regulatory issues to provide strategic advice to internal stakeholders. Engage and actively manage outside counsel with a view to reducing legal spend and mitigating potential conflicts while providing "best in class" legal support for the business. Assist with special projects as needed, such as the development of new loan products and services. Advise the Bank on various regulatory matters, including but not limited to federal and state banking regulations, Fair Lending Laws, AML, BSA, and other applicable laws. Stay abreast of evolving financial laws, regulations, and industry trends, including those related to technology, innovation, and cybersecurity. Qualifications & Skills: Juris Doctor (J.D.) degree from an accredited law school Active and in good standing member of the Connecticut Bar Minimum of 5 years of relevant experience in commercial banking law Strong experience in drafting, reviewing, and negotiating commercial loan documentation, with a particular focus on Commercial Mortgages and Lines of Credit Comprehensive knowledge and familiarity with legal and regulatory requirements for financial institutions, including relevant federal and state banking laws Excellent written and verbal communication, negotiation, and interpersonal skills Strong analytical and problem-solving skills Detail-oriented with strong organizational skills Experience with any or all of the following areas is a plus: SBA loans, DACA regulations, Fintech and a "work-out" environment Location: Hybrid Remote Monday - Thursday: New Canaan, CT Friday: Remote This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties. Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws. Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act and certain other state or local laws. Please inform Bankwell's Human Resources representative if you need assistance completing any forms or to otherwise participate in the application process. All employees are responsible for complying with banking regulations that apply to Bankwell. This includes, but is not limited to, adhering to the BSA and various consumer protection regulations, and complying with OFAC sanctions. Employees are required to complete compliance training and follow policies and procedures for applicable regulations based on their role. An employee's failure to comply with banking regulations will be individually reviewed and assessed. The result of non-compliance may impact job performance ratings and may be serious enough to require termination of employment.

Posted 30+ days ago

Investment & Corporate Banking - Securitization, Analyst-logo
Mizuho Financial groupNew York, NY
Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Job Overview: Mizuho is hiring for an Analyst position on its New York-based Securitization team. The team is responsible for the origination, execution, and management of Mizuho's bank-funded securitizations. The team works in partnership with Mizuho's industry / relationship coverage teams, in addition to Mizuho's broader Securitized Products business. Role Description: Support senior staff in all aspects of originating, syndicating and executing securitization transactions as well as ABS capital markets transactions. Generate pitch ideas, prepare pitch books, and join senior staff in meetings with existing and prospective customers Negotiate term sheets and transaction documentation with new and existing customers Prepare credit and ratings applications and negotiate internal approvals Process amendments, waivers, credit and ratings renewals, and review reports of new and existing transactions Develop models and perform credit and collateral analysis on different types of assets, including trade receivables, auto loans/leases, credit card receivables, floorplan loans, and other assets Perform market research and due diligence on existing and prospective customers and collateral pools Requirements: Bachelor's degree in finance, economics, or a related field. ~ 1 years of relevant work experience Understanding of the securitization/ABS market, multiple asset classes and types of structures Ability to work independently and in a team environment Advanced transaction modeling skills Analytical and detail-oriented with strong organizational and problem solving skills Ability to multitask in a fast-paced environment with varying priorities to meet internal and external deadlines Self-motivated and proactive Strong written and verbal communication skills Proficient in Microsoft Office applications (Excel, Word, PowerPoint) Experience dealing with rating agencies, due diligence, risk weight and other regulatory reporting, and credit/underwriting processes The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 6 days ago

Director Of Product Management - Consumer And Commercial Banking-logo
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 30+ days ago

T
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. Essential Duties and Responsibilities 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. Plays an integral role in supporting new business development, due diligence, and/or transaction execution. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB. Additional responsibilities on internal client management duties as specified by manager and team. 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. BA/BS degree Licenses: Series 7 or 79, 63 4 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications: MBA degree, with a Finance focus 6 years of related work-related experience 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 3 weeks ago

Customer Service Representative II (Part-Time 20 Hours/Week), Retail Banking (Mission Gorge - San Diego, CA)-logo
HomeStreet, IncSan Diego, CA
Salary Range: $18.61 - $25.10 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: August 7, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: POSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The CSR II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service. Job Details: ESSENTIAL FUNCTIONS: New Accounts/Sales Activities Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services. Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience. Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs. Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products. Participates in sales programs to generate new customers. Must sell financial products and services to meet referral goals and performance evaluation/personal goals. Maintains thorough knowledge of bank products and services. Service Activities Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. Supports branch lobby management. Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. Participates in two community events per year. Teller Activities Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters. Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy. May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily. Effectively perform project responsibilities as assigned such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation. Effectively assist other CSRs in the completion of work assignments and balancing. Operational Activities Participates in branch audit functions. Follows HomeStreet's policies and procedures and meet regulatory requirements. Performs all other duties as required. QUALIFICATIONS: Minimum of 2 years cash handling and customer service experience. Banking experience preferred. Some experience in opening new deposit accounts preferred. Demonstrated success in cross-selling banking services and products. Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner. Excellent written and oral communication skills are required. PC experience required. Word, Excel and teller/bank software preferred. Must be a self-starter, dependable, able to work within deadlines under pressure. Must possess good judgment, and the ability to accept responsibility and handle confidential information. Ability to work quickly and accurately, to analyze information and make decisions. Willingness to assume additional responsibilities/duties/projects as they arise. High school diploma or equivalent. Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 2/3 of the time) sitting. Walking, standing, bending and reaching occasionally and for brief periods of time. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Customer Service (Sales)

Posted 1 week ago

Regional Banking Relationship Manager Senior-logo
Huntington Bancshares IncPittsburgh, PA
Description Summary: The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal. Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking. Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size. Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Represents the bank within the community through representation on keyboards and at business and community functions. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Partner with more junior Regional Banking colleagues on more complex credits. Performs other duties as assigned. Basic Qualifications: Bachelor's degree or equivalent (4 year of education and Business Banking/ Commercial lending experience) 10+ years of Business Banking/Commercial Banking experience Preferred Qualifications: Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 5 days ago

F
First Horizon Corp.Metairie, LA
Location: On site in at location listed in the posting Summary Responsible for coordination and supervision of the activities of a team of business banking officers. Key Responsibilities Include Identifies needs of existing clients and recommends solutions based upon bank's credit policy and proper loan structuring, including providing necessary supporting information for credits to be underwritten. Builds and maintains a portfolio mix of targeted high value and high potential business clients; determines Strategy and focus for the business department and region. Identifies prospective clients and implements plans for gaining business, to include customer contact such as calling on major business accounts to develop new relationships with prospective clients, and retains existing business and promotes additional bank services to current clients. Supervises subordinate staff including: hiring recommendations; determining workload and delegating assignments; training, monitoring and evaluating performance; and initiating corrective and disciplinary actions to include terminations. Performs all other duties as assigned Qualifications Include 10-20 years of experience or equivalent combination of education and experience 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

SBA Business Banking Underwriter IV-logo
Huntington Bancshares IncMinnetonka, MN
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 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. #Texas 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 - $140,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 6 days ago

Business Banking Administrative Assistant-logo
NBT BankNorwich, NY
Pay Range: $17.50 - $21.53 Provides a full range of administrative support in BLC for Business Banking loan processes. Serves as a resource for internal customers, facilitates workflow of applications, and ensures compliance with various regulations and procedures. Additionally, is responsible for proper loan and collateral documentation to ensure collectability of the loan, protecting the bank against losses. Responsible for various reporting requirements, maintaining application tracking, ensuring expeditious processing of applications, and maintaining thorough and complete application files. Education and Experience: High School Diploma Required 2 year degree or related job experience preferred Skills and Abilities: Well organized, self-motivated Strong ability to multi-task and manage competing priorities to ensure compliance with established timeframes Strong communication skills Proficient in current version of Microsoft office, word processing, spreadsheets, and databases Aptitude to quickly develop a proficiency of the Banks policy, procedures, accounting systems, and loan origination system Requires in-depth administrative knowledge of Business Banking and procedures, as well as a basic understanding of regulations. Tasks Performed: 50% Facilitates workflow of BB applications throughout process from application to decision to acceptance and post-closing. Maintains and facilitates proper documentation in conjunction with LDCC. Performs due diligence to ensure clear lien position on all types of collateral; this may include such tasks as performing UCC searches, examining title searches, processing and communicating due diligence requirements to the field. Facilitates closings by ensuring all conditions of approval are met, ordering loan documents and processing loans through to decline or closing. 25% Responsible for the maintenance and organization of Business Banking credit files as a part of facilitating the loan booking process. Maintaining and processing reports as requested by management and within specified time frames. 10% Assists and interacts extensively with internal customers including Business Bankers, Branch Personnel, Business Loan Center staff, LDCC and others by serving as a BB resource. Provides superior customer service and exhibits professional telephone and communication skills when interacting with both internal and external customers including Attorneys and other outside professionals to assist in loan approvals and closings. 10% Initiates follow up with internal partners to ensure compliance with various re Is responsible to ensure compliance with various Regulations, including Reg. B-declination and appraisal requirements, Flood, CIP and any other applicable regulations. 5% Other duties as assigned. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater 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 2 weeks ago

Manager, Fair And Responsible Banking-logo
SofiSan Francisco, CA
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: This role will work closely with the Director, Responsible Banking to manage SoFi's 2nd line Responsible Banking Compliance program (the "Program"). As a subject matter expert, this role will consult on complaints handling oversight, UDAAP and Responsible Banking risks, controls, issues and governance across the enterprise; educate business and other compliance partners on Responsible Banking expectations; complete the annual Responsible Banking Risk Assessment; and partner with the Fair Lending & Responsible Banking (FLRB) Analytics team on the testing and monitoring plan. What you'll do: Develop, maintain, and enhance Compliance policies, standard operating procedures (SOPs), and guidance documents, as needed, to integrate expectations of the Program into Business Unit's day-to-day activities. Execute effective governance and oversight of regulatory risks, as engaged by Compliance partners, including assessment of new and changing business initiatives, review of 1st line procedures, review of marketing and other customer-facing materials, review of models and strategy, and monitoring of complaints. Review complaint handling training materials, assignments, and completion reports on a regular basis. Provide subject matter expertise, support and leadership to Compliance partners, Business Unit managers, Independent Compliance Testing, and Audit with regard to regulatory issues and remediations. Provide oversight and challenge of 1st line's adherence to Program requirements and recommendations for improvement. Support the Director, Responsible Banking in gathering artifacts, reviewing and/or drafting responses for complaints and regulatory monitoring activities, regulatory examinations and audits, as needed. Oversee and/or execute special projects as assigned. What you'll need: Possess and maintain superior knowledge of compliance laws and regulations including UDAP/UDAAP, Regulation E, Regulation V, Regulation DD, Regulation P, Regulation Z, and other applicable consumer compliance regulations Five (5) plus years of focused fair lending and responsible banking experience at large regional financial institution or equivalent experience. Responsible Banking preferred. Applied experience in execution of regulatory risk assessments. Experience in complaint resolution and/or complaint handling monitoring and oversight is a plus. Excellent verbal and written communication skills including testing and monitoring reports and exam and audit responses. Substantial broad-based knowledge and experience in applying laws and regulations, designing, managing and overseeing compliance programs, and processes and handling regulatory matters. Ability to manage implementation of regulatory requirements with assigned business units. Strong analytical skills CRCM certification is highly desirable Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $115,200.00 - $216,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 1 week ago

Director Of Regional Banking - Valley Region-logo
American AG CreditTurlock, CA
Why should you join our team? American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams. Benefits offered by American AgCredit: Commitment to agriculture and the communities we serve Family friendly work environment Investment in employee development Medical, Dental and Vision coverage Outstanding 401k - automatic 3% employer contribution, plus match up to 6% Generous Paid Time Off (Vacation accrued at 26 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time) Competitive Incentive Compensation Plan Disability & Life Insurance Employee mental, physical, and financial wellness programs The position is bonus eligible based on association and personal performance Position will be posted until filled. BASIC FUNCTION: This position is responsible for managing the administration and extension of commercial and/or mortgage lending within delegated authority, including sales leadership, planning, human resources administration and development, and compliance with policies and procedures. Also responsible for facilitating the origination of large and complex commercial and/or real estate loan applications, recommending loan approval/denial above lending authority, and reviewing loan recommendations of others. Services assigned loans, and develops and markets new business. Manages a large region or sales team with numerous Lenders (typically 6 - 12). May supervise one or more Relationship Managers. ESSENTIAL DUTIES: Functions as a Credit and Sales leader across all retail customer segments. Coordinates sales efforts across all customer segments. Promotes and aligns the organizational sales and credit culture including execution of the established "risk appetite." Ensures effective sales management practices are followed, resulting in planned sales activity. Holds staff accountable for good performance. Develops new business by conducting marketing calls, providing expertise and involvement in community and designated industry functions, and providing timely service to customers. Manages other Lenders by providing leadership and guidance in their relationships with customers and marketing techniques. Works with Sales Manager in full implementation of CRM system. Manages administration and extension of commercial and/or mortgage loans in accordance with established policies and procedures for multiple branches. Maximizes earnings from region and individual loan portfolio through effective and efficient management practices. Prepares input for Association business plan and supporting budgets, strategies, and action plans. Effectively manages delinquent loan servicing. Proactively directs early intervention and communication with "distressed" borrowers. Directs loan servicing actions or restructures on a "win-win" basis and prevents viable borrowers from going non-accrual. Coordinates with the Special Assets Group, facilitating efficient transfers of loans when necessary. Manages individual and region loan portfolios, including assessing credit quality, loan performance, analyzing risk, and preparing credit status reports. Promotes sound new business and financially related services. Develops and recommends regional budgets. Monitors performance and initiates corrective action as required. Performs other functions assigned. LEVELS OF SUPERVISION EXERCISED AND RECEIVED: Directly supervises Relationship Mangers in multiple locations. Collaborates with other Regional Banking Managers. Makes independent decisions and works under administrative direction and supervision of Regional Banking Executive. TYPICAL EDUCATION AND EXPERIENCE: BA/BS degree with emphasis on agribusiness, business administration, or equivalent. Minimum ten years of progressively responsible banking or related agricultural lending experience, including at least five years in supervisory and/or management position. Demonstrated expertise of credit administration, financial analysis, credit analysis, credit risk assessment, loan portfolio management, budgeting, and managing staff. Working knowledge of agricultural lending principles and practices, and Association and Farm Credit system operating policies and procedures. Demonstrated ability to make sound decisions within delegated authorities and time pressures. Demonstrated planning and organizational skills. Exceptional written and verbal communication skills. High level of objectivity, tact, and diplomacy to establish and maintain effective on-going relationships with Association personnel, the bank, regulatory agencies, and borrowers. Exceptional persuasive and interpersonal skills. Demonstrated proficiency in leading and motivating others. Proficient in the use of PC, including word-processing, e-mail, and electronic spreadsheet software. ESSENTIAL REQUIREMENT: Must have the ability to perform basic office tasks, work in an office or outdoor setting, and be able to sit at a desk and work at a computer for an extended period of time. This job regularly requires the employee to visit job sites and must be able walk, sit, crouch, kneel, crawl, reach, and be able to lift up to 25 pounds. Ability to navigate around construction equipment and business materials is required. Must have the ability to walk for some distance, more than a mile, during or getting to an inspection. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit, and use their hands and fingers, and reach in all directions is essential in performance of the job. Some travel required and must have a valid C Class driver's license. Work during established business hours and may require occasional weekend and/or evening work. PART-TIME REMOTE/HYBRID: These employees will work partly remote and partly onsite. Part-time remote employees will work with their managers to determine when and how often they are needed onsite. PAY RANGE: Minimum $118,941.90 - Max $225,989.60 Annual This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class. Reflected is the national base pay range and title offered for this job at the current level. Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location. Salary offered, within the applicable range, is one component of the total rewards package offered to candidates. All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants. American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above. If you need assistance or an accommodation due to a disability, you may contact us at jobs@agloan.com.

Posted 30+ days ago

H
Howden Group Holdings LtdNew York, NY
Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Howden Capital Markets & Advisory Overview Howden Capital Markets & Advisory ("HCMA") is an elite boutique investment banking practice focused exclusively on serving the global insurance industry. HCMA is the investment banking arm of the Howden Group, one of the largest and fastest-growing broking and advisory businesses serving the global insurance industry. Our team works on some of the industry's most complex and innovative transactions. As part of HCMA, you'll have the opportunity to advise clients on mergers & acquisitions, equity, debt, and structured financings, new entity formations, insurance-linked securitizations, and other critical strategic initiatives. Through regular interaction with professionals throughout the Howden Group, you will also get exposure to many of the industry's leading minds and gain valuable perspectives and insight on the trends that are driving the global P&C industry forward. We serve the full spectrum of clients in the global P&C insurance value chain, from distributors, managing general agents, insurance carriers, reinsurers, insurtechs, and other service providers, as well as a diverse range of industry investors including private equity sponsors, credit specialists, asset managers, pension funds, family offices, insurance-linked securities funds, and other institutions. As a Vice President, you will have the opportunity to: Play an integral role in all aspects of the origination and execution of some of the industry's most prominent M&A and capital raising transactions Lead the preparation of presentation materials and analyses for use in client meetings across a wide variety of topics Develop, strengthen, and grow client relationships throughout the insurance industry value chain Serve as primary day-to-day client point of contract throughout the live cycle of live projects Lead the development and education of the group's analysts and associates Work closely with HCMA and Howden Group senior leadership to further grow the firm's brand and global presence Collaborate with expert professionals throughout the Howden Group to deepen firmwide client relationships and drive innovation Qualifications: 5+ years of investment banking experience with a focus on the insurance sector Bachelor's Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred; Minimum Undergraduate GPA of 3.5 Series 7, 79, and/or 63 licenses required; Demonstrated track record of M&A and capital market transaction execution; Team-first attitude, with a strong work ethic and high degree of personal integrity Excellent written and verbal communication skills; Ability to deliver high quality work in a time sensitive environment;; Strong organizational skills, attention to detail, and Prepared to assume a high level of responsibility; Legally authorized to work in the United States. The expected base salary range for this role is $250,000-275,000. The base salary range is based on level and is only part of the overall compensation package, which may include discretionary bonus, long-term incentive plan participation, and competitive benefits.

Posted 30+ days ago

NBT Bank logo

Relationship Banking Associate

NBT BankFonda, NY

Automate your job search with Sonara.

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

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

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

pay-wall

Job Description

Pay Range: $17.50 - $19.62

The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required.

Education and Experience:

  • High School Diploma or Equivalent
  • Minimum one year experience in related banking positions or equivalent sales/customer service experience

Skills and Abilities:

  • Excellent listening & communication skills
  • Ability to approach, identify and have conversations with customers and identify needs and opportunities
  • Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills
  • Ability to function in a fast paced, ever-changing environment
  • Ability to work well with people as a team
  • Proficient computer skills

Tasks Performed:

  • 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company.
  • 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
  • 5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
  • 5% Performs other duties as assigned and required.

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 20 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.

Automate your job search with Sonara.

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

pay-wall