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Customer Experience Advisor | S1 | Retail & Business Banking | Customer Interactions | Bromley
Banco Santander BrazilBromley, KY
Customer Experience Advisor | S1 | Retail & Business Banking | Customer Interactions | Bromley Country: United Kingdom Join our community: For our customers, you'll be more than just the friendly face and voice of Santander. You'll be a listener and problem solver. Whether you're helping someone with a simple cash transaction, aiding them with technology in the banking hall, transacting with them over the phone or protecting your customers against fraud and scams, you'll never know what the next challenge will be. What's not in doubt is that you'll have plenty of support. Life in a branch can be busy, varied and challenging, so we're a close-knit team. You'll be totally flexible in your approach and comfortable in undertaking a broad range of activities. This means not limiting your time and focus on one particular element of your role. You'll thrive on the variety this gives you and take satisfaction for operating in a multi-skilled environment. You're the eyes and ears of our business after all. The difference you'll make: Acting as the first point of contact for customers in branch or over the phone Assisting with day-to-day transactions, queries and servicing Answering customer calls into our contact centre Building relationships and finding solutions Developing your knowledge of services and products to help our customers Identifying new ways to improve the customer experience What you'll bring: Proven ability to deliver outstanding customer service either from a face to face or a telephony background The ability to communicate effectively with customers to truly understand their needs It would also be nice for you to have: A real desire to go above-and-beyond for customers Effective team working skills with a flexible, can-do approach to work Openness to a broad range of activities even if outside of standard expectations Ability to grow, adapt and change accommodating business needs and priorities What else you need to know: The role is based in our Bromley branch. This is a part-time permanent branch-based role, working 24.5 hours across Monday to Saturday across the hours of 8:00am - 6:00pm Inclusion At Santander we're creating a thriving workplace where all colleagues feel they belong and are supported to succeed. We all help to make Santander a workplace that celebrates diversity and attracts, retains and develops the most talented and committed people through living our values of Simple, Personal, and Fair. How we'll reward you. As well as a salary, we offer a wide range of benefits that you can choose from and tailor to your needs. £500 annual cash allowance to spend on our great range of benefits. 25 days' holiday plus bank holidays, which increases to 26 days after 5yrs service, with the option to purchase up to 5 contractual days per year. Eligible for a discretionary performance-related annual bonus. Voluntary healthcare benefits at discounted rates. Including: medical insurance, dental insurance, and health assessments. Free access to a range of digital health services, including GP. Free access to wellbeing apps and up to three weekly online classes. We put 8% of salary into your pension, even if you don't contribute yourself. We'll pay in up to 12.5% of salary, if you contribute as well, and you can take some of our contribution in cash if you prefer. Protection for you and your family, with company-funded death-in-service benefit and income protection insurance, and the option to take advantage of discounted rates for additional life assurance and critical illness cover. Support your favourite causes through charitable giving and our community partnerships. Share in Santander's success by saving or investing in our share plans. 24/7 access to an online employee discount platform including retailers, entertainment, eating out, travel and more. As a Santander UK employee, you are able to request staff versions of our products like our Edge Current Accounts and Credit Cards with no fees, as well as apply to many other deals and discounts in Santander products and services Learn more about our benefits and family friendly policies Right to work in the UK. Every individual must have the right to work in the UK to commence employment with Santander either by way of nationality, visa or work permit. If you do require a working visa / permit this will not influence our decision on whether to progress your application. However, if you do not have a right to work, or an application for a working visa / permit is unsuccessful, Santander will not proceed with your application and will withdraw any conditional offer previously made. What to do next: If this sounds like a role you're interested in, then please apply. If there's anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it's a copy of our application form in another format or additional assistance, we're available through email. You can contact us at resourcing@santander.co.uk.

Posted 1 week ago

T
Risk Manager - Consumer Banking
Texas Capital Bancshares, Inc.Richardson, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Responsibilities: Driving the overall operational safety and soundness of the Consumer line of business (LOB), including fostering collaboration with 1LOD and 2LOD to drive risk management throughout the product lifecycle and providing thought leadership to the Consumer LOB. Remaining knowledgeable about the Compliance risk domain, including but not limited to Deposit Compliance, in the functional areas across the Consumer Banking, Small Business, and Retail business lines, including areas of cross organizational risk. Supporting the Consumer Banking and Retail business lines in identifying and mitigating Compliance and Operational risks. Managing Consumer and Small Business Terms and Disclosures processes by tracking necessary changes, working with the Compliance and Legal teams for alignment and approval, working with internal teams to notify customers of changes and publishing updates. Participating in the preparation and delivery of presentations to various levels of management in written and verbal formats, including documenting and reporting risk throughout the risk management lifecycle. Supporting end-to-end consumer product development, maintenance, and processes to streamline consumer banking product offerings and ensure regulatory compliance. Managing Consumer Governance and Operations Analysts and supporting direct reports' responsibilities. Performs other duties and projects as assigned. Qualifications: Bachelor's degree is required Must have at least 7 years banking with a focus on risk management, compliance, operational risk banking operations or related field Solid understanding of banking processes, consumer banking products, and compliance risks. Ability to be well organized, team-player, motivated, and flexible with working hours High proficiency in the use of MS Excel, MS Word, MS PowerPoint, MS Outlook Outstanding oral and written communication skills Must be comfortable in providing leadership and guidance on consumer compliance risks to senior level managers. Ability to multi-task and be detail oriented Strong time management skills with the ability to work independently Proven ability to proactively solve problems and develop strategic recommendations at a financial institution (or similar) Demonstrated ability and desire to thrive in a challenging fast paced work environment Strong interpersonal skills, excellent communication skills, the ability to work effectively and build relationships both internally and externally Possesses excellent decision quality and can make independent decisions Proven ability to lead people and get positive results through others, requiring in-depth experience of collaborating between staff and team members for best results Must be flexible and adjust to schedule and adapt to changing business priorities Desired Skills: Business knowledge - ability to understand the business and knowledge of regulations surrounding the business. Work autonomously to affect change - flexible, adaptable to shifting priorities; manage competing priorities to achieve the most effective result and able to work in a fast-paced, results driven environment. Decision Making/Judgement - moderate level of independent decision-making using sound judgement. Communication/presentation - excellent written and verbal communication skills with an ability to influence business leaders in a meaningful and actionable manner. Problem solving / Analytical skills - solid critical thinking, attention to detail and analytical skills; able to synthesize large amounts of data and formulate appropriate conclusions. Implementation skills - Writing action plans, procedures, and recommendations, process development, and change management. Networking - strong interpersonal skills; strong collaboration and relationship building skills. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 2 weeks ago

C
Field Marketing Lead - Corporates, Sled, Banking, And Energy
Clearwater Analytics Holdings Inc.New York, NY
Clearwater Analytics is seeking a dynamic Field Marketing Lead to drive high-impact revenue generation strategies targeting corporates, SLED, sell-side banking, and energy sector. In this role, you'll develop and execute field marketing programs that engage financial decision-makers, leveraging your fintech and programmatic field marketing experience to contribute to growth in a dynamic market. As a Field Marketing Lead, you will collaborate with senior marketing and sales teams to implement marketing strategies that resonate with institutional investors across both private and public sectors, as well as banking and energy industries. Your responsibilities will include coordinating integrated campaigns, events, and account-based marketing (ABM) programs to drive demand and support revenue objectives. This senior-level position is ideal for a marketing professional with 7-10 years of experience in B2B marketing within the financial services, banking, or energy industries. Key Responsibilities Strategic Planning and Execution Develop and execute field marketing strategies targeting corporates, pensions, endowments state and local government, banking institutions, and energy sector organizations, ensuring alignment with Clearwater's global marketing and sales goals. Collaborate with sales leadership to identify key accounts and create tailored marketing programs aimed at driving results. Develop messaging and field campaigns that emphasize Clearwater's value proposition and address the unique challenges faced by public and private asset allocators, banking institutions, and energy companies. Campaign and Event Coordination Lead a variety of marketing activities, including hosted events, tradeshows, webinars, executive programs, and targeted digital campaigns. Drive ABM initiatives for focusing on landing and expanding the highest priority accounts of the company. Ensure the successful execution of events and campaigns, focusing on measurable outcomes including lead generation, revenue, new logo capture, and ROI. Collaboration and Leadership Work closely with product marketing to develop tailored content and sales enablement materials for asset allocators, banking institutions, and energy sector organizations. Align with demand generation teams to create complementary digital campaigns that enhance engagement. Partner with sales teams to gather insights, refine strategies, and deliver impactful programs that accelerate opportunities. Measurement and Optimization Define KPIs and track the performance of field marketing initiatives, including pipeline contribution and marketing-sourced revenue. Utilize data and insights to optimize campaigns and events, ensuring continuous improvement and maximum impact. Provide performance reports and insights to marketing and sales leadership. Key Qualifications Experience: 7-10 years in field marketing, ABM, or demand generation, with a focus on financial services, banking, or energy industries. Industry Knowledge: Deep understanding of asset allocators, banking institutions, and energy sector organizations, including their operational needs, regulatory challenges, and decision-making processes across private and public sectors. Leadership Skills: Proven ability to lead cross-functional initiatives and collaborate with sales and marketing stakeholders. Event Management: Extensive experience in planning and executing events targeting senior decision-makers in asset allocation, banking, and energy sectors. Analytical Skills: Proficiency in data-driven decision-making, with experience tracking ROI and pipeline contribution. Education: Bachelor's degree (BA/BS) in Marketing, Business, Finance, or a related field. Salary Range $120,000.00 - $168,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Posted 3 weeks ago

Avp, Private Banking -Lending-logo
Avp, Private Banking -Lending
Dollar BankCleveland, OH
Job Description Step into the world of high net-worth banking as Assistant Vice President of Private Banking at Dollar Bank. In this role, you will have the chance to create and manage a diverse portfolio of loans and deposit products delivering exceptional financial solutions tailored to each individual's unique needs. As a trusted partner, you will work closely with a team of financial experts to provide top-notch service and make a lasting impact on your clients' financial futures. But this isn't your average lending position - what sets the Private Banking department apart is our commitment to delivering unparalleled experiences. This role requires a sharp eye for detail and a passion for delivering excellent client experiences. Are you ready to join a dynamic, forward-thinking team at the forefront of the banking industry? Apply now and discover what makes Dollar Bank a unique place to work. This is an in person position. Required Qualifications: Bachelor's degree in finance or related field, or commensurate experience. Three (3) years of lending experience in private banking, consumer lending, mortgage origination, business banking, or commercial lending with a demonstrated history of sourcing new business opportunities. Must have ability to manage a portfolio of client relationships including growth, retention, and expansion. Understanding of legal and regulatory issues associated with the lending function, as well as documentation requirements. Must possess strong analytical, organizational, and customer service skills. Exceptional oral and written communication skills. Proficiency in computer skills including Microsoft Word & Excel. Must have excellent interpersonal skills and be a team player. A valid driver's license and access to a reliable vehicle. Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Preferred Qualifications: Understanding of collateral, valuation, perfections, and liquidation. Credit/underwriting experience. Principal Activities and Duties: Source and develop new client relationships to include loans and deposits. Gather financial information and underwrite loan proposals. Present credit proposals to division head and credit committees for approval. Administer and maintain loan portfolio. Meet annual loan production and growth goals plus associated deposit account goals. Maintain high credit standards to ensure that the highest levels of the portfolio quality are achieved. Ensure that proper and complete loan documentation is prepared and executed, and that security conformity with loan covenants, collateral advance ratios and other conditions. As necessary, manage workouts, ensuring maximum preservation of principal for the Bank. Refer business to other asset areas of Dollar Bank to include, but not limit to: Corporate Banking, Treasury Management, Business Banking and Commercial Real Estate. Represent Dollar Bank in professional associations and community functions to develop new business relationships. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Posted 3 weeks ago

T
Marketing Manager - Commercial Banking
Texas Capital Bancshares, Inc.Dallas, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Responsibilities: Define in partnership with the brand, product and sales directors the positioning of Commercial Banking teams and their related products and services. Develop go-to-market calendars in conjunction with Industry and Solutions and Marketing and Communication teams. Define a strategy of key product marketing activities and manage budgets to support the acquisition, deepening and retention of new customers. Deep understanding of product portfolio and collaboration with product team on launches of new products and changes of existing products. Identify and create relevant marketing assets that support the different stages of the product sales cycle; Execute effective marketing strategies to drive awareness, consideration and leads. Partner with content strategist to develop product one pagers, pitchbook slides, insights, and testimonials. Work cross-functionally across all marketing channels to ensure flawless execution of various channel-specific marketing campaigns (e.g. paid media, affiliates, social accounts, website, email and direct mail, events and sponsorships, etc.). Define KPIs that measure and optimize marketing strategies, partnering with sales enablement teams to provide regular reporting and executive summaries on programs and initiatives. Qualifications: 7-8 years plus experience in financial services marketing; B2B preferred. Bachelor's degree in business or marketing; MBA preferred. Knowledge of Commercial Banking (Middle Market, Business Banking, CRE and SBA Lending) products and solutions. Extensive direct marketing experience with strong understanding of digital marketing techniques. Demonstrated ability to collaborate with cross-functional teams and drive adoption in asset usage. Superior communication, problem solving skills and ability to learn and adapt quickly. Self-motivated with ability to work independently and strong organizational skills. Demonstrates flexibility in a growing and changing environment. Comfortable using collaboration and CRM tools such as Copilot, Asana, Figma, Aprimo and Salesforce. Familiar with marketing automation tools such as Salesforce, Salesforce Marketing Cloud (SFMC), and Google Analytics. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 2 weeks ago

M
Banking Operations
MetroCity Bankshares, Inc.Doraville, GA
Banking & Financial Services Roles-Multiple Opportunities Job Titles: Banking Specialist & Administration Manager Location: Multiple Branch Locations-TX, GA, CA, NY, NJ Job Type: Full-Time About Us As Metro City Bank prepares for an exciting growth phase through acquisition, we are seeking driven, service-focused professionals to join our expanding team. This is a universal job posting for various roles across our banking operations. Applicants will be matched with the most suitable role based on their qualifications and experience during the onboarding process. Potential Roles May Include: Banking Specialist Administration Manager Minimum Qualifications: High school diploma or equivalent (Bachelor's degree preferred for some roles) 1-5+ years of experience in banking, lending, customer service, HR, or IT Strong communication and organizational skills Ability to work in a team environment and adapt to multiple assignments Bilingual Skills Preferred Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and color vision. AAP/EEO Statement: Metro City Bank is an Equal Employment Opportunity/Affirmative Action Employer with regard to Females, Minorities, Veterans, and Disabled Persons Note to Applicants: This is a universal job posting covering multiple opportunities. If selected, your exact position and job title will be determined during onboarding to align with your skills and experience. To Apply: Submit your resume and complete the application form on Metro City Bank's Careers page. Careers | GA AL FL VA TX NY NJ Bank Jobs Near Me | Metro City Our recruitment and onboarding team will be in touch with you regarding the next steps. We look forward to welcoming you to the Metro City Bank team!

Posted 2 weeks ago

Business Banking Relationship Manager 2-logo
Business Banking Relationship Manager 2
US BankLos Angeles, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call 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. We're looking for candidates that have skills and experience in: Prospecting companies with revenues above $10MM+ Equipment Financing Working with SBA (7A and 504) loans Have an established COI (circle of influence) base Proactively manage an assigned portfolio of clients by staying on top of all renewals, annual reviews, etc. 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 Four to five years of experience in relationship banking 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 The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with 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: $98,345.00 - $115,700.00 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 3 weeks ago

Product Manager - Business Banking-logo
Product Manager - Business Banking
NarmiNew York, NY
About Narmi: Narmi is how community financial institutions unlock the very latest capabilities in digital banking and account opening - so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the US. As a result, our customers have seen meaningful increases in deposits, revenues, and happy customers. In fact, one of the first financial institutions to leverage Narmi was recognized by Bankrate and NerdWallet for providing the #1 digital experience for a bank or credit union in the US. About the Role: We are seeking a Product Manager to drive Narmi's Business Banking Product Roadmap. In this role, you'll help shape the vision and strategy for our Business Banking product lines while delivering measurable business outcomes and executing on our Product roadmaps. You'll work cross-functionally with Design, Engineering, Sales, Business Development, and our Co-Founders to define the "what" and "why" of Narmi's future products and features and own the roadmaps leading to their execution. You'll be an instrumental part of our future success and immediately impact shipping a mission-critical platform that hundreds of thousands of users use. What you'll do: Stakeholder Management: Build and nurture relationships across the company to align on product plans, ensuring stakeholders are included in key decisions to minimize surprises and foster support. Drive prioritization and resource allocation at the company level, ensuring executive support and visibility for your team's progress and outcomes. Business Outcome Ownership: Take ownership of the outcomes driven by the Business Banking team, proactively adapting strategies and roadmaps to maximize results. Product Vision and Roadmapping: Define and communicate the product vision, the strategic narrative, and expected outcomes for Narmi's Business banking roadmap. Strategic Impact: Contribute to company-level strategy, and develop expertise in Business Banking across fintech, bank tech, and community banking to inform strategy. Product Delivery: Make informed trade-off decisions to maximize value, creatively leveraging resources for efficient delivery. Collaborate with cross-functional teams (engineering, design, QA) to ensure high-quality product releases. Enhance team processes to improve feature specification and overall efficiency. Product Launch and Marketing: Partner with marketing and sales to craft effective product launch strategies and GTM materials. Voice of the Customer: Integrate user research into the roadmap, leveraging insights to maximize customer value and refine products. Engage with clients and prospects to present Narmi's Business Banking vision and gather feedback. What you'll bring: 4+ years of experience in product management, software engineering, design, or related fields; at least 5 years in banking preferred. Strong analytical and technical background with the ability to assess effort levels and technical trade-offs. Experience managing Tier 1 products across multiple platforms, with a track record of high-quality execution and delivery. Experience with different payment types preferred, e.g. wires, ACH, instant payments etc. A deep understanding of product strategy, with the ability to articulate the impact of your work within the broader company context. A keen eye for UI/UX and the ability to translate product functionality into intuitive user experiences. Excellent written and oral communication skills, with the ability to gain buy-in from senior leaders and cross-functional teams. The expected annual base salary for this role is $162,000 - $182,000. Base salary is only part of your total compensation. In addition to base salary, you will receive an equity option grant, and are eligible for performance-based cash and equity bonuses. Compensation included in an offer will be commensurate with the candidate's skills, experience and geographic location. Compensation ranges for candidates located outside of New York City may differ. You will also receive a full benefits package. We believe that high-performing teams include people from different backgrounds and experiences who can challenge each other's assumptions with fresh perspectives. To that end, we actively seek a diverse pool of applicants, including those from historically marginalized groups. Please note that all correspondence related to this role will come directly from Narmi (email addresses ending in @narmi.com or @narmitech.com), and not a third party. If you receive correspondence from an individual claiming to represent Narmi please let us know immediately at security@narmi.com.

Posted 1 week ago

Business Banking Relationship Manager-logo
Business Banking Relationship Manager
US BankRichland, WA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Four to five years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Some knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $92,820.00 - $109,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

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Middle Market Banking Associate I
Texas Capital Bancshares, Inc.Dallas, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Overview: A Banker Associate I will have experience within the Commercial Banking line of business. Depending on the market, this role will report to the Market or Team Leader and will provide support to senior colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients and prospects across a broad array of industries. We are seeking qualified candidates with a passion for a long-term career in Banking, that have extraordinary levels of motivation and initiative and aspire to deliver superior client experiences. Responsibilities: Participate in agenda-based client calls with Relationship Managers (approximately 10% of time spent). Support meeting preparation and follow ups as needed. Source new prospect opportunities and develop Centers of Influence (COIs). Identify cross-sell opportunities within active portfolio. Prepare and complete Balance Sheet Committee (BSC) forms and submissions. Prepare screening memos, term sheets, pitch book materials and manage screening process. Assist Portfolio (Credit) Managers with renewals, reviews, and new deal Credit Approvals. Ensure Covenant compliance and analysis. Accurately log all activity in applicable Texas Capital systems (Salesforce, Alloscape, etc.) and utilize sales tools to develop call planning strategies. Coach and mentor Analyst colleagues. Qualifications: Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 2.5 to 3.5 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Analytical skills - critical thinking, data and information analysis, research, and problem solving. Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Advanced knowledge of banking suite of products and services. Strong knowledge and application using Salesforce and Microsoft Office including Outlook, Excel, and PowerPoint to produce reports, correspondence, and presentations. High interest in outreach to, and involvement in, the communities where we live and work. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 5 days ago

Personal Banking Rep-logo
Personal Banking Rep
FirstBankArvada, CO
Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours can vary 35-40/week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Bilingual in English and Spanish Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This opportunity is expected to close by 3/12/25* This opportunity has been extended to 4/10/25* This opportunity has been extended to 7/28*

Posted 1 week ago

Investment Banking Analyst | Consumer-logo
Investment Banking Analyst | Consumer
Houlihan LokeyLos Angeles, CA
Business Unit: Corporate Finance Industry: Consumer Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Consumer Group Houlihan Lokey's Consumer Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services. We have built a reputation as a trusted advisor to companies in the consumer industry. We do this by combining our extensive market capabilities with our in-depth industry knowledge to help maximize shareholder value for our clients. Job Description As an Analyst, you will work on corporate finance engagements. The group's engagements principally include M&A, capital raising, and strategic advisory assignments. As a dedicated member of our transaction team, you will be responsible for supporting these assignments, with the following responsibilities: Prepare, analyze and explain financial information of a given company and related companies within the respective industry; Perform valuations of companies using traditional valuation methodologies; Prepare confidential offering memorandums, management presentations, buyers lists, marketing pitches, and assist in the marketing and planning of engagements Preferred Qualifications 1-2 years of investment banking experience required A solid understanding of the sell-side M&A process, along with proven experience in successfully closing deals Fundamental understanding of financial valuation methodologies and applications Prior coursework in accounting and finance required Advanced financial modeling and analytical abilities; Strong LBO and DCF modeling skills Strong qualitative and quantitative research skills Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations Excellent verbal and written communication skills in English are essential Advanced knowledge of Excel Independent thinker and resourceful problem solver Strong work ethic, organizational skills, and ability to multitask Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment Ability to work independently in a fast-paced environment Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-114736

Posted 2 weeks ago

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Business Banking Associate I
Texas Capital Bancshares, Inc.Houston, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Overview: A Banker Associate I role will have experience within the Commercial Banking line of business. Depending on the market, this role will report to the Market or Team Leader and will provide support to senior colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients and prospects across a broad array of industries. We are seeking qualified candidates with a passion for a long-term career in Banking, that have extraordinary levels of motivation and initiative and aspire to deliver superior client experiences. Responsibilities: Participate in agenda-based client calls with Relationship Managers (approximately 10% of time spent). Support meeting preparation and follow ups as needed. Source new prospect opportunities and develop Centers of Influence (COIs). Identify cross-sell opportunities within active portfolio. Prepare and complete Balance Sheet Committee (BSC) forms and submissions. Prepare screening memos, term sheets, pitch book materials and manage screening process. Assist Portfolio (Credit) Managers with renewals, reviews, and new deal Credit Approvals. Ensure Covenant compliance and analysis. Accurately log all activity in applicable Texas Capital systems (Salesforce, Alloscape, etc.) and utilize sales tools to develop call planning strategies. Coach and mentor Analyst colleagues. Qualifications: Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 2.5 to 3.5 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Analytical skills - critical thinking, data and information analysis, research, and problem solving. Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Advanced knowledge of banking suite of products and services. Strong knowledge and application using Salesforce and Microsoft Office including Outlook, Excel, and PowerPoint to produce reports, correspondence, and presentations. High interest in outreach to, and involvement in, the communities where we live and work. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

Business Banking Relationship Manager-logo
Business Banking Relationship Manager
Old National BankFergus Falls, MN
Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $51,700 - $121,300 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Business Banking Relationship Manager that is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with businesses, industries, developers and consumers. The Business Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position. Key Accountabilities Achieve Sales Targets Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results. Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships. Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale. Leverages centers of influence to build a network and create a pipeline of business. Loan Originations Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing. Partners with support staff to ensure the loan origination process meets bank and client expectations. Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client. Portfolio Management Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards. Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships. Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets. Key Competencies for Position Strategy in Action- Build your strategic mindset capability. Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develop contingency plans to manage risks. Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team and organizational goals. Compelling Communication- Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Makes Decisions & Solves Problems- Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients- Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Qualifications and Education Requirements Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience. Minimum 5 years relevant commercial banking experience. Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships. Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures. Very high level of written and verbal communication skills. Must have a proven track record of successful sales performance with strong business development skills. Very high level of sales, negotiation and financial analysis skills. Relationship Manager roles may vary between RM II or RM III,- this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Business Banking or middle market experience Number of consistent years with success and track record as a Relationship Manager (or similar role) at the Bank or at another financial institution Demonstrated and proven ability to work through complex credits and/or other unique situations Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

Posted 30+ days ago

Business Banking Relationship Manager (Spanish)-logo
Business Banking Relationship Manager (Spanish)
University Federal Credit UnionHouston, TX
Job Summary The Business Banking Relationship Manager (BBRM) manages business relationships in accordance with UFCU and regulatory guidelines and policies, from assessment of needs to filling needs for accounts, loans, financial education, and services. The BBRM manages business member's complete financial needs and serves as the primary point of contact at UFCU as the member's business grows and needs change. The Relationship Manager is community-minded, and is serving or willing to serve on non-profit and/or industry-related organizations. The Business Banking Relationship Manager reports to the Senior Manager, Business Banking. About UFCU Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures. In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values: Purposefully Member-Obsessed We are driven by a profound sense of empathy to deeply understand our Members' needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members' best interests, forever seeking to empower their financial success. Possibilities Reimagined We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights. Performance Excellence Rooted in Unwavering Integrity We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration. Essential Functions Execute business development activities, including making sales calls with business owners, business decision makers, and business centers of influence in support of small businesses within UFCU footprint. Manage incoming inquiries from Members, prospects, Small Business Banking Relationship Managers, and branch staff; work leads to assess needs. Actively deepen relationships by identifying financial needs and providing product solutions and resources. Conduct initial due diligence of new loan requests to determine credit worthiness. Identify needs for treasury services, payroll, merchant services, and insurance. Establish clear communication and build strong relationships with credit and servicing teams to ensure excellent Member experience. Work with members to complete application and with credit team to evaluate the request using loan origination system. Apply strong credit skills to: Determine the financial strengths of the business, collateral, market, and guarantor(s). Determine the appropriate lending product and structure. Display and utilize thorough knowledge of SBA 7(a) and 504 programs, commercial and industrial operations, and cash flow and real estate transactions. Ensure proper loan documentation is prepared and reviewed in accordance with UFCU and regulatory practices. Knowledgeable and efficient in the loan origination process, following lending policies, procedures, guidelines and regulatory requirements. Assist Loss Mitigation Specialist in the collection effort of problem loans as appropriate to reduce losses. Proactively identify credit issues early and work with the credit team to develop a strategy that manages risk to best protect UFCU. Actively manage past due payments, collect financial information, and assist with covenant compliance with the help of others. Conduct annual site visits of collateral and assist Loan Administration Team with any past due financial reporting requirements. Trains internal partners on quality referrals, products, and effective lead generation. Other Adhere to all company policies, procedures and business ethics codes. Complete required regulatory training as assigned. Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations. Knowledge/Skills/Abilities Knowledge Advanced knowledge of Federal laws pertaining to credit unions and Member Business Loans. Advanced knowledge of Small Business Administration programs. Thorough knowledge of all UFCU Business Banking products and services. Strong knowledge of credit union industry, including awareness of industry leaders and understanding of credit union business development opportunities. Strong knowledge and understanding of the Austin/Coastal area communities UFCU serves. Strong knowledge of project and program management principles. Familiarity with loan origination software. Skills Excellent people and relationship skills, with an employee/member service mentality, and a high degree of authenticity, integrity, accountability, and emotional intelligence. Excellent relationship building, networking, planning, negotiation, analytical, problem-solving, and critical thinking skills. Excellent business development skills, including networking and sales cycle management skills. Excellent project and planning management skills. Advanced written, verbal, interpersonal, active listening, collaborative, and presentation communication skills, with the ability to communicate effectively with a variety of internal and external partners and stakeholders. Strong Microsoft Office skills, including Microsoft Word and Excel. Strong organization and time management skills, with the ability to prioritize with a positive and solution-oriented mindset. Abilities Natural affinity to grow and nurture new and existing relationships. Strong ability to create and execute on long-term sales strategies. Demonstrated ability to be service-focused and portray positive energy and professionalism to project a positive image as a representative of the Credit Union. Demonstrated ability to provide high touch, quality service surrounding UFCU's values. Demonstrated ability to develop and maintain effective relationships across all levels of the organization and with diverse groups. Ability to work both independently and with others. Facilitative and collaborative team member, with openness to ideas and feedback from others. Ability to use good judgment and decision making skills. Ability to be self-motivated, with critical attention to detail, deadlines, and reporting. Ability to meet deadlines and handle sensitive and pressured situations. Proven ability in solving problems and researching issues with minimal guidance. Strong attention to detail and ability to complete tasks with accuracy. Competencies Adaptability Building Organizational Talent Continuous Improvement Creating a Culture of Trust Customer Focus Customer Orientation Delegation and Empowerment Driving Execution Driving Innovation Energizing the Organization Execution Focus on Results Guiding Team Success Innovation Leading Change Experience Minimum Requirements Bachelor's Degree in a business-related field. Four (4) years of relevant experience may be substituted for degree. Minimum of five (5) years of experience in a Business Loan Officer role Business development experience Experience working in a financial institution Experience working directly with business owners Thorough knowledge of and experience with business lending and SBA lending Experience spreading and analyzing financial statements Experience utilizing a loan origination system Must be bondable Preferred Requirements Bachelor's degree in Finance or Accounting Six hours of accounting coursework Bilingual in English and Spanish Physical Demands The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Frequent While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus. Employee will make extensive use of the telephone and/or virtual communications platforms to communicate confidential information, requiring accurate perception of speech and clear speaking abilities. Work Environment The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. This position may involve limited interaction under stressful conditions. This position requires working frequently from UFCU Plaza in Austin, Texas. May occasionally require an adjusted work schedule, overtime, and evening/weekend hours. May involve working from the office and/or home. Public contact position, requiring appropriate professional apparel. Frequent computer use at a workstation of up to two hours at a time. The noise level in the work environment is usually quiet. Local travel to meet with members and prospects, attend events, and inspect properties. #INDUFCU

Posted 3 weeks ago

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Investment Banking, Associate, Industrials
Btig, LLCNew York, NY
Job Purpose: BTIG seeks an investment banking professional to join the Industrials team in New York. Associates are involved in all facets of BTIG's investment banking activities, including private and public offerings, M&A transactions, and other advisory services. The ideal candidate will demonstrate potential to take on a significant role in deal execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members. BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of "bulge bracket" investment banks. Duties & Responsibilities: Provide transaction support to senior bankers on a broad range of transactions including IPOs, secondary offerings, private placements, and mergers & acquisitions Financial analysis and modeling Manage several concurrent projects and work effectively as part of a team or individually Prepare client presentations Perform due diligence Assist in preparation of company marketing and transactions materials Interact with clients during presentations and deal executions Requirements & Qualifications: Undergraduate degree in finance or economics with a minimum GPA of 3.5 Ideal candidate will have 3+ years of experience at a top-tier investment bank, financial advisory or accounting firm Well-developed analytical and financial modeling expertise Demonstrated interpersonal skills allowing one to build relationships across a variety of groups Excellent verbal and written communication skills Ability to effectively manage multiple simultaneous project deadlines Advanced Excel and PowerPoint skills and proficiency with relevant banking-related databases / applications (Bloomberg, CapIQ, etc.) Ability to work well in teams Solid work ethic and superior attention to detail SIE required, series 63 & 79 licensing required Important Notes: Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type No phone calls please, the applicant will be contacted within two weeks if successful About BTIG: BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs. The current estimated base salary range for this role is $160,000 - $190,000 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: https://www.btig.com/disclaimer.aspx

Posted 3 weeks ago

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Investment Banking, Biotech, Associate
BTIG, LLCNew York, NY
Job Purpose: BTIG seeks an investment banking professional to join the Biopharma Investment Banking team in New York. Associates are involved in all facets of BTIG's investment banking activities, including private and public offerings, M&A transactions, and other advisory services. The ideal candidate will demonstrate potential to take on a significant role in deal execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members. BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of "bulge bracket" investment banks. Duties & Responsibilities: Provide transaction support to senior bankers on a broad range of live deals and pitches, including for IPOs, Follow-Ons, PIPEs, Private Placements, and M&A transactions Build detailed financial models and valuation analyses (DCF, public comps, etc.) Prepare client presentations, offering memoranda, and other transaction materials Conduct due diligence and industry research on companies, pipeline assets, and therapeutic areas Monitor public market activity and key trends impacting the biopharma sector Interact directly with clients and investors during due diligence, transaction marketing, and execution processes Requirements & Qualifications: Ideal candidate will have 3+ years of experience within a biopharma vertical (investment banking or equity research) at a bulge bracket or middle-market investment bank BA/BS/MS in a life sciences-related field preferred; applicants with advanced degrees (PharmD, MD, PhD) in life sciences will be prioritized Experience working on successful equity capital markets transactions as well as M&A and strategic advisory assignments Deep understanding of biopharma business models, therapeutic areas, and drug development / regulatory timelines Strong analytical, financial, and valuation modeling skills Highly motivated with the ability to manage multiple projects with competing deadlines Superior attention to detail and ability to thrive in a fast-paced business environment Demonstrated commitment to mentoring and developing junior team members Excellent verbal and written communication skills, with the ability to build both internal and client-facing relationships Advanced proficiency in Excel and PowerPoint; experience with relevant banking-related databases / applications (Bloomberg, CapIQ, Pitchbook, etc.) SIE, Series 63, and Series 79 licenses required Important Notes: Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type No phone calls please, the applicant will be contacted within two weeks if successful About BTIG: BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs. The current estimated base salary range for this role is $170,000.00 - $210,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: https://www.btig.com/disclaimer.aspx .

Posted 30+ days ago

Healthcare Business Banking Relationship Manager-logo
Healthcare Business Banking Relationship Manager
US BankSan Francisco, 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 Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to U.S. Bank's Healthcare clients with annual revenue of up to $25 MM. BBRMs are experienced partners who understand their clients' needs and goals, as well as delivering comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a wide range of offerings to support both the individual and the business entity. This includes loan products, credit cards, payment processing, treasury solutions, and personal wealth planning. Healthcare Business Banking RMs are responsible for cultivating and managing new and existing healthcare client relationships. They achieve this by serving as trusted partners who assess and attend to client needs, provide education on available deposit and loan products and services, and recommend financial solutions based on each client's unique goals. They utilize their business banking expertise to consult and deliver a mix of products and services including lines of credit, term debt products, buyouts, and commercial mortgages. When a client's needs extend beyond core business banking offerings, the BBRM continues to direct the overall relationship and plays a leading role in managing referrals to/partnership with other business units. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Prior Healthcare and Practice Finance banking & structuring experience Prior experience in clinic and center Commercial Real Estate Experience working with Treasury Management and Wealth Management partners Experience working with Healthcare and Practice clients & prospects Experience managing complex credit structures and loan requests larger than $2.5MM Experience working with companies and practices up to $25MM in annual revenue Proven success developing new business and COIs in the healthcare industry Demonstrated knowledge of commercial credit and credit quality Agile and innovative approach to problem solving and decision making Excellent verbal and written communication and presentation skills Ability to work effectively with individuals and groups across the company to manage customer relationships Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $124,355.00 - $146,300.00 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 Underwriter IV-logo
Business Banking Underwriter IV
Huntington Bancshares IncChicago, 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. 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 1 week ago

T
Client Solutions Specialist Ii-Business Banking
Truist Financial CorporationRichmond, VA
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: Collect delinquent accounts according to the agreed upon collection strategies while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all customers by being transparent, positive, and treating customers the way we want to be treated. 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. Achieve performance expectations for collection efforts for assigned accounts based upon individual goals and objectives, e.g., a minimum calls per day, contact percentage, promises/calls ratio, promises kept. Provide Clients cure plans and negotiate payment arrangements to cure delinquency, evaluating ability and willingness to pay and accordance with all policies, procedures, guidelines, and training. Disclose all relevant account information to customers accurately, professionally, and in a positive manner. Manage client communications and provide accurate account detail and information with a high level of professionalism and integrity, while following all required compliance and quality expectations. Work accounts thoroughly according to established procedures (including contact attempts, required letters, etc.) Assist less experienced teammates with more difficult collection accounts and client calls. Document all collection efforts in the system of record for each assigned account in accordance with established policies, procedures, and guidelines, which may include relevant system codes. Execute on the established call scripts documented in training, policies, procedures, and guidelines. Achieve acceptable call monitoring scores in each call category. Provide clients with cure plans options as well loan modifications when appropriate according to policy procedure, and guidelines. Communicate regularly with the Client Default Leaders pertaining to repossessions, potential loss, inquires, complaints, and other calls that require special handling. Accurately process payments, transactions, and workflows. Complete all required Computer Based Training (CBT) courses accurately and timely. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or equivalent education and related training or experience One to two years of collections experience Consistently exceed production performance of peer group on goals established for Client Solution Specialist I Strong understanding of systems and products across Client Default Solutions Strong verbal and written communication skills Basic computer skills Ability to work flexible schedule, including overtime as needed. Strong understanding of all regulatory requirements surrounding collections Preferred Qualifications: Bilingual Previous lending or call center 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 1 week ago

B
Customer Experience Advisor | S1 | Retail & Business Banking | Customer Interactions | Bromley
Banco Santander BrazilBromley, KY

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Job Description

Customer Experience Advisor | S1 | Retail & Business Banking | Customer Interactions | Bromley

Country: United Kingdom

Join our community:

For our customers, you'll be more than just the friendly face and voice of Santander. You'll be a listener and problem solver. Whether you're helping someone with a simple cash transaction, aiding them with technology in the banking hall, transacting with them over the phone or protecting your customers against fraud and scams, you'll never know what the next challenge will be.

What's not in doubt is that you'll have plenty of support. Life in a branch can be busy, varied and challenging, so we're a close-knit team.

You'll be totally flexible in your approach and comfortable in undertaking a broad range of activities. This means not limiting your time and focus on one particular element of your role. You'll thrive on the variety this gives you and take satisfaction for operating in a multi-skilled environment. You're the eyes and ears of our business after all.

The difference you'll make:

  • Acting as the first point of contact for customers in branch or over the phone

  • Assisting with day-to-day transactions, queries and servicing

  • Answering customer calls into our contact centre

  • Building relationships and finding solutions

  • Developing your knowledge of services and products to help our customers

  • Identifying new ways to improve the customer experience

What you'll bring:

  • Proven ability to deliver outstanding customer service either from a face to face or a telephony background

  • The ability to communicate effectively with customers to truly understand their needs

It would also be nice for you to have:

  • A real desire to go above-and-beyond for customers

  • Effective team working skills with a flexible, can-do approach to work

  • Openness to a broad range of activities even if outside of standard expectations

  • Ability to grow, adapt and change accommodating business needs and priorities

What else you need to know:

  • The role is based in our Bromley branch.

  • This is a part-time permanent branch-based role, working 24.5 hours across Monday to Saturday across the hours of 8:00am - 6:00pm

Inclusion

At Santander we're creating a thriving workplace where all colleagues feel they belong and are supported to succeed. We all help to make Santander a workplace that celebrates diversity and attracts, retains and develops the most talented and committed people through living our values of Simple, Personal, and Fair.

How we'll reward you.

As well as a salary, we offer a wide range of benefits that you can choose from and tailor to your needs.

  • £500 annual cash allowance to spend on our great range of benefits.

  • 25 days' holiday plus bank holidays, which increases to 26 days after 5yrs service, with the option to purchase up to 5 contractual days per year.

  • Eligible for a discretionary performance-related annual bonus.

  • Voluntary healthcare benefits at discounted rates. Including: medical insurance, dental insurance, and health assessments.

  • Free access to a range of digital health services, including GP.

  • Free access to wellbeing apps and up to three weekly online classes.

  • We put 8% of salary into your pension, even if you don't contribute yourself. We'll pay in up to 12.5% of salary, if you contribute as well, and you can take some of our contribution in cash if you prefer.

  • Protection for you and your family, with company-funded death-in-service benefit and income protection insurance, and the option to take advantage of discounted rates for additional life assurance and critical illness cover.

  • Support your favourite causes through charitable giving and our community partnerships.

  • Share in Santander's success by saving or investing in our share plans.

  • 24/7 access to an online employee discount platform including retailers, entertainment, eating out, travel and more.

  • As a Santander UK employee, you are able to request staff versions of our products like our Edge Current Accounts and Credit Cards with no fees, as well as apply to many other deals and discounts in Santander products and services

Learn more about our benefits and family friendly policies

Right to work in the UK.

  • Every individual must have the right to work in the UK to commence employment with Santander either by way of nationality, visa or work permit. If you do require a working visa / permit this will not influence our decision on whether to progress your application. However, if you do not have a right to work, or an application for a working visa / permit is unsuccessful, Santander will not proceed with your application and will withdraw any conditional offer previously made.

What to do next:

If this sounds like a role you're interested in, then please apply.

If there's anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it's a copy of our application form in another format or additional assistance, we're available through email. You can contact us at resourcing@santander.co.uk.

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