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Huntington National Bank logo
Huntington National BankChicago, Illinois
Description Summary: At Huntington, this is an opportunity to work cross-functionally with nearly every team in the company to contribute to market growth within multicultural consumer and business segments. Our goal is to be the Best performing Regional Bank in America, and we need a market lead to work with our external partners and internal business segments. This role will draw from market insights, work with the Regional Leadership Team and Market President and report into our Multi Cultural Banking Director. You will be able to work collaboratively with internal teams and business partners to drive results. Duties and Responsibilities: Serve as a trusted partner and advisor to regional teams to ensure market growth Externally facing responsibilities include managing external partnerships in a matrixed environment Ensure the work is aimed at closing equity gaps Indirect management and influence teams to ensure market playbooks are executed Working through, influencing and coordinating among segment chiefs and functional areas at the corporate level to ensure the customer experience is at the center of the actionable playbook in Illinois and Wisconsin Understand and work through strategic impact among internal business teams, included, but not limited to Audit, Legal, Marketing, Finance & Strategy, Human Resources, Information Technology, Corporate Communications, Corporate Operations, Community Development and Transformation Influencing and coordinating with all business segments reporting sales goals Adhere to 2-to-5-year strategic plans based on a customer centric and data-informed approach Own the execution of 2 of 4 pillars of success Perform other duties as assigned. Basic Qualifications: Bachelor’s Degree Minimum 10 years of experience working in a banking or financial services firm Minimum 10 years of experience in managing medium to large projects and/or large project teams Preferred Qualifications: Excellent listening skills with a natural inclination to focus on meeting needs and internal client needs coupled with strong presentation and interpersonal skills A digital and data-driven mentality to develop and carry out a strategic business plan, including the adoption of technologies and processes that improve efficiency and lead to an enhanced people-first, customer-centered experience A growth mindset with a business-owner mentality 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: $77,000 - $154,000 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 day ago

MidFirst Bank logo
MidFirst BankEdwards, Colorado
Assistant Banking Center Managers will assist Banking Center Managers with the daily operations of the banking center as well as provide leadership to a team of sales and service professionals to meet and exceed sales goals and provide valuable service to customers. This position is also responsible for a variety of duties focused on the development of new business, as well as retaining and expanding our current relationships with customers. Your duties will include, but are not limited to: Assist in overseeing the operational functions of the banking center and provides support to staff (i.e. answering questions, coaching, providing encouragement, feedback, and constructive criticism as needed) Perform required steps to process loan applications and customer originated financial transactions, open new accounts and sell banking products and services Build and maintain relationships with clients to uncover and satisfy their needs through the sale of financial products and services Generate sales leads through community outreach activities and develop business partners, while building internal relationships Assist clients with concerns or questions regarding their accounts. Explain service charges, statement problems, product features, etc. and work to resolve sometimes complex or sensitive customer issues Create workforce stability by cultivating an engaged and enthusiastic team through effective coaching on proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same Ensure the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service Ensure completion of regulatory compliance and training specific to sales and service responsibilities for you and your associates Ensure that security measures are adhered to regarding opening and closing procedures within the bank Represent oneself and the bank in a positive, courteous, friendly, and professional manner Supervisory duties will include, but are not be limited to: coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, preparing and conducting performance evaluations. Salary Range: $49,000.00 - $77,000.00. Compensation is aligned to experience, skills and education. Benefits: We offer a generous sign-on bonus as well as a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position. This position is expected to close on September 1, 2025. If the position has not been filled by the expected date, the date may be extended and will be updated on the job posting. Required Skills: Minimum of three years successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals. Previous banking experience is preferred. Supervisory abilities, including: leadership skills, sound decision making, the ability to motivate others, and the capability to address conflict in a positive and productive manner. Proven ability to proactively and effectively participate in a sales program, as well as meet or exceed expectations for the sales and referral activities established for this position. Availability to work weekends and/or extended hours as required. Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense Preferred Skills: Extensive knowledge and familiarity of banking products and services Bilingual (fluent verbal and written English/Spanish) skills; Sales management experience within a retail banking environment. Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.

Posted 6 days ago

Texas Capital Bank logo
Texas Capital BankAustin, Texas
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: The Consumer Banking Governance Analyst plays a key role in supporting the governance framework for the Consumer and Retail Banking lines of business. This position contributes to the oversight of operational practices, ensuring alignment with regulatory standards and internal risk management expectations. The Governance Analyst helps drive consistency and accuracy in business processes, external communications, and contributes to the development of tools and reporting that inform strategic decision-making. This position reports to the Consumer Banking Governance Manager and works closely with cross-functional teams to promote operational integrity and a strong control environment across the consumer banking landscape. Responsibilities: Review consumer banking transactions and accounts daily to ensure appropriate processing and alignment with bank policies, procedures, and applicable laws and regulations. Maintain standards, policies, and procedures for external communications, ensuring accuracy, consistency, and alignment with business objectives and regulatory requirements. Author and maintain governance processes and procedures for consumer digital and retail deposit account monitoring. Monitor operational processes to identify areas for improvement and risk mitigation, including fraud prevention and model risk monitoring. Develop, maintain, and present reports and dashboards to stakeholders; analyze trends and execute on findings. Issue operational communications and alerts as needed to support governance and compliance efforts. Support ongoing assessment of consumer compliance risk and evaluate the adequacy of internal controls. Assist with documentation of job aids, operational forms, and resources for frontline support teams. Perform other duties and projects as assigned in alignment with departmental goals. Qualifications: Bachelor’s degree in Business Administration or related field preferred; equivalent work experience will be considered. Minimum of 3–5 years of operational banking experience with a focus on consumer banking. High proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook). Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Excellent oral and written communication skills. Demonstrated ability to work collaboratively across teams and build effective relationships internally and externally. Detail-oriented, motivated, and adaptable to changing business priorities and flexible working hours. Proven ability to thrive in a dynamic, high-volume environment. 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 1 day ago

1St Summit Bank logo
1St Summit BankMurrysville, Pennsylvania
ESSENTIAL FUNCTIONS: Attracts, advises, and serves existing and prospective customers by: • With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness. • Provide extraordinary service to customers resulting in a full pipeline of referral opportunities. • Provides direct and immediate response to customer requests or needs. • Develops a top customer calling list. • Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success. • Listen, assess, and solve customer problems. • Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business. Develops and maintains a broad knowledge of products and services to appropriately support customer needs: Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs: • Wealth Management • Electronic Banking • Loan Provides prompt, accurate, and efficient customer service by processing a wide array of transactions: • Opens new accounts on the platform system. • Completes transactions on the teller processing system. • Processes Cash Advances, Pre-Paid Cards, Check Orders, etc. Proficient in Electronic Banking to: • Provide solutions to our customers’ needs. • Answer our customers’ technical questions. Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers’ needs and deadlines. Duties can involve all the following: • Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor. • Preparing correspondence, filing, phone inquiries and other clerical duties. • Contact overdraft and delinquent customers. • Complete file maintenance on customer accounts. • Requisition office supplies, loan documents, new account supplies, Money Orders, • Treasurer’s Checks, Pre-Paid Cards, etc. • Maintain Scanner and ATM. • Balance Vault, Cash Advance Machine, and ATM daily. • Transfers cash to and from the vault. • Performs check cashing overrides when the PBO/Supervisor is not available; • Open and close the branch in the absence of the PBO/Supervisor Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information: Participates in meeting Community Banking Department's long- and short-term goals and objectives: •Attends and participates in annual meetings to develop departmental goals and objectives. •Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives: oDaily 5 Minute Meetings. oWeekly Relationship Building Conference Calls. oWeekly Branch Based Sales Meetings. oMonthly Employee Relations Meetings. Performs other duties as assigned or directed. REQUIRED SKILLS/ABILITIES: • Excellent verbal and written communication skills. • Exceptional organizational skills and strong attention to detail. • Basic computer skills and digital awareness. • Typing 40 wpm. • Must be results oriented. •Manual dexterity and numerical skills. •Knowledge of all products and services and all office functions. •A positive, enthusiastic attitude. •Ability to multi-task. • Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY: •This position does not supervise employees. EDUCATION and EXPERIENCE: •High School diploma or GED. •Associates Degree preferred. •Minimum One (1) to Three (3) years in customer service and sales experience. PHYSICAL REQUIREMENTS: •Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness. •Ability to lift up to 25 pounds (i.e., heavy boxes or coin). •Ability to communicate in person, through email or via telephone with customers and staff members. •Ability to sit or stand for an extended period. •Specific vision abilities required by this job may include close vision and the ability to adjust focus. •Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankMiami, Florida
About this role: Wells Fargo is seeking a Corporate Banking Associate to join the FIG division, which is one of the industry coverage verticals within Corporate and Investment Banking (“CIB”). This role sits within the Portfolio Management and Underwriting (“PMU”) unit of the Banks division covering Latin America and the Caribbean. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Perform credit underwriting which accounts for all risk factors and providing risk rating recommendations Participate in the monitoring, documenting, and analysis of assigned portfolio of loans within the Corporate Banking Relationship Management functional area Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations Research, examine and interpret customer portfolio, competitors and related industry in order to prepare a comprehensive credit report opinion Receive direction from more experienced staff and exercise independent judgment while monitoring and maintaining an existing loan portfolio which includes ongoing interpretation and analysis of financial info to determine borrower compliance Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing, maintaining, and growing client relationships Provide guidance to and assist with development of less experienced team members Required Qualifications: 2+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and reading proficiency in Spanish/English. Desired Qualifications: Corporate credit underwriting and analysis experience of banking institutions Knowledge of financial services credit administration and risk management practices Understanding of financial accounting principles and concepts Advance Microsoft Office skills, including using Excel for financial analysis and projection modeling Knowledge of the Latin America region Familiarity with S&P Global Market Intelligence High level of initiative and accountability of outcomes Strong time management and task prioritization Strong analytical and quantitative skills Additional Compensation Details: Base pay for this position is $125,000 May be considered for an annual discretionary bonus Work Location: 333 SE 2nd Ave MIAMI, FL 550 S Tryon St CHARLOTTE, NC 90 S 7th St MINNEAPOLIS, MN Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $111,100.00 - $217,200.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 3 Oct 2025 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 day ago

Ion Bank logo
Ion BankPine Brook, New Jersey
Job Type: Salaried, Full Time 40 Hours Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion’s continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will develop small business relationships focusing on loans, deposits and cross selling other company products and services. Loan production will emphasize SBA loans. Responsible for managing small business loan portfolio including delinquency, portfolio risk rating and ensuring no deterioration in portfolio quality. As a VP, Commercial Lending, you are responsible for: Key Result Areas Generate sound and profitable commercial loans with emphasis on C&I loans most typically in the $2MM - $12MM range. Generate cross sell opportunities and make qualified referrals across Bank business lines. Generate profitable deposit account relationships including Cash Management products. Generate fee income. Proactively manage assigned loan portfolio with a focus on risk management as well as business development. Supervised By SVP, Commercial Lending Team Leader Scope of Job Generate and manage commercial loan and deposit relationships within loan policy guidelines with an emphasis on C&I loan production. Position also includes portfolio management and intra-bank referral responsibilities. Essential Functions - may include, but are not limited to: Employee is required to attend work. Ensure company service standards are continually achieved in all areas of responsibility. Provide and ensure accurate and detailed documentation of loans. Develop and manage commercial loans within loan policy guidelines. Develop new deposit relationships and cross sell other company products and services. Proactively manage existing loan portfolio toward further developing existing customer relationships. Collect and analyze financial documents, appraisals, environmental reports and other documentation for new loan requests in order to evaluate creditworthiness of prospective borrowers. Establish and recommend terms under which credit will be extended, including interest rate, fee(s), repayment structure and collateral requirements. Review loan agreements and documentation prior to loan closing. Generate qualified referrals across Bank lines including Retail Banking, Cash Management, Residential Lending, and Ion Investments. Ensure activities within assigned functional area of responsibility are in compliance with Bank policy, and State and Federal Regulations. Participate on Boards and in banking and civic organizations to promote the Bank's image and visibility within the Community. Other Functions Coordinate business calling program with branches for loan, deposit, and other company products and services. Prepare written and oral loan presentation for approvals of loans. Participate in the development of new and existing business relationships. Work with other departments and Branches to promote a variety of Bank products and services. Review and verify thoroughness and accuracy of all new and existing loan write-ups. Make customer calls for new business generation, financial statement collection, information, etc. Attend seminars and meetings to keep abreast of lending issues. Develop and promote new business programs Undertake special projects relating to Department needs. Proactively review all required loan documentation prior to loan closings. Education and Experience Bachelor’s degree preferred, plus 7-10+ years commercial lending, or some comparable combination of education and experience. SBA Lending experience desirable. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities ­­­­­­­­­­­­­­­ Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.

Posted 30+ days ago

C logo
Convergint CareerFredericksburg, Virginia
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking ES Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As an ES Banking Service Technician, you are part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues, and communities. You are a person of integrity with a commitment to growth, accountability, and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20 years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Service Technician is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive-up and electronic security. Installs equipment and services/supports existing customers by responding to service calls. Drive-up Specialists install, repair, rebuild, and service remote drive-up systems, audio, and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive-up, locksmith, and electronic projects. Systems include but are not limited to all manufacturer drive-up equipment (including remote drive-up), deal drawers, and audio and video equipment related to drive-up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio, and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills, and experience. Handles moderately complex installations for remote units such as alert systems. Installs new units with final connections, testing, and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, of moderate scope and complexity, and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties, and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable manufacturer's specifications. Refers only to the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques, and standards as well as suggestions for product improvements. Keeps up-to-date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive-up, locking, and electronic systems specific to the banking industry. Basic knowledge of Digital Video Recorders (DVRs) and Network Video Recorders (NVRs) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situations or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: DMP and/or Verint Technical diploma and/or equivalent trade experience (e.g. Electrician) 2-3 years of previous technician experience within a commercial, industrial, or facilities operation setting Experience in 1 or more of the following industries: electronic, fire alarm and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 30+ days ago

C logo
Convergint CareerAbilene, Texas
Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking equipment including alarm systems, CCTV's, pneumatic drive-ups, ATMs, vaults, safe deposit boxes, etc. Must have good verbal, written, and interpersonal communication skills. As a Banking Service Technician, you are a part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Specialist is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive up and electronic. Installs equipment and services/supports existing customers by responding to service calls. Drive up Specialists install, repair, rebuild, and service remote drive up systems, audio and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive up, locksmith and electronic projects. Systems include but are not limited to all manufacturers drive up equipment (including remote drive up), deal drawers, audio and video equipment related to drive up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills and experience. Handles moderately complex installations for the remote units such as alert systems. Installs new units with final connections, testing and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, and of moderate scope and complexity and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable with manufacturers specifications. Refers only the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive up, locking and electronic systems specific to banking industry. Basic knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous banking specialist experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Posted 30+ days ago

T logo
Truist Financial CorporationNew York, NY
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Plays an integral role in supporting new business development, due diligence, and/or transaction execution Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, modeling, due diligence, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Minimum of 5 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications MBA degree, with a Finance focus 6+ years of related work related experience The annual base salary for this position in New York is $175,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Associated Bank logo
Associated BankSaint Paul, MN
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Future opening- This posting is for future growth consideration in Business Banking, not an immediate opening at this time. Under limited supervision, manage and develop a portfolio of commercial relationships and ensure retention of total client assets and net growth in relationships, while complying with established Associated Bank risk management and credit policy, business strategy and regulatory guidelines. Work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through COIs and other proactive measures. Play a vital role in the growth and development of the commercial banking portfolio and market share. Primary focus will be to profile and work collaboratively with internal partners to sell/cross-sell commercial products to our existing client base, as well as to prospects. Build deposits, loans, fee income and refer appropriate customers and prospects to all applicable cross-sell partners, including Commercial Deposits & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management and Institutional Services, Associated Benefits and Risk Consultants, Retail Bank-at-work, etc. Job Accountabilities Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share, as well as retain/grow existing portfolio. Client and prospect calling activity consists of telephone, in person calling and working collaboratively with internal partners. Responsible for working collaboratively with internal partners to cross sell all bank products and services, especially non-borrowing services, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management & Institutional Services, Associated Financial Group, Employee Benefit Services, Retail Bank-at-work, etc., to our existing client base and to prospective customers. Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources. Develop commercial banking relationships by profiling and analyzing financial data, along with the Portfolio Manager, to determine the merits of specific loan requests and recommend structure. Make presentations on specific loans and participate in the bank's loan approval process, recommending approval and appropriate structure of credits, along with the Portfolio Manager. Identify needs and refer customers to partners within and across lines of business who can best meet those needs. Participate in community and business functions/groups to ensure a positive image for the bank. Establish referral contacts within the community. Serve on community, corporate or not-for-profit boards, as applicable. Education Bachelor's Degree or equivalent combination of education and experience Business Required Bachelor's Degree or equivalent combination of education and experience Finance Required Bachelor's Degree or equivalent combination of education and experience Accounting Required Experience 6-9 years Commercial banking or business to business sales and strong business development skills. Knowledge of non-borrowing products, past track records of sales and client management success. Required Licenses and Certifcations Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $87,920.00 - $150,720.00 per year

Posted 30+ days ago

Mechanics Bank logo
Mechanics BankVentura County, CA
Mechanics Bank is currently searching for a Sr. Business Banking Relationship Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can sit out of our Santa Barbara, Ventura or Ventura County locations. Serves as the relationship manager and trusted advisor for new and existing business banking clients. Develops and grows new business and builds/maintains strong relationships with prospects, and spheres of influence. Drives financial performance through quality credit, profitable revenue and growth. The Sr Business Banking Relationship Manager (BBRM) will focus on traditional business banking credit facilities, including C&I, commercial real estate, capital finance and equipment lending. What you will be doing: Initiates and develops new business through outside business development activities. Cultivates prospects from self-sourced leads and may include existing customers, referral leads, bank partners and other sources. Contacts prospective customers to present information on credit facilities and other banking needs. Responsible for managing a portfolio of business clients, and expanding current/existing portfolio. Manages the portfolio from a balanced perspective on sales, efficiency and risk. Is responsible for timely and adequate preparation of annual reviews and recommendation to the appropriate decision making bodies within the bank. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives. Who you are: Undergraduate degree in Business, Accounting, Finance or related field preferred Additional experience may be considered in lieu of degree. 6-10 years of relevant commercial lending experience Excellent relationship management and business development abilities, analytical and problem solving skills, sales skills, and credit and credit quality skills. Advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience. Advanced knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank's products. Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking. Exemplary motivation, enthusiasm, and professionalism. Responsive and respectful team player that generates synergy between business units. Demonstrated history of volunteerism, including participation in community organizations and causes. #LI-HJ1 Salary: $91,620-$164,900 annually Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncColumbus, OH
Description Summary: The Business Loan Funding Coordinator - Sr performs detailed review, within expected service levels, of executed loan documentation to ensure compliance with all aspects of the approval for closing and funding in adherence with Regulatory and Bank guidelines/policies. Duties and Responsibilities: Having a clear understanding of commercial loan documentation and requirements to perfect lien position, effectively communicates requirements, minimizing customer impact. When necessary, engages internal counsel and credit administration to obtain proper approvals and / or waivers. Ensures proper loan and collateral documentation by staying abreast of and interpreting various laws, regulations, policies and procedures of loan documentation. Monitors and directs monetary disbursements as well as involvement in post-closing quality control. Identifies and proactively addresses documentation and / or perfection issues that may create problems with the commercial loan funding. Performs other duties as assigned. Basic Qualifications: 3+ years of related experience Associates Degree Preferred Qualifications: Paralegal certificate and/ or experience Bachelor's Degree Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. 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 4 days ago

B logo
BMO (Bank of Montreal)Palo Alto, CA
Application Deadline: 10/30/2025 Address: 95 S. Market St. Job Family Group: Commercial Sales & Service We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the San Francisco Bay Area. The ideal candidate has 10+ years of experience calling on companies in middle market generating $50MM - $2B in revenue and has established relationships with customers, COIs, and key stakeholders in the Bay Area. The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In addition, the RM will be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Leads and executes business development plans to that business goals are achieved or exceeded. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. Conducts independent analysis and assessment to resolve strategic issues. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. May network with industry contacts to gain competitive insights and best practices. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Manages the risk of the assigned complex portfolio in a timely and precise manner. Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated history of successful business development, including ability to network in external markets Demonstrated knowledge of relevant industry verticals and market's competitive environment Experience in contact negotiations with both clients and legal counsel Experience drafting responses to complex RFPs Experience with Sales Strategy and Sales referral process development Risk Management- In-depth Sales and Service Management- In-depth Relationship Management- In-depth Change Leadership- Working Conflict Management & Resolution- In-depth Resource Planning- Working Business Acumen- In-depth Financial and Working Capital Understanding- In-depth Strategic Thinking- Working Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills- In-depth / Expert. Analytical and problem solving skills- In-depth / Expert. Influence skills- In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration- In-depth / Expert. Able to manage ambiguity. Data driven decision making- In-depth / Expert. Salary: $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 4 days ago

T logo
Texas Capital Bancshares, Inc.Austin, 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 Review consumer banking transactions and accounts daily to ensure appropriate processing and alignment with bank policies, procedures, and applicable laws and regulations. Create, maintain, and enhance governance processes and procedures for consumer digital and retail deposit accounts. Monitor operational processes to identify areas for improvement and risk mitigation, including fraud prevention and model risk monitoring. Develop, maintain, and present reports and dashboards to stakeholders; analyze trends and execute on findings. Issue operational communications and alerts as needed to support governance and compliance efforts. Support ongoing assessment of consumer compliance risk and evaluate the adequacy of internal controls. Collaborate cross-functionally with internal partners to understand business objectives and ensure effective customer communication. Assist with documentation of job aids, operational forms, and support for consumer banking system issues. Perform other duties and projects as assigned in alignment with departmental goals. Qualifications Bachelor's degree in Business Administration or related field preferred; equivalent work experience will be considered. Minimum of 3-5 years of operational banking experience with a focus on consumer banking. High proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook). Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Excellent oral and written communication skills. Demonstrated ability to work collaboratively across teams and build effective relationships internally and externally. Detail-oriented, motivated, and adaptable to changing business priorities and flexible working hours. Proven ability to thrive in a dynamic, high-volume environment. 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 4 days ago

Mizuho Financial group logo
Mizuho Financial groupNew York, NY
Investment & Corporate Banking Analysts are directly involved in the design, origination, structuring and execution of mergers & acquisitions, financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. An Analyst is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal material to enhance the ultimate deliverable. Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: Conduct extensive quantitative economic, industry and company research and analysis Draft and prepare pitch books with detailed industry materials for multiple Industrials sub-sectors Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing Evaluate risk/return parameters of financing transactions Financial modeling, valuation, comparable & relative value analyses and market-specific analysis Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution Assist in the development and continued cultivation of client relationships Qualifications: Bachelors degree in Finance or Economics and a minimum of 1 years investment banking, corporate finance, and capital markets experience with a top tier global bank Strong interest and understanding of the Industrials industry; experience with banking transactions related to the Industrials industry is a huge plus Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Ideally will have experience in the general industrials sector Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions Ability to manage multiple projects simultaneously Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment Proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office Series 79 & 63 NOTE: This Job Description is not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job. Additionally, the contents of this Job Description may be modified or expanded by the Bank over time. The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 30+ days ago

B logo
BMO (Bank of Montreal)Chicago, IL
Application Deadline: 10/30/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. May coordinate closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Advises clients on loan products, options, rates, terms and collateral requirements. May advise business clients on cash management/deposits solutions. Advises clients, where possible, on business management and other financial matters. Develops and manages Commercial banking relationships, plans for prospective clients; may include focused calling and pipeline management activities. Acts as the prime subject matter expert for internal/external stakeholders. Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation. Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services. Monitors and tracks performance, and addresses any issues. Ensures proper documentations for loans and cash management services. Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing. Evaluates and structures loan requests, determining appropriate documentation for Approved loans. Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements. Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations. Follows up after closing to insure all documents are completed and filed. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 3 weeks ago

US Bank logo
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 We have an exciting opportunity for a talented Relationship Manager to come in and manage and grow a large and complex portfolio of commercial loans. This sales and relationship focused individual will prospect for and close new business relationships and retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on One U.S. Bank and making appropriate referrals. The Relationship Manager provides financial advice to customers, approves loans within assigned limits, manages loans and portfolio credit quality. Basic Qualifications Master's degree in finance, accounting or other related field OR equivalent experience 10 or more years of commercial lending experience Three or more years of management experience Preferred Skills/Experience Considerable knowledge and experience in managing and growing a large and complex portfolio of commercial loans Strong leadership and strategic management skills Excellent verbal and written communication skills Well-developed analytical, decision-making and problem-solving skills Base pay for this role usually falls within $145,000 to $225,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further. 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: $170,255.00 - $200,300.00 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 3 days ago

R logo
Robert W. Baird & Co. IncorporatedChicago, IL
High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success. We're looking for an experienced Investment Banking Analyst to join our Tech & Services team. What You'll Do: Learn by doing and be trusted with meaningful work from the jump Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services Work with your team to prepare company valuations, build financial models, and create marketing materials Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal What You'll Gain: The kind of environment that turns early talent into lasting careers Contribute to every stage of a transaction, from conducting research to facilitating due diligence Gain insight into how teams collaborate across geographies, sectors, and specialties to support client objectives Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity What It Takes: We're looking for people who want to go far, and go together A candidate energized by learning, teamwork, and real responsibility 12-24 months of full-time work experience (investment banking preferred) A proven academic record and a passion for finance (a finance degree is helpful, but not required) Drive, resilience, and a strong work ethic Ability to work independently and thrive in a collaborative setting Strong mathematical, writing, and verbal skills; relevant software proficiency SIE and Series 79 licensing preferred (or the ability to obtain them quickly) Compensation and Benefits: $110,000 - $125,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 2 weeks ago

FirstBank logo
FirstBankBasalt, 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 from 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 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 $20.00 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 job opportunity is expected to close on 9/2/2025* This job opportunity's deadline has been extended to 9/8/2025* This job opportunity's deadline has been extended to 9/15/2025* This job opportunity's deadline has been extended to 9/26/2025* This job opportunity's deadline has been extended to 10/10/2025*

Posted 30+ days ago

US Bank logo
US BankMilwaukee, WI
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description SUMMARY The Issue Management Coordinator is responsible for working closely with key stakeholders in the business line within Wealth, Corporate, Commercial and Institutional Banking (WCIB) and throughout the enterprise to effectively execute the Issue Management program. U.S. Bank's WCIB business line offers comprehensive wealth management services to individuals and families across a wide range of wealth levels, as well as lending, equipment finance and small-ticket leasing, depository services, capital markets services, international trade services and other financial services to middle market, large corporate, commercial real estate, financial institution, institutional, non-profit, and public sector clients. WCIB Risk Management is led by the Business Line Chief Risk Officer and works with the business to help identify, control, and monitor the risks inherent to its business activities. RESPONSIBILITIES Ensuring all corrective actions are executed properly in accordance with the Enterprise Issues Management Policy for all assigned issues. (Note: All evidence must be retained and captured as part of issue closure.) Independently validate issue resolution plans created by the business to ensure they adequately address the root cause of the issue and evaluate whether corrective actions are sustainable. Conduct an independent and detailed review of evidence provided by the business to support the closure and remediation of assigned issues. Provide credible challenge of evidence (including data extractions) and provide business line partners and Senior Management with accurate information supporting that assigned issues have been appropriately resolved prior to issue closure. Responsible for writing detailed memos for assigned issues that clearly articulate the corrective actions taken by the business to address the root cause and the results of WCIB Issue Management validation and sustainability testing can be easily followed and clearly understood to a reader. Ensure accurate and timely updates of Archer (system of record) fields for all assigned issues based on policy and program requirements. Note: Enterprise/Senior Business Line reporting comes from Archer data fields. Work closely with WCIB Business Unit Risk Managers (BURMs) and business line partners to address matters of concern and ensure issues are remediated in a timely manner. Ensure timely monitoring and tracking of assigned issues to meet established issue closure date. (Note: Issues cannot be extended once opened unless for specific cause and approved by Senior Managers). Proactively manage milestone target dates to drive closure of issues and escalate quickly if milestones are at risk (includes both business and WCIB Issues Management owned milestones). Provide weekly and monthly written updates regrading status of assigned issues, as requested for established reporting routines, which are shared with senior business line leaders. REQUIRED 6+ years of applicable experience Bachelor's degree, or equivalent work experience PREFERRED 6+ years' experience in Risk Management or applicable line of business (e.g., compliance, testing and monitoring, or audit), preferably in financial services or similar industry Working knowledge of applicable laws, regulations, financial services, and regulatory trends that impact Wealth, Corporate, Commercial and Institutional Banking Business Units. Working knowledge of risk management practices, programs, and issue management processes unique to that Second Line of Defense oversight. Thorough understanding of Enterprise Issue Management Policy and Program requirements or the ability to read policies and grasp requirements relatively quickly. Ability to work in a dynamic environment and manage multiple assignments, requests/emails, tasks, projects, and deadlines simultaneously often within compressed timeframes Self-motivated, willing to take initiative, and capable of working independently (e.g., conduct research and seek answers with limited management intervention). Strong analytic, logical reasoning, problem-solving, and critical thinking skills. Strong communication and collaboration skills to work effectively across multiple teams. Strong administrative and interpersonal skills, including verbal and written communication skills, as well as sound business judgment with the ability to make decisions in conflicting situations. Strong attention to detail and focus on accuracy. Demonstrated and proven ability to manage time effectively and independently prioritize work both individually and as part of a team. Proven ability to not only identify and escalate concerns quickly and effectively but also propose a solution. Ability to think strategically and implement change initiatives as it relates to the WCIB Issue Management program. Knowledge of products and services offered by the Wealth, Corporate, Commercial and Institutional Banking business. Ability to interact effectively directly or indirectly with staff at all levels in the organization. Experience with Tableau Reporting, SAS Enterprise Guide, Visual Basic, or SQL ideal. This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 4 days ago

Huntington National Bank logo

Multicultural Banking Market Leader - Chicago

Huntington National BankChicago, Illinois

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Job Description

Description

Summary:

At Huntington, this is an opportunity to work cross-functionally with nearly every team in the company to contribute to market growth within multicultural consumer and business segments. Our goal is to be the Best performing Regional Bank in America, and we need a market lead to work with our external partners and internal business segments. This role will draw from market insights, work with the Regional Leadership Team and Market President and report into our Multi Cultural Banking Director. You will be able to work collaboratively with internal teams and business partners to drive results.

Duties and Responsibilities:

  • Serve as a trusted partner and advisor to regional teams to ensure market growth
  • Externally facing responsibilities include managing external partnerships in a matrixed environment
  • Ensure the work is aimed at closing equity gaps
  • Indirect management and influence teams to ensure market playbooks are executed
  • Working through, influencing and coordinating among segment chiefs and functional areas at the corporate level to ensure the customer experience is at the center of the actionable playbook in Illinois and Wisconsin
  • Understand and work through strategic impact among internal business teams, included, but not limited to Audit, Legal, Marketing, Finance & Strategy, Human Resources, Information Technology, Corporate Communications, Corporate Operations, Community Development and Transformation
  • Influencing and coordinating with all business segments reporting sales goals
  • Adhere to 2-to-5-year strategic plans based on a customer centric and data-informed approach
  • Own the execution of 2 of 4 pillars of success
  • Perform other duties as assigned.

Basic Qualifications:

  • Bachelor’s Degree
  • Minimum 10 years of experience working in a banking or financial services firm
  • Minimum 10 years of experience in managing medium to large projects and/or large project teams

Preferred Qualifications:

  • Excellent listening skills with a natural inclination to focus on meeting needs and internal client needs coupled with strong presentation and interpersonal skills
  • A digital and data-driven mentality to develop and carry out a strategic business plan, including the adoption of technologies and processes that improve efficiency and lead to an enhanced people-first, customer-centered experience
  • A growth mindset with a business-owner mentality

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:

$77,000 - $154,000 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.

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