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BMO (Bank of Montreal)Newport Beach, CA
Application Deadline: 10/17/2025 Address: 300 S. Grand Ave. Job Family Group: Commercial Sales & Service You are a great communicator, team player, self-motivated, detail-oriented, critical thinker with excellent analytical skills, strong work ethic, relationship building skills and a passion for Commercial Banking. As a Commercial Banking Credit Analyst Intern at BMO, you'll have the opportunity to develop strong financial analysis and credit assessment skills while working alongside experienced Commercial Bankers who are passionate about client success. You'll contribute to meaningful projects, sharpen your ability to assess risk and learn how BMO partners with businesses to fuel growth. This is more than an internship - it's a chance to explore a career in commercial banking, expand your personal network and make a real impact with one of the largest banks in North America. This internship role is located in Los Angeles, CA/Newport Beach, CA. Please apply only if you are interested in working in this location. Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Performs financial analysis and calculations and makes recommendations to Manager. Supports portfolio monitoring and compliance, analyses metrics, and assesses industry trends to spot risks and opportunities. Prepares detailed credit summaries to assess creditworthiness and support decision making. Provides content and support for proposals and presentations to capture new business and expand client partnerships. Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. Identifies revenue and cross-selling opportunities to enhance portfolio growth. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: As part of the BMO campus program, we are looking for motivated students with a strong desire to learn. Enrolled in an undergraduate degree program, graduating Spring 2027. A preferred minimum GPA of 3.2/4.0. A preferred minimum of two undergraduate finance and accounting classes or an equivalent combination of education and experience. Relevant experience in credit or lending instruments or financial operations in a corporate or banking environment is an asset. Specialized knowledge. Legally authorized to work in the U.S. and will not require sponsorship now or in the future. Foundational level of proficiency in the following is an asset: Financial Analysis Loan Structuring Data Analysis Tools Regulatory Compliance Portfolio Management Credit Risk Assessment Banking Operations Microsoft Office Problem Solving Collaboration Detail-Oriented Analytical Thinking Salary: $50,100.00 - $82,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 30+ days ago

First Bancorp, Inc logo
First Bancorp, IncWaldoboro, ME
Description Whether you're passionate about finance, technology or helping others - a career at First National Bank offers a world of opportunity to grow and succeed. Work collaboratively with a team while having fun and providing product and technical support knowledge to customers. In return, we have a lot to offer. Great pay, competitive benefits and a bonus plan. Opportunities for personal growth and professional development. And yes, a real opportunity to make a difference in the place where you live. Qualifications: Cash handling experience Direct customer service experience High School degree or GED Sales and computer experience desirable Function: Provide customers with high quality service by selling bank products and services and/or making appropriate referrals to other bank personnel. Work in a team environment demonstrating enthusiasm, a positive outlook, and a professional manner while maintaining confidentiality. Focused on meeting branch goals. Duties: Determine customer needs to effectively sell bank products and services and make appropriate referrals. Meet branch goals for deposit growth, personal and business accounts, and Individual Retirement Accounts (IRAs). Meet enrollment goals for ancillary products. Accurately process customer banking transactions in teller system following bank policies for identification of customers, review of activity and appropriateness of transaction. Place deposit holds as needed. Exhibit and apply a thorough understanding of account title structures and their resulting impact on account ownership, access to funds, and FDIC insurance coverage. Maintain a basic understanding of loan, investment, and merchant products and refer customers to appropriate Bank personnel to help branch meet referral goals. Provide loan and deposit information regarding the structure and design of bank products including features/benefits, rates, terms, interest calculations, payment applications, balance, and statement information. Investigate and correct errors reported by customers; work with management to report unusual account activity. Open Deposit Accounts. Maintain branch's safe deposit box system including new rentals, access to rented boxes, payments, and maintenance. Accept requests to wire funds. Create necessary forms or submit instructions for account maintenance such as stop payments, holds, AFTs and debit cards. Demonstrate an understanding of the impact of federal regulations, including the Bank Secrecy Act (BSA) on daily activities and stay abreast of changes through completion of training classes. Exhibits an understanding of common scam and fraud situations and knows how to report internally. Has a full understanding to deposit compliance regulations including Regulation CC - deposit holds.

Posted 30+ days ago

NBT Bank logo
NBT BankGrand Gorge, NY
Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 1 week ago

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Truist Financial CorporationRichmond, VA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an office centric role requiring working in the office four days per week in one of the locations listed on the requisition. Identifies business unit data critical business process and critical data elements in alignment with Enterprise Data Management and Governance established policies, standards, and procedures. Ensures data controls are implemented and maintained to effectively support the execution of business processes. Participates in domain working groups, best practices forums, and data management routines to stay informed of industry trends and support the accuracy and completeness of data through the supply chain. 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. Supports the definition and validation of business-critical processes and the associated critical data elements (CDEs) that support them. Business Metadata Management: a. Onboard new CDEs that are specific to corresponding Business Unit or Corporate Group - collaborate with Technical Data Stewards. b. Propose new CDEs and Data Domains to Data Domain Working Group for approval - collaborate with Data Domain Working Group. c. Review assigned CDEs and their business metadata on an established frequency basis - collaborate with Metadata Center of Excellence (COE). d. Discover and execute CDE change requests - collaborate with Metadata COE; Technical Data Stewards. e. Submit CDE change requests for approval to Data Domain Working Group - collaborate with Data Domain Working Group, Metadata COE, and Technical Data Stewards. f. Perform business process and traceability mapping - collaborate with Business Unit / Corporate Group representatives, Metadata COE and Technical Data Stewards. g. Review trusted source assignments - collaborate with Technical Data Stewards. Data Quality: a. Define Data Quality rules and standards for corresponding Business Unit or Corporate Group. b. Collaborate and coordinate with Data Quality Lead and team, Data Quality Issues Management Group, and Data Domain Working Group to align Data Quality rules and standards for corresponding Business Unit or Corporate Group with enterprise-level Data Quality rules and standards - collaborate with Data Quality COE Lead and team, Data Quality Issues Management Group and Data Domain Working Group. c. Partner with Technical Business Stewards to enroll and implement Data Quality rules for corresponding Business Unit or Corporate Group into appropriate systems- collaborate with Technical Business Stewards. d. Monitor Data Quality activities, track data issues and risks, and develop associated mitigation strategies for corresponding Business Unit or Corporate Group. e. Participate in Data Quality Issue Management Group and provide Corporate Group- or Business Unit-specific information - collaborate with Data Quality Issue Management Group. f. As member of Data Quality Issue Management Group and/or Data Domain Working Group, escalate Data Quality issues and considerations as necessary to the Enterprise Data Governance Council - collaborate with Enterprise Data Governance Council. g. Assist in resolving Data Quality Issues, either as part of Business Unit / Corporate Group or as part of the Data Quality Issue Management Group or as part of the Data Domain Working Group - collaborate with Data Quality Issue Management Group; Data Domain Working Group. Enterprise Metadata Repository / Metadata Catalogue: a. Onboard new CDEs' related business metadata - collaborate with Metadata COE. b. Update central metadata repository with business metadata content (business terms, definitions, classifications, and business and Data Quality rules) - collaborate with Metadata COE and Technical Data Stewards. c. Review CDEs' metadata on an established frequency basis - collaborate with Metadata COE. d. Discover and execute CDE metadata update requests - collaborate with Metadata COE. e. Get CDE metadata change requests approved with Data Domain Working Group - collaborate with Data Domain Working Group. Data Privacy, Security, Retention and Archiving: a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer. b. Further responsible for defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer. c. Monitor data security for data elements for corresponding Business Unit or Corporate Group. d. Report or escalate data privacy issues to Data Privacy Group - collaborate with Chief Privacy Officer and team. e. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team. f. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group. g. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards. Data Sharing, Access Control and Data Transfer: a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer b. Further responsible for defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer. c. Monitor data security for data elements for corresponding Business Unit or Corporate Group d. Report or escalate data privacy issues to Data Privacy Group - collaborate with Chief Privacy Officer and team. e. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team. f. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group. g. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent and two years of related experience or equivalent education and related training or experience Solid understanding of principles, practices, theories, and/or methodologies associated with the data stewardship/management Previous experience in planning and managing IT projects Preferred Qualifications: Three years of related experience Banking or financial services experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 2 weeks ago

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Sallie Mae Inc (SLM Corp)Salt Lake City, UT
When you join Sallie Mae, you become a champion for all students. We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. What You'll Contribute The Senior Specialist, Account Operations will be responsible for ensuring the accurate and efficient processing of banking transactions and maintaining the integrity of financial records. What You'll Do Provide exceptional customer service by promptly addressing customer inquiries, resolving issues, and maintaining a professional and courteous demeanor. Adhere to regulatory requirements, internal policies, and industry standards to ensure compliance in all banking operations. Perform thorough quality checks to ensure accuracy, completeness, and integrity of processed transactions. Identify and resolve transactional discrepancies, errors, and exceptions in a timely manner, escalating complex issues as necessary. Utilize banking systems and tools to process transactions efficiently and accurately, while maintaining data confidentiality and security. Maintain accurate and up-to-date records of transactions, customer interactions, and any relevant documentation. The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role. What you have Minimum education, skills and experience required. Meticulous attention to detail to ensure accuracy and compliance throughout the transaction processing cycle. Proficiency in using banking systems, financial software, and Microsoft Office Suite, with advanced skills in Excel. Knowledge of banking products, services, and regulations. Excellent organizational and time management skills. Effective communication skills, both written and verbal. Preferred education, skills, and experience. High school diploma or equivalent. Additional certification or training in banking operations is a plus. 2+ years of experience in banking operations or a related field. The Americans with Disabilities Act The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job. A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function. Feeling your best helps you do your best: Our benefits take care of the whole you-so you can build your work around your life (not the other way around!). Competitive base salaries Bonus incentives Generous PTO, Floating Holidays and 12 Federal Holidays observed Support for financial-well-being and retirement 401k with employer match Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more Employer paid short-term/long-term disability and basic life insurance Flexible hybrid working arrangements. Paid parental leave and adoption reimbursement programs Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives Tuition Reimbursement and Family Scholarship Programs Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here to view the U.S. Pay Transparency Policy, here for federal job applicant notices, and here to view the California Employee Privacy Notice. Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call (855) 756-2007 and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

Posted 30+ days ago

Associated Bank logo
Associated BankElgin, 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. As a Business Banking Relationship Manager at Associated Bank, you'll have the opportunity to fuel growth for businesses in your community while driving revenue and impact for the bank. In this role, you'll build trusted relationships, provide tailored financial solutions, and collaborate with experts across the organization to help clients achieve their goals. You'll be empowered to grow a portfolio, expand market share, and make meaningful contributions backed by a culture that values listening, teamwork, and a winning spirit. If you're motivated by building relationships, achieving together, and keeping people at the center of your work, this is where your career can thrive. Open to this position being based in Elgin, Mudelein, Glenview, Gladstone or Chicago. What You'll Do Grow and manage a portfolio of business banking relationships, driving deposit, loan, and fee income growth. Develop new business through proactive calling, networking, and centers of influence. Collaborate with internal partners to cross-sell solutions across treasury management, capital markets, wealth management, and more. Advise clients with insights on financial trends, lending structures, and tailored banking solutions. Ensure compliance with risk management, credit policies, and regulatory guidelines. Represent Associated Bank in the community, strengthening our presence and building lasting connections. Required Education & Experience Bachelor's degree in Business, Finance, or Accounting (or equivalent combination of education and experience). 6-9 years of commercial banking or B2B sales experience with proven business development success. Strong knowledge of lending structures and non-borrowing products. Demonstrated track record of relationship management and revenue growth. 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

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

Posted 30+ days ago

T logo
Texas Capital Bancshares, Inc.San Antonio, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Overview: A Banker Associate I will have experience within the Commercial Banking line of business. Depending on the market, this role will report to the Market or Team Leader and will provide support to senior colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients and prospects across a broad array of industries. We are seeking qualified candidates with a passion for a long-term career in Banking, that have extraordinary levels of motivation and initiative and aspire to deliver superior client experiences. Responsibilities: Participate in agenda-based client calls with Relationship Managers (approximately 10% of time spent). Support meeting preparation and follow ups as needed. Source new prospect opportunities and develop Centers of Influence (COIs). Identify cross-sell opportunities within active portfolio. Prepare and complete Balance Sheet Committee (BSC) forms and submissions. Prepare screening memos, term sheets, pitch book materials and manage screening process. Assist Portfolio (Credit) Managers with renewals, reviews, and new deal Credit Approvals. Ensure Covenant compliance and analysis. Accurately log all activity in applicable Texas Capital systems (Salesforce, Alloscape, etc.) and utilize sales tools to develop call planning strategies. Coach and mentor Analyst colleagues. Qualifications: Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 2.5 to 3.5 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Analytical skills - critical thinking, data and information analysis, research, and problem solving. Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Advanced knowledge of banking suite of products and services. Strong knowledge and application using Salesforce and Microsoft Office including Outlook, Excel, and PowerPoint to produce reports, correspondence, and presentations. High interest in outreach to, and involvement in, the communities where we live and work. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankRoanoke, Virginia
About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. Find out why we’re the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Escalate questions and issues to more senior employees Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period​ This position is not eligible for Visa sponsorship​ Ability to work additional hours as needed ​ Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted ​ Training and Schedule: You will receive in-depth classroom training, continue on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. Training class starts on 11/17 for 7 weeks. Training hours are 8:30 a.m. – 5:00 p.m. Monday- Friday. You are required to attend the full duration of this paid 7 weeks of training. We’re open from Sunday- Saturday, 6:00 am – 12:00 am (EST). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. Compensation: Starting rate $20.00 per hour Posting Location(s): 7711 Plantation Rd Roanoke VA 24019 @RWF22 Posting End Date: 1 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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 2 days ago

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

Posted 1 week ago

M logo
Metropolitan Bank Holding Corp.New York City, NY
Come work with us: Metropolitan Commercial Bank (the "Bank") is a full-service commercial bank based in New York City. The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. Kroll affirmed a BBB+ (investment grade) deposit rating on January 25, 2024. For the fourth time, MCB has earned a place in the Piper Sandler Bank Sm-All Stars Class of 2024. Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). Position Summary: The SVP, Head of Banking Operations, is responsible for leading core banking operations, driving efficiency, and increasing automation and compliance through technology-enabled solutions. This role oversees core functions, including bank reconciliation, deposit operations, and loan operations with an emphasis on continuous improvement to streamline processes and enhance service delivery. This role will focus on optimizing processes, implementing innovative strategies, and ensuring that the operations departments are positioned for future growth and success. This role will collaborate with various departments to streamline workflows, enhance productivity, and develop forward-thinking operational plans that support the company's long-term objectives. The role requires the ability to help the company think strategically about the changing operational environment with a focus on efficiency; coupled with appropriate tactical execution and the ability to influence and guide decisions based on their experience and industry knowledge. The Head of Banking Operations will regularly evaluate the efficiency and appropriateness of processes, best practices, as well as the overall performance across these operational teams. We have a flexible work schedule where employees can work from home one day a week. Essential duties and responsibilities: Lead the core banking Operations teams in driving operational enhancements and efficiency across loan operations, deposit operations, and reconciliations. Establish best practices and processes, solve critical problems, and manage performance effectively. Drive automation and process optimization to modernize operations and improve scalability. Identify and implement technology solutions to enhance efficiency and reduce operational risks. Lead system conversions and upgrades, ensuring seamless integration with operational processes. Define and execute the operational strategy to align with the bank's growth and digital goals. Build and lead high-performing teams, fostering a culture of innovation and continuous improvement. Partner with business leaders and stakeholders to address challenges, resolve issues, and enhance service capabilities. Ensure compliance with all regulatory and legal requirements through robust controls and risk mitigation strategies. Manage fraud risk through continuous evaluation and enhancement of controls. Monitor operational metrics and report on trends, performance, and issues to executive leadership. Collaborate with Human Resources to develop strategic staffing plans that address organizational growth and ensure proper structure within the department and to support operational demands. Build relationships with other departments such as marketing, finance, legal, compliance, and risk to identify important trends, potential problems, and opportunities. Set clear objectives for the team and utilize all available resources to address the toughest challenges. Act swiftly to resolve issues preventing the team from working effectively, presenting proactive ideas to support growth and maintain market competitiveness. Required knowledge, skills and experience: A minimum of 15 years of professional experience involving technology-focused process improvements, transformations, and system implementations with a strong emphasis on operational efficiency. Extensive knowledge in transaction banking, payment processing, and financial services, including: Managing operational risk, Deposit operations (e.g., item processing, deposit product management), Loan operations (e.g., loan booking, closing, and administration), Bank Reconciliations Proficiency in deposit and loan regulations including ECCHO Operating Rules Ability to establish and communicate a vision, solve problems from a high level, and be deeply involved in processes, systems and service delivery details. Strong analytical skills, excellent time-management and organizational habits, and effective communication and presentation skills for senior stakeholders. Experience working in dynamic, rapid growth environments with tight deadlines. Hands-on approach with strong interpersonal skills - able to build and manage relationships with team members, cross-functional colleagues, and external partners. Track record of leading and developing a team, investing in coaching and development. Potential Salary: $275,000 - $300,000 annually This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Posted 30+ days ago

First Bancorp, Inc logo
First Bancorp, IncBelfast, ME
Description Whether you're passionate about finance, technology or helping others - a career at First National Bank offers a world of opportunity to grow and succeed. Work collaboratively with a team while having fun and providing product and technical support knowledge to customers. In return, we have a lot to offer. Great pay, competitive benefits and a bonus plan. Opportunities for personal growth and professional development. And yes, a real opportunity to make a difference in the place where you live. Qualifications: Cash handling experience Direct customer service experience High School degree or GED Sales and computer experience desirable Function: Provide customers with high quality service by selling bank products and services and/or making appropriate referrals to other bank personnel. Work in a team environment demonstrating enthusiasm, a positive outlook, and a professional manner while maintaining confidentiality. Focused on meeting branch goals. Duties: Determine customer needs to effectively sell bank products and services and make appropriate referrals. Meet branch goals for deposit growth, personal and business accounts, and Individual Retirement Accounts (IRAs). Meet enrollment goals for ancillary products. Accurately process customer banking transactions in teller system following bank policies for identification of customers, review of activity and appropriateness of transaction. Place deposit holds as needed. Exhibit and apply a thorough understanding of account title structures and their resulting impact on account ownership, access to funds, and FDIC insurance coverage. Maintain a basic understanding of loan, investment, and merchant products and refer customers to appropriate Bank personnel to help branch meet referral goals. Provide loan and deposit information regarding the structure and design of bank products including features/benefits, rates, terms, interest calculations, payment applications, balance, and statement information. Investigate and correct errors reported by customers; work with management to report unusual account activity. Open Deposit Accounts. Maintain branch's safe deposit box system including new rentals, access to rented boxes, payments, and maintenance. Accept requests to wire funds. Create necessary forms or submit instructions for account maintenance such as stop payments, holds, AFTs and debit cards. Demonstrate an understanding of the impact of federal regulations, including the Bank Secrecy Act (BSA) on daily activities and stay abreast of changes through completion of training classes. Exhibits an understanding of common scam and fraud situations and knows how to report internally. Has a full understanding to deposit compliance regulations including Regulation CC - deposit holds.

Posted 2 weeks ago

Keybank National Association logo
Keybank National AssociationTacoma, WA
Location: 1101 Pacific Avenue - Tacoma, Washington 98402 JOB BRIEF (PURPOSE) The Team Lead Business Banking Relationship Manager reports to the Business Banking Sales Leader (BBSL). The position provides coaching support to assigned Business Banking RM team in addition to individual goals. The Team Lead position focuses team and own efforts on the acquisition of new clients and expanding share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million. Develops centers of influence in the market that can be leveraged into profitable relationships. Develops strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Effectively manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS The role of the Business Banking Relationship Manager (BBRM) is to develop new and expand existing client relationships by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives). The BBRM will be responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. This includes: Sales Coaching Coaches to the segment value proposition and defined client experiences and directs the team sales efforts through utilization of consistent sales processes/tools including a disciplined approach to prospecting, development of internal/external centers of influence and follow-up to leads. Coaches each Business Banking Relationship Manager (BBRM) to fully appreciate, understand and be able to deliver solutions that meet the client's comprehensive needs, based on the review and analysis of personal and financial data gathered through Relationship Reviews, the Desktop and personal meetings. Participates in joint calls with BBRMs to enhance selling skills and uncover opportunities. Executes a consistent, disciplined sales management process through coaching and actively identify and manage a robust pipeline. Conduct team meetings to distribute line of business information and share best practices. Partner with BBSL to pre-flight complex credit deals and work with credit campus as needed. Support initiatives defined through market activities (i.e. Team to Win) Opportunity Management Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Employs a disciplined approach to prospecting; documents calling efforts. Builds client referral pipeline via identification and development of internal and external centers of influence. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Proactively provides client solutions by contacting leads identified in the Desktop. Needs Assessment Develops a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings. Delivers distinctive service by completing annual relationship reviews with all "focus" clients, consistently updates the Desktop with current client data, call summaries, etc Brings other Key business partners to the table to deepen the relationship. Present/Pitch Promotes and cross-markets products and services to clients by keeping clients informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact. Makes joint calls with Branch Managers to enhance their selling skills and uncover consumer opportunities. Fulfillment Actively listens to concerns, presents a clear concise picture and provides the client with a targeted solution to close the sale. Functions as client's credit sponsor with Business Service Center to facilitate the underwriting process and credit approval. Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred. Follow-Up Ensures ongoing contact with new clients to enhance client's initial experience with Key Aggressively grows and maintains a profitable book of business by successfully closing deals to meet or exceed individual and District revenue, contribution, fee income, loans and deposit goals. MARGINAL OR PERIPHERAL FUNCTIONS Provides feedback to corporate partners regarding new product development. Coaches Branch employees to enhance Business Banking selling skills/ knowledge REQUIRED QUALIFICATIONS Demonstrated ability to provide business development coaching support. Ability to balance and organize priorities. Undergraduate degree in business/related field or equivalent work experience. A minimum of 3 years of commercial lending experience. A minimum of 3 years of demonstrated sales and business development experience with proven results. Strong customer service skills. Excellent verbal and written communication skills and strong presentation skills. In depth knowledge of financial products and banking regulations. Demonstrated experience with and broad understanding of personal and commercial financial statements. Proven experience with and comprehensive understanding of commercial lending and small business operations. Proficient in personal computer applications. COMPETENCIES/SKILLS Action Oriented: Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others. Business Acumen: Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace. Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with and gains their trust and respect. Presentation Skills: Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and bosses; is effective both inside and outside the organization, on both cool data and hot and controversial topics; commands attention and can manage group process during the presentation; can change tactics midstream when something isn't working. Process Management: Good at figuring out the processes necessary to get things done; knows how to organize people and activities; understands how to separate and combine tasks into efficient work flow; knows what to measure and how to measure it; can see opportunities for synergy and integration where others can't; can simplify complex processes; gets more out of fewer resources. Drives for Results: Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results. Negotiating: Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be both direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing. #LI-YF1 COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $155,000 to $171,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 10/17/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 30+ days ago

Northwest Bancorp, Inc. logo
Northwest Bancorp, Inc.Luzerne, PA
Job Description The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions: Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Education and Experience: Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred 6 - 8 years account relationship management experience preferred 6 - 8 years experience consistently delivering strong sales performance preferred #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

MasterCard logo
MasterCardO'fallon, MO
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Lead, Strategic Project Manager (Technical Program Manager) - Global Open Banking Overview Who is Mastercard? Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships, and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all. We're looking for experienced senior project management professionals to join Mastercard's Global Open Banking PMO, helping us build innovative solutions to solve problems affecting our customers, their consumers, and the market as a whole. In this role, you'll drive the end-to-end execution of strategic business initiatives and global product solutions from ideation and design through go-to-market delivery for key Mastercard customers. You'll work across a variety of functional teams-including product, engineering, sales, legal, compliance, and customer delivery-to build comprehensive and achievable project plans highlighting key milestones and dependencies. You'll manage the execution and delivery of all tasks required to achieve project success, identifying and mitigating risks while providing meaningful status reporting to stakeholders at all levels. Join the team leading the charge to bring creative solutions in open banking to market-with quality, efficiency, collaborative energy, and an eye on the future of our industry. Role Independently lead large-scale initiatives and mid-sized portfolios, bringing clarity to ambiguous scopes and defining key deliverables. Break down complex problems into actionable, value-driven solutions by balancing business and technical considerations. Facilitate focused, outcome-driven discussions with both internal and external stakeholders, ensuring timely decisions and removing roadblocks. Bridge regional and cross-functional gaps to align architectures, strategies, and priorities with urgency and accountability. Champion best practices in program management across PMO, Product, and Engineering-mentoring peers and promoting continuous improvement. Build strong cross-functional relationships across program, product, engineering, legal, delivery, and executive leadership teams. Serve as a trusted partner and advocate with strategic clients, vendors, and partners, consistently exemplifying Mastercard Way values. Oversee all phases of the product and software development lifecycle for strategic client-facing and internal initiatives-ensuring timely delivery, alignment to business outcomes, and effective risk and dependency management. Provide clear, concise, and proactive communication of progress, risks, and decisions to stakeholders and leadership, ensuring transparency and accountability throughout delivery. All About You The ideal candidate for this position should: Essential Knowledge, Skills, and Experience Demonstrate advanced expertise in program and project management, with the ability to independently drive complex, cross-functional initiatives from ideation to delivery. Be technically fluent, able to bridge business and engineering perspectives, earning the confidence of technical teams while influencing executive stakeholders. Show strength in Agile and hybrid delivery practices, tailoring approaches to diverse environments while ensuring disciplined execution. Excel in stakeholder communication, from executive briefings to technical discussions, providing transparency and clarity across levels. Possess strong analytical and problem-solving skills, balancing detail orientation with the ability to see the bigger picture. Desirable or Additional Capabilities Bring familiarity with open banking, financial services, or highly regulated industries, applying compliance-minded thinking to delivery. Demonstrate the ability to manage global, distributed teams across regions, fostering collaboration and alignment. Advocate for continuous improvement and data-driven decision-making, applying metrics and feedback to refine team practices. Display resilience and adaptability, thriving in fast-paced, high-velocity environments with shifting priorities. Corporate Security Responsibility Every person working for, or on behalf of, Mastercard is responsible for information security. All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and therefore, it is expected that the successful candidate for this position must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed. Report any suspected information security violation or breach; and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Pay Ranges Salt Lake City, Utah: $112,000 - $187,000 USD O'Fallon, Missouri: $112,000 - $187,000 USD Purchase, New York: $129,000 - $215,000 USD

Posted 5 days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncCharleston, SC
Description Summary: The Business Banking Underwriter IV is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Loans would typically include those with most complex credit structures and customer exposure up to $10MM. Utilizes single approval authority up to $4MM. Appropriately assess risk profile of borrower. Assist with training and mentoring new hires as well as providing support for the UWI, UW II & UW III job families as needed. Tasks as needed to support the line of business and job family. Act as primary back up for their manager as needed for team huddles & meetings. Is positioned with knowledge and expertise to represent direct manager outside of function group as needed. Collaborate with both credit and segment risk to meet or exceed department goals. Performs other duties as assigned. Basic Qualifications: Bachelor's degree 7+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelor's degree in business related field 3-4 years leadership / management experience Ability to underwrite credit exposures in excess of $4MM. Previous authority to underwrite and decision credits without additional signers. Demonstrates confidence, assertiveness, professionalism, and ability to interact with all levels within the organization in a professional manner. Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented. Excellent written and verbal communication skills, including grammar and demeanor. Strong organizational skills with attention to detail, planning and follow-up. Ability to work independently on multiple tasks without compromising quality. Ability to determine and make necessary changes without oversight within their functional team to better the unit as a whole. #Texas Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000 - $140,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 4 days ago

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Aramark Corp.Nashville, TN
Job Description The Cash & Banking Accountant is responsible for analyzing information, maintaining accurate records, assisting with accounting duties, and provide timely, courteous responses to inquiries or complaints from clients, vendors, and lenders. You should also be a skilled researcher and possess strong communication and computer skills. Job Responsibilities Review and verify the accuracy and completeness of the full portfolio bank reconciliations for their team on a monthly and quarterly. Assist with the day to day activities of a team of 4-8 associates. Ensure compliance with all SOX key controls. Report and document issues that pose a risk to the cash assets of ARAMARK. Provide ongoing support and training for the associates. Monitor the monthly and weekly progress of the associates. Monitor and report on reconciling items from bank reconciliations. Aid in the performance of GL reviews. Provide Support to the Cash Managers in employee relations and talent management. Perform the monthly reconciliation of credit card master accounts May also perform monthly reconciliations for Lockbox, Petty Cash and Gift Card accounts May also train newly hired employees Other duties as assigned This job profile does not contain a comprehensive listing of all required activities, duties, or responsibilities. Job duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice. Qualifications 1+ years of experience in bank or general ledger reconciliations is required. Experience with Blackline software is a plus. Strong technical and analytical skills. Strong Microsoft Excel skills. Experience with v-lookups, pivot tables, and conditional formatting is needed. Knowledge in Oracle Financial is a plus. Must be a strong team player, highly motivated, and eager to learn. Ability to deal with diverse groups and various levels of financial and operating personnel. Degree in Accounting or related field, or relevant experience instead of the degree required. Benefits Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental leave and disability coverage. Benefits vary by location and are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works. For more information about Aramark benefits, click here Aramark Careers - Benefits & Compensation There is no predetermined application window for this position, the position will close once a qualified candidate is selected. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all applicable laws, including, but not limited to all applicable Fair Chance Ordinances and Acts. For jobs in San Francisco, this includes the San Francisco Fair Chance Ordinance. Flexible work arrangements Generous PTO, Vacation and 9 paid holidays Volunteer days, community partnerships, Employee Assistance Program Employee discounts on select services and products Your choice of three medical plan tiers, two carriers to choose from & My Healthy Changes well-being program Adoption Assistance & Paid Parental Leave Tuition Funding Sources and Scholarship Programs Retirement plan (401K or SIRP for those eligible) with match on annual contributions About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at http://www.aramarkcareers.com or connect with us on Facebook, Instagram and Twitter. Education Nearest Major Market: Nashville

Posted 1 week ago

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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 coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth. Leads support work, business development and/or product/client relationship management. Assists in the generation of ideas and strategies for new business opportunities. Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation. Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, selling product and advisory ideas internally and externally, and managing resolution of complex client transaction issues May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work. Manages highly complex financial modeling, pitch-book production development, client relationship, and deal team travel, etc. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Licenses: Series 7 or 79, 63 6-8 years of related work experience In-depth knowledge of investment banking, market, industry sector and/or financial products Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management Superior skills in written and oral communications Preferred Qualifications: MBA degree, with a Finance focus 10-12 years of related work experience The base salary for this position is $225,000 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 1 week ago

Commerce Bank logo
Commerce BankCape Girardeau, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $70,500.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job In partnership with a team of Relationships Managers (RM), this position is responsible for managing and servicing a portfolio of commercial customers, including expanding, building and maintaining strong customer relationships with a resulting high level of customer satisfaction. This position equates to an RM position in all aspects, with the exception of sales responsibilities. Essential Functions Manage a large portfolio of diverse and complex commercial relationships utilizing a high degree of critical thinking skills Participate in customer outreach activities in conjunction with Relationship Managers as appropriate (especially those with active new credit opportunities) Serve as the primary Relationship Manager for a specific number of smaller, mature commercial relationships, ensuring a high level of customer satisfaction and retention. Handle customer service requests for designated portfolio of existing relationships, including loan renewals and modifications. Work with Relationship Managers on credit requests, including general underwriting, loan structuring, negotiating/pricing, collateral, and analyzing industry/credit risk Knowledge, Skills & Abilities Required Basic knowledge of full range of commercial products, credit policies, procedures and terminology Basic analytical, problem-solving skills and negotiation skills Ability to accurately prepare credit memos with documentation of appropriate analysis Some independent decision making skills, but requires regular management oversight Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills. Function as a key team player simultaneously on multiple, different, and diverse teams within and including the entire Business Banking Division. Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 1+ years of commercial banking experience required Level of role is determined by knowledge, experience, skills, abilities, and education For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Business Banking Portfolio Manager I and II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $107,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 901 E Broadway, Columbia, Missouri 65201 Time Type: Full time

Posted 2 weeks ago

Huntington Bancshares Inc logo
Huntington Bancshares IncGreenville, SC
Description Summary: The Business Banking Underwriter II is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Credits would typically include those with moderate complexity and customer exposure up to $2,500M. Utilizes single approval authority up to $2MM. Appropriately assess risk profile of borrower. Tasks as needed to support the line of business and job family Performs other duties as assigned. Basic Qualifications: Bachelors degree 3+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelors degree in Business related field Ability to underwrite credit exposures in excess of $1MM Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented Excellent written and verbal communication skills, including grammar and demeanor Strong organizational skills with attention to detail, planning and follow-up Ability to work independently on multiple tasks without compromising quality #Texas Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. 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. Compensation Range: $57,000 - $113,000 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 5 days ago

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Commercial Banking Credit Analyst Internship, Summer 2026, (Newport Beach/Los Angeles, CA)

BMO (Bank of Montreal)Newport Beach, CA

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Job Description

Application Deadline:

10/17/2025

Address:

300 S. Grand Ave.

Job Family Group:

Commercial Sales & Service

You are a great communicator, team player, self-motivated, detail-oriented, critical thinker with excellent analytical skills, strong work ethic, relationship building skills and a passion for Commercial Banking.

As a Commercial Banking Credit Analyst Intern at BMO, you'll have the opportunity to develop strong financial analysis and credit assessment skills while working alongside experienced Commercial Bankers who are passionate about client success. You'll contribute to meaningful projects, sharpen your ability to assess risk and learn how BMO partners with businesses to fuel growth. This is more than an internship - it's a chance to explore a career in commercial banking, expand your personal network and make a real impact with one of the largest banks in North America.

This internship role is located in Los Angeles, CA/Newport Beach, CA. Please apply only if you are interested in working in this location.

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.

  • Performs financial analysis and calculations and makes recommendations to Manager.
  • Supports portfolio monitoring and compliance, analyses metrics, and assesses industry trends to spot risks and opportunities.
  • Prepares detailed credit summaries to assess creditworthiness and support decision making.
  • Provides content and support for proposals and presentations to capture new business and expand client partnerships.
  • Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
  • Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies
  • Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions
  • Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
  • Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
  • Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.
  • Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
  • Identifies revenue and cross-selling opportunities to enhance portfolio growth.
  • Identifies share of wallet opportunities.
  • Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
  • Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

As part of the BMO campus program, we are looking for motivated students with a strong desire to learn.

  • Enrolled in an undergraduate degree program, graduating Spring 2027.
  • A preferred minimum GPA of 3.2/4.0.
  • A preferred minimum of two undergraduate finance and accounting classes or an equivalent combination of education and experience.
  • Relevant experience in credit or lending instruments or financial operations in a corporate or banking environment is an asset.
  • Specialized knowledge.
  • Legally authorized to work in the U.S. and will not require sponsorship now or in the future.

Foundational level of proficiency in the following is an asset:

  • Financial Analysis
  • Loan Structuring
  • Data Analysis Tools
  • Regulatory Compliance
  • Portfolio Management
  • Credit Risk Assessment
  • Banking Operations
  • Microsoft Office
  • Problem Solving
  • Collaboration
  • Detail-Oriented
  • Analytical Thinking

Salary:

$50,100.00 - $82,800.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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