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Security Federal Bank logo
Security Federal BankColumbia, SC
Description The Retail Banking Manager I is responsible for overall branch productivity, growth and profitability while maintaining an engaged, operationally sound, and high performing team that is focused on creating an exceptional in-branch customer experience. The Retail Banking Manager I is expected to drive results through their dedicated performance, with strong leadership ability to ensure their team exceeds established branch performance objectives. This position requires the skills and passion for expanding customer relationships through in-branch interactions as well as outside business development activities with inspiration to make a difference in the communities that we serve. Responsible for growth in their assigned branch loan portfolio with direct responsibility for growth in all consumer loan products, including real estate transactions. Responsible for commercial loan portfolio growth through a partnership with assigned Small Business Bankers, Financial Services Officers and Market Presidents. Requirements Cultivate an enthusiastic branch environment that supports and encourages employee development, facilitates regular team meetings and conducts coaching activities that drive customer interactions and achieves results Provide a consistent customer experience, which may include handling transactions or opening, modifying and closing all types of deposit accounts and safety deposit box services; Assist customers with account reconciliation, research requests, check orders, wire transfers, and debit card while seeking opportunities to develop customer relationships and identify referral opportunities Responsible for actively promoting and growing all consumer and commercial credit products, which may be originated or referred based on authority level; Assist customers in application process, gathering all required information for loan underwriting and communicating with customer throughout the credit process; Completes the credit file following the Bank's lending guidelines and managing credit risk for each borrower Processes insurance payments in-branch and remains knowledgeable with applications used within the Bank's insurance subsidiary Safeguards bank assets by consistently performing due diligence measures and following Customer Identification Program- CIP guidelines and seeks guidance when needed for higher risk transactions that could lead to exposure by loss or fraud Resolves customer inquiries regarding products and services and fulfills servicing requests demonstrating sound problem solving and decision-making skills Remain well-informed with products, services and internal resources offered by the bank in order to effectively guide and lead a team while supporting bank initiatives Consistently works to establish new relationships and strengthen existing, in-branch and with outside call activities, while using a consultative approach to understand customers financial needs and educates them on how to get the greatest value from our products and services Actively participates in the bank-wide referral program Educates customers on standard consumer and commercial products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking convenient Resolves product or service problems in accordance with established procedures and regulations by clarifying and determining the cause of the problem, selecting and expediting the best solution, and following up to ensure customer satisfaction Follows security measures, cash management policies, risk and internal control procedures to manage overall credit, operational and reputational risk of the organization Ensures sound banking practices through compliance with all Federal and State banking laws and related regulations, to include but not limited to the Bank Secrecy Act Builds and maintains productive relationships with co-workers and business referral partners throughout the organization- Financial Services Officers, Insurance, Trust, Mortgage, Financial Counseling Ensures success and engagement of assigned in-school banking with the Super Savings Program Collaborates with Retail Market Manager and Branch Administration Manager to develop and maintain financial center budgets; manages branch financial performance by controlling fee waivers and other branch expenses Provide input to determine best methods and procedures on new assignments and may provide guidance and training to other associates Manages recruiting and selection process for assigned branch, with guidance from the Retail Market Manager, Branch Administration Manager and Human Resources Director Assume an active leadership role in the community by maintaining a presence in organizational and volunteer activities Other duties may be assigned Property & Casualty Insurance license required Competitive salary and benefits package available. Bi-lingual experience a plus. EEO.

Posted 30+ days ago

Mesirow Financial Holdings, Inc. logo
Mesirow Financial Holdings, Inc.Chicago, IL
The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms. At Mesirow, we invest in what matters: our clients, our communities, and our culture. Mesirow Investment Banking provides M&A advisory, corporate finance and capital markets services to entrepreneurs, private equity firms, family offices and large corporations. Our sector-focused approach spans ten industry verticals and is based on longstanding relationships with key industry participants and relevant investors and funding sources. Our senior bankers lead every transaction, using their experience, judgment and unbiased advice to deliver successful outcomes for our clients. We are currently seeking Investment Bankers to join our Investment Banking team within the Business Services sector. Responsibilities: Devise and implement strategies to drive business growth and achieve the revenue goals for the Business Services team. Develop and sustain robust relationships with corporate clients, private equity firms, financial institutions, and investors. Manage the structuring, negotiation, and execution of transactions. Provide direction and vision to team members for offering materials, management presentations, client pitches and other materials. Perform comprehensive market analysis to identify trends, opportunities, and risks in the Business Services sector. Prepare and review complex financial analyses and models for potential M&A and capital raise transactions. Ensure quality of client deliverables by demonstrating extraordinary attention to detail. Manage and maintain client relationships and act as the primary contact and advisor to targeted client groups. Assess client needs and proactively generate relevant ideas and solutions and participate in pitching the Company's services to new clients. Mentor and develop Director, VP, Associate and Analyst staff members. Participate in other projects as requested. Requirements: Bachelor's degree in Finance, Economics, Business, or a related field; MBA or advanced degree preferred. At least 10 years of experience in investment banking, with a successful track record of generating $2 -$3 million plus in fees annually. Proven ability at deal origination and execution combined with a deep knowledge of Business Services sector and the regulatory landscape. Fluency in Microsoft Excel and other Microsoft applications, including PowerPoint. Proficiency in complex financial modeling. Ability to form client relationships, market and successfully bring in new business. Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas both orally and in writing. Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail. Ability to work independently while being team-oriented; prioritize tasks, react to changes, and solve critical issues. Qualified candidates must possess a high level of motivation, initiative, and leadership potential. In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $200,000 and $275,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a commission/bonus and the Mesirow benefit program. EOE

Posted 30+ days ago

B logo
BMO (Bank of Montreal)New York, NY
Application Deadline: 09/29/2025 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service Seeking a highly motivated, experienced Investment Banking Vice President to join BMO's Healthcare Investment Banking Coverage team in New York. Role Responsibilities: Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Operates as key member of the deal team with efforts to maximize sector penetration and returns. Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. Reviews and continually monitors performance of existing accounts and client relationships. Conducts due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations). Understands client needs and provides relevant ideas and opinions to generate recommendations. Collaborates with sector coverage partners for clients and prospects to identify / deliver creative, timely solutions. Provides deal expertise and prepares/oversees delivery of creative and timely "pitches". Maintains key ongoing coverage contact with clients and sector managers. Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services. Acts as a positive change agent to drive improved efficiency and effectiveness. Assists in the development of strategic plans. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Works with specialists as needed to support successful deal completion. Ensures alignment between stakeholders. Creates financial models to analyze and anticipate client needs. Generates updated financial models/ analyses as dictated by business needs and industry requirements. Analyzes/ assesses industry compilations. Applies appropriate technical concepts and completes / leads consistent and reliable technical and financial reports / analyses to support client deliverables. Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.). Balances the Bank's risk appetite with client needs when making recommendations / proposals. Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Reviews and guides work of Analysts and Associates to deliver business results. Delivers financial modeling to support strategic recommendations to clients. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Provides direction and feedback to Analysts and Associates; accountable for development and mentoring of Analysts and Associates Broader work or accountabilities may be assigned as needed. Qualifications & Skills: Typically between 5 - 7 years of relevant experience in Healthcare Investment Banking Life sciences sector experience is highly desirable Undergraduate and/or advanced degree in life sciences areas are highly desirable Good knowledge of the organizational portfolio management policies and objectives. Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative. Demonstrates strong biopharma market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions. Expertise in financial computer applications and database management tools. Deep knowledge and technical proficiency gained through extensive education and business experience. Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Base Salary $250,000.00 USD Salary: 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

PwC logo
PwCFlorham Park, NJ
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Preferred Qualifications Certification(s) Preferred CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Basic Qualifications Preferred skills Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international banking industry and public accounting practices, internal domestic banking tax departments or internal foreign banking. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Melio logo
MelioNew York City, NY
Director of Business Development, Banking Partnerships Location: Hybrid in New York City (3 day in-office requirement) Qualifications: 8-10+ years of experience in Partnerships, Business Development, Product Management, or Strategy Background in a top-tier bank, consulting firm, or leading organization with a focus on partnerships, product, or payments Proven ability to represent Melio as a payments platform across workstreams, including business development, product, design, engineering, legal, and compliance Strong experience building and scaling external partnerships within financial services, with a deep understanding of scoping technical programs and products Ability to navigate the banking ecosystem and influence stakeholders across various levels, including C-suite decision makers Deep payments knowledge and understanding of how banks and large institutions operate Track record of nurturing senior-level relationships and driving long-term value through trust and insight Metrics-driven mindset with strong analytical skills to track performance and support operational improvements Executive presence with the ability to influence internal and external leadership Operationally focused with strong internal teaming skills-able to keep track of issues and drive cross-functional collaboration Experience working across multiple business units and external partners to align strategy and execution Strong financial acumen and negotiation experience across commercial and non-commercial deal structures Bonus Points: Ability to translate complex technical concepts into business language for diverse stakeholders Experience in B2B2B2C or platform-style partnerships Comfortable taking ownership of problems-able to answer FAQs and push deals forward without waiting on others Skilled at building empathy and trust with internal teams while maintaining external momentum Strong "owner mindset" with a bias toward speed and precision A Day in the Life & How You'll Make an Impact: Positioning Melio within the ecosystem- Maintain a deep understanding of the embedded finance and banking-as-a-service landscape. Represent Melio publicly and with partners as a leading payments platform. Identify strategic opportunities and drive high-potential pipeline growth through external positioning. Building senior-level relationships- Cultivate trusted relationships with executive stakeholders across financial institutions-including product, compliance, and go-to-market teams. Align deeply with their goals and help shape joint agendas that deliver long-term impact. Closing deals- Own complex, multi-threaded partnerships from origination through execution. Confidently navigate strategic and commercial discussions, address technical and business needs, and align stakeholders across the deal cycle. Supporting launch- Work hand-in-hand with Melio's product and engineering teams to support partner launches. Monitor key issues and help resolve blockers using your insight and context into partner needs and operations. Teaming internally to drive growth- Drive alignment across internal stakeholders-keeping a close eye on performance metrics, tracking operational interventions, and being a fact-based collaborator. Ensure internal teams are equipped and energized to support partnership growth. Operate with urgency and clarity- Move quickly without sacrificing execution quality. Prioritize ruthlessly and act as a force multiplier across functions to bring high-value partnerships to life. Systematize and scale- Build scalable frameworks and processes to drive consistency and excellence in future partnerships-including playbooks, negotiation templates, and internal documentation. About Melio USA: Competitive compensation packages: We strive to make each and every employee feel valued and appreciated. The annual base salary for this position is $210,000 - $230,000 with an additional bonus component. Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA. 401K matching and stock options: Feel the investment of working at a hyper-growth startup. Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees. Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it. Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week. Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well! Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities. Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them. Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you're here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Posted 30+ days ago

Ameriprise Financial logo
Ameriprise FinancialMinneapolis, MN
Provide first line risk management support for the Banking and Cash Solutions organization by leading the organization in critical risk control development and day-to-day risk oversight. Provide project support and lead process reviews identifying risk and developing solutions while maintaining regulatory and supervisory controls. Serve as escalation point of contact/risk liaison by working closely with business leaders, staff, and external partners to ensure appropriate information exchange and to drive forward risk reducing recommendations and actions. Key Responsibilities Execute first line risk management activities for a designated banking product. Perform risk lifecycle tasks, including: Risk identification and analysis Control evaluation and testing Issue management and remediation Risk measurement and reporting Collaborate with business partners to ensure risks are appropriately managed and documented. Support the development and enhancement of risk controls and processes. Facilitate meetings and communicate risk-related insights across teams. Partner with business lines to ensure internal audits and external regulatory exams are completed in a satisfactory manner. Required Qualifications Bachelor's degree in risk management, Business Management, or related field. 3-5 years of experience in a bank or broker-dealer environment. Preferred Qualifications Prior experience in a risk management role with a national bank Professional certifications in risk management (e.g., CRM, FRM) Familiarity with Six Sigma or Lean methodologies Experience with at least one of the following banking product areas: deposits, lending, personal trust services General knowledge of operational risk management principles Strong written and verbal communication skills Ability to lead and facilitate meetings in a corporate setting Analytical and inquisitive mindset with attention to detail Proficiency in Microsoft Office tools, including Excel, PowerPoint, and Power BI Must be able to work independently Demonstrated people leadership experience, either through direct leadership or coaching/mentoring roles About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $85,700 - $115,700 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business BANK Bank

Posted 3 weeks 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: As the Director of Product Management, you will be responsible for overseeing the development and execution of product strategies that drive growth and profitability in both retail and commercial sectors. In this role, you will have the opportunity to collaborate with senior leadership to identify opportunities for products and services that will help drive business results. We have a flexible work schedule where employees can work from home one day a week. Essential duties and responsibilities: Strategic Planning: Develop and implement product roadmaps that align with the company's overall business objectives. This includes identifying market opportunities, setting product goals, and defining key performance indicators (KPIs). Market Analysis: Conduct thorough market research to understand consumer behavior, market trends, and competitive landscape. Use these insights to inform product development and positioning. Product Development: Lead cross-functional teams in the creation and enhancement of products. Ensure that products meet customer needs and are delivered on time and within budget. Customer Focus: Gather and analyze customer feedback to continuously improve products. Work closely with sales and customer support teams to ensure customer satisfaction and address any issues promptly. Technology Integration: Leverage technology to enhance product offerings and streamline operations. This includes utilizing e-commerce platforms, mobile shopping apps, and data analytics tools to optimize product performance. Team Leadership: Manage and mentor a team of product managers, providing guidance and support to help them achieve their goals. Foster a collaborative and innovative work environment. Financial Management: Oversee product budgets, pricing strategies, and profitability analysis. Ensure that products are financially viable and contribute to the company's bottom line. Stakeholder Collaboration: Work closely with other departments, such as marketing, retail, and operations, to ensure alignment and successful product launch. Perform other job-related duties as assigned. Required knowledge, skills and experience: A minimum of 7 years in product management and strategy within the banking or financial services industry. Proven track record of successfully launching and managing banking products and services. Excellent leadership and people management skills, with the ability to influence and collaborate effectively at all organizational levels. Strong analytical, problem-solving, and decision-making skills with a data-driven mindset. Proven experience working with cross-functional teams and managing multiple projects simultaneously. Excellent communication and presentation skills, with the ability to effectively communicate complex concepts to senior leadership and stakeholders. Creative thinking and a strong understanding of market trends and customer needs. Ability to work in a fast-paced and constantly evolving environment. Preferred knowledge, skills and experience: At least 5 years in a leadership role. In-depth knowledge of cash management, treasury services and financial technology products, services and trends. Ability to work with minimal direction and deal with time pressures and changing priorities. Potential Salary: $215,000 - $235,000 annually This salary range 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. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here. 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

Mizuho Financial group logo
Mizuho Financial groupNew York, NY
SUMMARY: Responsible for active and dynamic portfolio management and monitoring of the Banking Americas lending portfolio with a focus on optimizing profitability and capital usage. PRINCIPAL DUTIES AND RESPONSIBILITIES: Assist in managing the overall Banking Americas portfolio. Manage the Business Selection Committee (BSC) pipeline for capital allocation proposals to ensure that all proposals are submitted in a timely fashion and are signed off by the Portfolio Management team. Provide onboarding advisory solutions of new capital requests to Banking Americas including but not limited to: Provide comments and observations on BSC presentations prior to final submission for committee review. Validate data entry on the profitability models to ensure that the proposed and existing transactions are modelled correctly. Guidance and advisory on profitability metrics including offering solutions to maximize/improve profitability. Point of contact for deal teams for client capital onboarding and strategic deal advisory. Non-bias scrutiny of client value propositions at the point of origination to make deal teams aware of potential challenges from the BSC that could be addressed during negotiations. Advise deal teams on achieving target risk appetite with the use of various risk mitigation tools in order to support the execution of transactions and generate ancillary cross selling opportunities for core clients. Be a center of excellence for bank profitability metrics, capital calculations, and to provide advisory and education to bankers and product partners at point of origination. Provide transparency to risk mitigation tools/costs to meet potential risk appetite thresholds ensuring costs are factored into profitability metrics. Track client and portfolio profitability to ensure BSC cross sell promises/forecasts from product partners are delivered. Monitor Banking Americas portfolio using early warning indicators for sectors and specific credits. Actively scrutinize single names and sectors post origination to identify potential credit migration risks forming proprietary views and developing recommendations. Perform fundamental credit risk deep dive assessments on sectors and specific credits triggered by early warning indicators to form a view and develop action plan. Coordinate internally with Sector Team Leaders to forecast and report Banking Americas credit charges. Regular and Ad-hoc reporting on portfolio composition and various risk metrics. Anticipate, assess and analyze event driven risk on portfolio (natural disasters, political instability, systemic shifts in industry business models). Advise and/or manage stressed and distressed credits in the portfolio. Identify issues with transaction booking, correct errors in booking systems, and ensure that collateral protections are properly reflected in order to get the right impact to the Bank's balance sheet and P&L. Assist with other administrative duties and projects, including the execution of live transactions, as assigned. Periodic ad-hoc projects. MINIMUM JOB REQUIREMENTS OR EXPERIENCE: Eligible to work in the US Four-year college degree in Accounting, Business, Finance or Economics or strong quantitative background. 3-5 years of credit portfolio management or relevant experience. Strong understanding of banking products including documentation (loans, trade finance, leasing, securitization, project finance, etc). Understandings of regulatory capital, RWA calculations, and Basel accord. Understanding of Credit Default Swaps, Credit Risk Insurance, Loan Sales, and other risk mitigation products. Cross sector expertise is a plus Effective oral and written communication skills. Strong PC skills, including knowledge of MS Word, Power Point, and Excel (including Capital IQ and Bloomberg). Good interpersonal skills, team oriented person, and capacity to effectively organize and multi-task in a fast paced environment. The expected base salary ranges from $87K - $125k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncRosemont, IL
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

Cape Cod Five Cents Savings logo
Cape Cod Five Cents SavingsHarwich Port, MA
SUMMARY: The Assistant Banking Center Manager (ABCM) supervises the staff at a Cape Cod 5 Banking Center. Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers. As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals. As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Oversees, supervises and mentors Banking Center staff for purposes of the day-to-day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values. Monitors and decisions management reports. Develops a rapport with customers, greeting customers by name, possesses an understanding of account ownership types and authority, as well as, being responsive and timely with correspondence and problem resolution; all while displaying a caring attitude (GUEST philosophy). Provides backup to the Banking Center Manager. Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures. Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption. Fulfills all Banking Center opening and closing activities. Introduces and advises on the Bank's deposit and consumer loan products and services to proactively meet customer needs. Proficient in determining customers' existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc. Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc. Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans. Safeguards customer trust by upholding the duty of customer confidentiality. Complies with all required laws, regulations, policies, and procedures. Timely completion of all assigned learning activities. Proficient in vault custodian duties. Actively participate in Banking Center meetings and one-on-one coaching sessions. Participates/volunteers in community groups and events. Additional duties as assigned. EDUCATION & CERTIFICATIONS: Bachelor's degree preferred, or combination of secondary education and four years of progressive retail banking experience Nationwide Mortgage Licensing System (NMLS) registration Notary Public commission Completion of Medallion signature guarantee training required KNOWLEDGE, SKILLS & ABILITIES: Three or more years supervisory experience and proven leadership capabilities required, including minimum of one year retail banking supervisory experience (e.g., Relationship Banker III or above). Conversant in all Bank business lines Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc. Ability to execute more complex account openings and transactions independently Ability to supervise saff at the RBI-IV levels Critical thinking, decision making and problem solving skills Demonstrated high level of judgement and decision making ability Demonstrated ability to fulfill the opening/closing activities of the Banking Center Prior customer relationship building experience Must have a supervisory aptitude Demonstrated management and leadership skills Must have cyber security awareness to protect the digital environment, the Bank, and customers COMPETENCIES: Managerial Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner #ZR

Posted 30+ days ago

F logo
Farmers National Banc Corp.Dublin, OH
SUMMARY: This role will serve as the first point of contact and supervision for a team of relationship managers for commercial lending, treasury management and small business lending. This role will be responsible for coaching team members in sales technique, problem resolution, credit analysis and performance management. Additionally, this role will have its own individual production and referral goals as part of business development and maintenance of client relationships. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Lead and coach a team of lending personnel in Commercial Lending, Small Business and Treasury Management Provide significant input towards production goal setting, performance management and recruitment/hiring Actively participate as a permanent member of Executive Loan Committee Prepare and present reports detailing team and individual goals/achievements as necessary Serve as a point of contact regarding client issues and or questions from clients and/or subordinates Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals Analyze credit worthiness of commercial borrowers to decision requests within assigned loan authority or make recommendations for extending credit on requests exceeding such authority Provide approval authority for Commercial Loan requests generated from Retail that are not eligible for Scored Underwriting Monitor risk in loan portfolio to identify changes and take appropriate action to minimize credit risk Effectively manage collateral and documentation exceptions Maintain portfolio delinquency at levels acceptable to management Cross-sell other Bank services to existing and prospective customers. Serve on internal committees as required Interact with operational and technical areas to resolve problems Adhere to all appropriate service standards Assist in the preparation of legal documents for loan closings Draft sales proposals, commitment letters, and make sales presentations to clients and prospects Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: Bachelor degree in Business Administration or Finance Minimum of eight (8) years of experience in commercial lending Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected Ability to clearly and effectively communicate both verbally and in writing E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

Posted 30+ days ago

B logo
BMO (Bank of Montreal)Riverdale, CA
Application Deadline: 10/16/2025 Address: 230 W. 7th St. Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $57,500.00 - $106,500.00 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

1st Source Bank logo
1st Source BankBremen, 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 Bilingual Preferred 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 30+ days ago

US Bank logo
US BankOmaha, NE
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $94,010.00 - $110,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

F logo
First National Bank (FNB Corp.)Charlotte, NC
Primary Office Location: 8800 J M Keynes Dr.. Charlotte, North Carolina. 28262. Join our team. Make a difference - for us and for your future. No Coporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: In the role of Retail Banking Intern , you have the opportunity to apply your knowledge of business and finance to real world scenarios within our retail banking segment. Throughout this experience you will gain practical, challenging, and meaningful on-the-job work experience as a retail banking professional with an organization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Participate in Teller training and spend some time learning to service customers on the Teller Line Participate in Platform training and be provided with the opportunity to shadow Platform employees during the lead calling, profiling, and account opening process Shadow either Branch Managers or Business Development Officer's on outside business calls Have the opportunity to attend and observe Workplace Banking presentations Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking Spend time interacting with Retail leadership (both Regional Banking Executive's and Market Managers) Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to further aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncBloomfield Hills, MI
Description Summary: The Regional Banking Relationship Manager III is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 80 clients Business sales size $2 MM to $50 MM and credit exposure up to $25 MM. This banker will cross-sell and negotiating pricing and fees. Duties & Responsibilities: Develops and maintains profitable Business Banking relationships with businesses sales size $2 MM to $50MM and credit exposure up to $25 MM. Effectively prospects new business and expands/ deepens existing business relationships. Meets with business owners to build strong relationships, understand their business needs, recommends business solutions from across the bank and negotiations pricing and fees. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Builds and maintains a robust external referral network. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document. Coordinates approval of loans through the Huntington Loan Center and partners with branch staff and internal product partners to deliver customer solutions and generate business sales. Adheres to pricing discipline and credit quality standards. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Monitors maturing loans and upcoming renewals. Cooperates with and provides information/perspective to central collections group to allow for timely collections of past-due loans and financial recovery group to allow for effective workout of graded credits. Monitors daily overdrafts. Performs other duties as assigned. Basic Qualifications: Bachelor's degree or equivalent (4 year combination of education and Business banking or commercial experience) Minimum of 5 years Business Banking or Commercial experience Preferred Qualifications: General knowledge of business banking products Analytical, credit and negotiating skills Direct outside financial sales and business development experience Strong organizational skills with attention to detail Ability to multi-task Excellent customer service and interpersonal skills Understanding of bank policy, procedures, products, and services Strong verbal and written communication skills PC skills Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Mesirow Financial Holdings, Inc. logo
Mesirow Financial Holdings, Inc.Chicago, IL
The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms. At Mesirow, we invest in what matters: our clients, our communities, and our culture. Mesirow Investment Banking focuses exclusively on middle-market transactions and serves both public and private companies in merger & acquisition advisory, debt advisory, restructuring and special situations, fairness and solvency opinions, board of directors' advisory and special committee representation. Our practice combines rich industry knowledge and long-standing relationships with an entrepreneurial desire to develop tailored solutions designed to deliver measurable results. We are currently seeking a Vice President for our Investment Banking team within the Capital Markets and Investment Banking division at Mesirow. The Vice President will work as part of the investment banking team across all industry verticals on M&A, capital raise and other strategic advisory assignments. Responsibilities: Lead day-to-day execution of client engagements. Provide direction and vision to team members for offering materials, management presentations, client marketing presentations and other materials. Perform transaction due diligence, research and analysis. Prepare and review complex financial analyses and models for potential transactions. Ensure quality of client deliverables by demonstrating extraordinary attention to detail. Manage and maintain client relationships and act as the primary contact to clients and prospects. Assess client needs and proactively generate relevant ideas and solutions and participate in marketing the Company's services to new clients. Requirements: Minimum of three years of Investment Banking experience in an Associate role. Bachelor's degree in a relevant field (e.g. Finance, Accounting, Economics.) MBA is preferred but not a requirement. Strong analytical capabilities including financial statement analysis, financial accounting and company valuation. Demonstrated proficiency with business writing and can articulate complex ideas simply and summarize them effectively. Capable of completing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail. Ability to work independently while being team-oriented; prioritize tasks, react to changes and solve critical issues. Commitment to excellence in your work, adhering to high professional and ethical standards. Possess a high level of motivation, initiative and leadership potential Proficient in Microsoft Excel and other Microsoft applications including PowerPoint. Experience in using CapIQ and other research databases desired. In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $200,000 and $225,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a discretionary bonus and the Mesirow benefit program. EOE

Posted 30+ days ago

Brown Brothers Harriman logo
Brown Brothers HarrimanNew York, NY
At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join Us as a Corporate Advisory & Banking Relationship Manager BBH is recruiting a Corporate Advisory & Banking Relationship Manager in our New York office. You will be responsible for building the Firm's relationships with privately owned businesses and their owners in the New York Tri-State region. By working with private business owners, their employees and other advisors, BBH develops, maintains and grows multi-generational relationships with successful families. As a Corporate Advisory & Banking Relationship Manager, you will build a robust internal and external network to support business development. You will be the fulcrum of the relationship with private business owner clients, identifying opportunities for BBH to assist them by providing advice and capital. You will have the opportunity to approach each client and prospect as a generalist on issues of strategic importance to private business owners, such as mergers and acquisitions, exit opportunities, capital structure, capital markets, commercial lending, private equity, corporate governance, and industry insights. In all cases, you will take a long-term, strategic perspective in order to become a trusted advisor to these private business owners. In many situations, it will be important to recognize issues at the intersection of the private business and the family, helping owners navigate governance, business and wealth succession. In order to be successful, you will need to work closely with the other BBH Capital Partners teams that deliver various client solutions. With the help of the Corporate Lending team, you will originate new corporate credit opportunities. While the Corporate Lending team is responsible for underwriting the credit and managing the portfolio of existing credits, you will have primary responsibility for the overall client relationship. Similarly, through your business development efforts with private business owners you will originate new opportunities for BBH's private equity team to invest capital. You will also identify opportunities to introduce private business owners to BBH's Multi-Family Office services such as private wealth investment advisory, trust & estate planning, and philanthropic advisory. In summary, the nature of the position and BBH's broad product and service offering enables you as a Corporate Advisory & Banking Relationship Manager to take an entrepreneurial approach to creating invaluable long-term relationships with private business owners. Key Responsibilities Include: Business Development Establish and deepen relationships with owners and financial staff of privately held businesses using a corporate finance advisory perspective. Market the BBH value proposition and entire suite of BBH services, including lending, private wealth management, and private equity. Evaluate new strategic credit opportunities. Convert prospect relationships to clients Build a broad network of intermediaries, industry contacts and influencers. Relationship Management Deepen relationships with existing clients such that BBH becomes a trusted advisor to the owners using a corporate finance mindset. Develop relationships with existing clients' financial staff and provide support for other Relationship Managers in enhancing the overall relationship. Convert lending and advisory relationships to wealth management relationships. Credit and risk management Ensure the highest standard of credit administration by working with underwriting team to provide thorough credit analysis. Work with team to ensure thorough and timely credit agendas are prepared, proper documentation is maintained and required financial information is received. Qualifications: BA/BS required MBA or CFA preferred, but not required 10+ years' financial services experience, preferably in corporate lending, corporate finance or mergers and acquisition Broad and deep corporate finance and capital markets knowledge/training Knowledge of financial markets Knowledge of the M&A/capital raise process Interpersonal maturity, confidence, and poise Experience with financial statement analysis and modeling Strong organizational and written/oral communication skills Salary Range $175,000-$215,000 BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Posted 30+ days ago

B logo
BMO (Bank of Montreal)Visalia, CA
Application Deadline: 10/16/2025 Address: 230 W. 7th St. Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $57,500.00 - $106,500.00 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

Ameriprise Financial logo
Ameriprise FinancialCharlotte, NC
The Banking and Lending Director, as a player-coach, will provide leadership and strategic direction over the development and day-to-day management of a team of Banking & Lending Officers who act as an in-depth Banking Solutions product experts, working directly with clients and partnering with Ameriprise Financial Advisors to consult on client-specific needs providing quality service, excellent product support and education, reinforcing the trusted Advisor/client relationship. Key Responsibilities: Develop and execute strategies that increase client acquisition of banking and lending product solutions consistent with and in direct support of advisor financial advice and planning. Develop and manage a team of Banking & Lending Officers who will interact directly with clients in partnership with and in support of advisors Drive awareness and broaden client relationships and engagements with an increasingly robust bank lending and deposit product set Provide high-touch experience to high-net worth clients directly and working with advisors on complex or unique financial situations, promptly responding to inquiries, providing guidance and personalized banking solutions to support the Advisor/client strategy and objectives Build and maintain close relationships with clients and business partners including Ameriprise Financial Advisor networks, High Net Worth Resource group, Banking and Cash Solutions Sales Consulting team, and Bank and Cash Solutions Product teams Act as single-point-of-contact for experienced advisor recruits and onboarding team to transition banking and lending books of business to Ameriprise Meet with clients, advisors and key partners, virtually and through other networking opportunities, groups, events, etc. to build relationships and educate on the benefits offered through Bank product acquisition Required Qualifications: 10+ years' relevant experience 5 years' management/leadership experience in the financial services industry Active Series 7 or ability to obtain within 120 days National Mortgage Licensing System and Registry (NMLS) registration Preferred Qualifications: 10 years' experience in origination/business development within banking or financial services including a proven track record of performing successful lead management Highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment Ability to maintain client confidentiality Excellent communication skills and ability to consistently set expectations with client and Ameriprise Financial Advisor Ability to problem solve with strong analytical skills and excellent attention to detail Experience as a loan officer/originator (Mortgage, Home Equity, Securities-backed Lending) Experience as a personal banker/customer serviced (Checking, Savings, CDs and related services) Experience working with Wealth Management Clients About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Marketing/Product Management Line of Business BANK Bank

Posted 3 days ago

Security Federal Bank logo

Retail Banking Manager I

Security Federal BankColumbia, SC

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Job Description

Description

The Retail Banking Manager I is responsible for overall branch productivity, growth and profitability while maintaining an engaged, operationally sound, and high performing team that is focused on creating an exceptional in-branch customer experience. The Retail Banking Manager I is expected to drive results through their dedicated performance, with strong leadership ability to ensure their team exceeds established branch performance objectives. This position requires the skills and passion for expanding customer relationships through in-branch interactions as well as outside business development activities with inspiration to make a difference in the communities that we serve.

Responsible for growth in their assigned branch loan portfolio with direct responsibility for growth in all consumer loan products, including real estate transactions.

Responsible for commercial loan portfolio growth through a partnership with assigned Small Business Bankers, Financial Services Officers and Market Presidents.

Requirements

  • Cultivate an enthusiastic branch environment that supports and encourages employee development, facilitates regular team meetings and conducts coaching activities that drive customer interactions and achieves results
  • Provide a consistent customer experience, which may include handling transactions or opening, modifying and closing all types of deposit accounts and safety deposit box services; Assist customers with account reconciliation, research requests, check orders, wire transfers, and debit card while seeking opportunities to develop customer relationships and identify referral opportunities
  • Responsible for actively promoting and growing all consumer and commercial credit products, which may be originated or referred based on authority level; Assist customers in application process, gathering all required information for loan underwriting and communicating with customer throughout the credit process; Completes the credit file following the Bank's lending guidelines and managing credit risk for each borrower
  • Processes insurance payments in-branch and remains knowledgeable with applications used within the Bank's insurance subsidiary
  • Safeguards bank assets by consistently performing due diligence measures and following Customer Identification Program- CIP guidelines and seeks guidance when needed for higher risk transactions that could lead to exposure by loss or fraud
  • Resolves customer inquiries regarding products and services and fulfills servicing requests demonstrating sound problem solving and decision-making skills
  • Remain well-informed with products, services and internal resources offered by the bank in order to effectively guide and lead a team while supporting bank initiatives
  • Consistently works to establish new relationships and strengthen existing, in-branch and with outside call activities, while using a consultative approach to understand customers financial needs and educates them on how to get the greatest value from our products and services
  • Actively participates in the bank-wide referral program
  • Educates customers on standard consumer and commercial products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking convenient
  • Resolves product or service problems in accordance with established procedures and regulations by clarifying and determining the cause of the problem, selecting and expediting the best solution, and following up to ensure customer satisfaction
  • Follows security measures, cash management policies, risk and internal control procedures to manage overall credit, operational and reputational risk of the organization
  • Ensures sound banking practices through compliance with all Federal and State banking laws and related regulations, to include but not limited to the Bank Secrecy Act
  • Builds and maintains productive relationships with co-workers and business referral partners throughout the organization- Financial Services Officers, Insurance, Trust, Mortgage, Financial Counseling
  • Ensures success and engagement of assigned in-school banking with the Super Savings Program
  • Collaborates with Retail Market Manager and Branch Administration Manager to develop and maintain financial center budgets; manages branch financial performance by controlling fee waivers and other branch expenses
  • Provide input to determine best methods and procedures on new assignments and may provide guidance and training to other associates
  • Manages recruiting and selection process for assigned branch, with guidance from the Retail Market Manager, Branch Administration Manager and Human Resources Director
  • Assume an active leadership role in the community by maintaining a presence in organizational and volunteer activities
  • Other duties may be assigned
  • Property & Casualty Insurance license required

Competitive salary and benefits package available. Bi-lingual experience a plus. EEO.

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