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Vice President - Business Services (Commercial Banking)-logo
Summit Credit UnionWaukesha, WI
We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values: Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care. As a VP Business Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role. Expected Outcomes New Member relationships are developed through organized prospecting efforts. Members receive outstanding accurate and timely service. Relationships with Credit and Operations teams are marked by clear communication and mutual respect. Business Services is well represented at community events and local non-profits. Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality. Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture. Capability Requirements Bachelors Degree in Business Administration, Accounting, Finance or a related field. Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education. Professional well developed interpersonal skills; essential for interacting with credit union staff and members. Expert knowledge of business lending, deposit acquisition and treasury management products and strategies. Proven business development and leadership abilities. Expert knowledge of laws and regulations that govern lending and deposit products. Demonstrated ability to ask in-depth questions and effectively negotiate. In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.). Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel. Summit has opportunities for Bankers in the following markets: Milwaukee/Waukesha Madison / Dane County Sheboygan and surrounding counties

Posted 30+ days ago

Multicultural Banking Manager-logo
Huntington Bancshares IncCharlotte, NC
Description Summary: At Huntington, this is an opportunity to work cross-functionally with nearly every team in the company to contribute to market growth within multicultural consumer and business segments. Our goal is to be the Best performing Regional Bank in America, and we will serve as an internal consulting team to help grow our regions while leveraging external partners and industries. This role will draw from market insights, work with Regional Leadership Team and Market President and report to our Multicultural Banking Director. You will be able to work collaboratively with internal teams and business partners to drive results. Duties and Responsibilities: Assist Director in executing the strategic plan for financial education and multicultural banking across all regions Help develop overarching playbook to serve as internal consultants, to help ensure region- specific playbooks are adopted Assist Director to ensure OKR's are met Assist Director in formalized operation needs and innovation within the department such as policy impact, reporting routines, digital solutions, among others Within the ecosystem approach-develop a framework to identify intersections between Multicultural Banking & Financial Education and each category within our proprietary ecosystem Within the business-to-business approach, assist director in collaborating with commercial banking and regional banking to augment their strategic plans Within the Powering Communities model-Influence adoption and use cases among regional teams and business segments Collaborate and coordinate with data and intelligence teams to enable OCR reporting as it relates to multicultural data Coordinate with Market Insights and Trend Lead on the team to bring applicable information into the strategic plan and pivot as needed Coordinate with Market Lead assigned to the Illinois market to ensure strategic alignment and pillar adherence Coordinate with Market Lead assigned to the Michigan market to ensure strategic alignment and pillar adherence Assist Director in executing strategic plans per specialty lending teams including prioritizing specialty lending teams and commercial banking Assist Director in coordinating communication plans, and operating plans with teams including, but not limited to, internal communications, salesforce, public affairs, government banking Perform other duties as assigned. Basic Qualifications: Bachelor's Degree Minimum 8 to 12 years of experience working in a banking or financial services firm Minimum 8 years of experience in managing medium-to-large projects and/or large project teams Preferred Qualifications: Excellent listening skills with a natural inclination to focus on meeting the needs of our internal clients Strong presentation and interpersonal skills A digital and data-driven mentality to develop and carry out a strategic business plan A keen sense of adopting technologies and processes that improve efficiency and lead to an enhanced people-first, customer-centered experience A growth mindset with a business-owner mentality MBA preferred Entrepreneur mindset Excellent written and communications skills at all levels. A unique blend of sales and analytical skills preferred Thorough knowledge of lending and deposits Knowledge of the drivers of revenue, cost and profitability for the assigned product(s). Experience understanding customer lifecycles within financial drivers Understanding of leading practices in reporting mechanisms Strategic - create plans to deliver short-term and long-term cross selling and organic growth Effective Communicator - effectively story tell and share ideas and plans with stakeholders Entrepreneurial - understand the big picture and also dig into the details. Measure risk and reward and choose paths that make the biggest impact Proactive problem-solver - can test boundaries and propose creative new solutions. Creative thinker - develop innovative ideas to differentiate Huntington Board Service-Experience serving on a non profit, social service, civic, political or economic development board Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000 - $140,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

Banking & Capital Markets Tax Senior Associate-logo
PwCChicago, IL
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 3 weeks ago

H
Howden Group Holdings LtdNew York, NY
Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Howden Capital Markets & Advisory (HCMA) is seeking a highly motivated, investment banking analyst (focusing on Insurance Linked Securities (ILS)) to join our Capital Markets team. Howden Capital Markets & Advisory is the investment banking division of Howden Re and is a boutique investment bank exclusively focused on the insurance industry. HCMA is supported by the Howden Group, which boasts over 13,000 employees across 45 countries. A new Analyst will play an integral role on our teams, predominantly providing broad support on ILS offerings, including investor presentation and offering memo preparation, transaction review and modelling). In addition, the analyst will be exposed to other related financial advisory services for our clients, potentially including advisory work and private capital raising. The Analyst on the HCMA team will be heavily involved in the following tasks: Support cross-functional teams to analyze, structure, and execute securities transactions, including Cat Bond issuance, (re)insurance sidecars, fund raising and other collateralized risk transfer solutions across a variety of structures Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Develop and present materials to support the origination of new ILS transactions and clients; Assist with developing detailed models, in concert with client teams and other Howden Re analytical resources, to evaluate performance of various structures under different scenarios and assumptions, and to analyze the impacts of such structures to both investors and clients / cedants Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Leverage FactSet, Bloomberg and S&P Capital IQ to create analysis, drive market intel, etc. Participate in all stages of transaction execution, from the pitch phase through closing. The Analyst will develop their skills through broad and frequent exposure to both other junior and senior bankers. You will have an opportunity to work within one of the premier teams in the (re)insurance industry advisory space. Analysts are critical members of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in the (re)insurance capital markets, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities As part of a team that is focused on delivering best-in-class advice and solutions across the spectrum of corporate finance and capital markets solutions, a new ILS Analyst will have the opportunity, if desired, to work selectively on initiatives and products including M&A advisory and traditional capital raising, in addition to ILS Qualifications: The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include: 0-3 years of experience in investment banking, reinsurance underwriting or broking, catastrophe modelling, or other relevant (re)insurance industry experience (preferably with a focus on alternative risk transfer) Demonstrated academic achievement and excellence outside of academics; Excellent written and verbal skills; Ability to work independently and as part of a team; Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines; Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility; Bachelor's Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, risk management/insurance, engineering or actuarial science is preferred Demonstrated leadership abilities; Solid interest in the financial sector; Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must; Series 7, 79, and/or 63 licenses are a plus; will need to be completed upon joining Legally authorized to work in the United States The expected base compensation for this role is $105,000.

Posted 30+ days ago

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Truist Financial CorporationRaleigh, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Manages multiple departments, departmental leaders, high level analysts and/or complex high touch applications that may require 2x7x365 day coverage. Responsible for managing all aspects of line of business, multi-state function or multi units to include the resources, developing and implementing an operational plan and ensuring that department's procedures are carried out in guidance with legal and regulatory procedures/policies while mitigating risk. Evaluates organizational efficiency and makes necessary changes to maximize staff productivity. Accesses the direction of Truist and find ways to contribute to the big picture by not only ensuring daily operations run smoothly and as efficiently as possible, but also running large projects/application upgrades that touch large majority of the organization. will be remote within Truist footprint-must be open to traveling for team meetings. Requires strong leadership skills/project management/data issues management experience and client redress experience. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Provide leadership and management oversight in multiple departments/ functions to achieve processing and performance results of the highest quality, which are in accordance and consistent with corporate objectives, legal and regulatory compliance. Responsible for researching, developing and implementing large/high touch projects/upgrades/installs that impact many other Lines of Business / Departments and result in savings or efficiency gains to the organization. Direct and lead teammate development and engagement for multiple departments/functions. Make recommendations for teammates regarding employment, career and professional development, performance evaluations, salary changes, promotions, transfers and terminations within established policies and guidelines. Manage multiple departmental profit plans within established guidelines; administer compliance to meet budgetary goals and negotiate changes as required. Provide monthly reforecast, variance explanations and trend analysis to Management as needed. Manage critical, sensitive, and strategic suppliers to ensure that all 3rd party risk management expectations, requirements, and deliverables are adhered to. Responsible for all aspects of directing, planning, scheduling, coordinating and leading activities at multiple assigned locations and departments/functions. Responsible for creation and implementation of business recovery, business impact analysis and alternate site strategies for critical and essential Bank functions. Activities include managing teammate resources, pandemic strategies, communication strategies, technology recovery, equipment needs and vendor resources. Ensure compliance and risk mitigation through review, revision and application of policies, procedures and controls meeting regulatory, legal and audit requirements. Foster a results-oriented team that continuously evaluates existing operations and new technologies. Implement strategies to improve quality, productivity and efficiency within all areas of responsibility. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Business or other related field, or equivalent education and related experience. Ten years of experience in banking; seven to ten years of management experience. Exhibits effective leadership skills that produce results from coaching, delegating and development of teammates. As well as, creative, flexible, decisive and adaptable to dynamically changing and demanding business/production environment Thorough analytical, planning and quality control, problem-solving and crisis management skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff. Excellent negotiation and presentation skills. Excellent Project management skills. Excellent time and people management skills Exhibit excellent interpersonal skills as well as good verbal and written communication. Thorough understanding of process and production management principles. Preferred Qualifications: Master's degree in Business, or equivalent education and related training General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 2 weeks ago

Commercial Banking Expansion Market Trainee-logo
Commerce BankClayton, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.) About This Job Are you ready for an adventure? This is an opportunity to be part of a focused development program designed to launch successful careers in Commercial Banking. This position is focused on preparing you to be a successful and productive Commercial Banker in one of Commerce Bank's high growth expansion market in Nashville, Tennessee & Grand Rapids, Michigan. During the program, you will spend approximately one year embedded with our Corporate Commercial Banking teams in our St. Louis headquarters while also residing in that city. Additional time may be required depending on the applicant's prior education and experience. Once you've completed the program you will be transferred to our Nashville or Grand Rapids expansion market. You'll work alongside our commercial banking teams and bank executives to help our customers solve their everyday financial needs. Don't have commercial banking experience? Don't worry. We will provide all the necessary training to build the skills required to be successful. If you're a go-getter who loves to learn and win, we'd love to talk. Essential Functions Participate in cross-functional rotations across various business lines to leverage and develop leadership skills while also gaining an understanding of the commercial bank and commercial payments solutions Attend community and business functions, participate in networking groups to ensure a positive image for the bank and grow key networking with contacts in the marketplace Collaborate with commercial banking teams and product partners to identify prospective clients' financial needs and add value through a full range of products and services Support the comprehensive management of existing commercial relationships to ensure a high level of customer satisfaction and retention Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Maintain loan reporting and ensure compliance with all bank policies, procedures, regulations, and laws Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of the banking/accounting/finance field Basic analytical skills using financial and accounting principles Strong relationship building skills and propensity for sales Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Education & Experience Bachelor's degree in a business-related field 1+ years of financial services or sales experience required For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Expansion Market Trainee - Commercial Banking job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 to $31.25 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8000 Forsyth Blvd, Clayton, Missouri 63105 Time Type: Full time

Posted 30+ days ago

Commercial Banking Relationship Manager-logo
Commerce BankCentennial, CO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $131,675.00 - $207,575.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as solicit new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $50MM and over. Essential Functions Coordinate with assigned customers and targeted prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Facilitate the resolution of customer problems, engaging product experts as needed Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace Ensure compliance with all bank policies, procedures, regulations, and laws Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $100MM to $150MM Average deposit portfolio of $50MM to $100MM Annual contribution of $750M to $1.5MM Knowledge, Skills & Abilities Required Strong knowledge of full range of commercial products, credit policies, procedures, and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Strong time management skills, with ability to appropriately prioritize calling activities and strategies Goal oriented with well-developed sales skills Strong strategic, analytical, and problem-solving skills Ability to mentor and provide leadership to junior roles Experienced at structuring complex credit requests Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Basic proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree in Business Administration, or equivalent combination of education and experience required 8+ years of commercial banking experience required Level of role is determined by knowledge, experience, skills, abilities, and education. For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Relationship Manager III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $131,675 to $207,575 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 7481 E Arapahoe Road, Centennial, Colorado 80112 Time Type: Full time

Posted 30+ days ago

Investment & Corporate Banking | Infrastructure & Project Finance | Digital Infrastructure - Vice President-logo
Mizuho Financial groupNew York, NY
Mizuho's Project Finance platform is a global business and consistently top ranked in the Americas. Based in NY, the team provides a broad range of financial advisory, debt structuring and arrangement for large-scale, capital-intensive projects across the full infrastructure spectrum: oil & gas, renewables, conventional power, transmission, data centers, and transportation for both greenfield and acquisition financing. The team is integrated within Investment Banking and supported by a full ecosystem across Mizuho to provide full service to our clients and retain top 10 status. Role Summary: Play a critical role in structuring, originating and executing non-recourse project finance transactions in the Digital Infrastructure sector Lead efforts to prepare and develop client marketing materials with support from Analyst and Associates and oversight by Senior Bankers Cultivate relationships with top-tier and emerging developers active across the Digital Infrastructure sector Work closely with internal partners across Capital Markets, including Debt Capital Markets, Equity Capital Markets, Financial Sponsors, Rates / Derivatives, Risk, etc. Mentor, develop and train Analysts and Associates across the platform to expand team capabilities Duties and Responsibilities: Independently perform the above functions. The role will involve: preparation of marketing materials and proposals, calling on clients, attending bank meetings, making presentations, originating new business opportunities, reviewing and negotiating legal documentation, structuring transactions, research work, analysis of existing or potential transactions and/or industries, analyzing various risks and preparing credit applications and the development of cash flow models. Origination and execution of transactions and client service are of greatest importance. Specific duties include: Develop and implement business plans. Work alongside senior bankers to manage client relationships, including proposals, pitches and mandates Work in partnership with Investment Banking and the Financial Sponsors Group to originate new project finance opportunities, comprised of advising and lending as well as obtain mandates and/or execute non-recourse and limited recourse financings Perform the necessary research and analytics (including financial statement analysis and cash flow modeling) required to accomplish the above Ability to prioritize responsibilities across multiple transactions and proactively manage junior staff and deal team accordingly Perform execution of arranger, agent and financial advisory work Lead the preparation of credit applications for all new transactions, manage the credit process with the Credit Department and back office, perform any due diligence activities, and negotiate documentation Cross-sell other Mizuho financial services, including, but not limited to: ECM, Derivative Solutions, DCM, Financial Advisory and Ratings Advisory Contribute to the development and execution of the group's overall business plan Stay abreast of industry trends and current market conditions and collaborate with the Team Leader to establish a business strategy for Digital Infrastructure client accounts Support marketing and origination of new transactions by prospecting for new clients, preparing pitch books or other marketing materials and attending client meetings with senior colleagues Delegate and review the work of junior members of the team and provide guidance and feedback Attend bank meetings, industry events, conferences, and seminars Ensure compliance of all internal and external matters in accordance with banking regulations, bank policy and best practices Perform other duties as required or assigned Requirements: MBA, MS or LLM degrees with a strong quantitative background, or other relevant work experience 7+ years' experience in Project Finance and 5+ years' credit experience in a commercial bank Existing client relationships with top and mid-tier sponsors Established relationships with other project finance banks working in the region as well as ECA's, multi-laterals and development banks Excellent communication and presentation skills Strong analytical skills Advanced skills in Excel, Word and PowerPoint The expected base salary ranges from $250K - $275k. 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

Banking Relationship Specialist-logo
ConnectOne BancorpHicksville, NY
Apply Job Type Full-time Description About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders - of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at "a better place to be". ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. About this role Banking Relationship Specialists play a vital role in ConnectOne "Client First" banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture. In this role you will: Support the Bank's "People First" focus and rules of engagement-greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank "A Better Place to Be". Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank's products and services in a consultative manner. Perform account opening for deposit products and educate clients on the Bank's product and service offerings. Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets. Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion. Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance. Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact. Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions. Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed. Active participation in achieving branch sales objectives. Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops. Supports retail and community events to promote the brand in accordance with the retail business plan. Performs other duties that may be assigned. Must haves: Strong needs-based sales skills. One to three years bank platform sales and teller experience. Detailed understanding of federal banking compliance and requirements. Strong "People First" interest and ability. Strong ability in assessing and meeting the needs of customer and/or solving customer problems. Effective teambuilding and interpersonal communication abilities are necessary. Ability to lift items up to 25 lbs. ConnectOne Bank culture mastery. To support business needs, ability to work a flexible schedule is required. Additional information: Benefits: World class health, vision, and dental benefits on day one 401k with employer match Employee appreciation events (team building, softball games, food truck days, etc..) Employee assistance programs (EAP) Wellness programs (flu shot, preventive care, health programs and services discounts, etc..) Tuition reimbursement Employee Discount perks CNOB Community Service Events ….and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us "a better place to be!" ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition. Salary Description $22-$27 per hour

Posted 30+ days ago

F
First National Bank (FNB Corp.)Charlotte, NC
Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. Position Title: Regional Manager of Commercial Banking Business Unit: Commercial Banking Reports To: Varies by Assignment Position Overview: This position is primarily responsible for managing an assigned Banking Region to meet the financial service needs of customers residing within the region, achieving asset growth goals established through the strategic plan, developing, implementing and achieving annual goals and objectives as established in the Region's annual operating plan and achieving these goals in a profitable manner by creating a sales culture which ensures Superior Customer Service while aggressively soliciting current and prospective clientele for additional business. Primary Responsibilities: Leads and manages an assigned Banking Region to meet the financial services needs of customers residing in the area. Develops regional marketing and sales plans including customer service, sales objectives and strategies and implements sales plans including officer calling plans, branch solicitation efforts and referral programs carried out by staff within the specific area. Negotiates various balance sheet growth goals with subordinates consistently with achieving results set forth in the Bank's strategic plan. Reviews ongoing market research to determine customer needs, volume potential, competitive strategies, etc. Works with Marketing and management to develop advertising and promotional campaigns. Coordinates customer service and sales efforts with area management and staff personnel to attain specific goals and objectives including joint sales calls with staff. Conducts regularly scheduled (at least monthly) sales and customer service meetings. Achieves profitability goals and impacts profitability through sale of commercial and small business loans, expansion of loan fees and management of related expenses. Evaluates the effectiveness of staff based on sales growth, leads and coaches sales personnel and makes certain that product and sales training is in place. Administers personnel policies and procedures as established by bank policy. Actively participates in actions designed to support credit quality and the Bank's credit culture, serves as liaison between staff and Credit Administration ensuring business is processed timely. Assists in loan structuring and related activities. Supports the lending activities by approving or rejecting loans within lending authority, performing tasks to use lending authority including all appropriate types of credit while maintaining the bank's credit quality and culture. Assists in the development of the annual budget and adheres to budget parameters. Analyzes and controls expenditures to meet budgetary limits. Provides periodic reports to the EVP of Community Commercial Banking and President of Northwest Region, senior management and other groups, committees or individuals as required throughout the organization. Coordinates the preparation of periodic and sales reports and forms as required Develops resources as appropriate to improve efficiency and productivity. Allocates the region's resources toward tasks required to achieve goals and objectives. 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: BA or BS Minimum Years Experience: 10 Special Skills: Excellent management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Experience associated with interpreting and implementing marketing and sales strategies Understanding of commercial, retail lending and of the credit process from application through documentation 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 3 weeks ago

Client Service Center Associate - Banking-logo
Alerus Financiallakefield, MN
This is a remote position. Only considering candidates who reside in one of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ.Hours: Monday- Friday 10am- 7pm Central Time and one Saturday per month (8am- 12pm).WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One AlerusABOUT THE ROLE:The Bank Client Service Center Associate is responsible for answering a wide range of incoming calls from banking and wealth management clients. Client Service Center Associates educate, troubleshoot and address issues, provide support, and offer information as needed to correctly and efficiently respond to caller inquiries. The Client Service Center is intended to be a single point of contact where clients receive support on products offered with Alerus.WHAT YOU'LL BE DOING: Answer telephone, email, and chat inquiries from Alerus banking, mortgage, and wealth management clients promptly and courteously. Show respect and patience to all clients. Inbound calls will cover a wide range of topics, including balance inquiries, debit card maintenance, disputes, transfer requests, and loan payments.Provide professional, accurate and clear communication.Understand and clearly communicate inquiry and transactional use of the Alerus websites, mobile apps, and voice response systems.Maintain up-to-date financial services and internal systems and software (AS400, Q2, Architect and Salesforce) knowledge as it pertains to the job.Understand and communicate basic principles of deposit, money market, time accounts and loan policies to clients.Actively maintain knowledge of all Alerus products, services, and processes including fraud prevention and documentation.Develop and enhance client relationships by informing clients of Alerus products and services that meet their needs and encourage a financially fit client.Foster a positive work environment and support co-workers in achievement of departmental goals.Meet performance standards such as quality assurance scores, productivity, and attendance. Proactively notify manager if standards will not be met. WHAT YOU SHOULD HAVE: 1+ years business experience in customer service or accounting/bookkeeping preferred.1+ years of experience directly related to financial services preferred.Excellent written/oral communication and organization skills required.Ability to prioritize, be self-motivated, and independently manage multiple concurrent tasks and meet deadlines.Proven ability to adapt to a fast paced, changing environment centered around technology. WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities.Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.Learning and development resources for personal and professional career development, and advancement opportunities.Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.BASE PAY RANGE:$21.00 - $22.00 per hourThe above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Posted 30+ days ago

Global Investment Banking Product Lead (Vice President) - New York)-logo
Morgan StanleyNew York, NY
We are seeking a Product Lead to create, manage, and drive adoption of technology tools within the Investment Banking Division. The ideal candidate will have extensive experience in managing products through their full life cycle, a deep understanding of financial services, strong technology and project management skills, a passion for innovation and problem solving, and the ability to internally market products effectively. Key Responsibilities: Product management: Oversee the entire product life cycle including collection of requirements, feasibility studies, design, development, validation, pilot, and production. Ability to handle multiple project priorities simultaneously. Product development: Gain a deep understanding of business stakeholder requirements and collaborate with IT to translate into best-in-class products. Be customer-obsessed with designing the most end-user friendly tools that enable bankers to be more effective and efficient in their work. Collaborate with IT teams to address roadblocks and manage projects to meet aggressive deliverable deadlines. Adoption: Market products to bankers to maximize ROI of development efforts. Train bankers on how to extract the most value from these tools. Success is measured by tool adoption and the benefits they bring to the organization. Collaboration: Work closely with IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management. Be the center of gravity for products and closely communicate product objectives and status to partners within and outside of the Investment Banking/Global Capital Markets division. Build and maintain relationships with delivery partners across functions. Vendor engagement: Look for opportunities to integrate external technology and data into products for faster time to market and enhanced capabilities. Innovation: Stay up to date with latest technology advancements to continuously improve existing systems and incorporate new innovations such as AI. Continuous improvement: Monitor quality and proactively request feedback to drive continuous improvement of products. Extract insights from junior and senior bankers to deliver fine-tuned products. Qualifications: Bachelor's degree in Finance/Economics, Computer Science/Engineering, or similar field. 7+ years of work experience in financial services, consulting, or technology, with investment banking experience highly desirable. Knowledge of investment banking workflows -- such as capital markets and M&A -- and corporate finance highly preferred. Experience with software development or software product/project management a plus. Excellent problem-solving skills, with the ability to work under tight deadlines and manage multiple priorities. Autonomous, self-starter with ability to think strategically and also roll up sleeves to execute. Strong communication skills with collaborative mindset. Strong work ethic and a positive attitude. Highly responsive and communicative. Investment Banking is a client services industry and our clients need our advice and expertise around the clock. Inquisitive, feedback-oriented, adaptive, hungry, and results-oriented. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between 145,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

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

Posted 6 days ago

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

Posted 30+ days ago

Banking Relationship Specialist-logo
Connectone BancorpWhite Plains, NY
Apply Job Type Full-time Description About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders - of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at "a better place to be". ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. About this role Banking Relationship Specialists play a vital role in ConnectOne "Client First" banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture. In this role you will: Support the Bank's "People First" focus and rules of engagement-greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank "A Better Place to Be". Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank's products and services in a consultative manner. Perform account opening for deposit products and educate clients on the Bank's product and service offerings. Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets. Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion. Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance. Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact. Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions. Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed. Active participation in achieving branch sales objectives. Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops. Supports retail and community events to promote the brand in accordance with the retail business plan. Performs other duties that may be assigned. Must haves: Strong needs-based sales skills. One to three years bank platform sales and teller experience. Detailed understanding of federal banking compliance and requirements. Strong "People First" interest and ability. Strong ability in assessing and meeting the needs of customer and/or solving customer problems. Effective teambuilding and interpersonal communication abilities are necessary. Ability to lift items up to 25 lbs. ConnectOne Bank culture mastery. To support business needs, ability to work a flexible schedule is required. Additional information: Benefits: World class health, vision, and dental benefits on day one 401k with employer match Employee appreciation events (team building, softball games, food truck days, etc..) Employee assistance programs (EAP) Wellness programs (flu shot, preventive care, health programs and services discounts, etc..) Tuition reimbursement Employee Discount perks CNOB Community Service Events ….and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us "a better place to be!" ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition. Salary Description $22-$29 per hour

Posted 30+ days ago

T
Texas Capital Bancshares, Inc.Richardson, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Responsibilities Collaborate with business stakeholders to identify high-impact data opportunities and translate them into scalable reporting and analytics solutions Provide requirements to technology and partner to design and implement scalable, reusable data marts, feature stores, and curated datasets within the Enterprise Data Warehouse (EDW), optimized for BI, reporting, and AI/ML Develop and maintain robust data pipelines and transformation workflows using modern tools (e.g., dbt, Coalesce, Airflow) Refine and develop dashboards and reports in collaboration with other developers and business users, ensuring they meet evolving business needs and data quality standards Build and support lightweight web applications using tools like Streamlit or Posit Connect to deliver interactive analytics experiences beyond traditional dashboards Enable business teams by delivering clean, well-documented, and performant data models that support self-service analytics and dashboarding Mentor and support junior team members in best practices for data modeling, pipeline development, and analytics enablement Ensure data quality and governance through validation frameworks, lineage tracking, and collaboration with data governance teams Ensure production-grade code and lead by example in code reviews, testing, and documentation Drive adoption of modern data engineering practices, including modular development, CI/CD, and version control Maintain clear documentation of data models, transformations, and workflows to support transparency and scalability Qualifications 10+ years of experience in analytics engineering, data engineering, or BI development, with at least 2 years in a technical leadership or managerial role (experience in financial services and/or banking is strongly preferred) Bachelor's degree in Data Science, Computer Science, Data Analytics, Information Systems, Mathematics, or a related field (Master's preferred) Deep expertise in modern data warehouse architectures and dimensional modeling (e.g., star schema, snowflake schema); familiarity with Data Vault 2.0 is a plus Expert-level SQL skills and strong proficiency in Python for data transformation, automation, and analytics workflows Experience with data transformation tools such as dbt or Coalesce, and orchestration tools like Airflow Experience with version control (e.g., Git) and CI/CD practices for data pipelines and analytics workflows Strong working knowledge of Power BI or similar tools for dashboard development and data visualization Experience developing and deploying interactive data applications using tools such as Streamlit, Shiny, or Posit Connect Strong business acumen with the ability to translate complex data into actionable insights for non-technical stakeholders Experience working in cloud-based data environments and familiarity with platforms such as Azure, AWS, or GCP Awareness of data privacy, security, visibility / entitlement, and compliance requirements (e.g., SEC, FINRA, GDPR) in financial services Strong communication and stakeholder management skills, with a track record of mentoring and developing team members Experience working in Agile environments and using tools like Azure DevOps The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

Senior Business Banking Relationship Manager-logo
Keybank National AssociationPlymouth Meeting, PA
Location: 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description Preview Job Summary Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a full range of core Business Banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships at the upper end of the Business Banking segment. Our bankers are expected to demonstrate strong risk management acumen including complex credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Responsibilities Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the Business Banking client "expert" and the primary contact for most client related matters Drives a focused growth and business development effort by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry Provides and educates the client on Key's capabilities and knowledge in key product areas (cash management, payments, equipment finance, etc.) Maintains active prospecting effort, including identification, qualification and calling; develops active Center of Influence (COI) referral network Assembles cross- functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members; partners effectively with Credit as the first level sponsor for credit decisions Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; directs the Risk Rating models to assure accurate risk assessment of assigned portfolio Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree Bachelor's Degree Bachelor's degree or 7+ years of related job experience required. Experience Qualifications A minimum of 5 years of experience in Small Business or Business Banking direct lending or related experience with a focus on business development and relationship management required. A minimum of 1 year experience in Business Banking credit training & experience from a bank or financial institution required. Tactical Skills Trusted Advisor: Ability to build trust by taking a client centric approach Strategic Thinking: Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions Technical Expertise: Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set Revenue Driver: Exhibits a relentless focus on creating and driving revenue growth and generating results Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank Effective Sales Approach: Uses structured sales methodologies, principles and practices without losing sight of the client and environment Risk Management: Understands Key's risk culture and effectively manages risk/reward trade-offs Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Travel Occasional travel to include overnight stay. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. Job Posting Expiration Date: 06/25/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 30+ days ago

Relationship Manager IV, Commercial Banking (Downtown - Seattle, WA)-logo
HomeStreet, IncSeattle, WA
Salary Range: $124,300.00 - $205,000.00 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: July 10, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: Relationship Manager is responsible for the production of new commercial loan and deposit clients, the expansion of existing loan and deposit relationships, the generation of loan fee income, and the referral of products and services to other areas of the Bank, in accordance with annually established goals. In addition to developing loan and deposit relationships, Relationship Manager will meet with and interview clients/prospects, analyze financial information, assist in the negotiation of various and more complex terms and conditions of all types of loan transactions, close loans, manage and maintain the integrity of assigned loan and deposit portfolios, and assist Credit Administration in the monitoring of credit quality and maintenance of current financial information for each assigned borrower. Relationship Manager also ensures the delivery of the highest level of customer service to the clients of the Bank. Job Details: PRIMARY FUNCTIONS: Business Development Accountable for the attainment of annual business development goals for loan and deposit production, loan fee income generation, cross sales, and portfolio retention. Promotes sales delivery through aggressive relationship building with centers of influence and commercial clients and prospects. Works with Manager to identify and develop new markets within the Bank's footprint and expand banking opportunities in accordance with the Bank's strategic plan. Maintains a strong working knowledge of the Bank's loan, deposit, and other products and services. Meets with and interviews clients/prospects. Seeks opportunities to build relationships, working within the prescribed framework of the Bank's policies and procedures to offer flexible and competitive banking solutions, including business loans, lines of credit, deposit and other business products and services. Participates in joint calls with cash management, commercial deposit services, and/or retail branch representatives, as appropriate, to assist with offering complete banking solutions to clients and prospects. Gathers the necessary loan application package/documents, along with business, financial and personal background information required to move forward with client's credit request. In coordination with Underwriting Group, reviews loan requests and credit history, along with financial statements and spreads, to determine whether proposed credit application includes all information needed and meets lending criteria outlined in the Bank's lending policies, procedures and guidelines. Working with Manager and Underwriting Group, prepares proposed credit outlines (pre-flights), including recommendations for loan pricing and terms, to present to Credit Administration for concurrence prior to proceeding with in-depth client negotiations of various and more complex terms and conditions or "indications of interest". With the assistance of the Underwriting Group, prepares well developed credit memorandum that conforms to the Bank's required underwriting format and guidelines, seeking assistance from Team Leader, Regional President or Market President, as needed, to ensure that all complex issues have been adequately addressed. Working with the Manager, participates in formal credit approval process by presenting loans for approval to the required level of authority and/or appropriate Loan Committee. Communicates credit approvals to clients, delivers loan documents for signature, and ensures that loan request is processed and booked. Ensures that declinations are communicated to prospects and customers, in written or verbal form, as required by Bank procedures and guidelines. Provides exemplary/professional customer service to, and maintains constructive and positive working relationships with, referral sources, loan applicants, borrowers, depositors, and their representatives. Prepares and submits regular sales production and customer call reports to Manager, as requested. Actively participates in the local business community at large. Portfolio Management Maintains a strong working knowledge of the Bank's current Credit policies and procedures established for Commercial Banking. Manages and monitors assigned loan and deposit portfolios, communicating directly with borrowers and depositors, as appropriate. Provides advice and counsel to customers on financing, deposits and related matters, representing the Bank's best interests at all times. Maintains credit quality of assigned loan portfolio within Bank standards and guidelines; promptly surfaces any and all risk issues uncovered in the course of managing the portfolio. Works in concert with Manager and Credit Administration to assess emerging risks and develop resolution strategies. Actively participates with Commercial Banking support staff to ensure that all documentation is in place, applicable terms and conditions are adhered to, and required financial exhibit due dates are monitored, with exhibits received from customers in a timely manner. Communicates regularly with Cash Management, Commercial Deposit Services, and/or Retail Branch partners to ensure client deposit accounts are handled in an accurate and timely manner, and any issues are promptly resolved. Consistently operates in compliance with banking laws and regulations, established Bank policies and procedures, audit and security policies. Consistently complies with all aspects of the Bank Secrecy Act, Anti-Money Laundering Rules, OFAC and FinCen Requirements, and the USA Patriot Act. Assures customer information and data is kept confidential. Performs other duties as assigned by Management. QUALIFICATIONS: Bachelor's degree or equivalent professional experience in a mid-size or larger financial institution, or equivalent combination of experience and education. Minimum 10 years of commercial/business banking experience or a combination of commercial/business banking experience and relevant/transferrable experience - in the market they expect to serve. Skill and experience in structuring all types of Commercial/Industrial loans and owner occupied real estate loans for middle market to larger more complex businesses, experience with all types of SBA lending a plus. Thorough understanding of basic principles of accounting and financial analysis. Proven track record of meeting established annual loan and deposit production goals, while retaining existing client base. Able to provide satisfactory evidence they have an established book of business and the depth of referral sources (network) necessary to be successful in development of new business relationships. Strong analytical, time management and organizational skills with a high level of attention to detail. Excellent written and verbal communication skills with the ability to be persuasive one-on-one as well as in a group setting. Demonstrated ability to problem solve and work in an organized manner on multiple projects. Computer literate in word processing, financial software used for spreading financial information, Excel and Word. Experience with customer contact management software such as Act, Access or Outlook a plus. Willingness and ability to travel within the Bank's service area to develop new clients and conduct regular site visits. An entrepreneurial spirit with the ability to work successfully in a collaborative manner with minimal supervision. Position may require National Mortgage Licensing System and Registry (NMLS) Registration under the terms of the Safe Act of 2008. Upon active employment with HomeStreet Bank, may be required to either register via the NMLS registry or re-register and move previous registration to HomeStreet Bank's registration. PEOPLE ATTRIBUTES: Positive attitude and team player approach, with excellent customer service skills for both internal and external customers. Impeccable personal integrity; ability to maintain confidentiality of customer information and data. Builder of relationships and partnerships - ability to excel in a team environment. Motivated self-starter with a high level of initiative and demonstrated commitment to facilitating the growth and development of the Bank. PHYSICAL CONSIDERATIONS: Position requires business travel within the Bank's service area. Ability to operate standard office equipment, such as personal computer, printer, copy machine, telephone and calculator. Ability to perform repetitive, finer hand and arm movements, including filing, reaching, carrying, pushing, lifting, and bending. Ability to think clearly, critically, and provide appropriate solutions. Work activities involve combination of sitting for longer periods and intermittent standing/walking. WORK ENVIRONMENT: Office environment This Position Description may not be limited to the Functions and Requirements as outlined above, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Commercial (Sales)

Posted 30+ days ago

C
Cinter CareerNew York, NY
▶︎ Job Details   ・Job Title: Systems Analyst / Banking ・Client: IT Services ・Working Location: NY 10022 ・Working style: Hybrid ・Employment Type: Permanent/Full-time ・Salary: 77-94K per yr + Full Benefit ・Benefit: Full Benefit (Insurance, PTO, 401K) ・Visa Support: Yes ・Language: English ▶︎Key Responsibilities:  This position will be responsible for System Implementation and Operational Support for a Japanese Bank in the U.S. Solving software requirements by analyzing, creating, designing, modifying, and maintaining Application Systems to meet user needs Contributing to Team Effort and communicating with related parties   The right candidate will possess: Understanding of SDLC (Software Development Life Cycle) Business knowledge of the banking industry, as well as development skills and experience in the banking industry Agile Development and experiences   ▶︎Required Qualifications & Skills:   Bachelor’s degree in computer science or related field. Minimum of 5 years of experience with system application implementation for the banking industry Analytical skills with regard to requirements analysis, maintenance, and troubleshooting. Strong English communication skills, both written and verbal. Powered by JazzHR

Posted 3 weeks ago

Commercial Banking Officer-logo
Career CenterLake Oswego, Oregon
The Commercial Banking Officer is responsible for the development, and sales and risk management, of commercial banking relationships. Products include both non-credit and credit services, sold to relationships characterized by frequent, ongoing contact with clients in which banking services are provided in the context of being the primary bank, with long-term familiarity with client goals and needs. Valuable observations of client businesses are sometimes provided to clients on topics that are incidental to the provision of banking services. By these activities, the Commercial Banking Officer contributes to the corporation’s goals for loans, deposits, and non-interest income and therefore has keen awareness of personal portfolio goals as relate to that contribution. Reviews lists, records, newspapers, networking opportunities, and other sources for business development leads. Develops new prospects and customers for the financial institution by maintaining an organized business development effort including but not limited to calling on new and existing clients, utilizing a contact management program, and planning and documenting calls as appropriate. Conducts other business development activities such as but not limited to joint calling with branch staff and product specialists, attending community and networking events, organizing events, publishing tombstones, and issuing newsletters. Interviews applicants for commercial banking services, both credit and non-credit services. Discusses client needs, problems or complaints with client relationship stakeholders. Evaluates potential customer loan requests and makes loan recommendations to management as appropriate. Analyzes and screens credit requests for all types of loans, utilizing all relevant information to determine client and prospect credit repayment capabilities. Reviews new laws, regulations, and policies that influence commercial lending within the financial institution and incorporates these as appropriate. Presents credit requests to management as appropriate or required by policy, by writing approval, problem credit, and other forms of loan memoranda. Presents non-credit and credit products to prospects and clients and refers client and prospects to other product specialists as appropriate including cash management, private banking, investment, branch, and other personnel. Negotiates credit terms, such as costs, loan repayment methods and collateral, including customer pricing for products sold as consistent with policies and procedures, and to be competitive with the market. Packages loans for prospects and clients, and recommends loan terms and conditions, and packages non-credit services, or directs supporting staff in such activities as appropriate. Ensures document accuracy relative to approved credit facilities. Corresponds with legal counsel or other agents, as appropriate, and as necessary. Monitors client performance versus that expected, documenting material variance and information, and making risk rating changes as appropriate. Includes but is not limited to the timely follow-up of financial reporting, covenant checks, and borrowing base review. Takes action regarding expiring notes in advance of maturity; collects past due payments quickly; and engages on other activities to maintain the credit quality of loan portfolio. Engages junior Commercial Banking Officers, Credit Analysts, Documentation Specialists, and Commercial Administrative Assistants as appropriate in the writing of loan memoranda, analyzing of data, completion of documentation, and risk management activities as routine among those activities essential to the development and risk management of commercial accounts. Manages large or complex commercial relationships, as needed, and counsels customers and prospects on banking and non-banking strategies. In some instances, maintains and enhances information base on local and national economics or industries, as well as other concerns, that would impact the financial institution’s lending activities. Portfolio focus may be industry specific (such as agriculture, real estate, natural resource, or others). Other duties, in addition to those above, may be assigned by management. Education/Knowledge/Skills & Abilities Bachelor's degree or equivalent in Finance, General Business or Accounting – desirable 2 - 3 years related job experience; Prior credit experience within a banking environment is desirable; Understanding of collateral requirements with general exposure to documentation Knowledge of credit investigations Use of bank standard word processing software and spreadsheet software with strong understanding of multiple math formulas. General communication (oral and written); clear voice communication; business telephone etiquette; distribute and exchange information with others; interaction with managers, employees, regulatory agencies, industry peers, customers, communicate/work with confidential information; compose draft written materials, correspondence/memoranda, reports, publications. Sound reasoning and judgement skills Exceptional interpersonal and rapport building skills Highly Organized Attention to Detail Knowledge Retention Physical and Mental Requirements: General office environment May be necessary to work extended hours Periodic travel required Ability to perform repetitive finger, hand, and arm movements Ability to lift up to 20lbs. Ability to sit or stand for extended periods of time Ability to reach, squat, bend, and manually manipulate standard office equipment Our Mission is simple, to be the best Bank for our employees, customers, investors and community. At Bank of the Pacific, we are committed to delivering memorable service beyond the customer’s expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success. Our Core Values – We Care. We consistently demonstrate this through: Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success For your Benefit We Offer: Eligible to participate in annual incentive plan. We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA. Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation. Wellness Dollars up to $500 per year. Weekend Wellness Hours, 4 per quarter. Paid Birthday and Anniversary Holiday 11 paid Holidays per Year Sick Leave Time – Earn up to 8 days each Year Vacation – 22 days each year ( first year adjusted based on hire ) Vacation Purchase Plan Tuition Reimbursement Employee Banking Privileges and Special Loan Features. All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct. Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Salary Range Disclaimer: The base salary range represents the minimum and the maximum of Bank of the Pacific’s salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee’s relevant knowledge, qualifications, experience, and job performance for the position.

Posted 30+ days ago

Summit Credit Union logo

Vice President - Business Services (Commercial Banking)

Summit Credit UnionWaukesha, WI

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Job Description

We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values: Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care.

As a VP Business Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role.

Expected Outcomes

  • New Member relationships are developed through organized prospecting efforts.
  • Members receive outstanding accurate and timely service.
  • Relationships with Credit and Operations teams are marked by clear communication and mutual respect.
  • Business Services is well represented at community events and local non-profits.
  • Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality.
  • Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture.

Capability Requirements

  • Bachelors Degree in Business Administration, Accounting, Finance or a related field.
  • Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education.
  • Professional well developed interpersonal skills; essential for interacting with credit union staff and members.
  • Expert knowledge of business lending, deposit acquisition and treasury management products and strategies.
  • Proven business development and leadership abilities.
  • Expert knowledge of laws and regulations that govern lending and deposit products.
  • Demonstrated ability to ask in-depth questions and effectively negotiate.
  • In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.).
  • Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel.

Summit has opportunities for Bankers in the following markets:

  • Milwaukee/Waukesha
  • Madison / Dane County
  • Sheboygan and surrounding counties

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