Coordinator, Wealth Advisory Services, Trust Executive Division, South Bend, IN
1St. Source Bank 4.3
1St. Source Bank job in South Bend, IN
Provides high-level administrative support to the WAS Senior Trust Counsel and WAS Group Head, other WAS Estate Settlement staff, and WAS Compliance areas. Responsibilities are generally complex and/or confidential in nature and include basic paralegal support for corporate governance; general corporate and transactional matters; trust and estate settlement, trust administrative, and litigation matters; preparing reports; managing incoming workflow and requests for assistance; handling internal and third-party information requests; transcribing meeting minutes; and performing essential administrative functions such as: preparing correspondence, arranging virtual calls and scheduling meetings for members of the teams.
ESSENTIAL REQUIREMENTS
* Completes a broad variety of critical tasks for members of the WAS Senior Trust Counsel, WAS Estate Settlement, WAS Compliance, and WAS Group Head Executive teams, respectively, including reviews trust agreements, powers of attorney, court filings, estate matters, guardianships, and other legal documents under the direction of the WAS Senior Trust Counsel, managing active appointment calendars, composing and preparing correspondence that is often confidential, assisting in revising and tracking versions of standard legal documents and policies, tracking legal invoices, and compiling documents for meetings.
* Performs on-line research on legal, compliance or other issues as requested by WAS Senior Trust Counsel. Plans, coordinates and ensures department member schedules are followed and respected. Provides "gatekeeper" role for access to members of the designated areas of WAS, creating win-win situations for direct access to department members.
* Organizes and expedites workflow through the office, fields incoming telephone calls, relays messages, answers questions and inquiries and provides information when department members are not available.
* Provides leadership to build relationships crucial to the success of the organization and manages a variety of special projects for members of the respective designated areas of WAS, some of which will have material organizational impact.
* Prepares board meeting materials for specific Board of Director and WAS Committee meeting (Trust and Investment Committee and WAS Officer Trust Committee) and also prepares minutes and related reports; responsible for retention of all such minutes and board-related documents.
* Assists with regulatory examinations of the Bank, internal audits and other compliance related duties that WAS Senior Trust Counsel and WAS Compliance complete.
* Reviews all incoming legal invoices and determines charge center, distributes for initial approvals, then follows up with WAS Senior Trust Counsel, WAS Group Head, Deputy General Counsel or General Counsel's approval before routing to Accounts Payable.
* Regular and predictable attendance is an essential requirement of the position.
* Responsible for the completion of all legal and compliance training related to the position.
* Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
* Five (5) years' experience as an executive or administrative assistant, in an in-house legal department or a compliance department, or equivalent experience in a related field preferred.
* Professional demeanor and the ability to exercise diplomacy required.
* Good PC skills--proficiency in Microsoft Word, PowerPoint and Excel essential.
* Ability and desire to master various legal and business software applications as needed.
* Self-starter, good organization.
* Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
* Ability to handle multiple tasks in a fast-paced environment.
* Ability to meet specific deadlines.
* Good written and verbal communication skills.
* High degree of attention to detail.
EDUCATION
College degree preferred but not required.
CERTIFICATION
Paralegal Certificate is preferred but not required.
TRAVEL REQUIREMENTS
Minimal or occasional travel for meetings, projects or training as needed.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
$31k-34k yearly est. 11d ago
Looking for a job?
Let Zippia find it for you.
Credit Business Data Analyst I, Credit, South Bend, IN
1St. Source 4.3
1St. Source job in South Bend, IN
Responsible for identifying, reporting, and improvement processes in InSight pertaining to Credit Services group as well as the completion of reporting, tracking, monitoring, and maintenance of InSight processes pertaining to Credit Services group. ESSENTIAL REQUIREMENTS
Acts as Business Data Analyst and Subject Matter Expert for the Credit & Loan Administration department's Commercial Workflow system.
Gain intimate knowledge of how Salesforce/nCino functions and how it applies to Commercial Credit.
Develops and maintains custom reports and processes to continuously improve data quality, process integrity, productivity, and monitor usage.
Responsible for financial statement covenant process, including updating covenant records when financial statements are received, past due financial statement communication, and monthly financial statement covenant reporting and monitoring.
Responsible for InSight workflow compliance monitoring, verification, and reporting.
May assist with InSight automated spreading.
Acts as a back-up to the Credit Administration Specialist for overseeing, coordinating, and distributing materials for various weekly credit approval committees, the completion agendas for these committees, and the post-committee responsibilities.
Troubleshoots and resolves problems and requests from internal customers.
Assists Credit Administrator III with testing software releases and upgrades with IT and InSight Office including break/fix/enhancement tracking, and user training.
Develops and maintains a process for routine data cleanup and maintenance (TCE Groups, Duplicate Relationships, Collateral, NAICS, etc).
Acts as subject matter expert for loan systems, by communicating best practices and suggesting initiatives in support or improvement of the applicable lending processes.
Provides strategic and tactical recommendations to Credit Administrator III for improving reporting, controls, and results.
Prepares and provides training and reference material to assist users.
Regular and predictable attendance is an essential requirement of the position.
Completes all compliance training.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONS Perform all other duties as assigned. EXPERIENCE/SKILLS
Two (2) or more years of relevant work experience preferred.
Advanced knowledge of Microsoft Word, Excel, InSight/nCino/Salesforce preferred.
Analytical and project management skills.
Ability to learn and apply new technologies and processes, quickly and effectively.
Great time management, interpersonal, and problem-solving skills.
Great organizational skills, attention to detail and follow-through.
Great written and verbal skills.
EDUCATION Bachelor's Degree preferred.
TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand, and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT MS Office PC, phone, and standard office equipment.
$52k-64k yearly est. 16d ago
Branch Manager
Keybank 4.4
Knox, IN job
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business
Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations.
Leads and develops the branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's vision and values with branch team
Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs
Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed
Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition
Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
Work on Saturdays as directed by management.
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
High School Diploma GED, or equivalent experience (required) or
Bachelor's Degree (preferred)
Work Experience
Minimum of 3 years' experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required)
Minimum of 3 years demonstrated small business deposit/credit experience and familiarity with small business operations (required)
General understanding of financial statements and concepts (required)
Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required)
Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required)
Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required)
Demonstrated ability to effectively communicate and possess strong public speaking skills (required)
Licenses and Certifications
Notary License (preferred)
Skills
Lead by example and ensure consistent delivery of distinctive service for all clients; Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships.
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact.
Strong work ethic and high level of integrity.
Excellent time management skills with ability to lead team through multiple priorities.
Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans.
Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty.
Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals.
Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships.
Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones.
Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships.
Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records.
Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations
Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money
Strong leadership skills are essential for motivating and guiding teammates effectively
The ability to encourage and inspire the team to achieve company goals and improve productivity
Managing budgets, analyzing performance, and making informed decisions based on financial data
Tackling unexpected challenges and improving branch operations
Setting long-term goals and identifying opportunities for growth
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
Consumer Retail Management - Ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
Office-Based
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 04/03/2026 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
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_**********************.
$69k-105k yearly Auto-Apply 11d ago
Market Relationship Banker
Old National Bank 4.4
South Bend, IN job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$17 hourly Auto-Apply 1d ago
Application Specialist II, Information Technology, South Bend, IN
1St. Source 4.3
1St. Source job in South Bend, IN
Responsible for supporting and enhancing internal and vendor-managed applications within the IT Operations team. ⯠ESSENTIAL REQUIREMENTS
Collaborates with business units to understand requirements and delivers effective application support.
Develops and executes test plans to validate code and system changes.
Adheres to change control procedures for migrating code from test to production environments.
Documents and maintains process flows, technical procedures, and system configurations.
Identifies and implements process efficiencies through automation and optimization.
Supports application performance and availability in accordance with defined SLAs.
Serves as a subject matter expert for a wide range of internal and third-party applications.
Assists with server-class installations and upgrades in collaboration with vendors and system engineers.
Installs, configures, and manages Microsoft SQL Server environments.
Writes and optimizes SQL queries; designs logical table relationships.
Implements and manages Microsoft security structures and access controls.
Participates in project lifecycle activities from development through testing and implementation.
Provides regular updates on task and ticket progress to management.
Assists with managing cloud-based databases, including basic performance tuning, backup/recovery, and security tasks under guidance.
Supports cloud infrastructure initiatives and gains exposure to platforms such as Azure.
Contributes to automation efforts (e.g., PowerShell) for routine tasks and process improvements.
Participates in project implementation activities, including planning, testing, and deployment phases.
Follows internal policies and assists in ensuring compliance with regulatory and security standards.
Collaborates with senior team members on DevOps practices.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Understands all applicable laws and regulations that apply to the position and comply with the requirement
NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS
Three (3) - five (5) years of experience in application support, software development, or a related IT role.
Experience working across diverse business areas and with external vendors.
Familiarity with CI/CD pipelines is a plus.
Works independently with minimal supervision while managing multiple priorities.
Strong understanding of application integration and data flow concepts.
Proficiency in SQL and familiarity with Microsoft technologies.
Strong technical acumen.
Ability to collaborate with internal stakeholders.
Deep understanding of application interfaces and data flows.
EDUCATION Associate's or Bachelor's degree in Computer Science or a related field preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, training, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.â¯Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. ⯠EQUIPMENT MS Office PC, phone and standard office equipment.
$57k-68k yearly est. 55d ago
Customer Experience Banker (Benton Harbor, MI)
Huntington National Bank 4.4
Benton Harbor, MI job
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.
Duties & Responsibilities:
Providing excellent customer service and effectively resolving customer issues.
Being proficient in understanding and educating customers on consumer deposit products.
Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
Adhering to all operational, security, risk and regulatory policies and procedures.
Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.
Other duties as assigned.
Basic Qualifications:
High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.
Preferred Qualifications:
1 year or more in customer service in banking, financial services or goal driven retail sales.
Cash handling skills.
Comfort with technology such as mobile services and online banking services.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$39k-55k yearly est. Auto-Apply 39d ago
Preferred Relationship Manager Oak Lawn
Fifth Third Bank 4.6
Chesterton, IN job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity. Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer. Work closely with customers to retain and grow current and next generation wealth.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals.
* Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.
* Demonstrate ability to simplify and communicate complex financial concepts.
* Maintain the sales and service environment by actively participate in financial center huddles and meetings to support the sales and motivational activities. Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
* Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
* Consistently meet or exceed brokerage sales and referral goals as set by management, working in partnership with Investment Executive.
* Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events.
* Keep current on activity within business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively providing new solutions for current and future financial needs.
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* College degree or equivalent combination of education and experience required.
* Experience in a sales environment; experience in financial industry
* Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
* Series 6, 63 and insurance licenses required.
* Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
* Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
* Position involves contact with the public, necessitating the ability to present a professional image.
* This role may work with one or more FCs, which will require some local travelling.
* This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
WORKING CONDITIONS:
* Normal office environment.
* Extending viewing of computer screens.
* Occasional local and overnight travel as required.
Preferred Relationship Manager Oak Lawn
Total Base Pay Range 54,400.00 - 111,500.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Oak Lawn, Illinois 60453
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$73k-93k yearly est. Auto-Apply 5d ago
Private Client Advisor
Keybank 4.4
South Bend, IN job
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
Essential Functions
Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate.
Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
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
High School Diploma or equivalent experience (required) or
Bachelor's Degree (preferred)
Licenses and Certifications
FINRA Security Industry Essentials (SIE) Upon Hire (required)
FINRA License S7 Upon Hire (required)
FINRA License S66 or S63 and 65 Upon Hire (required)
Certified Financial Planner (CFP) (preferred)
Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. ()
Skills
Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
Strong client centric focus.
Proven ability to work as a collaborative team member.
Ability to use standard office equipment, proprietary financial services systems.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
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.
COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation.
This position is eligible to earn a base salary rate of $55,000.00 annually. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 03/28/2026 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
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_**********************.
#LI-Hybrid
$55k yearly Auto-Apply 3d ago
Key Private Bank Client Relationship Associate
Keybank 4.4
South Bend, IN job
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Essential Functions
Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
Owns follow up after client meetings on takeaways and next steps.
Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.
Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents.
Coordinate officer transitions when team members transition on or off the KPB sales team.
Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed.
Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
Works with team to plan and manage client events, attending as needed.
Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.
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
Bachelor's Degree or equivalent experience (preferred)
Work Experience
3 years related work experience or equivalent combination of work/educational background (required)
Skills
General knowledge of financial services and wealth management.
Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Ability to exercise discretion due to accessing and handling highly sensitive information.
Ability to learn and use proprietary software, databases, and systems.
Proficient in all Microsoft Office Applications.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/31/2026 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
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_**********************.
#LI-Hybrid
$24.5-37.5 hourly Auto-Apply 35d ago
Commercial Banking Development Participant, South Bend, IN
1St. Source Bank 4.3
1St. Source Bank job in South Bend, IN
Transitions through departments on a specified curriculum designed by the department to provide an overview of the Commercial Banking Development role, meets with department managers and staff throughout the curriculum, and observes and learns new skills.
ESSENTIAL REQUIREMENTS
* Completes all assigned training, receiving a passing score on all exams.
* Completes assigned reading assignments.
* Learns line and staff functions, operations, management viewpoints and company policies and practices that affect each phase of business.
* Observes experienced staff to acquire knowledge of methods, procedures, and standards required for performance of departmental duties.
* Works with the Manager, Employee Engagement and Talent Development to set goals and objectives for first year.
* Regular and predictable attendance is an essential requirement of the position.
* Responsible for the completion of all compliance training related to the position.
* Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONS
* Monitors performance progress with management and key trainers.
* Performs all other duties as assigned.
EXPERIENCE/SKILLS
* Prior banking experience preferred.
* Strong written, verbal, analytical and presentation skills.
* Ability to interact effectively with a wide range of staff throughout the company.
* Good PC skills--proficiency in Microsoft Word and Excel essential.
EDUCATION
Bachelor's Degree required.
TRAVEL REQUIREMENTS
Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
$28k-32k yearly est. 6d ago
Intern, Information Technology Delivery, South Bend, IN (Summer 2026)
1St. Source 4.3
1St. Source job in South Bend, IN
Intern working as a member of the Information Technology Team during the Summer 2026. IT Internships offer great work experience to compliment your classroom learning and career goals. Interns will gain hands-on experience in a variety of IT positions. They will shadow and learn from IT team members on various roles and responsibilities. IT interns work closely with IT staff in the following areas: Project Management, Helpdesk Support, VOIP and Networking.
Essential Requirements
Requirements will depend on the internship area of expertise.
Assist with basic end-user support.
Assist with help desk calls, scheduling, and entering tickets.
Assist/support/configure hardware and software.
Assist with software installation.
Create and update technical documentation.
Assist with basic network and VoIP.
Assist with Office 365 applications.
Help with project planning and requirements gathering.
Help with IT inventory tracking.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Internship Basics
10-to-12-week summer duration desired, flexible start and end dates.
40-hour anticipated work week, Monday through Friday.
On-Site inSouth Bend, IN.
Paid opportunity.
Program Activities: Orientation Kick-off and networking opportunities with other Interns, Colleagues and Senior Management.
Intern Program Activities (anticipated, subject to change)
Orientation Kickoff.
Networking opportunities to connect you with other Interns, Colleagues and Senior Management.
Experience/Skills
High School Diploma/GED required.
Pursuing bachelor's degree in Information Technology desired.
Pursuing a career in banking.
Proficiency in MS Office software (Excel, Word) is essential.
Good organizational skills.
Analytical and problem-solving skills with attention to detail.
Able to prioritize workload and manage multiple competing tasks and demands.
Ability to meet deadlines.
Good written and verbal communication skills.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
$27k-30k yearly est. 60d+ ago
Financial Center Manager III - Vale Park (Valparaiso Indiana)
Fifth Third Bank, N.A 4.6
Valparaiso, IN job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. As a Financial Center Manager, you will: + Lead and coach a team that drives consistent operating rhythms and ongoing relationship management while providing a memorable customer experience.
+ Deliver an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment and are assigned to the best banker for proactive, ongoing support.
+ Lead by example by consistently using the consultative sales process to proactively identify the financial needs of current and prospective customers, as well as recommend the appropriate solutions to meet those needs.
+ Source, develop, coach and lead a team that reinforces our Core Values and business strategies.
+ Participate in activities that benefit the communities we serve.
+ Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee.
+ Enjoy a well-rewarded career with a company that helps you do your best work each day, provides the tools you need to succeed, and fosters a culture of engagement and support.
+ Serve as part of a team focused on improving lives and communities.
+ Drive the growth of the small business book of business for the Financial Center.
GENERAL FUNCTION: The Financial Center Manager (FCM) is responsible for leading and coaching a team that drives consistent operating rhythms and execution of customer onboarding and ongoing relationship management. Works to actively strengthenthefinancial center's book of business while providing an exceptional customer experience. Provides direction and oversight to the sales and service support, daily operations, and staffing needs, etc. to ensure high level of quality. Each financialcenteris tiered based on factors such as the number of households, revenue and opportunity. The FCM is accountable for the sustainment and growth of the business. The FCM will promote business growth through the development of deposits, assets,fee-basedservices and the development and retention of new and existing consumer and business customers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensuresthatactions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
+ Deepen Consumer and Small Business customer relationships by providing a memorable customer experience
+ Demonstrate and maintain a working knowledge about Fifth Third's products, services, processes, and internal resources to stay informed, guide and lead the team
+ Lead by example through consistent use of the consultative sales process to proactively identify the financial needs of the current or prospective customers and recommend the appropriate solutions to meet those needs
+ Deliver an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support
+ Responsible for sourcing, developing, coaching and leading a team that reinforces our Core Values and business strategies
+ Cultivate a One Bank culture that proactively collaborates with business partners
+ Participate in activities that benefit the communities we serve
+ Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee
+ Additional duties as assigned
SUPERVISORY RESPONSIBILITIES: Provides employees timely, candid and constructive feedback; assisting in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments. Assist in the development of appropriate talent pool to ensure adequate bench strength and succession planning.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ College degree or three (3) or more years of leadership experience in a sales environment
+ Previous management experienced required
+ Experience in financial industry and managing a P&L preferred
+ Ability to professionally represent Fifth Third Bank in verbal and written communication
+ Capable of analyzing credit and financial information
+ Ability to successfully execute and coach sales activities
+ Exhibits business acumen
+ Demonstrated ability in making sound decisions
+ This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration requiredforemployment in this position
WORKING CONDITIONS:
+ Normal office environment.
+ Extended viewing of computer screens.
+ Periodic travel within the Bancorp footprint to attend meetings and/or training.
Financial Center Manager III - Vale Park (Valparaiso Indiana)
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Valparaiso, Indiana 46383
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$90k-108k yearly est. 17d ago
Mortgage Loan Sales Specialist, Retail Mortgage Origination, South Bend, IN
1St. Source 4.3
1St. Source job in South Bend, IN
Oversees training for Mortgage Loan Originators (MLOs) and Mortgage Loan Assistants (MLAs) that includes web-based seminars, printed manuals, group sessions, training videos, and more. Responsible for gathering feedback, designing, updating, reviewing and developing MLO training programs. Stays current on regulatory and secondary market changes and trains the team as deemed appropriate. Prepares and organizes key monthly reports. Essential Requirements
Determines the most appropriate method for training, utilizing classroom, online instructor led, e-learning, webinar, jobs aids, authentic practice, and other methods. and displays an understanding of instructional strategies.
Designs, develops, evaluates and updates training programs and curriculums as needed.
Presents in-person and online training sessions to MLOs.
Coordinates training schedule for all new MLOs.
Leads Loan Operations (LO) related training sessions and serves as a resource for new MLOs.
Coordinates ongoing training and development for entire staff or remedial training when needed. Stays current on regulatory and secondary market items.
Develops new training for new products / services / processes implemented by the bank.
Serves as the primary contact for Mortgage related audits and remediation.
Prepares monthly reports and distributes to the appropriate parties.
Assists new MLOs with pipeline questions as they begin originating on their own. Works to ensure quality levels of new team members to ensure adherence to standards.
Provides assistance with questions and/or inquiries regarding all mortgage loan programs, mortgage insurance and private investor programs, policies and procedures.
Backs-up MLO with maintaining the progress of active applications by responding to customer calls/inquiries during originator vacations to facilitate application handling and meeting established timeframe standards.
Industry Knowledge Requirements
Remains current on secondary market standards, communicates changes to the Mortgage Division and incorporates them into the bank's policies and procedures as appropriate.
Assists in movement of loans through pipeline serving as a resource for loan structuring, compliance issues, and system knowledge by having in-depth understanding and working knowledge of related company policies and procedures, investor guidelines, mortgage insurance guidelines, FCRA and all regulatory requirements as needed.
Participates in identifying process improvement recommendations in collaboration with front line sales and back-office operations staff. Provides feedback for new and existing processes and for improvements that will support the efficient and effective achievement of loan origination goals and strategic objectives.
Identifies and evaluates new programs/products and participate in the decision as to which of them will most effectively drive profit for the organization.
Regulatory and Compliance Requirements
Remains current on compliance and regulatory changes, communicates changes to the entire Mortgage Division and incorporates them into the bank's policies and procedures as appropriate
Satisfactorily maintains high level mortgage lending knowledge, compliance, other bank programs, and NMLS registration on ongoing basis.
Collaborates with other functional bank departments to interpret regulatory guidelines and/or to establish operational procedures or other steps required to achieve effective implementation strategies.
Regular and predictable attendance is an essential requirement of the position.
Completes all compliance training as required.
Understands and adheres to all applicable laws and regulations and requirements that apply to the position.
Non-Essential Functions Performs all other duties as assigned Experience/Skills
Five (5) years of training and/or project management experience preferred.
Knowledge of technology for providing various methods of training, making assignments and tracking course attendance.
Good organizational skills.
Ability to communicate effectively and clearly.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Attention to detail.
Ability to work independently.
Ability to handle multiple tasks in a fast-paced, high-intensity environment.
Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
EDUCATION Bachelor's degree preferred. TRAVEL REQUIREMENTS Ability to travel as needed for training, meetings, projects, seminars, etc.
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office, Outlook, computer, fax, phone and standard office equipment.
$33k-37k yearly est. 11d ago
Intern, Credit, South Bend, IN (Summer 2026)
1St. Source 4.3
1St. Source job in South Bend, IN
Intern working as a member of the Credit Team during the Summer 2026. Credit Interns are exposed to different areas of the Credit Services department, such as Auto, Construction, Aircraft, Small Business, Commercial, Specialty Vehicle, Truck/EEF and International Business.
Essential Requirements
Learn the basics of Commercial Lending/Credit Underwriting.
Assist with obtaining credit information.
Perform credit file maintenance, request/review financial information, and complete additional research as required.
Assist with performing periodic financial review of current customers.
Attend Credit Committees as an observer to learn about the credit approval process.
Complete assigned reports and/or projects by management by identified deadline.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Internship Basics
10-to-12-week summer duration desired, flexible start and end dates.
40-hour anticipated work week, Monday through Friday.
On-Site inSouth Bend, IN.
Paid opportunity.
Program Activities: Orientation Kick-off and networking opportunities with other Interns, Colleagues and Senior Management.
Intern Program Activities (anticipated, subject to change)
Orientation Kickoff.
Networking opportunities to connect you with other Interns, Colleagues and Senior Management.
Experience/Skills
High School Diploma/GED required.
Pursuing bachelor's degree in Accounting or Finance desired.
Pursuing a career in banking.
Proficiency in MS Office software (Excel, Word) is essential.
Good organizational skills.
Analytical and problem-solving skills with attention to detail.
Able to prioritize workload and manage multiple competing tasks and demands.
Ability to meet deadlines.
Good written and verbal communication skills.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
$25k-29k yearly est. 60d+ ago
Personal Banker (Client Services Associate), Valparaiso Circle Banking Center, Valparaiso, IN
1St. Source 4.3
1St. Source job in Valparaiso, IN
Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services. ESSENTIAL REQUIREMENTS
Processes banking center transactions, safe deposit, cash machine and vault balancing activities, following bank policies and procedures.
Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.
Opens personal accounts, CD's and cross-sells bank services.
Answers client inquiries and resolves less complex issues.
Builds client loyalty; establishes client relationships, including addressing each client by name.
Consistently delivers exceptional customer service to each and every client.
Adheres to established bank policies, procedures and guidelines.
Participates in retail sales programs to help meet personal and banking center goals.
Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary.
Assists Manager with audits, reporting and scheduling as requested.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all training related to the position.
Understands all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONS
Demonstrates appropriate levels of interpersonal skills for clients and staff members.
Performs all other duties as assigned.
EXPERIENCE/SKILLS
Four (4) or more years of retail banking experience preferred.
Customer service and sales oriented.
High degree of attention to detail.
Good written and verbal communication skills.
Good PC skills - proficiency in Microsoft word and Excel essential.
Ability to cross-sell bank products and services.
Highly motivated.
Ability to work in a team atmosphere.
Ability to stand for prolonged periods of time.
Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
Ability to handle multiple tasks in a fast-paced environment.
EDUCATION
One (1) - three (3) years college preferred.
TRAVEL REQUIREMENTS
Ability to travel to all banking centers; as well as other locations for meetings, projects, training and seminars (as needed).
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
$25k-28k yearly est. 15d ago
Mortgage Loan Originator
Fifth Third Bank, N.A 4.6
Michigan City, IN job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Assumes overall responsibility for the residential mortgage loan from application to closing.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Develop referral contacts (realtors, builders, professional and personal contacts).
+ Maintain knowledge of Fifth Third Mortgage Company's policies and procedures.
+ Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines.
+ Follow defined protocol for escalation exceptions.
+ Take applicant applications by completing Fannie Mae form 1003 on the laptop.
+ Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS.
+ Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management.
+ Manage pipeline for all originated loans through closing and complete required management reports.
+ Communicate with branches and/or applicants of providing timely updates and progress reports.
+ Maintain high levels of customer service while managing each applicant's and support staff's expectations.
+ Attend and participate in all Consumer Lending meetings as required by management.
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
+ High school diploma or equivalent mandatory. Four-year college degree preferred.
+ Knowledge of conventional and/or government lending guidelines.
+ Knowledge of residential mortgage processing, underwriting, and closing procedures.
+ Knowledge of federal lending regulations governing real estate lending.
+ Demonstrated organizational skills.
+ Strong written and verbal communications skills.
+ Demonstrated teamwork and customer service skills.
+ Proven computer skills.
+ Basic sales technique skills.
+ Strong desire to excel in a competitive environment.
+ This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
Mortgage Loan Originator
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Michigan City, Indiana 46360
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$29k-34k yearly est. 60d+ ago
Relationship Banker
Old National Bank 4.4
Warsaw, IN job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
* Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
* Cross sells products and services and refers to business product partners to ensure client needs are met.
* Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
* Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
* Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
* Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
* Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
* Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
* Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
* Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
* Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
* Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
* Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
* Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
* Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
* Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
* Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
* Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
* Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
* Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
* High School diploma or GED Equivalent
* Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
* Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
* Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
* Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
* Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
* May manage an assigned client portfolio to handle all consumer banking relationship needs.
* Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
* Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
* High School diploma or GED Equivalent
* Minimum one year relationship-based client consultation and/or consultative sales experience
* Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
* Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
$17 hourly Auto-Apply 28d ago
Inbound Customer Service Center Representative I, PART TIME, Customer Service Center, South Bend, IN
1St. Source 4.3
1St. Source job in South Bend, IN
To provide quality service to clients via telephone, responding to both internal and external customers, and assist in customer needs and problem resolution. Center hours are Monday through Friday 8 a.m. to 8 p.m. and on Saturdays 9 a.m. to 1 p.m. Must be available to work a flexible schedule.
ESSENTIAL REQUIREMENTS
Accurately responds to both external and internal customer inquiries ensuring that all needs are met and handled appropriately during their initial contact.
Assist Customer Service Center Management team to evaluate the current approach to resolving client online banking, text banking, and VRU accessibility issues.
Make recommendations, based on IT training and experience, on improving current solutions and/or developing a program that will provide a consistent application of troubleshooting of technology issues.
Responsible for servicing existing and potential customers via telephone inquiries.
Ability to listen carefully, probe for additional details, and ask targeted questions to gather information.
Exceeds customer expectations through the superior, consistent delivery of products and services with the objective of enhancing customer loyalty and expanding customer relationships.
Learns and maintains a vast amount of knowledge pertaining to products, procedures, and policies. Uses knowledge to make effective recommendations to customers to resolve initial and additional needs.
Provides efficient and responsive customer service to customers by maintaining an acceptable level of productivity as measured through established metrics, which includes (but are not limited to) schedule adherence, availability, and attendance.
Effectively works individually and in a team environment.
Develops customer rapport and discovers customer needs.
Regular and predictable attendance is an essential requirement of the position.
Completes compliance training as required.
Understands all laws and regulations that apply to the position and complies with the requirements.
Uses various computer systems for information gathering and/or troubleshooting as needed.
Performs all other duties as assigned.
EXPERIENCE/SKILLS
One (1) or more years of previous banking experience preferred.
Ability to work in a team atmosphere.
Excellent communication skills, within an environment of heavy phone-based interaction.
Strong problem-solving skills.
Strong organizational and time management skills to perform multiple tasks within a limited time frame.
Ability to treat people with respect under all circumstances, instills trust in others, and upholds the values of the organization.
Bilingual speaking (English/Spanish) preferred.
Computer skills (Word and Excel); ability to navigate through various software and systems.
EDUCATION
High School Diploma/GED required.
TRAVEL REQUIREMENTS
Minimal or occasional travel for meetings, projects or training as needed.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
$30k-32k yearly est. 60d+ ago
Application Specialist II, Information Technology, South Bend, IN
1St. Source Bank 4.3
1St. Source Bank job in South Bend, IN
Responsible for supporting and enhancing internal and vendor-managed applications within the IT Operations team. ESSENTIAL REQUIREMENTS * Collaborates with business units to understand requirements and delivers effective application support.
* Develops and executes test plans to validate code and system changes.
* Adheres to change control procedures for migrating code from test to production environments.
* Documents and maintains process flows, technical procedures, and system configurations.
* Identifies and implements process efficiencies through automation and optimization.
* Supports application performance and availability in accordance with defined SLAs.
* Serves as a subject matter expert for a wide range of internal and third-party applications.
* Assists with server-class installations and upgrades in collaboration with vendors and system engineers.
* Installs, configures, and manages Microsoft SQL Server environments.
* Writes and optimizes SQL queries; designs logical table relationships.
* Implements and manages Microsoft security structures and access controls.
* Participates in project lifecycle activities from development through testing and implementation.
* Provides regular updates on task and ticket progress to management.
* Assists with managing cloud-based databases, including basic performance tuning, backup/recovery, and security tasks under guidance.
* Supports cloud infrastructure initiatives and gains exposure to platforms such as Azure.
* Contributes to automation efforts (e.g., PowerShell) for routine tasks and process improvements.
* Participates in project implementation activities, including planning, testing, and deployment phases.
* Follows internal policies and assists in ensuring compliance with regulatory and security standards.
* Collaborates with senior team members on DevOps practices.
* Regular and predictable attendance is an essential requirement of the position.
* Responsible for the completion of all compliance training related to the position.
* Understands all applicable laws and regulations that apply to the position and comply with the requirement
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
* Three (3) - five (5) years of experience in application support, software development, or a related IT role.
* Experience working across diverse business areas and with external vendors.
* Familiarity with CI/CD pipelines is a plus.
* Works independently with minimal supervision while managing multiple priorities.
* Strong understanding of application integration and data flow concepts.
* Proficiency in SQL and familiarity with Microsoft technologies.
* Strong technical acumen.
* Ability to collaborate with internal stakeholders.
* Deep understanding of application interfaces and data flows.
EDUCATION
Associate's or Bachelor's degree in Computer Science or a related field preferred.
TRAVEL REQUIREMENTS
Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, training, seminars, etc.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, phone and standard office equipment.
$57k-68k yearly est. 55d ago
Intern, Electronic Banking, South Bend, IN (Summer 2026)
1St. Source 4.3
1St. Source job in South Bend, IN
The Electronic Banking Intern will support the Bank's digital strategy by conducting primary and secondary research on Gen Z client behaviors, preferences, and expectations. This intern will analyze how younger clients (and potentially more importantly those that are not yet clients) interact with digital banking tools, identify usability and communication gaps, and present actionable recommendations that support future design and engagement improvements. In addition to their individual project work, the intern will gain direct exposure to the core disciplines within Electronic Banking, including Support Operations, Harvester Optimization, Reporting and Analytics, and Enterprise Projects. This rotational experience will provide a holistic understanding of how digital banking functions as an integrated operation serving both clients and internal partners.
Essential Requirements
Conduct qualitative and quantitative research on digital banking experiences among Gen Z users (e.g., peer surveys, focus groups, app reviews).
Benchmark other community banks and fintechs to identify best practices for mobile and online banking engagement.
Summarize findings and present actionable recommendations to the Electronic Banking leadership and Marketing teams.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Internship Basics
10-to-12-week summer duration desired, flexible start and end dates.
40-hour anticipated work week, Monday through Friday.
On-Site inSouth Bend, IN.
Paid opportunity.
Program Activities: Orientation Kick-off and networking opportunities with other Interns, Colleagues and Senior Management.
Intern Program Activities (anticipated, subject to change)
Orientation Kickoff.
Networking opportunities to connect you with other Interns, Colleagues and Senior Management.
Exposure to Digital Banking operations, reporting, and client experience initiatives
Hands-on Gen Z research project: develop and execute peer insights survey, summarize key findings
Capstone presentation of recommendations to the Electronic Banking leadership team
Experience/Skills
High School Diploma/GED required.
Pursuing bachelor's degree in Business, Marketing, Data Analytics, Management Information Systems, or related field.
Interest in banking, digital user experience, financial technology, or customer behavior research.
Experience or coursework in survey design, data visualization, or UX research preferred.
Strong communication and storytelling skills - ability to translate data into actionable insights.
Proficiency in MS Office software (Excel, Word) is essential.
Good organizational skills.
Analytical and problem-solving skills with attention to detail.
Able to prioritize workload and manage multiple competing tasks and demands.
Ability to meet deadlines.
Good written and verbal communication skills.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.