Ascend Federal Credit Union jobs in Murfreesboro, TN - 2571 jobs
Commercial Lending Review Portfolio Analyst
Ascend Federal Credit Union 4.0
Ascend Federal Credit Union job in Murfreesboro, TN
ABOUT US
Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 260,000 members from 27 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union's sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward.
WHAT WE OFFER
Thank you for your interest in a career with Ascend Federal Credit Union! Being employed by Ascend is vastly different than just holding a job. The credit union prides itself on providing employees rewarding career opportunities, competitive benefits and a unique work culture. The credit union's commitment to its employees is fostered by its commitment to the member-owners, ensuring dedicated and engaged employees to serve the membership. Ascend's vision to be the most loved credit union in our market by employees and members alike has earned the credit union distinctions including Federal Credit Union of the Year (NAFCU, 2015), Best Credit Union to Work For (2016-2025) and Training MVP Awards (2015-2025).
WHAT YOU WILL DO EVERYDAY
The Commercial Lending Review Portfolio Analyst is dedicated to managing and executing the annual review process in the gathering of updated financial information as required; performing systematic post-close data reviews of commercial loan originations, modifications, and relationships within the core system and loan administration software; and maintaining ticklers and covenants as they pertain to annual review relationships. Expected to consistently maintain a high degree of productivity to ensure timely completion of system reviews and annual review responsibilities.
#LI-Onsite
HOW YOU WILL MAKE AN IMPACT
Prepare and proactively manage internal controls to monitor the gathering and receipt of updated financial information for annual review relationships. This includes managing a staggered correspondence timeline dependent upon financial covenants and tax return filing deadlines.
Verify updated financial documentation received is complete, legible, and saved to the departmental drive and appropriately indexed in the document library of loan administration software.
Auditing and updating core system tracking records and loan administration ticklers and covenants as required to finalize annual review completion.
Maintain departmental reporting for the status and completion of annual reviews to be reported to senior management.
Review of system data to ensure all appropriate and required loan terms, collateral, and loan coding have been properly board into the core system and loan administration software under the terms and conditions of the loan documentation with exceptions documented appropriately.
Verify departmental loan documentation and credit file checklists have been completed accurately inclusive of appropriate waivers or exceptions to internal policy and procedures.
Verify the loan relationship has been accurately entered into the tickler and covenant monitoring tracking system with each origination, modification, or audit.
Completion and updating of risk rating migration tracking over the life of the loan.
Determine if approval procedures and loan authorities adhere to established credit union guidelines and appropriate documentation of approval is provided.
Generate, monitor, and review tickler reports on weekly basis to maintain data accuracy.
Review externally prepared commercial appraisals and evaluations as well as internally prepared evaluations and appraisal updates.
Complete tax assessment re-evaluations of collateral as assigned.
Complete all required annual compliance training and/or job specific training as assigned.
Maintain up-to-date knowledge in financial analysis and regulatory compliance applicable to member business and commercial lending by participating in on-going training and self-development through independent study.
Read all internal publications including HUB and Possibilities.
Perform other duties as required or assigned.
Please note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. The organization reserves the right to modify, add, or remove duties at any time, with or without notice, to meet business needs.
WHAT YOU WILL NEED TO SUCCEED
Education
Four year college degree in business or finance, or equivalent finance experience in a commercial/business lending environment
Work Experience
3-5 years of similar or related experience is required
Knowledge, Skills, and Abilities
Knowledge of internal lending policies and NCUA regulations, or willingness to learn.
A high level of problem solving skills, and the ability to communicate in a clear, concise manner.
A high level of accuracy and attention to detail.
Excellent verbal and written communication skills to communicate professionally with lending personnel and create reports of review findings.
Effective organizational and analytical skills with high degree of computer literacy
Demonstrate ability to prioritize multiple projects.
Possession of a valid, unrestricted driver's license.
Ability to operate or have ability to be trained to operate related office equipment, including calculator, computer terminal (PC), multifunction copier, laser printer, receipt printers and telephone.
Able to identify common tax return forms and other financial documents.
Strong organizational skills working in high volume environment.
Self-starter with ability to identify areas of opportunity and initiates action independently.
Familiarity with commercial loan documentation.
Regular and reliable attendance is required.
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Ascend Federal Credit Union is an Equal Opportunity Employer.
$56k-70k yearly est. Auto-Apply 6d ago
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Tullahoma Teller I
Ascend Federal Credit Union 4.0
Ascend Federal Credit Union job in Tullahoma, TN
ABOUT US
Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 260,000 members from 27 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union's sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward.
WHAT WE OFFER
Thank you for your interest in a career with Ascend Federal Credit Union! Being employed by Ascend is vastly different than just holding a job. The credit union prides itself on providing employees rewarding career opportunities, competitive benefits and a unique work culture. The credit union's commitment to its employees is fostered by its commitment to the member-owners, ensuring dedicated and engaged employees to serve the membership. Ascend's vision to be the most loved credit union in our market by employees and members alike has earned the credit union distinctions including Federal Credit Union of the Year (NAFCU, 2015), Best Credit Union to Work For (2016-2025) and Training MVP Awards (2015-2025).
WHAT YOU WILL DO EVERYDAY
Create a positive member experience by accurately and efficiently processing routine transactions including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Promote and advise members of credit union products and services. Responsible for balancing each day's transactions and verifying cash and check totals.#LI-Onsite
HOW YOU WILL MAKE AN IMPACT
Represent the credit union in a courteous and professional manner to members and the general public. Provide prompt, efficient, and accurate service in the processing of transactions.
Receive checks and cash for deposit to various accounts and enter transactions into credit union records. Cash checks and perform account transfers and withdrawals upon verifying signatures and account balances. Inspect all checks, bonds, money orders, travelers' checks, etc. to determine their negotiability.
Help increase member awareness of our services in order for the credit union to become the member's primary financial institution and build successful long-term relationships. Explain features and benefits of services. Cross offer potential services by assessing member needs based on conversation cues and current member relationship.
Perform other teller duties including balancing cash drawer daily, balance and submit checks in ITC system, stop payments and research requisitions, obtain statement copies, make advances on open-end loans and assist member with safe deposit box access. Process advances on credit cards including operation of the Verifone to obtain card authorization. Sell and issue cashiers' checks, travel cards and gift cards.
Follow policy and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) daily to ensure compliance with current regulations.
Process check orders through the Harland website.
Assist members and assistant branch manager with self-service coin machine, as needed. Perform back office duties including balancing and preparing coin shipment (as assigned by manager/assistant branch manager/head teller).
Assist with posting night deposit or mail transactions, if applicable to branch.
Assist with loading/unloading, auditing, balancing, etc., of the VISA instant issue stock/machine.
Actively participate in credit union marketing promotions and branch sales programs in order to meet or exceed financial center goals. Assist with business development efforts and refer potential SEGS for marketing follow up.
Assist members with electronic services, i.e. online banking, STAR, Remote Deposit Capture, etc.
Assist with opening and closing of office, i.e. audit travel and gift cards, balance vault cash, cash dispense teller machines and recycler (if applicable to location). Ensure all security procedures are followed.
Assist the Receptionist by helping to direct lobby traffic and logging members in Lobby Tracker.
Read all internal publications including HUB and Possibilities.
Perform other duties as required or assigned.
Please note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. The organization reserves the right to modify, add, or remove duties at any time, with or without notice, to meet business needs.
WHAT YOU WILL NEED TO SUCCEED
Education
High School Diploma or equivalent is required
Work Experience
Prior experience working in a financial institution is preferred
Prior work experience in a service industry is preferred
Prior cash handling experience is preferred
Knowledge, Skills, and Abilities
Ability to complete transactions accurately
Must possess the ability to communicate with members in a positive and helpful manner
Working knowledge of computer programs including Microsoft Outlook and the internet
Must be able to learn to operate all related office equipment
Regular and reliable attendance is required
CONNECT WITH US
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Ascend Federal Credit Union is an Equal Opportunity Employer.
$28k-32k yearly est. Auto-Apply 60d+ ago
Client Manager - US Large Market
American Express 4.8
Nashville, TN job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
**Job Responsibilities:**
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies
+ Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment
+ Ability to effectively influence and manage change and display solid leadership skills.
+ Sells with integrity, in alignment with compliance and internal partner business requirements.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023645
$89.3k-150.3k yearly 2d ago
Appraisal Officer
Renasant Bank 4.3
Nashville, TN job
Job ID 2025-14456
The Appraisal Officer serves as a business partner and consultant to the areas assigned to support.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Manage an active pipeline of appraisals and evaluations
Analyze appraisals as to content, USPAP compliance, FIREEA compliance, and credibility of value indications
Perform written evaluations on real estate
Maintain and enhance the relationships with the bank's customers and referral sources
Participate in setting organizational and departmental goals and expectations where appropriate
Monitor new developments in appraisal policies and compliance with appropriate regulations and suggest changes in appraisal review policy
Provide guidance for lending personnel
Participate in community activities and events
Perform other related duties as assigned
Qualifications
High School diploma or equivalent
Minimum of 4 years of job related experience
Certified General Real Estate Appraisal License required
Completion of all necessary continuing education for a Certified General Appraisal license
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, lenders, customers and the general public
Ability to apply concepts such as discounted cash flow models, direct capitalization, sales comparison, cost approach and proportions to practical situations within the review and evaluation process
Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
Ability to communicate orally and electronically with lenders and others as to the appraisal review and evaluation process
Knowledge of Federal and State laws and regulations involving real estate appraisals
Proficient in Microsoft Office suite of products including Outlook, Word and Excel
Physical Demands
The physical demands described 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 with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$36k-60k yearly est. 5d ago
Treasury Solutions Support Specialist
Renasant Bank 4.3
Memphis, TN job
Job ID 2026-14997
The Treasury Solutions Support Specialist fulfills a key role for Renasant Bank's Treasury clients. This person must be motivated and passionate in creating legendary client support experiences through inbound and outbound service interactions with Treasury Solutions clients. This position serves as the front line for Treasury Solutions to respond to questions and issues, from clients and our banking partners, in a timely and efficient manner.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Must be a passionate advocate for providing exceptional client experiences for all Treasury Solutions products thereby attaining client retention and referenceability
Capture customer information in the core system or CRM database that promotes Know Your Customer as related to their Profile, Relationship, Preferences, and Interactions
Document the problem solving process such as decisions made, actions involved and final resolution in the core system or CRM database
Ensure that all relevant parties are updated frequently through the core system or CRM
Resolve client requests through proficient use of system tools, research and navigation within/outside the organization, or escalation to appropriate resource
Ensure any follow-up needed is provide timely
Escalate all complex and technical questions and issues to the appropriate resource as quickly and efficiently as possible ensuring that all known data regarding the incident is provided
Display patience and empathy in handling tough cases and/or difficult clients
Gather and document client feedback for sharing with the Product and Sales teams
Engage in continuous self-performance evaluation and self-training projects
Stay current and knowledgeable on all Treasury Solutions products and services
Stay current on industry trends (market conditions, regulatory changes, and competitor offers) to be effective in responding to client inquiries and needs
Adhere to Renasant Bank's Service Standards Policy and Core Values - RNSTX
Flexibility with work schedule, including possible nights and weekends
Adhere to regulatory guidelines for customer authentication and product disclosures
Maintain confidentiality and security of customer information according to regulatory guidelines and company policies
Seek opportunities to differentiate the customer experience through identifying solutions suitable for client's current or future needs based on life events and risk tolerances
Perform other related duties as assigned
Qualifications
A high school diploma or equivalent; Bachelor's degree is preferred
At least three years' banking experience with at least 1 year in a client facing role
A proven track record of understanding the client needs and delivering exceptional client service consistently
Excellent written and verbal communication skills is required. The Specialist must be able to manage internal and external relationships efficiently and effectively with the ability to articulate solutions to both internal and external stakeholders.
Excellent customer service skills
Strong analytical and problem solving skills
Demonstrated initiative and innovation to resolve issues effectively and efficiently - ability to "think outside the box"
PC Proficiency with various systems and software, including but not limited to Microsoft Office products
Must be able to:
Work and collaborate with others as a team at all levels
Multitask effectively
Organize and prioritize tasks to achieve goals
Perform role with minimal supervision
Be committed to seeking opportunities for continuous improvement and possess the ability to achieve results despite challenges
Ability to understand and apply policies and procedures of federal/state regulations
Physical Demands
The physical demands described 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 with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$27k-33k yearly est. 5d ago
SBA Banker III
Seacoast National Bank 4.9
Memphis, TN job
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$42k-70k yearly est. 5d ago
Commercial Real Estate Relationship Manager IV
Atlantic Union Bank 4.3
Knoxville, TN job
The CRE Relationship Manager IV assumes the overall responsibility, development and management of their borrowing and non-borrowing portfolio and underwrites, originates and effectively manages a portfolio of loans generally secured by commercial and/or residential real estate collateral. Provides advice and guidance on policies and manages larger and more complex loan relationships as well as more complex lending structures. Participates in the development of new business by acquiring, retaining and expanding client relationships and may assist other lenders with underwriting of commercial real estate loans.
Position Accountabilities
Responsible for growing a high-quality portfolio of real estate loans and associated deposits within designated market area
Develop and maintain a quality loan portfolio
Maximize bank profitability through appropriate pricing of new loan originations, fee income, and cross selling of all bank products & services, including deposits and Treasury Services products
Pre-screen potential new loans with credit officer to determine appropriate structure
Prepare loan approval packages for approval and facilitate through process
Monitor loan portfolio and maintain updated financial information
Manage the bank's complex commercial real estate loan relationships
Responsible for making business development calls and contributing to overall Bank objectives of quality new loan and deposit growth
Sell and cross-sell deposits and other bank products such as Treasury services in a profitable manner
Make recommendations to management on procedural improvements
Assist other Relationship Managers as needed with customer requests and serves as a source for real estate lending knowledge
Assist in mentoring teammates, to include credit analysis, financial spread sheet preparation and underwriting
Maintain pipeline of existing relationships and new prospects
Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines
Participate in community and business functions/groups to ensure a positive image for the bank within the region's marketplace. Establishes referral contacts and Centers of Influence (COI) within the community
Regularly corresponds with Senior Credit Officer(s); Loan Review Department; attorneys, loan support and loan processing areas
Seek out largest and most complex CRE customers
Other duties as assigned
Organizational Relationship
This position typically reports to a Team Leader, Group Leader or Regional President
Position Qualifications
Education & Experience
Bachelor's degree in Business, Economics, or finance preferred or equivalent banking experience
Minimum 10 years of commercial real estate banking experience and a proven track record of generating deposit and fee income
Knowledge & Skills
Very strong credit skills evident
Ability to manage large and complex relationships and more complex lending structures
Proficient in analyzing commercial real estate credit applications
Advanced knowledge of typical CRE collateral documentation - title insurance, deeds of trust, assignment of rents & leases, hazard insurance, flood insurance, UCC filings, etc.
Thorough knowledge of financial and credit aspects of commercial real estate lending such as credit analysis, global cash flow analysis and Debt Service Coverage
Comprehensive knowledge of commercial appraisal and loan underwriting methodologies
Possess high level interpersonal, verbal and written communication skills
Ability to plan and implement a targeted marketing and sales program to attract new customers and improve quality of existing customer relationships
Participation in local industry-related organizations to develop professional contacts, keep market knowledge current, and identify qualified prospects
Excellent organizational skills, initiative, dependability and ability to work with minimal direction
Ability to manage multiple projects while meeting goals
Strong knowledge of Microsoft Office including Outlook, Word and Excel
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$53k-81k yearly est. 5d ago
Member Service Representative (Full-Time) - Millington
Navy Federal Credit Union 4.7
Millington, TN job
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 5600 Navy Road, Millington, Tennessee 38053
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
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and
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$28k-35k yearly est. 6d ago
Mortgage Banker
Renasant Bank 4.3
Franklin, TN job
Job ID 2025-12944
The Mortgage Banker will be responsible for establishing and maintaining relationships with Renasant Bank Branch Managers, Realtors, and Builders throughout a designated service area for the purpose of generating production of all one to four family residential products (conforming, conventional, FHA, and VA, as well as other products as they become available). This individual will serve as the facilitator of the mortgage loan process and also must maintain productive relationship with mortgage operations staff.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Originate all types of 1-4 family residential loans
Maintain written goals that are created in conjunction with the Mortgage Banking Department
Coordinate loan production throughout assigned service area
Maintain prescribed system status report of all loan cases in process
Report monthly on the calls made to banks, realtors, and builders
Communicate with the Mortgage Banking department in order to clarify program changes or updates to branch personnel throughout assigned service area
Counsel and communicate with the prospective borrower for the purpose of determining what loan products would be applicable
Schedule appointments to take applications at a location (home, branch office, or work location) convenient to the customer, and work with the customer in the completion of an accurate application and acquisition of supporting documentation
Gather additional information required for the closing of the mortgage which is requested by the Mortgage Banking Department in a timely manner and maintain a status report of all loans in process
Assist customer with closing contingencies
Prepare Good Faith Estimate and Truth-In-Lending within 72 hours from date of application on all applications taken
Provide the Realtor (if applicable) with a weekly written review on the progress of the loan
Educate and update branch personnel throughout immediate service area on identification of conforming loan requirements and how to answer customer inquiries
Establish rapport with the local real estate community and update regularly on programs available by calling on realtors, builders, and attorneys that have an existing relationship with Renasant Bank for the solicitation of the origination of mortgage loans and to determine product needs and coordinate these needs with supervisor
Survey local market areas regularly
Establish priority accounts (realtors, builders, title companies, etc.) and visit respective offices at least once a week
Conduct seminars for local realtors and new associates on different aspects of lending; i.e., conventional, FHA/VA, ARM's, CRA)
Become active in local affiliations relative to mortgage loan production; i.e., Board of Realtors, Home Builders Association
Perform all duties in compliance with state and federal regulations and internal policies and procedures as is applicable to the responsibilities of the position
Attend production meetings as designated by management
Maintain licenses and certifications, if applicable
Work independently in an outside sales setting which requires reliable transportation
Perform other related duties as assigned
The aforementioned duties are all essential job functions of this position.
Qualifications
High School diploma or equivalent required
Ability to originate 1-4 family residential mortgage products
Thorough knowledge of FHLMC/FNMA, FHA, VA, and other general mortgage banking lending procedures and requirements
Ability to communicate verbally and in writing and to deal cordially with the public
Ability to organize time effectively
Ability to learn and comprehend regulatory directives and procedures in a short period of time
Ability to represent Renasant Bank in a professional manner projecting the image of "Customer Focused Banking"
Ability to work independently and make decisions following state and federal regulatory guidelines
Must have a reliable means of transportation to facilitate responsibilities
Physical Demands
The physical demands described 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 with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$19k-29k yearly est. 5d ago
Branch Manager
Renasant Bank 4.3
Memphis, TN job
Job ID 2025-14764
The Branch Manager will drive a best in class branch experience for customers and employees by leading, coaching and managing in 5 primary areas of responsibility: customer engagement/sales execution, service execution, operational excellence, leadership and management. With a deep understanding of the Renasant Bank customer engagement model, you spend time mentoring and inspiring team members all while serving as a role model for your team and strengthening the community in which you serve. As a result of the Branch Manager leadership and coaching, the branch is expected to exceed all sales, service and operational goals by executing service, sales and marketing strategies for the branch. The Branch Manager is accountable for growth goals set by market opportunity and will effectively partner with market leaders to serve the lending needs of small business and consumer customers. Market opportunity may drive a greater dedication to the business lending needs with expectation to achieve lending goal.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Ensure best in class customer experience by implementing, coaching and developing branch teammates on our service excellence standards
Implement Understanding You Customer Engagement model consistently through coaching, role modeling, and developing branch teammates
Achieve consistent and balanced branch results in deposit growth, loan growth through referrals, branch income and noninterest expense management and the sale of other bank products and services
Maximize sales opportunities by developing new business and maintaining existing relationships, including business development calls and representing the bank at community and customer events
Hold individuals and team accountable to achievement of their sales, service and operations objectives to include individual loan growth goals when applicable
Create a daily individual and branch/team level focus on deepening customer relationships and consistent execution of service standards, customer retention, etc.
May be responsible for the development of small business and consumer loans (i.e. management of customers through the loan process from origination to closing) as well as effective overall portfolio management for an individual book of business
Carry ultimate responsibility for all operational functions and procedures for the branch, including but not limited to retail processes, audit matters and retail documentation, and when applicable, may supervise an assistant branch manager who will oversee these responsibilities, and engaging and communication with the Retail Branch Administrators, among others
Maintain a culture of risk management, including but not limited to managing operational losses, controllable losses and controllable expenses for the branch
Manage branch team, including but not limited to hiring, scheduling, coaching, discipline, performance development (or improvement), identifying and scheduling learning and development opportunities aligned with core values and behaviors
Serve as a backup to the internal customer needs as branch staffing requires
May supervise one or more individuals who supervise other employees and/or processes in the branch and/or have oversight for multiple branches
Responsible for facility management, including but not limited to maintenance needs and security, opening and closing procedures
Perform other related duties as assigned
Qualifications
High school diploma or equivalent. College education preferred, but not required
Minimum of 3 years of retail banking experience, or comparable experience deemed transferable
Minimum of 2 years of leadership/coaching experience and successful personal sales experience in a customer facing role
Minimum of 1 year business development experience preferred
If branch has a lending growth goal in excess of $500,000:
Minimum of 3 years of direct lending experience including small business and consumer lending product or equivalent experience working in a credit related function and;
Demonstrated ability to read, analyze and interpret balance sheets and income statements
Effective written and verbal communication skills
Ability to solve problems and make decisions quickly and effectively to positively impact the business and the customer experience
Ability to manage a diverse team with a strong sense of teamwork; ability to work cooperatively in a team environment as well as partner with other lines of business
Attention to detail with strong record of accuracy in handling of transactions
Comfortable using a variety of technology software products to process transactions
Strong analytical skills and attention to detail with strong record of accuracy in handling of transactions
Ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
Ability to travel for business development and market meetings, as well as travel required for training and development opportunities
Physical Demands
The physical demands described 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 with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$40k-52k yearly est. 5d ago
Third Party Risk Associate
Ascend Federal Credit Union 4.0
Ascend Federal Credit Union job in Tullahoma, TN
ABOUT US
Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 260,000 members from 27 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union's sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward.
WHAT WE OFFER
Thank you for your interest in a career with Ascend Federal Credit Union! Being employed by Ascend is vastly different than just holding a job. The credit union prides itself on providing employees rewarding career opportunities, competitive benefits and a unique work culture. The credit union's commitment to its employees is fostered by its commitment to the member-owners, ensuring dedicated and engaged employees to serve the membership. Ascend's vision to be the most loved credit union in our market by employees and members alike has earned the credit union distinctions including Federal Credit Union of the Year (NAFCU, 2015), Best Credit Union to Work For (2016-2025) and Training MVP Awards (2015-2025).
WHAT YOU WILL DO EVERYDAY
As a Third Party Risk Associate, you will report to the Assistant Vice President, Risk Management and provide support to the organizational Enterprise Risk Management (ERM) framework. This position ensures that third-party risk is effectively managed to a level consistent with the organization's risk tolerance. You will be responsible for conducting vendor risk assessments, thoroughly reviewing due diligence documentation, and consistently monitoring vendor performance. This role demands an in-depth understanding of Third-Party Risk Management (TPRM) principles and practices. #LI-Onsite
HOW YOU WILL MAKE AN IMPACT
Collaborate with the Assistant Vice President, Risk Management to ensure all current and potential third-party risks are accounted for in risk assessments.
Perform inherent risk assessments for new vendors and vendors with changes in the products/services they provide the credit union. Ensure inherent risk assessments for all vendors are current.
Coordinate the collection of due diligence documentation from vendors and vendor client portals with vendor management team. Review due diligence documentation to identify any potential risk and ensure adequate mitigation is in place. Follow-up with vendor management team to obtain any outstanding documentation and resolve any due diligence questions.
Conduct residual risk assessment meetings with vendor relationship managers and applicable stakeholders. Document rationale for ratings, especially those that do not reflect the direction of the due diligence documentation. Ensure contingency plans are documented for vendors with residual risk ratings of “Watchlist” or “Avoid”. Communicate annual due diligence summary to management.
Perform periodic vendor performance reviews for all critical, high, and moderate risk vendors. Document all vendor incidents (outages, SLA noncompliance, inadequate support, etc.) in vendor management system. Inform management when vendor performance rating may need to be altered.
Collaborate with the Assistant Vice President, Risk Management to ensure the inherent risk classifications are adequate for the size/complexity of the credit union.
Ensure all new contracts, contract renewals, and associated contract documents are uploaded to the appropriate vendor profile in the contract management system with all applicable notifications (term, price increases, etc.) and distribution lists.
Interact with credit union staff and management in a professional manner while maintaining confidentiality in all areas.
Keep informed of credit union policies and procedures, current accounting and auditing developments, and changes to local, state, and federal laws, as applicable.
Participate and provide input in interdepartmental meetings on critical projects related to vendor selection/management.
Read all internal publications including HUB and Possibilities.
Perform other duties as required or assigned.
Please note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. The organization reserves the right to modify, add, or remove duties at any time, with or without notice, to meet business needs.
WHAT YOU WILL NEED TO SUCCEED
Bachelor's Degree required, preferably in Business Administration, Risk Management, Accounting, or related field. Will consider additional years of experience in lieu of degree.
3-5 years experience in an enterprise risk management discipline with third-party risk/vendor management experience within the financial industry, preferably in a credit union. required
Strong knowledge of third-party risk management.
Ability to interpret and comprehend vendor due diligence documentation, including corporate strategy/governance, company reputational data, SOC reports, company financials, business continuity plans/testing, information security policies/plans/testing, and privacy policies.
Ability to interpret and comprehend the various types of SOC reports and results to determine how those results may impact the credit union.
Strong understanding of Enterprise Risk Management frameworks such as COSO, ISO 31000, NIST, etc.
Financial/internal auditing background with a strong understanding of internal control frameworks.
Ability to analyze processes, identify current and/or potential challenges and opportunities, and make recommendations for improvements.
Ability to build relationships and dialogue over time to progress from a point of opposition to alignment.
Must be willing to assume ownership of initiatives to coordinate the work and focus of yourself and others to achieve credit union goals.
Ability to manage concurrent deadlines with multiple priorities and adapt to new challenges and changes.
Must be self-motivated and capable of making independent decisions and applying judgments that directly impact the credit union.
Strong analytical skills with ability to clearly and concisely document and present work product.
Excellent written and oral skills required in order to communicate vendor management topics to all credit union employees and external contacts in a manner easily understood.
Knowledge of current changes and/or developments in applicable federal, state, local laws, and universal policies and procedures.
Moderate to advanced software application skills in Microsoft Office applications (particularly Excel), Zoom, and vendor management software.
Ability to operate related office equipment including laptop computer (PC), multifunction copier, receipt printers, and telephone.
Possess a valid, unrestricted driver's license for occasional travel to various credit union locations.
Regular and reliable attendance is required.
CONNECT WITH US
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Ascend Federal Credit Union is an Equal Opportunity Employer.
$21k-24k yearly est. Auto-Apply 60d+ ago
Enterprise Fraud Manager
Renasant Bank 4.3
Nashville, TN job
Job ID 2025-14905
The Enterprise Fraud Manager is responsible for the day-to-day operations of the Enterprise Fraud Team as well as the implementation of innovation and technology into the process of detecting and preventing fraud. The Enterprise Fraud Manager is responsible for working with all lines of business to build partnerships necessary for the detection and prevention of fraud.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Manage the day-to-day operational duties of the Enterprise Fraud Team including, but not limited to:
Coordinate preventative and detective processes designed to limit losses to the company and to customers using a risk-based approach
Protect the Company's financial position by making intelligent decisions, often with limited information, regarding various situations involving suspicious or fraudulent activity
Coordinate the monitoring and reporting of fraud losses across all channels
Ensure proactive and reactive adjustments to department activities and review parameters to ensure that resources are deployed in an effective and efficient manner
Maintain the policies and procedures of the Enterprise Fraud Department
Identify, design and implement controls needed to prevent fraud while maintaining awareness of the impact to client and employee experience
Identify, recommend, implement and maintain internally and externally developed fraud detection and prevention solutions/software
Remain informed regarding emerging payment channels, fraud trends, and actions needed to protect the bank and customers from related losses
Leverage data analytics to identify patterns of fraud and implement timely prevention strategies, develop strategies for collecting, reporting and monitoring fraud-related data
Collaborate with core processor to understand and implement fraud prevention strategies
Collaborate with other lines of business and assist with the design and implementation of controls needed to prevent and detect fraud
Participate in and contribute to projects related to the adoption of new products, services, processes, fraud prevention tools, etc.
Perform risk assessments, both formally and informally to identify risks
Evaluate control effectiveness and align resource allocations
Create and maintain organized case files, interact professionally with internal counsel, law enforcement and regulatory agencies regarding fraud cases
Assist with the development of educational materials for employees and customers
Perform other related duties as assigned
Qualifications
Bachelor's degree in Accounting, Finance, or Business preferred (or equivalent years of directly related experience will be considered)
AAP (Accredited ACH Professional) or APRP (Accredited Payments Risk Professional) Certification preferred
Minimum of 3 years of fraud-related job experience
Ability to manage and lead employees
Strong knowledge of banking processes including check clearing, wire transfer, ACH, debit cards, and other payment channels.
Ability to communicate effectively and professionally in all situations, including high-stress situations
Ability to work independently and as part of a team
Ability to multi-task and manage quickly developing situations
Ability to interact professionally with internal auditors, external auditors, regulators, and/or business units
Ability to manage problems involving several variables in situations where only limited standardization exists
Ability to be an effective contributor in a group setting where multiple points of view are present and decisions need to be made quickly
Physical Demands
The physical demands described 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 with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$74k-93k yearly est. 5d ago
Physical Security Assistant
Ascend Federal Credit Union 4.0
Ascend Federal Credit Union job in Tullahoma, TN
ABOUT US
Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 260,000 members from 27 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union's sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward.
WHAT WE OFFER
Thank you for your interest in a career with Ascend Federal Credit Union! Being employed by Ascend is vastly different than just holding a job. The credit union prides itself on providing employees rewarding career opportunities, competitive benefits and a unique work culture. The credit union's commitment to its employees is fostered by its commitment to the member-owners, ensuring dedicated and engaged employees to serve the membership. Ascend's vision to be the most loved credit union in our market by employees and members alike has earned the credit union distinctions including Federal Credit Union of the Year (NAFCU, 2015), Best Credit Union to Work For (2016-2025) and Training MVP Awards (2015-2025).
WHAT YOU WILL DO EVERYDAY
Responsible for providing guidance and day-to-day support to credit union staff on physical security related issues and staff concerns for safety and follow-up and mitigate risk. Must exercise independent judgment and discretion relating to various physical security issues.
#LI-Onsite
HOW YOU WILL MAKE AN IMPACT
Provide independent decision making and takes steps necessary to mitigate physical security concerns for the credit union.
Assist the AVP of Security with investigations regarding robbery, property damage or any physical security threat.
Responsible for monitoring reports generated by the credit union's alarm monitoring company and follow-up on any oddities.
Provide specialized support to the Branch Supervisors/Managers relevant to physical security equipment, programs and software.
Provide ongoing feedback for improvements of physical security at our financial centers and assist with implementation of improvements as needed.
Assist with security audits at financial centers. Use independent judgment as to financial center's compliance with physical security policies/procedures.
Perform due diligence, gather vendor information and server as a liaison for insurance (i.e. property and business liability, business auto, CU bond and plastic card management).
Analyze performance due diligence and be the liaison with security vendors (i.e. electronic security equipment, cash management companies, alarm monitoring company, janitorial services, etc.).
Maintain high level working knowledge of the credit union's surveillance and access control systems. Must be able to retrieve photos and video based on transaction time, location and employee information.
Provide Loomis ICO/Cash Order support to branch personnel and the Accounting Department.
Responsible for setting up/deleting employee key cards within the access control system.
Oversee the health and retention of all CCTV equipment on a daily basis.
Place service tickets for physical and electronic security equipment, machines, software and CCTV, as needed.
Responsible for the transfer or removal of physical and electronic security access upon termination or transfer of employees.
Conduct a quarterly audit of vendor access and manage vendor access to physical locations. Maintain background checks and logs of all vendor access, as necessary.
Provide extra monitoring and implementation of access to physical security alarm panels.
Assist the AVP with projects pertaining to physical security (i.e., new builds and retrofits).
Assist the branches with quarterly security audits.
Update and create robbery kits, as necessary.
Assist the AVP of Security with abusive and irate members.
Gather sufficient information to allow a trustworthy assessment of risks and benefits of alternative approaches to any decision. Remain focused on objectives and consider the short-term and long-term impact of decisions and keep objectives in mind throughout the process.
Prepare written communication through clear, organized and timely manner.
Assist the AVP of Security in accomplishing departmental objectives, training team members on physical security risks, threats and awareness and identifying risk mitigation based on notifications received internally and externally.
General record retention.
Read all internal publications, including HUB and Possibilities.
Perform other duties as required or assigned.
Please note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. The organization reserves the right to modify, add, or remove duties at any time, with or without notice, to meet business needs.
WHAT YOU WILL NEED TO SUCCEED
Education
Two years college or equivalent experience
Work Experience
1-3 years of similar or related experience. is required
Knowledge, Skills, and Abilities
Ability to use critical thinking skills in order to break down problems, gather information and stay focused on objectives and an effective efficient manner
Ability to organize and prioritize work.
Must possess a high degree of poise and tact to represent the credit union positively in outside contacts and employees.
Possess excellent verbal and written communication skills.
Possession of valid, unrestricted driver's license.
Working knowledge of computer programs including Microsoft Windows, Word, Excel, Outlook, and internet.
Must be able to operate or have the ability to be trained to operate related office equipment, including calculators, computers terminal, multifunction copier, telephone, fraud fighter, and typewriter.
Regular and reliable attendance is required.
CONNECT WITH US
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Ascend Federal Credit Union is an Equal Opportunity Employer.
$25k-29k yearly est. Auto-Apply 21d ago
Business Development Officer
Renasant Bank 4.3
Memphis, TN job
Job ID 2025-12934
Employer: Republic Business Credit, a subsidiary of Renasant Bank
This position serves Republic Business Credit which is a subsidiary of Renasant Bank. The VP, Business Development Officer "BDO" will proactively seek new clients, new referral sources and product-based industry partners in order to create additional revenue for the business. This role will represent Republic Business Credit throughout their regional market and the Renasant Bank footprint in coordination with our Client Acquisition strategy. This position will partner with referral sources, Renasant Relationship Managers, Market President's and our client service and underwriting teams to provide the best available solution to the client. Solutions include Republic's suite of products along with the various solutions provided by Renasant Bank. Renasant Bank provides Asset-Based Lending, Business Manager, Private Wealth, Treasury Solutions, SBA Lending, C&I Loans along with a suite of other products. While this role will be primarily focused on Republic Business Credit solutions, we expect collaboration with the Relationship Managers should always work towards the best client orientated solution.
This individual will be expected to proactively learn, engage and develop meaningful awareness of the commercial finance industry, Renasant Bank and their broader regional market.
The Business Development Officer will represent the Republic both internally and externally with professionalism and excellent communication skills throughout the client lifecycle. This position is expected to:
Work closely with the underwriting, sales teams and Renasant bank teams in making informed credit decisions.
Work closely with the Southeast Regional Manager, Underwriting Manager to review, assess and build new client relationship in compliance with policies and procedures.
Actively participate in prospect efforts with and without Renasant Bank commercial relationship managers and in preparation of deal scrubs, income yields, call notes and key transaction points for issuing Letter's of Intent.
Maintain an up-to-date understanding of the company, its products, its client base, and the market to implement effective and competitive letter of intents and client orientated solutions.
Be current with the businesses operating procedures as set out in the Credit Policy, How to Guide, and other business resources.
To manage the day-to-day responsibilities and activities within their region and be the main point of contact for Renasant Bank market leaders, team leaders and relationship managers where appropriate.
Location listed is preferred office location but other locations within these Metro areas in the Renasant footprint may be considered based upon convenience and business necessity.
REPUBLIC BUSINESS CREDIT AND RENASANT BANK ARE EQUAL OPPORTUNITY EMPLOYERS
Responsibilities
Perform credit analysis by reviewing items including, but not limited to AR Agings, AP Agings, inventory reports, financials, projections and business documentation to complete the deal scrub for presentation for a letter of intent.
At least monthly meetings throughout the agreed Renasant Footprint, joint prospect calls and working with the local relationship managers on the prospect calling efforts across our key industries of apparel, beverage, food, furniture, government contractors, manufacturers, distribution and oil field service where applicable to the local region.
Regularly attend networking events, trade shows, industry events or company parties that provide opportunity to meet new referral sources and engage with current partners.
Lead the customer conversation to obtain additional information or explanation detail throughout the client acquisition process while coordinating and escalating as appropriate.
Identifies and assesses various business, industry and market risks to determine and categorize business trends, growth, cyclical nature, seasonality, business cycle and stages to apply findings to credit analysis.
Owns primary responsibility for communicating with referral sources and prospective clients throughout process, including qualification, issuance and receiving a executed Letter of Intent. To work collaborating with underwriting as necessary throughout the process.
Achieve personal clients acquisition targets by creating new leads, issuing letters of intent, attend networking event, trade shows and visit with referral sources throughout the region.
Establish and maintain relationships with referral sources such as bankers, brokers, CPA's, turnaround consultants, equity providers, etc.
Develop quarterly marketing plans, identify areas for support, collaboration and provide a resulting marketing plan that meets and exceeds objectives.
Develop your knowledge of the industry, competitors, referral sources and prospects to ensure that our market solutions and rates are competitive and structured appropriately.
Consistently represent the business in the marketplace professionally, communicating internally and externally consistent with our company values.
Ensure new client opportunities are in line with our Credit Policy & Procedures, work with sales administrators, business development associates and members of the Client Acquisition Team to ensure the databases and information is accurate and current.
Perform other related duties as assigned
Qualifications
Bachelor Degree required
5-10 years of related experience preferred
Strong problem solving skills
Ability to critically think and evaluate solutions to complex problems
Strong communication skills
Ability to seek and gather information from a variety of sources
Accurate and thorough in all work duties
Ability to work independently while collaborating in a team environment
Ability to meet deadlines and manage expectations
Effective interpersonal skills
Ability to recommend appropriate solutions
Competency in Microsoft Office (particularly Word and Excel) and Google (Google Mail, Google Docs/Sheets and Google Drive)
Ability to travel, including overnight
Physical Demands
The physical demands described 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 with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$48k-77k yearly est. 5d ago
Head Teller
Renasant Bank 4.3
Memphis, TN job
Job ID 2025-14669
The Head Teller will drive a best in class branch experience for customers and teammates by leading, coaching, and managing in five primary areas of responsibility: customer engagement, service execution, operational excellence, leadership, and management. With a deep understanding of Renasant Bank policies and procedures, and customer service standards, the Head Teller will spend time role modeling, leading, and inspiring the team to deliver exceptional service to all customers, while maintaining sound operations. Head Tellers will lead by example in recognizing and referring sales opportunities to other bank representatives and/or lines of business when appropriate, while acting in compliance with bank policies and procedures. Head Tellers will oversee and share in all Teller and Senior Teller responsibilities. Head Tellers will often serve in a leadership capacity for the teller experience, and for the branch, when the Branch Manager/Assistant Branch Manager is not available.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
An effective Head Teller is capable of driving a best in class branch experience in five primary areas of responsibility: Customer engagement, service execution, operational excellence, leadership, and management.
Execute and coach the teller customer engagement process with each Teller to ensure there are no breaks in service or sales opportunities to help a customer
Maintain and role model service knowledge standards in conjunction with related regulations, policies and procedures
Process customer transactions effectively and efficiently, including deposits, withdrawals, transfers, loan payoffs and draws, official checks, etc.
Execute daily operations including balancing, supplies ordering, balancing the ATM and vault, and perform branch capture procedures.
Recognize/identify all customer needs, cues and clues in every transaction and properly refer customers to the platform for an additional needs based conversation
Protect the bank from unnecessary risk by following compliance, risk and operational procedures
Assist with all monthly and quarterly branch assessments
Mentor and onboard all new Tellers - create a great experience for all new Tellers when they join the team. Ensure all training is completed
Participate in interviewing, selecting and training teammates
Supervise all Tellers and provide override approval on transactions, oversee daily personnel and team balancing of teller drawers
Help lead, with the Branch Manager/Assistant Manager, sales, service and operational meetings, including security meetings
Contribute to employee performance assessments, including disciplinary action planning and coaching for improved performance
Perform other related duties as assigned
Qualifications
High school diploma or equivalent required. College education preferred, but not required
Minimum of 2 years of cash handling experience, one of which must be successful teller experience
Minimum of 1 year leadership experience
Minimum of 1 year customer experience in a sales environment preferred
Proven track record of leadership, sales management, and coaching
Ability to produce individual and team sales and customer experience results
Effective written and verbal communication skills
Strong sense of teamwork; ability to work cooperatively in a team environment
Attention to detail with strong record of accuracy in handling of transactions
Comfortable using a variety of technology software products to process transactions
Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
Ability to travel for training, other development opportunities, and between branches, as needed
Physical Demands
The physical demands described 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 with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$26k-29k yearly est. 5d ago
Program Manager and Event Coordinator
Leaders Credit Union 3.7
Jackson, TN job
Thank you for taking the time to review our Program Manager and Event Coordinator position. At Leaders Credit Union, our mission is to “Power your passion and make lives better.” We are very intentional about the hiring and interview process, which means we take our time. We want to make sure that you find the perfect career path! We truly appreciate your interest in Leaders Credit Union.
Who is Leaders Credit Union? We are a member-owned financial cooperative. This means that we exist to serve the needs of the consumers who own accounts at Leaders Credit Union. They are owners, and their financial well-being is at the heart of every decision we make. We are one of the largest credit unions in West Tennessee, and one of the most stable. Our purpose is simple: to provide a sound, convenient alternative to traditional banking.
What are our core values? As a team member of Leaders Credit Union, you would be asked to adhere to a specific set of core values. These values should govern all decisions that are made when serving our members' needs. These values are:
Member Focused
Team Oriented
Community Minded
Forward Thinking
Trusted Partner
Why Leaders? Leaders Credit Union has been ranked one of the Best Credit Unions to Work for three years in a row. So, what makes Leaders such a great place to work?
Great benefits! We offer healthcare, vacation time, sick time, 401k options, and a profit-sharing plan (just to name a few!) Our Human Resources team is always looking to ensure that our benefit packages are competitive.
Work with a mission! Our mission statement isn't just something written on a billboard, we truly look to “power your passion and make lives better.” That mission is lived out by member-facing personnel as well as our back-office employees.
Extensive training! We go to great lengths to make sure you know your job responsibilities and are comfortable through a very thorough training process. But our training goes beyond that. We offer monthly classes on everything from mortgage products to conflict resolution. We give you the tools you need to succeed.
Room for growth! At Leaders, you are only limited by your own ambition. Being part of a quickly growing financial institution leaves room for personal growth, and we do our best to promote from within whenever possible.
What does a day as a Program Manager and Event Coordinator look like?
As a member of the Marketing team, you may perform a variety of responsibilities. Responsibilities include, but are not limited to:
• Supporting the Leaders Education Foundation with scholarships, grants, and donor engagement.
• Planning and executing a wide range of events, managing budgets, logistics, and resources to ensure alignment with organizational goals and standards.
• Managing vendor relationships and contracts to ensure timely delivery and seamless coordination.
• Coordinating community initiatives, sponsorships, and volunteer activities while representing Leaders Credit Union and the Leaders Education Foundation at events and building strong relationships with community partners.
• Communicating professionally with vendors and partners, managing schedules and event documentation, managing calendars, budgets, reports and assisting with promotions, and maintaining organized records.
What is the schedule? Our hours for this position are 8:00 am to 5:00 pm Monday through Friday. This position combines both office-based work as well as on-site event support. Sometimes giving top-notch member service may require a little overtime, but we value work-life-balance and do our best to limit this. Occasional evening and weekend work may be required for events and community activities for this position.
Does your skillset and experience line up? For this role, we are looking for someone who has:
• Bachelor's degree in Event Management, Communications, Marketing, Nonprofit Management, or a related field (or equivalent experience)
• 2-5 years of experience in event coordination, program management, or a related role
• Demonstrated experience working with vendors and managing event logistics
• Strong organizational skills with the ability to manage multiple projects and deadlines
• Excellent written and verbal communication skills
• High attention to detail and strong problem-solving abilities
• Comfortable working both independently and collaboratively across teams
• Proficiency in Microsoft Office, or similar tools; experience with event management software is a plus
What is next? If you think this role is the perfect fit for you, please apply, and upload your resume online. Once you have applied you will receive an email from our system saying your application has been received. Keep an eye on your email over the next few weeks as this is our main form of communication. If the next step for you is an interview, we will reach out via email. If this position isn't the right fit at this time, we will keep your resume on file in case anything else comes available that you might be a great fit for.
Thank you for choosing Leaders!
$33k-39k yearly est. Auto-Apply 1d ago
Loan Specialist
Regional Finance 4.1
Tennessee job
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$22k-47k yearly est. Auto-Apply 60d+ ago
Private Banking Program Mgr
Old National Bank 4.4
Nashville, TN job
Category/Function Trust/Wealth Management Type Regular Full-Time Requisition ID 2026-19042 Workplace Type On Site
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 Private Banking Product & Program Director is a highly strategic and execution-focused role responsible for overseeing product development, operational processes, reporting, compliance, and strategic initiatives within the Private Banking division. This role ensures seamless delivery of deposit and lending products, manages procedural integrity, and drives process enhancements to support growth while delivering an exceptional client experience.
Salary Range
The annual salary range for this position is $98,400 - $199,000. 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,
Key Accountabilities
Product Ownership
* Collaborate with internal partners to develop and implement deposit and lending products tailored to Private Banking clients.
* Use competitive and market analysis, business goals, and technology capabilities to define and develop new product features and enhancement to existing products.
* Lead the development of operational playbooks to deploy various product promotions to ensure proper monitoring and fulfillment.
* Work with Finance and Treasury to establish appropriate pricing for deposit and loan products
* Partner with Marketing to create and maintain product materials and client communications.
* Act as subject matter expert for internal and external stakeholders
Operational Process Enhancements
* Build strong relationships with deposit, loan and payments operations teams.
* Lead operational process enhancements by identifying inefficiencies or risks in workflows and collaborate with team members and business partners to create solutions and implement improvements.
* Assist with account transition needs for departing and new Private Bankers including managing monthly lists of unassigned accounts.
* Track trends in account openings, closures and balance fluctuations to identify trends and sales opportunities
* Own sales reporting and measurement in partnership with Finance and Salesforce teams
Procedures & Documentation
* Own and maintain all operational policies and procedures, creating new processes where needed.
* Manage and update the Private Banking SharePoint/Intranet site to ensure accuracy and relevance.
Audit, Risk & Compliance
* Act as the liaison for internal and external audits and compliance findings, addressing and remediating identified issues.
Training & Onboarding
* Partner with Human Resources & Technology teams to establish onboarding and training protocols tailored to Private Banking
* Manage system entitlements and user access for Private Banking specific platforms
Special Projects: Lead and support strategic initiatives and ad hoc projects as assigned.
Key Competencies for Position
* Strategic Thinking
* Data-driven Analysis and Decision-Making Skills
* Strong Writing and Communication Skills
* Relationship Management
* Risk Awareness
* Process Improvement
* Attention to Detail
Key Measures of Success/Key Deliverables:
1. Product Development & Adoption
* Successful rollout of new deposit and lending products and pricing within agreed timelines.
2. Operational Efficiency
* Reduction in process bottlenecks (e.g., wire resolution time, onboarding duration).
* Timely updates and accuracy of procedures and SharePoint/Intranet content.
* Streamlined onboarding and training for Private Bankers and Associates.
3. Compliance & Risk Management
* Zero major audit findings; timely remediation of any identified issues.
* Consistent adherence to regulatory and internal compliance standards.
4. Portfolio Health
* Growth in Private Banking accounts and balances.
* Effective monitoring of balance trends and driving factors.
* Accurate and timely reporting of account segmentation movements.
5. Stakeholder Engagement
* Strong collaboration with Marketing, Finance, Operations, CRM and Compliance teams.
* Positive internal survey scores or feedback on communication and support.
6. Special Projects & Strategic Initiatives
* Completion of assigned projects within scope, budget, and timeline.
* Demonstrated impact of initiatives on client experience or operational improvement.
Qualifications and Education Requirements
* Bachelor's degree in Finance, Business Administration, or related field (preferred).
* 7+ years of experience in Private Banking, Wealth Management, or related financial services.
* Strong understanding of deposit and lending products, compliance, and operational processes.
* Excellent communication, organizational, and project management skills.
* Proficiency in Microsoft Office and SharePoint.
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!
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$45k-66k yearly est. 4d ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Nashville, TN job
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$63k-87k yearly est. Auto-Apply 14d ago
Trust Client Specialist
First Horizon 3.9
Brentwood, TN job
The primary function of the Trust Client Specialist is to provide general and clerical administrative support to an individual, or small group of individuals, relieving them of clerical, administrative, and business detail. This particular job is in the Trust Division where the individual will assist Trust Officers in the administration and management of trust and estate accounts, prepares and reviews management reports; maintains records; coordinates information with various departments; interfaces with clients, staff and management; meets standards for Trust Division quality goals.
Specific Duties included:
Daily and weekly cash movement between Trust and DDA's for clients
Research and Notify appropriate parties of Class Actions
Coordinating directed trades (purchase and sells) with Trust Portfolio Manager.
Special Situation Assets, maintain working list, obtain statements, balance, and provide updated information to TSS for posting and maintenance
Coordinate Bank Services for Trust clients as their need may dictate. This may involve working with other areas of the bank in an effort to maintain an operational consistency between the clients trust services and his/her other banking needs.
Serve as a liaison between the Administrator and the Client and also as the liaison between these two parties with other areas of the bank.
Distribution of funds by check, wire, or by direct deposit into checking and investment accounts at other institution upon direction of the client and/or administrative officer's request
Initiate entries to pay bills for Trust clients
Communicating with Trust Administrator regarding liquidity needs for living expenses, gifting purposes, and tax purpose
Setting up quarterly, annual, and monthly distributions for clients and assuring that these transactions are accurate and completed in a timely manner. This will involve setting up regular payments on the trust system. These payments are usually done via check or direct deposit into the clients checking or investment account at another institution
Follow procedures for opening and closing Trust Accounts
Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets)
Setting up statements on the trust system, which will enable clients to receive account information on monthly, quarterly, bi annual or annual basis
Preparing court accountings and other documents in a timely manner
Make sure that client records are correct on the system and that new information is added to and maintained correctly in the vault on file
Assist the Administrator in performing daily operational tasks, such as client contact, faxing, copying, delivering of documents, answering phones, loading documents in Compliance Services and serving in a backup role in the absence of the Trust Officer
Education and/or Work Experience Requirements:
Ability to operate a PC
Proficiency in Microsoft Office applications (Word and Excel) a must
Preferred Trust/Securities and processing experience
Must be highly detailed oriented
Must be able to prioritize, manage time, finish projects timely, and complete daily tasks with little or limited supervision
Must have good oral & written skills and ability to communicate well with clients & co-workers
The ability to work as a team member
Must be highly service oriented
Hours: MONDAY - FRIDAY 8AM - 5PM
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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