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Back 33d Retail Banking Officer - Springfield #32-8617 Springfield, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Springfield OH. Market Cincinnati Work Hours per Week 37.5 Requirements High school diploma required. Banking, cash handling, sales, and customer service experience required. Supervisory or leadership skills required. Job Description SUMMARY: Promotes a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Provides leadership to the banking center for daily sales, service and operations. Retail Banking Officers are charged with ensuring the proper training and development of the staff, providing excellent customer service while identifying sales opportunities and performing account transactions. The Retail Banking Officer leads the consistent delivery of excellent customer service to all banking center customers, including the relationship building efforts for existing and prospective consumer and business customers. The Retail Banking Officer focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Retail Banking Officer is also expected to actively initiate outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promoting of new and existing Retail banking relationships. The Retail Banking Officer will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market. From an operational standpoint, the Retail Banking Officer is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities may include assisting in supervising, operating as a teller, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. ESSENTIAL FUNCTIONS: Excellent Customer Service Provides leadership to the banking center for daily sales, service and operations Assists with coaching, training and developing the staff Relationship building Successfully promotes Bank's products and services ESSENTIAL DUTIES AND RESPONSIBILITIES: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center through their sales-related activities demonstrating their ability to promote the Bank's products and services in order to reach individual and team sales goals. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promotes the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met and informally coaches others for positive results. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Encouraged to actively participate in various community activities (Boards, Executive Committees, Advisory roles, etc). Responsible for providing input into evaluating performance, coaching and training employees. May assist with interviewing. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply with the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Leads meetings as assigned. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Must have the working knowledge of all roles within a retail Banking Center. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Other duties as assigned. OTHER SKILLS AND REQUIREMENTS: Must be able to foster the partnerships that includes the banking center staff as well as employees from other lines of business. Responsible for assisting with evaluating performance, rewarding and disciplining employees, addressing complaints and resolving problems. Responsibilities include assisting with pro-active recruiting, interviewing, and assisting with hiring, coaching and training employees. Other responsibilities may involve planning, assigning and directing work. Ability to successfully promote, generate and deepen all financial relationships through outbound calling, internal business development and building a loyal customer base. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and cross selling performance expected with position. Must have excellent organizational skills and the ability to multi-task and to be flexible. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Sound mathematical and analytical skills preferred. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. The Retail Banking Officer is required to have a Nationwide Mortgage Licensing System (NMLS) registration within thirty days of hire. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Springfield, Ohio, United States

The Portfolio Manager oversees the servicing and ongoing management of SBA, USDA, and conventional loan portfolios, ensuring full compliance with lender policies and agency regulations. This role analyzes credit risk, conducts annual reviews and servicing actions, supervises credit analysts, and facilitates communication among borrowers, lenders, and third parties, supporting loan modifications, monitoring, and documentation to protect agency guarantees and maintain portfolio performance. This position is jointly responsible for effective interaction with team members, lenders, and borrowers. Essential Duties and Responsibilities: Provide excellent and professional customer service to the borrower, lender, and governing agencies. Ensure relationships remain strong and healthy. Supervise Servicing Credit Analyst (including Decimal Point), review all financial spreads and narratives prepared by them, and ensure quality assurance of SBA/USDA credit files prior to audits and regulatory reviews. Review borrower service requests, gather necessary information, and underwrite servicing actions-including modifications, annual loan reviews, and amendments such as collateral releases, pricing adjustments, risk-rating changes, and other necessary modifications-in accordance with lender policies, agency regulations, SOPs, and CFR. Manage all aspects of portfolio management for SBA, USDA, Main Street, and conventional loans according to lender credit policy and SBA/USDA procedures, including portfolio monitoring, collections on past due accounts, collection of financial documentation, annual reviews, servicing actions, and communication with the SBA/USDA. Collaborate with legal counsel, lenders, borrowers, and third parties on credit actions and servicing requests, including loan modifications, annual reviews, and documentation exception management; engage with all parties both verbally and in writing. Complete comprehensive narrative annual reviews for each existing SBA/USDA loan, including business and personal financial analysis, credit analysis, lien perfection, property valuation, industry comparisons, risk identification and mitigation, and loan grading recommendations. Order and review third-party reports such as real estate appraisals, environmental assessments, title reports, and business equipment valuations as required. Ensure proper implementation of LSP, lender, and SBA/USDA business policies and procedures, and promote adherence to regulatory compliance requirements. Maintain and manage financial and insurance ticklers, collect statements and policies, prepare SBA/USDA loan files for regulatory or agency audits, and fulfill all portfolio management responsibilities-including collections and communications between the lender and the SBA/USDA, and oversight of portfolio management expenses. Participate in special projects and support the SBA/USDA servicing department as needed, including assisting borrowers with servicing actions and tracking financial, insurance, and covenant requirements. Oversee the transition of a troubled loan to the Special Asset Portfolio Manager's portfolio. Provide on going assistance as needed. Primary Success Measurements: Continue to improve individual performance, with a goal of processing 9-12 actions a month Improve quality of credit analysis as needed. Respond to external customer emails, correspondence and phone calls in a timely manner (24-48 hours.) Respond to management requests in a timely manner. Work with department manager and senior management to improve workflow and productivity of department. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and/or Experience: Bachelor's degree in Finance, Accounting preferred. Minimum of 7 years' experience in Small Business Lending/Reals Estate Lending preferred with focus on credit analysis. Knowledge and/or Skills: Knowledge of the SBA and USDA rules and regulations, preferred. Strong credit skills. Leadership and motivational skills, good written and verbal communication skills, decision-making and analytical skills and ability to work well under pressure. Operate other standard office equipment; type accurately at a speed necessary to meet the requirements of the position; organize work, set priorities and exercise sound independent judgment within established guidelines; interpret, apply, explain and reach sound decisions. Proficient in Microsoft Office Suite, working with Word and Excel or similar spreadsheet software. Language Skills: Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to write basic routine reports and correspondence. Ability to interact effectively with management, other employees, customers, and representatives from other organizations. Diplomacy in dealing with internal and external clients. Excellent communication skills. Mathematical Skills: Strong credit skills required. Ability to analyze financial statements for Small Businesses. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability review information and solve problems quickly. Strong ability to manage time. Achievement oriented, takes initiative. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Work Environment The work environmental characteristics described here are representative of those an employee encounters while performing the essential functions of this job in a remote capacity. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the remote work environment is typically quiet, dependent upon the employee's home office setup. Our remote team thrives in an atmosphere that encourages diligence and achievement, while also fostering a supportive and enjoyable virtual workplace.

Under the Chief Credit Officer, the VP Commercial Lending is responsible for overseeing, planning, directing and executing all aspects of the Commercial Lending. This includes the origination, underwriting, processing, funding and servicing of Small Business loans. This position is a key leadership role responsible for the success of the Commercial Lending Strategy for the Credit Union and ensures an effective structure for centralized credit review and credit approval within the Credit Union is maintained. This role is responsible for driving growth and profitability of all Commercial Lending and Small Business programs and product lines through commercial/business relationships, loan volume, business deposit accounts, operational efficiencies and new market opportunities (e. g. , loan participations and exploration of lending programs to support distressed and underserved communities). This position is responsible for managing adherence to established policies, guidelines, procedures and goals for the Commercial Lending Department. Reviews and monitors underwriting loan policy results to ensure that overall underwriting standards are being maintained; ensures all loan underwriting decisions are properly documented for compliance reviews; ensures all underwriting processes and procedures are being applied consistently; and continuously monitors the impact of underwriting standards on approvals vs. loan denials. At the same time, this individual will ensure that members receive an exceptional loan servicing experience that is timely and in collaboration with the commercial sales teams within the Credit Union. In addition, this position prepares and manages the department operational budget, develops, proposes, gains acceptance for, and implements strategic plans designed to meet the Credit Union's short and long-term Business & Commercial lending objectives. Responsible for executing risk management activities of the Commercial Lending team, to include all required regulatory board reporting. Assumes a proactive role in the development and implementation of products, services, pricing and procedures to promote and achieve Credit Union goals and objectives. Lastly, this position is responsible for hiring and training staff for the department as well as ensuring that all training documentation is updated (compliance, legal etc. ). Leads with an expectation of teamwork & collaboration with internal business partners across the organization. Responsibilities:Responsible for the creation, refinement and execution of the Commercial Lending Strategy to meet overall business objectives including business line profitability. Ensures department tactics are aligned and support overall strategy of business unit Responsible for the Commercial Lending department operations (i. e. , originating, underwriting, processing, funding, and servicing), sales and production of Commercial lending goals as well as all financial goals for the department. Communicates with members, staff and Commercial Loan Brokers to sell/purchase loan products and ensure superior member service. Monitors individual as well as departmental progress toward such goals. Oversees operational and risk management activities of the Commercial Lending team to ensure the highest level of member service, accuracy of work, operating efficiencies and compliance with internal policies, procedures and guidelines as well as regulatory and credit requirements/compliance. Serves as the Business Lending Committee Chair. Responsible for the integrity of all applicable Federal, State, and NCUA rules and regulations compliance requirements and internal or external audit or regulatory scrutiny. This also includes all reporting requirements needed to support this effort. Directly analyzes and monitors Commercial Loans and Participation Loans to ensure adherent risks are covered for the Credit Union. Communicates findings to CCO. Is judicious in following all credit union policies and procedures to ensure satisfactory audit reviews; in conjunction with other lending management, this position helps prepare timely, comprehensive responses to all audit exceptions. Monitors and ensures centralized underwriting structure for all regions and markets are effective. Responsible for underwriting credit review and credit approval within the Credit Union. Reviews and updates loan policy and procedures as appropriate to maintain the commercial loan credit quality. Drives operational excellence during the loan process that is in collaboration with the commercial sales teams and effectively maintains the segregation of duties between the loan origination functions and underwriting approval processes; maximizing operational efficiency through every aspect of the lending process. Responsible for supervision and oversight of the Commercial Lending team. Leads with an expectation of teamwork & collaboration with internal business partners across the organization. Provides leadership and coaching to motivate and maximize individual and team performance. Responsible for recruitment, professional development, performance management, employee relations and disciplinary actions of the team. Monitors and develops reporting mechanisms to qualitatively assess team member performance and production volumes. Submits reports to executive management pertaining to observations and conclusions relating to performance and production goals. Drive operational excellence (regulatory compliance, credit risk management, underwriting workflow measurements, efforts to improve and create greater efficiencies, etc. ) Directs, establishes, maintains and plans overall policies and procedures for the Commercial Lending department. Maintains expert level knowledge related to Commercial/Business Lending, products/services, practices, regulatory requirements, compliance, trends and competitive offerings. Identifies and recommends potential new markets and business partners and negotiates agreements. Focuses on core deliverables such as increasing brand awareness, bringing in new business members, data analysis and driving new revenues by effectively challenging and motivating team members and a variety of other lending services duties. Performs duties that support all business/commercial, direct and indirect lending programs, services and delivery methods. Measure/track performance against benchmarks -collaborating with Senior Management, CCO and Business Loan Committee as needed to continuously improve the credit quality of the commercial loan portfolio. Responsible for developing annual budget for the department, and monthly monitoring for variances. Monitor and take actions to ensure overall expenses are within established budget and guidelines. Assist members with loan requests, problem resolution and cross sells products and services. Supports and participates in continuous improvement activities. Provide product expertise or solutions on various cross-functional and cross-business initiatives to support branch operations & sales, technology infrastructure, operations, finance, legal/ compliance. Maintains high standards of product, service and process quality. Manages the business with attention to detail and data integrity. Manages production and projects to agreed upon timelines. Represents the Credit Union in a positive and professional manner. Other related duties as assigned. Maintains member and other sensitive information with confidentiality Treats all team members and members with respect. Minimum Qualifications:A minimum of ten years combined related experience in Commercial and Business Lending/Banking with direct credit authority, including 5 years of management experience. High level of Commercial Credit experience. Direct experience in all production, documentation and closing of business lending products and the automated lending platforms needed to drive applications, credit quality and underwriting efficiencies. Ability to analyze and evaluate Commercial loan requests and make credit decisions. Expert level knowledge in commercial/business lending and service practices, laws and regulations. Knowledge of how to perform in depth portfolio monitoring for risk and in alignment with regulatory requirements. Knowledge of the budget process Knowledge of Construction, Multi-Family, Commercial & Industrial and SBA lending procedures and guidelines. Federal, State and NCUA rules and regulations related to commercial lending and business services. Excellent oral and written communication skills in order to effectively interact, motivate and influence staff, members and all levels of management. Ability to effectively present ideas and concepts to management, Board of Directors and other key stakeholders Strong analytical skills and ability to exercise sound judgment. The ability to analyze loan request and understands and works proficiently with credit scoring and automated approval systems. Ability to forecast and determine realistic and attainable strategic plans to meet business development goals. Ability to plan, organize, prioritize, and delegate. Ability to work effectively in a fast paced, high production environment. Demonstrated proficiency with Microsoft Office (in particular, Excel) and business writing skills. Business Acumen, Process Management, Negotiating, Conflict Management, Developing Direct Reports, Motivating Others, Sizing Up People Drives for Results: demonstrated ability to achieve business targets Preferred Qualifications:Master's degree or advanced degree in business or related field is preferred. Education:Bachelor's degree in business or related field, or equivalent work experience Website: nuvisionfederal. com/careers Pay scale by applicable geographic location:Alaska: Min- $182,477. 96 Mid- $228,097. 45 Max- $273,716. 94 Arizona: Min- $160,878. 52 Mid- $201,098. 16 Max- $241,317. 79Florida: Min- $153,430. 44 Mid- $191,788. 06 Max- $230,145. 67 Nevada: Min- $164,602. 56 Mid- $205,753. 21 Max- $246,903. 85 Southern California: Min- $175,774. 68 Mid- $219,718. 36 Max- $263,662. 03 Texas: Min- $154,920. 06 Mid- $193,650. 08 Max- $232,380. 09Washington: Min- $186,946. 80 Mid- $233,683. 51 Max- $280,420. 21 Wyoming: Min- $158,644. 10 Mid- $198,305. 13 Max- $237,966. 15The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and applicable experience within the industry, job related training/education, etc. California Employee Privacy Notice:************************ com/disclosures/ccpa/Benefits:MedicalDentalVisionLife InsuranceFlexible Spending Account 401(k) MatchingPaid Time OffTraining ProvidedTuition Reimbursement

Job Description The Portfolio Manager oversees the servicing and ongoing management of SBA, USDA, and conventional loan portfolios, ensuring full compliance with lender policies and agency regulations. This role analyzes credit risk, conducts annual reviews and servicing actions, supervises credit analysts, and facilitates communication among borrowers, lenders, and third parties, supporting loan modifications, monitoring, and documentation to protect agency guarantees and maintain portfolio performance. This position is jointly responsible for effective interaction with team members, lenders, and borrowers. Essential Duties and Responsibilities: Provide excellent and professional customer service to the borrower, lender, and governing agencies. Ensure relationships remain strong and healthy. Supervise Servicing Credit Analyst (including Decimal Point), review all financial spreads and narratives prepared by them, and ensure quality assurance of SBA/USDA credit files prior to audits and regulatory reviews. Review borrower service requests, gather necessary information, and underwrite servicing actions-including modifications, annual loan reviews, and amendments such as collateral releases, pricing adjustments, risk-rating changes, and other necessary modifications-in accordance with lender policies, agency regulations, SOPs, and CFR. Manage all aspects of portfolio management for SBA, USDA, Main Street, and conventional loans according to lender credit policy and SBA/USDA procedures, including portfolio monitoring, collections on past due accounts, collection of financial documentation, annual reviews, servicing actions, and communication with the SBA/USDA. Collaborate with legal counsel, lenders, borrowers, and third parties on credit actions and servicing requests, including loan modifications, annual reviews, and documentation exception management; engage with all parties both verbally and in writing. Complete comprehensive narrative annual reviews for each existing SBA/USDA loan, including business and personal financial analysis, credit analysis, lien perfection, property valuation, industry comparisons, risk identification and mitigation, and loan grading recommendations. Order and review third-party reports such as real estate appraisals, environmental assessments, title reports, and business equipment valuations as required. Ensure proper implementation of LSP, lender, and SBA/USDA business policies and procedures, and promote adherence to regulatory compliance requirements. Maintain and manage financial and insurance ticklers, collect statements and policies, prepare SBA/USDA loan files for regulatory or agency audits, and fulfill all portfolio management responsibilities-including collections and communications between the lender and the SBA/USDA, and oversight of portfolio management expenses. Participate in special projects and support the SBA/USDA servicing department as needed, including assisting borrowers with servicing actions and tracking financial, insurance, and covenant requirements. Oversee the transition of a troubled loan to the Special Asset Portfolio Manager's portfolio. Provide on going assistance as needed. Primary Success Measurements: Continue to improve individual performance, with a goal of processing 9-12 actions a month Improve quality of credit analysis as needed. Respond to external customer emails, correspondence and phone calls in a timely manner (24-48 hours.) Respond to management requests in a timely manner. Work with department manager and senior management to improve workflow and productivity of department. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and/or Experience: Bachelor's degree in Finance, Accounting preferred. Minimum of 7 years' experience in Small Business Lending/Reals Estate Lending preferred with focus on credit analysis. Knowledge and/or Skills: Knowledge of the SBA and USDA rules and regulations, preferred. Strong credit skills. Leadership and motivational skills, good written and verbal communication skills, decision-making and analytical skills and ability to work well under pressure. Operate other standard office equipment; type accurately at a speed necessary to meet the requirements of the position; organize work, set priorities and exercise sound independent judgment within established guidelines; interpret, apply, explain and reach sound decisions. Proficient in Microsoft Office Suite, working with Word and Excel or similar spreadsheet software. Language Skills: Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to write basic routine reports and correspondence. Ability to interact effectively with management, other employees, customers, and representatives from other organizations. Diplomacy in dealing with internal and external clients. Excellent communication skills. Mathematical Skills: Strong credit skills required. Ability to analyze financial statements for Small Businesses. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability review information and solve problems quickly. Strong ability to manage time. Achievement oriented, takes initiative. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Work Environment The work environmental characteristics described here are representative of those an employee encounters while performing the essential functions of this job in a remote capacity. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the remote work environment is typically quiet, dependent upon the employee's home office setup. Our remote team thrives in an atmosphere that encourages diligence and achievement, while also fostering a supportive and enjoyable virtual workplace.

ABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today! POSITION PURPOSE:The Private Wealth Group, RIA/FO Channel is seeking a Vice President to support CIM's fundraising campaigns across its platform of real estate, infrastructure and debt offerings at large RIA firms, RIA aggregators and Family Office within the Central Region. This position is remote with a preference of either Chicago, IL or Texas and will report to the 1st VP, Western Divisional Sales. An ideal candidate should have relevant regional sales experience working with large RIA firms and Family Offices in alternative investments. RESPONSIBILITIES: Responsible for articulating CIM's investment strategy, platforms, competitive advantages, performance, and for explaining in detail CIM's various investments to both existing and potential investors and other stakeholders. Develop and maintain relationships with an assigned list of current and prospective firms and be the primary point of contact for this assigned list of accounts providing and maintaining regular communication and client service through both in-person & virtual meetings with the goal of making a significant contribution to the achievement of CIM's product sales objectives. Manage a territory effectively through goalsetting, strategic business planning, time blocking, pipeline and activity reporting. Leverage strong presentation skills, industry expertise, interview techniques, and strategic messaging to elevate the experience for RIA advisors and their clients. Serve as primary coverage for assigned firms and advisors which include Family Offices and RIA Aggregators. Collaborate and mentor colleagues in the regional sales associate level of the RIA/FO channel as they support the fundraising efforts. Attend and participate in sponsored industry events. Respond to, and manage content associated with, programmatic and ad‐hoc prospective investor information requests, such as RFPs, DDQs and RFIs. Assist with post meeting communication and other marketing efforts. EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.) Bachelor's degree in business, finance or related field required, MBA preferred. Between 5 and 10 years' experience in internal/external regional sales experience. Series 7 & 63 Licenses required. CAIA, CFA or other industry designations preferred. Experience in large RIA firms, and Family Offices and alternative investments preferred. Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and HubSpot. Experience with Sales Force or similar software a plus. Requires 60+% travel. ABOUT YOU: Deep relationships in the large RIA and Family Office space within their respective territory. Have a thorough understanding of deliverable platforms, such as CAIS and ICapital. Mastery of the Aggregator space for the RIA Channel and the intricacies it requires. Excellent verbal and written communication skills, organizational and presentation skills, and strong attention to detail. Naturally collaborative, quickly builds trust, operates with “balance of IQ and EQ” driven to achieve success as a team versus individually. Intellectually curious, possesses gravitas; hands-on, long-term oriented, desire to contribute beyond one's role. Ability to work well under pressure, manage multiple responsibilities and prioritize workload. Possess a high level of energy, discipline, tenacity and self-motivation. Operate with a high degree of integrity, pursue efforts for ongoing self-development and improvement. WHAT CIM OFFERS:At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:• A variety of Medical, dental, and vision benefit plans• Health Savings Account with a generous employer contribution• Company paid life and disability insurance• 401(k) savings plan, with company match• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave• Up to 16 hours of volunteer time off• Up to 16 weeks of Paid Parental Leave• Ongoing professional development programs• Wellness program, including monthly and quarterly prizes• And more! Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position is $150,000- $175,000. HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together. *Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process. CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy. #LI-ML1 CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.

WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported. WHAT WILL YOU DO? * Risk Management/Compliance * Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process deposit fee reversals. * Maintain up-to-date knowledge of account activity by reviewing various reports and systems. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank. * Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents and initiates ongoing communication with the client. * Complete KYCs for new clients/entities/loans . * Follow up with client for missing documentation on DARS report. * Respond timely and accurately to inquiries from the Bank's Financial Intelligence Unit (KYC/AML) and/or other Support Unit's regarding client transactions and account activity. * Comply with all Bank policies and procedures and ensure adherence to the Bank's regulatory requirements. * Client Services * Act as primary liaison between the client and all areas of the bank. Perform follow up with all client requests to ensure completion and satisfaction. * Resolve client inquiries and complaints and take appropriate action to prevent future problems. Contact clients regarding overdrafts (or other related problems) and perform follow-up necessary to resolve situation. Determine appropriate method of approach. * Cross Sell * Analyze client needs in order to cross-sell a wide variety of Bank services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain complete knowledge of all bank products and services. * Participate in cross sell activities independently or with the Private Banker, as appropriate. Channel referrals/warm leads from existing clients to the Private Banker or Private Banker Manager. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7 years of experience in client service, banking operations or Private Banking relationship management support required. * Minimum 5 years of experience in a banking or financial services environment required * Minimum 5 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required. *Additional Qualifications* * Bachelor's Degree preferred. * Strong risk management and operations knowledge. * Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels. * Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires). * Excellent analytical skills. * Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook). * Achieve digital mastery; demonstrates capabilities to adapt learn, and utilize evolving automation and technology to perform the job *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Who We Are: Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employees-to provide the very best experience. We are genuine and hard-working individuals who are not scared to improve and intentionally push beyond what is considered "good enough" Looking to join a growing company that values its people, innovates and expands on its proprietary technology? Apply below! Location: Philadelphia, PA (Hybrid or Remote within Philadelphia area) Who We Need: The Producing Branch Manager is a Sales leader and ensures sales staff adherence to overall company policy, procedures, productivity requirements, expected customer service levels, production metrics, industry guidelines and regulations on a daily basis. The Producing Branch Manager is also responsible for personal production. What You Will Do: * Collaborate in the on-going development of the Retail Business Model, including financial structure, P&L owner compensation plan (if applicable) and hierarchy. * Loan Escalations: Handle site escalations and escalate to Senior Leadership as needed. * Recruit, evaluate and select qualified mortgage Loan Originators and Support Staff for employment. * Ensure loan production staff is trained and prepared in the promotion and sale of loan products and in the application of underwriting criteria and that they adhere to Company loan pricing guidelines and standards. * Provide oversight and approval of branch expenditures, in line with company policies and procedures. * Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. * Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information. * Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. * Maintain both personal and branch licenses by participating in required continuing education courses. What You Need: * NMLS License is required. * 3+ years of managing a mortgage origination team in a mid to large sized firm with proven results is required. * 5+ years of sales experience in a high energy, fast paced mortgage lender environment with demonstration of progressive increase in skills and/or responsibilities is required. * Advanced knowledge of mortgage originations; including product, underwriting, investor and compliance guidelines. * Ability to manage multiple deadlines and priorities without sacrificing profitability. * Successful history of building, leading, developing and mentoring sales staff to achieve and exceed production goals and deliver an exceptional client experience. * Excellent interpersonal, verbal and written communication skills. * Ability to motivate team, manage multiple projects, work under pressure. * Proven business acumen: strategic thinker/planner, understanding of product positioning and pricing. * Proficiency in Microsoft Office and Google Drive. What We Offer: * Strength, Stability, and Vision * Great compensation package * Opportunity for career growth * A commitment to be a relevant market leader - we are aiming for the top! * Octane, our engineered proprietary technology that is transforming the mortgage industry * An empowered culture where your ideas are important and your voice matters * Full Benefits, beginning the first day of the month following your start date, including - Medical, Dental, Vision, Life, Disability Insurance, and much more * Generous paid time off package that also includes all major holidays * 401K w/ 50% match - Beginning the 1st of the month following 30 days of employment Cardinal Financial is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills and experiences within our workforce. California residents click here to review Cardinal's California Employee Privacy Policy & Notice at Collection.

Now Hiring: Producing Branch Managers - Remote | Multiple States Compensation: Customized per platform | W2 with benefits | Overrides + Self-Sourced Comp | Signing bonuses in select roles About the Role: We're representing multiple mortgage platforms nationwide that are seeking Producing Branch Managers ready to scale a team, transition existing volume, or establish a new branch with the right operational and leadership support in place. Whether you're running a $2M/month branch or producing $1M personally with plans to grow, we'll align you with the model that fits - from delegated correspondent lending to broker-direct setups with advanced marketing and technology. Branch Manager Compensation Summary: Branch-Level Comp: Overrides on team production: 25-75 bps Individual production: 100-150 bps for self-sourced volume Broker/Correspondent hybrid model: Up to 275 bps (delegated/non-delegated) Some platforms offer: Immediate stock options (TX-based lender) Quarterly stock bonuses Dedicated LOA for transition onboarding In-house ops and marketing support CRM, tech, and recruiting tools built in No P&L required in many models - override-only setups available Volume Expectations: Branch minimum: $1.5M-$2M+ monthly Individual LO minimum: Typically 1-2 units/month or $400K-$1M+ in volume Ideal Candidates: Proven Producing Branch Manager (or team lead) with active state NMLS Licensed in any of the states where opportunities are open Experience recruiting and leading originators Seeking a growth-forward platform with competitive pricing and flexibility Strong grasp of compliance and a team-focused mindset Interested? Submit your resume to confidentially explore which platforms best align with your goals, compensation expectations, and team needs. We'll only match you to opportunities that make sense for your structure - no spam, no pressure. Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Branch Pipeline Manager acts as a liaison between internal teams and external clients, overseeing the loan process from start to finish to ensure timely, accurate file progression. This role manages a loan pipeline, partners with loan officers and processors to streamline workflows, and improves the borrower and loan officer experience through clear communication, appropriate loan structuring, and thorough file quality and compliance standards. Job Responsibilities: Manage a pipeline consisting of VA, Conventional, and FHA loans. Provide customer service by communicating with borrowers to assist client(s) in understanding loan programs, costs, and various applicable loan documents. Communicate loan program and costs with borrowers (license required for this duty to be performed.) Identify missing documentation and request items that best support approval. Review and audit income, assets, run DU and verify credit documentation within mortgage file to ensure loan stability. Pre‑underwrite items such as paystubs, credit reports, W‑2s, bank statements, and court orders to support approval. Ensure structure of the loan presents the best program based on the borrower's financial circumstances. Review mortgage loan disclosure packages and deliver to borrower, including but not limited to rate disclosure and re-disclosure packages. Input feed for disclosures, present and set up loan to best fit borrower's needs. Collaborate with loan officers and processors to develop and maintain a streamlined loan workflow. Qualifications and Skills: 5+ years of mortgage underwriting and processing experience. Extensive experience with VA loan files, including entitlement verification, residual income calculations, and adherence to VA underwriting requirements. Extensive experience with Encompass LOS. NMLS license preferred; if not licensed, must obtain NMLS license within 90 days of hire. Knowledge of mortgage underwriting guidelines and applicable consumer protection regulations (e.g., RESPA, TILA/TRID). Excellent math and analytics skills. Excellent communication skills. Excellent prioritization and time management skills to meet deadlines. Proficiency in DU, LP, Microsoft Outlook, and Windows. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Salary Range: Annual Salary: $75,000-80,000. This position is bonus plan eligible The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Essential Duties of this Opportunity: The Barnhart Branch Manager is our Local Leader, a peer to our Senior Leadership Team. As the Local Leader, you will be treated as a business owner, responsible for leading the branch team in sales, execution and financial results of Barnhart. Leadership and development of your team will be the key to your success. You will also collaborate with other branches in executing work in the region and the national footprint. As the Local Leader, a strong focus on safety and quality are paramount for success of your Branch. Lead with alignment to Barnhart's Mission Statement and Core Values. Barnhart has chosen Servant Leadership as the model to reflect the leadership of the “One Team”! Motivate the Branch Team to aim for Barnhart's success metrics in Financials Returns, Safety, Customer Satisfaction & other Key Markers. We strive to be an Industry Standard Bearer! Lead the Branch like a business owner. Build your Team to be excellent in Sales, Operations, Project Management, Dispatch, Maintenance and Facilities! Build a local culture of Significance, Belonging, Trust, Progress & Recognition through Training and developing your Team. Barnhart Offers: Ownership Compensation through a pay for performance structure, with: Competitive salary and performance bonus Paid time off and other benefits Deferred Compensation program that shares the Branches Earnings Barnhart CARES family care and community service opportunities Benefits: $1 for $1 match on 401(k), capped at 10% of Pay Company Vehicle Health Insurance, Paid Time Off, Holidays, Long and Short term Disability, Life Insurance and other benefits that will be discussed in more detail during your interview process Preferred Experience: Leadership developing a Team and building a strong aligned Culture of Company Mission Statement and Core Values. Mechanically inclined and a proven track record of success in rigging, lifting, fabrication, maintenance or transportation execution. Financial skills in leading your Team to build a successful business plan and achieve success metrics. Project Management experience in construction and/or industrial industries. Computer Software and Management Reporting expertise in communicating metrics, processes and enhancements. Education: Bachelor's degree or sufficient experience. Experience: Previous Leadership experience preferred. PURPOSE - Barnhart is built on a strong foundation of serving others. The fruit of our labor is used to grow the company, care for our employees, and serve those in our communities and around the world. MINDS OVER MATTER - Barnhart has built a nationwide reputation for solving problems. We specialize in the lifting, heavy-rigging, and heavy transport of major components used in American industry. NETWORK - Barnhart has built teams that form one of our industry's strongest networks of talent and resources with over 60 branch locations across the U.S. working together to serve our customers. This growing network offers our team members constant opportunity for career growth and professional development. CULTURE - Barnhart has a strong team culture -- the “One TEAM.” We are looking for smart, hard-working people who strive for excellence in their work and appreciate collaboration. Join a team that values Safety, Servant Leadership, Quality Service, Innovation, Continuous Improvement, Fairness, and Profit with a Purpose. EOE/AA Minority/Female/Disability/Veteran #LI-HS1

We are seeking motivated Branch Managers to join our dynamic and expanding team. This person will be responsible for lead generation, prospecting for new customers, developing relationships, quoting and winning freight and providing brokerage services to those new customers in a “cradle to grave” brokerage model. Your success will rely on being resilient and having the ability to quickly develop strategic relationships with clients to match their goals to the company's solutions. Responsibilities: HUNTER mentality. Have a winning attitude and a positive presence. Ability to navigate web-based selling techniques. Knowledge of ZOOM and Microsoft Teams. Current book of business preferred. Develop and maintain a list of prospective customers to use as sales leads. Proactively reach out to potential customers through cold calling, email, and social selling. Acquire customers focusing on specific lanes, commodities, new markets, contract opportunities, and specialized equipment. Establish integrated solutions to meet customers' needs, requirements, and satisfaction. Identify critical decision-makers and develop strategic relationships to drive revenue. Qualify leads based on defined criteria to identify high-potential opportunities. Close sales following the UCW sales process and ensure seamless customer onboarding. Utilizing Zoom Info and LinkedIn, develop strategic selling strategies. Be organized and utilize our CRM to document sales calls and manage your pipeline and daily activities. Report on sales performance and customer service KPIs to management on a weekly basis. Utilize McLeod and pricing tools to accurately quote shipments for prospects and customers. Enter and manage customer orders in McLeod, ensuring all information is correct. Maintain ability to be responsive to all customer and carrier needs at all times. Book available freight in a cost-effective manner, negotiating winning rates. Coordinate pickup and delivery appointments for new orders. Track and trace freight to ensure on-time pickup and delivery, resolving any issues that arise. Develop and maintain a robust carrier network to support customer supply chains effectively. Negotiate with carriers to maximize profitability while meeting customer needs. Update shipment statuses in McLeod and request Proof of Delivery (POD) as required. Provide customers with necessary documentation and respond to their inquiries promptly. Identify opportunities to offer additional support to customers and carriers. Collaborate with the accounting team to manage invoicing and ensure timely payment processing. Work independently, demonstrating initiative and a commitment to achieving assigned goals. Qualifications/Requirements: Bachelor's degree preferred, high school diploma or equivalent required. 2+ years' experience in logistics and freight sales., preferably in a “cradle to grave” model. Proficient in using CRM software and sales automation tools to manage the sales process. McLeod experience preferred. Proven history of achieving quarterly sales targets. Driven to Service attitude for customer interactions. Proficiency in Microsoft Outlook, Word, and Excel. Strong organizational skills with a keen attention to detail. Must be a self-starter and highly motivated.

Branch Manager Job Description Founding Branch Manager - Columbus Market About the Job: Are you a regional or executive in the multifamily world who's ready to bet on yourself? Or maybe you've built a strong book of multifamily business in paint, flooring, or construction - and now you're looking for the autonomy and upside that comes with running your own branch? We're looking for a leader to launch our newest location - a self-starter with the grit to build from the ground up and the polish to sell to professional property managers. This is an entrepreneurial opportunity with real backing: you'll have support, proven processes, and a team behind you, but the autonomy to make the market yours. You'll lead sales, drive profitability, and hire your own “right-hand” operations leader. The more your branch grows, the more your compensation grows. If you know the trades, have deep relationships in multifamily, and want to build something meaningful - this is your shot. Premiere Property Services is a one-stop-shop property improvements company focused on make-readies/turns, maintenance, and capital projects for multifamily communities. With a decades-long track record in West Michigan and new branches launching across the region, we're on a mission to reduce customer headaches and raise the bar on service. Key Responsibilities: • Launch and lead a new branch in Cincinnati with full P&L responsibility • Drive revenue by building relationships with apartment owners and property managers • Own the sales process - from outreach to pricing to account management • Hire and oversee an Operations Manager responsible for onboarding and managing field labor • Help recruit and retain qualified subcontractors and tradespeople across multiple services • Partner with our leadership team to adapt processes and best practices to your local market • Be the face of Premiere in your market - representing the brand with tenacity and professionalism Qualifications: • Strong network in the local multifamily industry, especially with regional and executive-level decision makers • Proven track record of sales success and relationship-building in a B2B setting • Knowledge of apartment make-ready/turn services • Entrepreneurial mindset with the discipline to run a branch like it's your own business • Prior experience managing teams and delivering results under pressure • Located near Cincinnati Compensation: $115-135k+ On-Target-Earnings (OTE); compensation grows as the branch grows

Full-time Description The Branch Manager will ensure that the day-to-day operation of the business is as efficient as possible, that all employees are aware of their responsibilities, that their performance meets expectations, the Branch is compliant with all Unemployment and Workers' Compensation requirements and that the clients are satisfied with our service. Responsible for profit/loss of that particular Branch(es). Responsibilities Manages staff of Recruiters and On-Site Supervisors/Managers including recruiting, training, and development of new and existing staff. Maintains work shift scheduling; reviews and approves hours worked by subordinates. Ensures order fulfillment, partners with local recruiting sources. Counsels and disciplines service employees when needed. Oversees payroll processing to ensure that timely and accurate information is maintained in the system and provided to corporate payroll processors. Monitors inventory of office supplies and orders when needed. Monitors and controls office expenses within budget guidelines. Visits clients, builds and maintains rapport with them. Assists Sales Executive with acquisition of new customers. Provides client-specific reports and other reports as needed. Responsible for meeting Proman goals on payroll/billing errors and branch assessments. Leads the weekly branch meeting. Works with National Unemployment Coordinator to monitor unemployment claims; may attend hearings by phone or in person. Ensuring branch compliance with Proman's Health and Safety Program through developing and implementing plans and goals to minimize injuries and WC costs. This is not an all-inclusive list of duties and may include other duties and responsibilities as assigned by supervisor. Requirements Job Requirements Ability to multi-task and prioritize. Proficient in MS Office programs. Presentation skills. Problem Solving ability. Decision Making ability. Leadership ability. Bilingual- English/Spanish preferred. Primarily works in an office environment. Will be required to work at both a traditional office desk as well as at the applicant's window. Must be able to travel to various facilities in the branch territory and to move within each facility (sometimes long distances) to work with employees and communicate with customer representatives. May involve some lifting of files and boxes. May involve bending or standing to file documents. Qualifications High School Diploma required. Completion of Proman's Management Training Program. AA or BA in Business Administration or related field preferred or equivalent combination of education and experience. Minimum 4 to 5 years' experience in a supervisory role preferably in staffing or other customer service role. Experience working with time keeping systems and various business reports. Experience working with a high level of independence. Demonstrated experience in managing competing demands. Experience managing a team of Recruiters and On-Site Supervisors. Background in Human Resources a plus.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence. Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments. Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust. Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation. Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry. Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community. Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures. Required qualifications, capabilities, and skills You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles. You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success. You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently. You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies. You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved. You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager. You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state. Dodd Frank and Safe Act: This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence. Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments. Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust. Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation. Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry. Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community. Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures. Required qualifications, capabilities, and skills You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles. You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success. You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently. You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies. You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved. You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager. You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state. Dodd Frank and Safe Act: This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

As the Selling Branch Manager, you will be responsible for building and executing a business plan designed to bring in new clients, build on existing relationships and grow the bottom line: SALES: Bilingual Spanish/English You will be responsible for identifying new sales opportunities through your knowledge of the market geography, economic environment top companies, competitors, etc. Maintain a pipeline of your Top 50 opportunities and perform daily sales activities (cold calls, visits, execution of proposals, pricing, and contract negotiations). Establish a plan to grow and retain existing accounts and newly developed clients. Build trust and credibility amongst clients/prospects, candidates, and colleagues by communicating our value proposition. RECRUITMENT: Create branch recruitment strategies by developing local relationships with recruiting resources (colleges, Work Source centers, trade schools). Responsible for creating a positive candidate journey and excellent customer service. Daily management of recruiting team activities (sourcing, submittals, interviews, etc.) PEOPLE: Responsible for recruiting and hiring branch sales and service staff. Coach staff in sales and customer service techniques. Schedule and conduct regular staff meetings. Audit and monitor the activities of the staff to ensure the branches are providing optimum service levels. Conduct performance evaluations and prepare developmental plans for branch staff in a timely manner. Participate in special projects and performs other duties as assigned You will be responsible for tracking and meeting your key performance indicators and those of your staff.

At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive. Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members. The Branch Manager is a leadership position requiring a positive attitude, an ability to mentor, coach, and train both new and existing employees. Oversees the branch customer relationships and the operational functions to keep facilities and processes always running smoothly. A primary function is managing, leading, and evaluating staff to ensure they achieve their highest level of customer service as well as personal development goals. The Branch Manager is responsible for acquiring and maintaining customer relationships as well as exceeding customer expectations. This position will manage the full spectrum of banking services provided by Richwood Bank, from handling consumer products in branch to referring all ancillary services. Richwood Bank prides itself on unique company culture and all team members should be active and engaged participants. Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities! Essential Functions Manage bank branch staff employees Keep track of employee schedules and attendance Supervise daily banking activities Inform staff of any information received from Corporate Communicate expectations clearly Delegate tasks as needed Greet customers Facilitate all transactions for customers across all financial account types and requests Open accounts and teach customers how to gain the most potential from them Assist new customers in transferring all funds over seamlessly through our switch program Maintain an accurate balance of cash drawers daily Demonstrate knowledge of all accounts, products and services offered Support customers with all account and service needs Be willing to help customers with additional benefits such as notary, faxing and check orders Stay current on rates for CDs, savings IRAs and interest bearing checking Listen to customer needs and recommend the best solutions to help them succeed Assist team with miscellaneous office support such as inventory of supplies and cookie Friday preparations Scan proof - scanning all transactions daily into the computer Demonstrate drive thru knowledge - speaker, transaction drawers/tube Provide coverage for additional branches on an as needed basis Implement Business Development strategies Provide sales leadership and guidance to the team Conduct quarterly incentive reviews with staff Lead monthly Professional Development conversations with Staff Open and Close the branch while adhering to all bank security procedures Follow up on customer grievances Responsible for continued training and education of staff Skills and Abilities Leadership Ability to motivate others Ability to multi-task when needed Project management Excellent customer service skills The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud Mathematical skills In-depth knowledge of our bank products and services Work well under pressure and in a fast paced environment Ability to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion) Strong communication skills High degree of accuracy Detailed and organized Maintain confidentiality at all times Maintain a positive can-do attitude towards your team and customers Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act Punctual Driven to succeed and open minded to learn more about new technology within our industry Education High School Diploma or GED required, college preferred Five years customer service experience required, Three years banking experience preferred Supervisory experience required Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Now Hiring: Branch Manager - Pool Division Location: Pataskala, OH | Full-Time Onsite | Reports to: Director of Operations At Hidden Creek, we don't just build pools - we build strong teams, scalable systems, and exceptional client experiences. If you're a hands-on leader who thrives in complex operations, understands financial performance, and knows how to develop managers and crews, this could be the opportunity you've been waiting for. We're looking for a Branch Manager - Pool Division to lead all pool-related operations at our Pataskala branch and help strengthen Hidden Creek's presence in the pool market. About the Role As the Branch Manager - Pool Division, you'll oversee pool construction, renovation, service, and future maintenance operations. You'll be accountable for operational excellence, financial performance, and team development across the division. This role blends strategy and execution - leading department managers, optimizing schedules and workflows, fostering a safety-first culture, and ensuring clients receive outstanding quality and communication at every touchpoint. It's a highly visible leadership role with real ownership and impact. What You'll Do (In case you like bullet points and clarity - we do too!) Operational Leadership & Team Development (30%) Lead and coach department managers and crews, run weekly leadership check-ins, and build a culture of accountability, safety, and growth. Project Execution & Service Excellence (20%) Oversee pool construction and service delivery to ensure schedules, quality, and client expectations are met - from kickoff to closeout Financial & Resource Management (20%) Own branch financials, labor efficiency, and job costing. Optimize crews, equipment, and purchasing to hit performance targets. Safety & Compliance (10%) Champion safety standards, run audits and trainings, and ensure OSHA and company compliance across all operations. Cross-Team Collaboration & Growth (10%) Partner with Design/Build, Maintenance, and Operations teams to improve workflows, client handoffs, and identify growth opportunities Admin & Leadership Meetings (10%) Track KPIs, review performance data, and lead meetings that drive clarity and results. What Makes You a Great Fit Experience leading operations in pool construction, service, or field-based management Comfortable-owning people, projects, and financial performance Organized, adaptable, and calm under pressure Strong communicator who can lead leaders and crews alike Tech-comfortable (or eager to learn) tools for scheduling, job costing, and reporting Passionate about developing people and building strong teams Motivated by growth - yours, your team's, and the company's Why Hidden Creek? We live by four values: Dare to Be Different | Driven to Grow | Lead with Intent | Make Someone Smile We're not your average landscaping company. At Hidden Creek, we believe in mentorship, tech-enabled operations, and people-first leadership. Guided by the LeanScaper method and connected with top industry peers, our team is shaping the future of how great work gets done. We invest in growth, reward initiative, and develop leaders at every level. We Offer: Medical, Dental, and Vision Insurance Life Insurance provided by Hidden Creek 401(k) with 4% Company Match Paid Time Off 12 Paid Holidays (Including Christmas Eve through New Year's Day) Competitive Base Salary + Bonus Opportunity Employee Referral Bonus Program Core Value Rewards Program Team-building events and a collaborative, high-performance culture Hidden Creek Landscaping, Inc. is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other legally protected status. We are committed to complying with all applicable provisions of the Americans with Disabilities Act (ADA). If you require reasonable accommodation during the application or interview process, please let us know. Employment with Hidden Creek Landscaping, Inc. is at-will. This means that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice. Qualifications Must have pool construction experience (full build lifecycle) Has managed multiple projects at once Has led field teams or managers in construction/service settings Understands job costing, labor planning, budgets, and profitability Preferred: Experience managing a branch or division Built or scaled a pool service program Familiarity with scheduling/job-costing software Background in hardscape, patio, or outdoor living construction Experience implementing operational systems or KPIs Spanish-speaking (bonus for communication, not required)

Job Description Title: Branch Manager Reports to: Director of Sales and Member Experience Supervises: Assistant Branch Manager, Concierge, Member Services Representative Status: Exempt Objective The Branch Manager is responsible for planning and directing all branch-related activities that affect the public relations and corporate image of the Credit Union. This high-contact sales and leadership position requires the ability to deal effectively with members and associates in person, by telephone and in writing along with the ability to work in a fast-paced and results-driven environment. Duties and Responsibilities Coordinate, supervise and effectively schedule the branch office staff and their daily activities in servicing the membership Assist members with any service or sales related activities to ensure they enhance the financial lives of the members they serve Lead, motivate, coach, and develop the sales staff Provide consistent and ongoing support to the sales staff Monitor sales activity of the Credit Union and administer sales incentive programs Maintain and improve the quality of the Credit Union's financial products and services Maintain employee time records and report any missed work, cash discrepancies or scheduled days off Ensure that security procedures are followed Develop a working knowledge of the Credit Union's data processing system Oversee the branch facility Develop thorough knowledge of lending and financial services Register with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintain and renew the registration in addition to completing related compliance training as directed by KEMBA Assist in other areas as directed by Credit Union management Develop an understanding of Credit Union history, philosophy, organization, policies, and operational procedures On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs Must be able to relate to other people beyond giving and receiving instructions: Can get along with coworkers or peers without exhibiting behavioral extremes Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others Respond appropriately to criticism from a supervisor Cultivate and foster community and outside business relationships to grow and maintain current book of business. Manage and lead the branch's Select Employee Group (SEG) program by working closely with the companies that consider KEMBA their credit union Required Qualifications Undergraduate degree in Business or Finance or related education and experience Three to five years of managerial experience One to two years in a sales environment Strong organizational skills Professional demeanor Effective communication skills Desired Qualifications Previous experience in a branch management or assistant branch management capacity Teller and account assistance experience Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. #RETKMB