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BMO Harris Bank jobs in Olathe, KS - 74 jobs

  • Associate Banker

    BMO Harris Bank 4.1company rating

    BMO Harris Bank job in Shawnee, KS

    Application Deadline: 02/01/2026 Address: 7225 Renner Rd Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 21d ago
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  • Client Relationship Consultant 2 (Banker) - Blue Ridge (40 hrs)

    Us Bank 4.6company rating

    Kansas City, MO job

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications * High school diploma or equivalent * Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Ability to effectively engage and communicate with clients Thorough knowledge of applicable bank and branch policies, procedures and support systems Proven customer service and interpersonal skills - Experience with using and demonstrating digital products and self-service technologies Ability to explore and identify a customer's true needs while leveraging a digital first mindset Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively Experience in the financial services industry preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $20-22.5 hourly 5d ago
  • MWM Market Executive

    Bank of America 4.7company rating

    Leawood, KS job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for leading the market to ensure the delivery of an exceptional client experience and focusing on achieving sustainable, responsible growth through operational excellence and risk management. Key responsibilities include building a culture of excellence by recruiting, developing, and retaining top talent in an environment that is inclusive and supportive of all employees. Job expectations include establishing enterprise-wide relationships and protecting the bank's brand internally and externally. Responsibilities: Develops and executes a market growth plan to increase profitability and drive sustainable responsible growth Recruits, coaches, and retains high-performing talent and leads a culture of diversity, inclusion, and respect Holds Advisors accountable for providing an exceptional client experience Fosters and leverages relationships to ensure coordinated delivery of the enterprise's full capabilities and offerings to clients by collaborating across all channels and product groups in the client's best interest Establishes a risk culture and ensures all team members are protecting the interests of the firm, while enhancing the client experience Manages the market Profit and Loss with a focus on revenue growth and return for shareholders Represents the firm in the community to increase brand visibility and enhance new and existing business opportunities Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Diversity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&I goals. Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations. Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success. Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization. People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance. Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability. Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs. Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage. Skills: Business Acumen Coaching Decision Making Drives Engagement Executive Presence Conflict Management Customer and Client Focus Inclusive Leadership Relationship Building Risk Management Emotional Intelligence Leadership Development Performance Management Process Effectiveness Recruiting Licenses: Required - SIE, S7, S9, S10, S66 or S65 & S63 Preferred - S3, S31 Shift: 1st shift (United States of America) Hours Per Week: 40
    $68k-99k yearly est. Auto-Apply 60d+ ago
  • ACH Specialist

    Armed Forces Bank 4.4company rating

    Kansas City, MO job

    As an integral member of our banking operations, this position plays a crucial role in ensuring the accurate and timely processing of Automated Clearing House (ACH) exceptions, and Regulation E Claims. Meticulous attention to detail and strong understanding of ACH regulations will contribute to maintaining the highest standards of efficiency, compliance, and client satisfaction. Responsibilities Process and investigate Regulation E claims related to ACH transactions. Track volume for month end reporting. Assist internal departments with ACH inquiries. Protect all client and bank information confidentially and follow all company policies. Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. Working at the worksite during regular business hours and/or assigned hours. Other specified duties as assigned. Compensation & Benefits The ACH Spec I position pays a minimum of $18.00 per hour. Full‐time associates are eligible for our benefits package: Medical Dental Vision 401(k) plan Company paid life insurance Short and Long-term disability insurance Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired.
    $18 hourly 3d ago
  • Public Finance Investment Banking Analyst

    First National Bank of Omaha 4.5company rating

    Overland Park, KS job

    At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $29k-36k yearly est. Auto-Apply 26d ago
  • Relationship Banker - Kansas City West Market

    Bank of America 4.7company rating

    Lawrence, KS job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $35k-41k yearly est. Auto-Apply 49d ago
  • Bank Products Manager

    Armed Forces Bank 4.4company rating

    Kansas City, MO job

    The Bank Products Manager drives the development and management of banking products for both Academy Bank and Armed Forces Bank, with special expertise and emphasis on the credit card suite of products. The credit card product focus will also encompass offerings related to the Embedded Banking operation. The Bank Products Manager works closely with cross-functional teams, including production teams, data analysts, Client Experience, IT, compliance, and marketing to ensure that the Bank's products are profitable, meet market demands, deliver exceptional value to our clients, integrate seamlessly into the tech stack, and meet all regulatory requirements. Leads cross-functional, cross-organizational teams to develop and launch products into the market across the entire organization and through all appropriate channels. Responsibilities • Bank Product Management, including: • Develops and executes bank product strategies that align with the Bank's vision and goals. • Conducts market research to identify client needs, market trends, and regulatory requirements specific to the banking industry and identifies opportunities for differentiation. • Develops and implements bank product strategy to meet revenue goals through bank product design, pricing, marketing, and margin management. Defines bank product roadmaps and prioritizes features based on business impact and client feedback. • Works with marketing, production, and sales enablement teams to develop go-to-market strategies and supports bank product launches, including internal communication and training plans. • Performs detailed data analysis on bank product performance and profitability against established goal metrics; tracks cross-sell, retention and set sales/delivery expectations, works with Client Experience to gather client feedback on products, and implements continuous improvements. • Credit Card Product Management, including: • Leads the design of card products and programs, including features, benefits and pricing with focus on marketability, competitiveness and profitability and revenue growth for the Bank. Works with other departments and staff on product integration as appropriate. Continuously identifies opportunities and evaluates the cost/benefit of new card products, features and benefits. Utilize emerging capabilities in technology, operations, and data analytics to offer customers differentiated product experiences. • Directs card pricing and fees to optimize revenue growth. Responsible for directing programs to increase card sales, utilization and retention through new client acquisition and cross selling existing client base. Success to be measured by quarterly and annual unit and revenue growth. • Direct management of any card vendor relationships and primary point of contact to troubleshoot sales, operational and service issues that may arise from time to time. Work with a cross-functional bank team as appropriate in vendor management. • Develops and leads all cardholder loyalty efforts. Works closely with marketing to establish annual product marketing plan and promotional calendar to successfully deliver against portfolio goals. Ensures compelling, consistent, and relevant product positioning and messaging. • Collaborate with the Director of Embedded Banking to conduct oversight and monitoring of credit card activity, network and processing errors, management of the MasterCard relationship and overall management of the sponsored bin program(s). Continuously review the market and competitive landscape, identifying opportunities and strategies that will position DFC as a market leader in the Embedded Banking and BaaS space related to credit cards. • Increases Academy & Armed Forces Bank product sales, balance sheet and revenue growth through product innovation, education, and marketing. • Works with Academy and Armed Forces Bank leadership to establish appropriate product sales goals for business units and acceptable profitability metrics. • Develop business case(s) to present recommendations to Academy and Armed Forces Bank leadership based on internal return on investment targets, client expectations and innovative back-office solutions. • Manage the overall profit and loss of the associated product lines. • Responsible for recommending all policy, procedure and product changes to senior leadership or others responsible for oversight of the Bank's product offerings. • Responsible for performing risk assessments on all existing and new products to identify all regulatory, compliance and reputation risks associated with product. Designs, builds and implements delivery of products to mitigate any identified risks. • Protect all client and bank information confidentially and follow all company policies. • Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). • Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. • Working at the worksite during regular business hours and/or assigned hours. • Other specified duties as assigned. Compensation & Benefits The Bank Products Manager position pays a minimum of $100,000 per year. Full‐time associates are eligible for our benefits package: Medical Dental Vision 401(k) plan Company paid life insurance Short and Long-term disability insurance Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired.
    $100k yearly 3d ago
  • Regulatory Administrator

    U.S. Bank 4.6company rating

    Overland Park, KS job

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** U.S. Bank Global Fund Services ("GFS"), a subsidiary of U.S. Bank, is one of the country's largest service providers for mutual funds and exchange-traded fund ("ETF"). The Regulatory Administrator position is part of the Regulatory Administration group within GFS, which supports the board governance of the series trusts sponsored by GFS and the preparation and maintenance of fund clients' registration statements and proxy statements. The work of the GFS Regulatory Administration group enables our fund clients to comply with the federal securities laws, including primarily the Investment Company Act of 1940 and Securities Act of 1933, and regulations adopted by the U.S. Securities and Exchange Commission ("SEC"). The work of Regulatory Administrators will tend to focus on more complex projects and filings, such as reorganizations, conversions of mutual funds into ETFs, and the launch of new funds, though Regulatory Administrators may still assist with more routine projects, such as annual updates to registration statements. Each Regulatory Administrator is a key point of direct interaction with GFS clients, the boards of trustees for series trusts sponsored by GFS, and their external legal counsel. Regulatory Administrators work with our team of GFS Regulatory Administration attorneys and paralegals to manage multiple complex client and internal projects at any time. Regulatory Administrators will benefit from previous experience with an investment adviser, law firm, or service provider as an administrator or paralegal, but paralegal training and past experience as a paralegal are not requirements for the position. Regulatory Administrators will be responsible for the following activities: · preparation of agendas, resolutions, and related materials to support board governance of the series trusts sponsored by GFS; · attendance at and drafting of minutes reflecting the content of board of trustees meetings for one or more series trusts sponsored by GFS; · working with investment advisers and other service providers to the series trusts sponsored by GFS to solicit due diligence information on behalf of the trust's board; · preparation of regulatory filings required under federal securities laws, including registration statements on Forms N-1A and proxy statements on Schedule 14A or Form N-14, using a content management system; and · training, mentoring, and other support functions for Regulatory Administration paralegals; Many of these duties involve working directly with internal counsel, external fund counsel, internal compliance administrators, financial printers, external auditors, and investment advisers on matters requiring confidentiality. Regulatory Administrators also work on additional projects/duties as assigned. **Basic Qualifications** - Bachelor's degree, or equivalent experience - Three to five years of related experience **Preferred Skills/Experience** - Good knowledge of federal, state and local laws and regulations - Basic knowledge of the products, policies, operations and procedures related to the business unit - Strong organization, analytical and project management skills - Strong planning, implementation and negotiation skills - Effective interpersonal, verbal and communication skills - Proficient computer skills, especially Microsoft Office applications If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (************************************************* . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $75.8k-89.2k yearly 3d ago
  • Financial Center Manager - Blue Springs South

    Bank of America 4.7company rating

    Blue Springs, MO job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent. Responsibilities: • Manages client traffic, engaging and appropriately routing clients, and fosters client retention • Manages business results through formalized management routines and coaching • Creates a world class client experience environment • Manages market-level initiatives prescribed by market leaders • Drives operational excellence by engaging employees on business strategy • Manages organizational priorities and effective execution Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. • Can interpret performance results, find opportunities to drive success and hold others accountable to results. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • Experience in mortgage, retail or hospitality. • Experience working in an environment with individual and team goals where goals were routinely met or exceeded. • Bilingual skills. Skills: • Customer Service Management • Performance Management • Coaching • Customer and Client Focus • Talent Development • Risk Management • Sales Performance Management • Business Operations Management • Recruiting • Result Orientation • Referral Management • Leadership Development • Inclusive Leadership • Prioritization • Problem Solving Shift: 1st shift (United States of America) Hours Per Week: 40
    $69k-99k yearly est. Auto-Apply 60d+ ago
  • Mortgage Banker - Multiple States

    Armed Forces Bank 4.4company rating

    Overland Park, KS job

    You will be able to sell direct to customers and solicit customers indirectly through third parties such as realtors, builders, and developers. You will continually identify, develop and maintain proactive and exceptional service-based relationships with retail branches and other clients that can serve as a recurring source of referrals for new mortgage lending opportunities. You will be responsible to develop mortgage lead sources, respond timely to customer inquiries and Bank referrals, analyze borrowers financial and credit data, determine customer financing objectives, advise borrowers of product/pricing policies and guidelines, submit complete applications, help processing team to proactively gather required documentation, and ensure loans are closed within 30 days. Responsibilities Originate loans based on outside sales activity. Meet minimum funding requirement starting the third full month of employment. Supervise Mortgage Loan Assistant, if one is assigned to you. Maintain high-quality, compliant loan files for loans you originate. Spend 80% or more of time on outside sales activities to generate loans. Must have a valid driver's license Protect all client and bank information confidentially and follow all company policies. Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. Working at the worksite during regular business hours and/or assigned hours. Other specified duties as assigned. Qualifications: Our ideal candidate must be able to build exceptional relationships with customers and referral sources. The candidate must exhibit strong product knowledge and employ a high-touch, consultative sales approach when providing recommendations to customers based on financial analysis and the customer's financial needs, goals and circumstances. Candidate must have the ability to meet minimum funding requirements starting the third full month of employment. Must maintain all required licenses and registration, including NMLS registration.
    $29k-33k yearly est. 3d ago
  • Director, Payments Specialist - AgriBusiness

    First National Bank of Omaha 4.5company rating

    Overland Park, KS job

    At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Director, Treasury Management is a senior advisor multi-faceted role responsible for fully understanding the spectrum of payment strategies, processes, and solutions; and must be able to effectively articulate and apply the benefits of a comprehensive solution set, including Treasury Services, Commercial Card/Virtual Card/Integrated Payables, Global Banking and Merchant Services. This role provides payments industry expertise and guidance throughout the client lifecycle, including prospecting, sales, implementation, and relationship maintenance. Successful individuals will demonstrate expertise in leading strategic discovery conversations focused on understanding customer and prospect operations and payments goals and will design and deliver payments solutions in alignment with those needs. Additionally, they will manage the collaboration, education, and technology knowledge across their internal and external stakeholder base to ensure partners are aligned to deliver the intended customer experience. The role is expected to be an industry expert in in all payment methods, technologies, processes, strategies, market trends, and solutions, and will deliver best-in-class customer experience. About This Role: Solution Acumen and Application Demonstrate and advanced understanding and application of a comprehensive commercial payments solution set, including Treasury Services, Commercial Card/Virtual Card/Integrated Payables, Global Banking and Merchant Services Maintain a subject matter expertise of payment strategies, processes, and solutions within the Payments industry Maintain an advanced understanding of FNBOs current and prospective solution set, and position in the marketplace Experience in product pricing and negotiation, and ability to set competitive pricing for customers New Business Development Develop and execute a strategic market development plan to attain production goals Lead strategic discovery conversations to understand customer/prospect operations and goals Design and deliver payments solutions in alignment with customer needs and goals, demonstrating fit and value Serve customers and prospects as a trusted payments industry expert advisor, consultant, and core member of their FNBO relationship team Deliver FNBOs Commercial Payments value proposition for creating process efficiencies, improving working capital positions, and increasing profitability in a consistent and unique manner to each customer and prospect Partnership Facilitate collaboration between internal and external stakeholders to ensure alignment and delivery of the intended customer experience Communicate functionality, utility and benefits of FNBO Payments solutions to internal stakeholders Build and maintain effective relationships with partner leadership teams to support effective interactions and drive goal attainment The Ideal Candidate for This Role: Key Skills Detail oriented with excellent organizational and time management skills Ability to manage competing priorities and multiple tasks simultaneously Strong communication and presentation skills Strong relationship Management Skills Strong and creative problem-solving skills Ability to work with various levels of management both internally and externally Ability to participate in challenging conversations effectively and professionally Ability to justify and negotiate pricing Ability to network, develop and leverage relationships Effectively manage processes between stakeholders Proficient with Microsoft Office applications Required: Bachelor's degree, or equivalent career experience in Payment environment 3+ working knowledge of treasury products and bank operations Ability to be a dynamic individual who can be a leader in critical work pertaining to the line of business, problem solving, critical thinking, and decision making Demonstrated success in independent business development Ability to be self-motivated with the ability to work independently in role Desired: CTP certification completed or program initiated within 24 months of hire Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $95,857.00-$162,957.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20260035 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $28k-33k yearly est. Auto-Apply 15d ago
  • Managing Director, Public Finance

    First National Bank of Omaha 4.5company rating

    Overland Park, KS job

    At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: This role combines relationship management, analytical expertise, and sales acumen in the specialized municipal securities market, requiring both technical knowledge of public finance and strong interpersonal skills to succeed in a competitive broker-dealer environment. This is a sales and production role within the broker dealer industry. About This Role: Client Relationship Management Develop and maintain relationships with municipal issuers, including cities, counties, school districts, and other public entities Serve as primary contact for existing clients while actively pursuing new business opportunities Build trust with government officials, finance directors, and municipal advisors Business Development & Production Generate new public finance business through prospecting and relationship building Prepare and deliver presentations and proposals to municipal clients, municipal advisors and related entities Negotiate deal terms and pricing with issuers and underwriting syndicates Meet annual production targets and revenue goals Transaction Execution Structure municipal bond transactions (general obligation, revenue bonds, tax increment financing) Coordinate with internal teams including analysts, traders, research, compliance, and operations Manage deal timelines from mandate through closing Prepare offering documents and disclosure materials Market Analysis & Advisory Provide market insights and financing alternatives to municipal clients Analyze credit fundamentals and municipal financial statements Stay current on regulatory changes affecting public finance (MSRB rules, SEC regulations) Monitor interest rate environments and market conditions Success Metrics Annual revenue production targets New client acquisition goals Transaction volume and market share growth Client retention and satisfaction scores Participation in competitive deal wins Key Skills: Technical Competencies Proficiency in Munex and/or DBC, Bloomberg, and municipal market databases Advanced Excel and PowerPoint skills Understanding of municipal bond math and yield calculations Familiarity with rating agency criteria and processes The Ideal Candidate for This Role: Licensing & Education: Series 52 and 63 securities licenses (or ability to obtain) Series 53 (Municipal Securities Principal) preferred Bachelor's degree in Finance, Economics, or related field Advanced degree (MBA, MPA) preferred Experience & Skills 3-5+ years of public finance or municipal banking experience Proven track record of client relationship management and business development Strong financial modeling and analytical capabilities Excellent written and verbal communication skills Knowledge of municipal credit analysis and bond structures Salary Range:105,443.00 - 179,253.00 USD AnnualCandidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $105,443.00-$179,253.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251799 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $36k-46k yearly est. Auto-Apply 27d ago
  • Healthcare Loan Closer

    U.S. Bank 4.6company rating

    Kansas City, MO job

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** The Healthcare Loan Closer is a lending support role working directly with loans, customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Healthcare Relationship Managers and the Healthcare Business Development Officer. Responsibilities include: + Support sales teams in executing a One Bank strategy and growing market share. + Retain and deepen client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. **Basic Qualifications** - Bachelor's degree, or equivalent work experience - Typically, seven or more years of job-related experience **Preferred Skills/Experience** - Experience working with closing commercial loans for the healthcare industry - Considerable knowledge of departmental and bank products and services - Proven customer service and problem resolution skills - Proficient computer navigation skills using a variety of software packages including nCino, Salesforce, and Microsoft Office applications - Effective interpersonal, verbal and written communication skills **The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.** If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $28.27 - $37.69 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $28.3-37.7 hourly 14d ago
  • Commercial Card Specialist

    First National Bank of Omaha 4.5company rating

    Overland Park, KS job

    At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The FNBO Commercial Card Specialist role is responsible for partnering with FNBO Payment Advisors, Relationship Managers and other internal FNBO partners to source, identify, size and solution in-footprint Commercial Card prospects/customers, as well as manage the accounts post-implementation. The role of a FNBO Commercial Card Specialist is pivotal in fostering strong and lasting relationships between the company and its key customers. This role responsible for understanding the customers' business needs, identifying new and cross-sell opportunities, growth potential, and ensuring the delivery of high-quality products or services. The FNBO Commercial Card Specialist will maintain up-to-date knowledge of FNBO products and services, as well as those of key vendors and partners to help develop strategies for how to continually apply them to evolve and improve the quality of results and service delivered to a customer (ex: reducing customer expenses, identifying areas for efficiency gains throughout the procure-to-pay cycle, finding creative solutions to cash-on-hand and working capital for customers, automation of manual invoicing and payments processes, etc.). The FNBO Commercial Card Specialist will report directly to the Sales Management Leader. They will work closely with leadership, Relationship Managers, Payment Advisors, Agent Bank Partners, Agent Bank BD Team, Sales Support, and other relevant roles and departments within the organization. Collaboration and partnership must be a critical strength for this individual. About This Role: Key Accountabilities: Sales and Revenue Growth Actively identify business opportunities for new and existing accounts. Build and maintain strong pipeline using available and relevant tools and data. Monitor and negotiate contract terms and pricing to maximize profitability while ensuring customer satisfaction. Work with partners to align on revenue targets and build strategies to meet those targets. Achieve and exceed retention and cross-sell targets and growth goals for assigned accounts. Identify growth opportunities within accounts and collaborate with internal teams to develop strategies to capitalize on them. Customer Relationship Management Develop and maintain strong, trust-based relationships with key customers. Act as a main point of contact for all matters concerning assigned accounts. Regularly communicate with customers to understand their evolving needs, challenges, and objectives. Know customer objectives, key strategies, and leaders and stakeholders such that you are able to collaborate in further refining those strategies and developing specific initiatives and solutions that will enable the customer to achieve their objectives. Speed to Revenue and Strategy Accurately complete all related sales paperwork and documentation to ensure a smooth transition for new customers boarding. Partner closely with the implementation teams to ensure flawless execution of new customer setups, training, and onboarding for products. Create and execute comprehensive account plans aligned with customers' business goals and company objectives. Customer Satisfaction and Retention Monitor customer satisfaction levels and address any issues or concerns promptly and effectively. Anticipate potential risks or issues and proactively address them to ensure customer satisfaction and retention. Proactively identify areas for improvement and implement solutions to enhance the customer experience. Develop strategies to increase customer retention and minimize churn. Timely follow-up and seamless execution of initiatives. Cross-functional Collaboration Collaborate closely with internal teams such as leadership, Agent Bank partners, Payment Advisors, sales, product development, marketing, and customer servicing to deliver integrated solutions that meet customers' needs. Serve as the voice of the customer within the organization, advocating for customer priorities and requirements. Contract Negotiation and Annual Reviews Lead contract negotiations and annual reviews as required, ensuring terms are favorable to both the customer and the company. Discuss upcoming annual reviews, contract end dates and other critical items in a timely manner and explore opportunities for upselling or cross-selling additional products or services. Performance Monitoring and Reporting Monitor key performance indicators (KPIs) and metrics to track the health and success of assigned accounts. Prepare regular reports on account status and pipeline, highlighting achievements, challenges, and opportunities for improvement. Prepare regular reports and presentations for leadership to communicate customer performance and strategic initiatives. Risk Management and Compliance Identify and mitigate potential risks or issues that may impact customer satisfaction or business outcomes. Ensure compliance with company policies, procedures, and contractual obligations in all customer interactions and transactions. Professional Development Stay abreast of industry trends, market developments, and best practices in account management. Seek opportunities for professional development and skills enhancement to continuously improve performance and effectiveness in the role. Other duties as assigned by leadership. The Ideal Candidate for This Role: Qualifications: Bachelor's Degree preferred (Finance, Business or other related field of study) Minimum 5+ years relevant experience working in account management or related field Excellent communication, negotiation, and interpersonal skills. Strategic thinker with the ability to develop and execute effective business plans. Proficiency in CRM software and other relevant tools. Results-oriented mindset with a focus on driving business growth and exceeding targets. Additional Requirements: Strong analytical skills and attention to detail. Ability to thrive in a fast-paced, dynamic work environment. Commitment to continuous learning and professional development. Willingness to travel for customer meetings or team events. Desired: Treasury, Global Banking, Merchant and FinTech experience Knowledge of applicable credit card Networks rules and regulations. Experience working with Salesforce. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $95,857.00-$162,957.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20260013 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $29k-34k yearly est. Auto-Apply 11d ago
  • VP, Wealth Risk & Operations

    First National Bank of Omaha 4.5company rating

    Overland Park, KS job

    At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: We are seeking an experienced Vice President, Wealth Risk and Operations to lead first-line risk management, compliance oversight, and operational excellence for our Wealth Division. The ideal candidate will bring proven experience in Wealth risk and compliance, deep knowledge of the regulatory landscape, operational best practices and a transformative leadership style. This role encompasses three integrated oversight responsibilities: 1. First-Line Risk Management - Independent risk oversight, assessment, and monitoring across all wealth activities 2. Compliance Leadership - Comprehensive regulatory program management, policy implementation and examination collaboration 3. Operations Leadership - Direct management of operational teams delivering client support and transaction processing You will balance robust first-line risk management and compliance oversight with operational leadership in a highly regulated environment. This position requires a risk-focused leader with deep wealth management regulatory expertise who can simultaneously drive operational excellence through director-level teams while ensuring adherence to SEC, FINRA, OCC, and state trust regulations. The successful candidate will integrate risk management, compliance oversight, and operational execution by designing frameworks that enhance both regulatory adherence and operational efficiency. With decision-making authority, you will have accountability for risk acceptance, compliance matters, operational transformation, and resource allocation with financial implications for the division. This role maintains a unique enterprise perspective, regularly representing Wealth in bank-level governance forums while also being embedded in day-to-day divisional operations. Through daily collaboration with Wealth leadership and cross-functional partners, you'll develop the insights needed to anticipate emerging risks, identify process improvement opportunities, and drive strategic change initiatives. Beyond technical expertise, this role requires exceptional leadership capabilities to build and develop high-performing teams during a period of significant transformation. You will foster a culture that balances operational discipline with innovation, ensuring we meet our fiduciary obligations while delivering exceptional client experiences. For a strategic leader with wealth management risk expertise and operational transformation experience, this role offers the rare opportunity to shape the future of our Wealth division while gaining significant executive visibility across the enterprise. The position reports directly to the SVP of Banking Risk, Operations and Data and has exposure to Banking leadership. About This Role: Key Responsibilities First-Line Risk Management and Oversight Independent Risk Assessment & Monitoring Conduct comprehensive risk assessments across wealth management activities (trust, investment advisory, brokerage). Provide independent first-line oversight of operational, fiduciary, reputational, and strategic risks. Develop, implement, and monitor Key Risk Indicators (KRIs) and risk metrics. Oversee testing, monitoring, risk assessments, and mitigation plans for the division. Make independent decisions regarding risk acceptance within established governance frameworks. Risk Governance & Control Framework Evaluate existing processes and direct activities to address control gaps using deep knowledge of common risks. Anticipate, assess, monitor and report on risks to division leadership and enterprise risk management. Design and implement risk management frameworks that support business growth while maintaining control standards. Compliance Leadership and Regulatory Management Regulatory Compliance Oversight Serve as compliance leader for the Wealth division ensuring adherence to SEC RIA regulations, FINRA rules, OCC trust requirements, and state fiduciary regulations. Implement and maintain comprehensive compliance programs across wealth business lines. Serve as liaison with second line during examinations, inquiries, and ongoing regulatory relationships. Compliance Program Management Develop and maintain division-wide compliance policies, procedures, and control frameworks. Oversee compliance monitoring, testing, and surveillance programs across all operational areas. Lead compliance training programs and ensure staff understanding of regulatory obligations. Policy Development & Regulatory Reporting Create and update compliance policies covering fiduciary duties, conflicts of interest, advertising, and privacy requirements. Oversee preparation of regulatory documents including Form ADV, RC-T, 13F, and other required filings as well as books and records Ensure proper licensing and registration maintenance across all division personnel Coordinate with Legal and Enterprise Compliance on regulatory matters and policy updates Operations Leadership and Team Management Leadership and Operational Excellence & Transformation Manage direct reports overseeing Trust Operations, Investment Operations, Wealth Operations and other operational support functions. Drive operational transformation through process redesign, automation, role clarification, technology enhancement and clear accountabilities. Lead efforts to modernize operations using digital tools, best-in-class platforms, and workflow optimization. Manage operational metrics including billing accuracy, trade processing timelines, client service delivery, and vendor performance. Ensure operational processes appropriately support regulatory requirements and business objectives. Process & Performance Management Oversee money movement processes, client onboarding workflows, and account maintenance procedures. Implement operational controls that support compliance monitoring and risk management objectives. Lead cross-functional operational initiatives spanning multiple business lines and support functions. Drive continuous improvement initiatives and operational efficiency targets across all areas. Strategic Leadership & Advisory Design and implement a centralized risk and operations model across the Wealth division. Serve as a strategic advisor to division management and actively participate in business meetings, risk committees, and planning sessions. Build trusted relationships with legal, audit, finance, enterprise risk, technology, and front-office leadership. Translate division strategy into operational plans and execution. Balance short-term operational needs with long-term strategic goals. Contributes to enterprise-wide risk and operations strategy development by representing the Wealth division in bank-level forums. Anticipates industry and regulatory trends to position the Wealth division for future success. Manage operating budget, people, process design and technology to optimize results in the current operations. Work closely with senior leaders to provide guidance on day-to-day processes and strategic initiatives to avoid compliance and reputational issues. Represents the Wealth division in enterprise-level governance committees and external industry forums. Talent and Culture Development Build and develop a high-performing team through effective hiring, coaching and performance management. Foster a culture of collaboration, accountability, and continuous improvement. Leads transformational change initiatives that impact the entire Wealth division. Lead, align, and enable teams to deliver a continuous improvement mindset within a complex and dynamic risk environment. Facilitate cross-functional collaboration and knowledge sharing to break down silos. The Ideal Candidate for This Role: Education & Experience Bachelor's degree required; advanced degree (MBA/JD) or industry certifications (e.g., CFA, CCO, CAMS, CFIRS, CRCP, CTFA, IAACP) strongly preferred. Series 7, 24 strongly preferred (or an ability to obtain). 10+ years of experience in financial services with progressive leadership in risk, compliance and operations roles across wealth management (prefer experience with OCC, SEC, FINRA, trust, RIA, broker-dealer, capital markets). Proven experience leading transformations and integrating siloed operations Proven track record of developing and implementing successful operational strategies that drive efficiency and enhance client service. Technical & Leadership Competencies Deep knowledge of SEC Investment Advisers Act, FINRA conduct rules, OCC trust regulations, and state fiduciary requirements. Track record of designing and executing successful operational strategies in complex or underperforming environments. Exceptional analytical, communication, and leadership skills; ability to influence across all levels of the organization. Skilled in operational risk identification, internal controls, scenario analysis, and root cause remediation. Excellent and demonstrable communication, written, and presentation skills are required. Excellent analytical and problem-solving abilities, with a focus on data-driven decision-making. Understand and comply with bank policy, laws, and FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable to your job duties. Why Join Us This is a unique opportunity to serve as a senior risk and compliance leader for a growing wealth division while leading comprehensive operational teams. You'll build integrated frameworks that set industry standards for risk management and operational excellence while developing both compliance expertise and large-scale operational leadership capabilities. Salary Range: $200,000 - $250,000 Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20260009 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $200k-250k yearly Auto-Apply 22d ago
  • Private Client Advisor II

    Bank of America 4.7company rating

    Kansas City, KS job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Leads the Client Process Management Process within the client team to identify new business development opportunities Sources new clients in alignment with the bank's established risk appetite Leads the client team to deliver meaningful interactions and a Branded Client Experience Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management Encourages use and adoption of digital capabilities to enhance the client and client team experience Builds relationships with internal and external partners and centers of influence Required skills: 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience Responsible for driving new business development for target client segment ($3MM++ investable assets) Present to clients a holistic approach, leveraging the entire Private Bank platform A high touch, client-focused individual with exceptional interpersonal skills A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client Ability to influence; proactively asks for and closes business Solutions oriented; sales and financial aptitude a must Must be a skilled negotiator Ability to work and identify the need for team specialists; collaborate closely with other team members Takes on a leadership role on the team and within the business community Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) Desired skills: MBA or Post-Graduate Degree preferred CFP, CPA, CFA, CTFA, CFM or JD a significant plus Additional Skills Used in this Role: Business development Prospecting and Qualification Oral Communication Investment Products and Solutions Client team management Influencing Consulting Problem Solving Investment Products and Solutions Advisory Sales Pipeline management Active Listening Collaboration Transitioning client conversations Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $59k-82k yearly est. Auto-Apply 60d+ ago
  • Portfolio Manager III

    Bank of America 4.7company rating

    Kansas City, KS job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates. Responsibilities: Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics Required Qualifications: * A minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. * This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. * Knowledge of fiduciary and financial products and services required through extensive related work experience. * Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients. * Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. * Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required. Desired Qualifications: * Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. * A graduate degree such as MBA or JD preferred * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience Skills: Advisory Client Investments Management Customer and Client Focus Investment Management Presentation Skills Active Listening Analytical Thinking Attention to Detail Client Experience Branding Valuation Ethics and Practice Standards Collaboration Critical Thinking Data Quality Management Trading Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift: 1st shift (United States of America) Hours Per Week: 40
    $66k-97k yearly est. Auto-Apply 60d+ ago
  • Retail Relationship Banker

    BMO Harris Bank 4.1company rating

    BMO Harris Bank job in Overland Park, KS

    Application Deadline: 02/01/2026 Address: 9400 Antioch Rd. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-65k yearly Auto-Apply 15d ago
  • Teller - Trafficway Branch Kansas City, MO

    First National Bank of Omaha 4.5company rating

    Kansas City, MO job

    At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Provides existing and potential customers with excellent customer service while performing a variety of transaction functions, in line with established policies and procedures. Knowledgeable of bank services to cross sell or refer products/services as customer needs are identified. About This Role: Essential Duties and Responsibilities: Demonstrates commitment, dependability and respect for the team with attendance, punctuality, and agreed-upon schedule of availability. Projects a professional image in dress, manner, communication and focus. Associate may be asked to travel to multiple financial centers within a region(s). Greet and assist customers as they arrive in the Financial Center; provide exceptional customer service throughout the customer interaction. Process all types of teller transactions accurately and according to policy and procedure. Assists customer with additional requests or service issues. Process daily night drop and ATM deposits and balancing under dual control. Maintains security of teller cash according to authority levels per the Authorities and Guidelines. Works toward achievement of individual sales and service goals. Expected to meet minimum performance standards as outlined in the performance scorecard for this position. Handles cash accurately to maintain an acceptable cash difference record. Preserves the confidentiality of customer information according to the Non-solicitation and Non-disclosure policy of the Bank. Performs operational workflow for teller area, handles compliance, audit, operations and follows regulatory standards. Expected to attend and participate in ongoing training and Financial Center meetings. Other tasks as assigned. The Ideal Candidate for This Role: Job Qualifications/ Preferred Skills and Abilities: High School diploma or equivalent required Retail sales/service experience including cash handling, or prior teller experience preferred Professional written and verbal communication skills. Exhibit and maintain high degree of professionalism. Maintain high degree of confidentiality and integrity. Strong time management skills. Attention to detail. Demonstrates computer literacy. Proactive sales and service skills including outbound calls to customers. Physical Demands/ Work Environment: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individuals may stand for long periods of time. Reaching above shoulder height, below the waist or lifting as required to work with coin and currency or store materials throughout the workday. This position may require lifting and carrying of coin and cash up to 50 pounds. Requires ability to communicate verbally and in writing via telephone, email and in person. Also requires ability to operate computer and computer programs. This should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any other related duties, as may be required. Country Club Bank has the right to revise this at any time. This job description, like other Country Club Bank documents, is not to be construed as a contract of employment or an agreement for employment of any specific duration, since employment at Country Club Bank is at will, and subject to termination at any time with or without cause or notice. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: Starting pay for Teller positions is $19/hour. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251746 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $19 hourly Auto-Apply 45d ago
  • Trust Officer I

    Bank of America 4.7company rating

    Kansas City, KS job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with relationship managers and portfolio managers in defining clients requirements including legal and tax aspects, and in coordinating client contact on an ongoing basis. Typically an entry level position where smallest and least complicated issues are addressed. Non-licensed associate. Responsibilities: Responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies and procedures Responsible for understanding the client's situation and circumstances, including knowing the clients extended family and younger generation. Develops and deliverers solutions to meet client needs Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning. Successfully works with centers of influence and the professional community to develop a network of external referral partners As the key associate on specific relationships, works with teammates to deliver our full array of integrated solutions, as appropriate Promotes the full breadth of our fiduciary platform (fiduciary, tax, special assets, estate settlement, both internally and externally to grow our fiduciary business and actively participates in the sales process. Collaborates with team members to consistently deliver on Bank of America's Private Bank value proposition. Required Qualifications: 2+ years of successful professional experience in trust administration, servicing and managing fiduciary relationships with high net worth clients (or equivalent) Technically proficient in fiduciary law, tax investments and administration Additional Legal, Paralegal and/or JD a plus, not required Fiduciary Education and Training desired, not required Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $45k-71k yearly est. Auto-Apply 11d ago

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