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BOK Financial jobs in Houston, TX

- 62 jobs
  • Relationship Manager IV - Corporate Banking (Houston, TX, US, 77001)

    Bok Financial Corp 4.6company rating

    Bok Financial Corp job in Houston, TX

    Areas of Interest: Commercial Banking Pay Transparency Salary Range: Not Available Application Deadline: 12/20/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary The corporate banking team is responsible for acquiring, expanding, and maintaining relationships by providing tailored financial services. They offer a comprehensive range of solutions, including term loans, lines of credit, capital market access, deposits, and cash management, supported by strategic advice and an extensive network. With a client-focused approach, the team ensures corporate executives achieve their financial goals efficiently and confidently. Job Description The Relationship Manager IV - Corporate Banking is primarily responsible for making and servicing business and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured, which are the most complex in nature. Handles the largest, most profitable customer relationships within the dept. Provides subordinate officers with functional guidance. Team Culture Our team excels in collaboration and innovation, driven by integrity, excellence, and continuous learning. We build strong relationships and provide tailored financial solutions by leveraging our collective expertise. Our supportive work environment, characterized by open communication and teamwork, ensures every team member feels valued and empowered to contribute their best. How You'll Spend Your Time * You will manage existing credit relationships by analyzing financials, monitoring covenants, and preparing compliance reports. * You will evaluate and negotiate loan proposals, prepare credit analyses, and present recommendations to the loan committee. * You will develop new business by engaging with current and prospective clients and promoting the bank's services. * You will resolve customer operational issues across departments to ensure smooth and efficient service. * You will serve as the primary contact for clients regarding all financial services offered by the bank. * You will investigate overdrafts and wire transfers, making informed decisions on approvals or denials. * You will participate in community and professional events to enhance the bank's image and grow your business network. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's degree and 8-10 years experience in commercial lending or 14-16 years equivalent experience. * Extensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements * Advanced knowledge of accounting principles and practices * Demonstrated capacity to sell products/services within the financial services industry * Extensive understanding of credit underwriting, documentation, loan policy, and regulations * Extensive knowledge of financial analysis including ratio and trend analysis and projections * Specialized knowledge of specific markets in order to serve defined territories * Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations * Good PC skills including knowledge of word processing and spreadsheet applications BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $81k-101k yearly est. Easy Apply 24d ago
  • Teller

    Frost Bank 4.9company rating

    Houston, TX job

    It's about being kind because kindness is the best currency. Do you love bringing a smile to someone's face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving problems? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Teller, you are our director of first impressions. You are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our tellers believe in trust, integrity, and building relationships with our customers, who span generations. They are empathetic problem-solvers that have a genuine care for people and consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello. What you'll do: Provide exceptional customer service and teller services that consistently meet consumer banking performance standards Perform daily credit and debit transactions in compliance with established bank policies and procedures Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions Fill change order requests, wire transfers, and bankcard advances and exchange negotiable instruments Manage risk while actively practicing loss prevention Utilize critical-thinking skills and have a thirst for knowledge, accuracy, and efficiency Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Required Availability: Monday-Friday, 7:45am-1:15pm with Rotating Saturdays, 8:30am-1:30pm Additional Preferred Skills: Excellent written and verbal communication skills Next-level customer service skills Proficiency in Microsoft applications Cash-handling experience Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $27k-30k yearly est. Auto-Apply 1d ago
  • Private Banking Officer II

    Frost Bank 4.9company rating

    Houston, TX job

    It's about caring for the generations ahead. Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals. What you'll do: Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets) Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review Monitor and manage client's existing credit relationships by reviewing current loan portfolio on a regular basis Identify and recommend products and services best suited to meet clients' needs Develop and maintain excellent working relationship with credit underwriting team Participate in community and professional activities in order to enhance Frost's image and expand personal network of business contacts Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients Provide leadership within the private banking team, while remaining a team player Accept special project assignments in support of the private banking group What you'll need: Bachelor's degree or equivalent work experience 5+ years of experience in financial industry Working knowledge of financial analysis relating to personal financial statements and personal income tax returns NMLS license; the ability to transfer license to Frost or obtain license within 60 days Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups Ability to perform with limited supervision Experience in managing a portfolio of affluent and high net worth clients Demonstrated capacity to sell products and services within the financial services industry Proven record of success in cultivating new relationships Outstanding interpersonal, calling, sales, and negotiation skills Excellent verbal, written, communication, organizational, and customer service skills Proficient in Microsoft computer applications Additional Preferred Skills: Series 7, 63, & Group 1 Insurance license (or attainment within 6 months). Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of formal credit training Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $75k-92k yearly est. Auto-Apply 7d ago
  • Producer - Employee Benefits - Frost Insurance Agency

    Frost Bank 4.9company rating

    Bellaire, TX job

    It's about giving people a sense of security. Do you like helping others understand the tools of today? A passionate salesperson with an affinity for helping others and building relationships? Do you have a background in insurance sales and the ability to drive new business? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Producer, you'll screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs. This is a sales-oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through Frost Insurance Agency. You'll use your skills, outgoing personality, and competitive nature to stay up to date on the latest trends and products to best serve our customers and meet goals. What you'll do: Prospect new business from existing clients, program business channels, and identify target groups and leads given by Frost producers and bankers Contact prospects for the purpose of providing a quote and making sales appointments Service assigned accounts while contacting potential new customers Survey prospects to determine insurance needs Inspect current insurance policies, risk management plans, property, products, and records Work with others within the agency to complete company submissions and selection of potential markets Screen leads to determine if SBIU or PIC criteria is met and if a Frost Insurance Agency market exists to satisfy the need Collect detailed risk and underwriting information, including census data, survey data, and loss history Develop and deliver formal insurance proposals, including information concerning coverage, limits, deductibles, and other pertinent details Conduct client and prospect appointments to discuss proposals and renewals, explaining all details while communicating a desire to conduct business What you'll need: Bachelor's degree or 2+ years of sales experience Texas General Lines Agents License: Property and Casualty (P&C) or Life, Accident, Health, and HMO License, as appropriate, or attainment within 90 days Excellent written and verbal communication skills Strong organizational skills Proficiency in Microsoft applications Additional Preferred Skills: Proven ability to pursue and close sales Knowledge of the insurance industry Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $78k-105k yearly est. Auto-Apply 60d+ ago
  • Real Assets PM & Origination Director

    Stifel 4.8company rating

    Houston, TX job

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Our leading practice is looking to add a Director to our Project Management team. This Director will participate in the execution/project management of current real asset mandates as well as in the sourcing of new prospective clients across real assets. The Director will have exposure to all aspects of the real asset alternative investment market as well as North American-focused and Global managers and investment strategies. The Project Management Director has the overall goal of managing the fundraise process and raising capital for our real asset clients. What We're Looking For Participate in, and take some leadership of the diligence, launch, and project management of Funds. Serve as a product specialist for distribution team. Manage client relationships, with oversight. May co-lead or lead team on fund assignments. Participate in origination/interacting with potential clients, and perform due diligence. Oversee the production, maintenance, and updating of Fund materials. Oversee upkeep/internal distribution of management reports, client reports, meeting notes, call notes, etc. Manage and mentor junior team members. Create and maintain good relationships with GP clients. Generate new business GP leads when possible. What You'll Bring Solid knowledge of financial services. Solid technical understanding of alternative investment products. Superior verbal and written communication skills with credibility to deal with clients at a senior level and respond to detailed and challenging questions. Exceptional analytical, sales and marketing instincts. Solid understanding of alternative investment products and the fundraising process. Education & Experience Minimum Required: B.S. or B.A. Minimum Required: 7+ years' of financial services experience Licenses & Credentials Minimum Required: FINRA SIE, FINRA Series 79, & FINRA Series 63 at or within 3 months of start date Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook About Stifel Eaton Partners, a Stifel Company, is one of the oldest, largest and most experienced fund placement agents in the world. The firm's purpose is to raise institutional capital for investment managers across a full range of alternative strategies - private equity, real assets, real estate and hedge funds/liquid products. In addition, Eaton has a dedicated team focusing on general product advisory, secondaries, and directs. Eaton Partners has participated in raising over $130 billion of institutional capital across more than 175 highly differentiated investment funds. Eaton Partners was acquired by Stifel in January 2016. With over 65 employees in ten offices worldwide, Eaton's reach is extensive and our dedication to capital raising is unparalleled. The team has strong, long-held relationships with over 4,000 of the largest, most active institutional investors in the US, Europe and Asia Pacific. Eaton's investor network has a desire to invest substantial capital, with the average commitment of $50 million. Eaton's deep sector knowledge and unrivaled insight into the private fund market across several asset classes allows the team to raise capital efficiently and effectively. Eaton thrives on working alongside the most innovative funds and consistently partners with the highest-quality fund managers.
    $123k-163k yearly est. Auto-Apply 60d+ ago
  • Insurance Placement Manager - Frost Insurance Agency

    Frost Bank 4.9company rating

    Bellaire, TX job

    It's about supporting people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-orientated mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Insurance Placement Manager could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As an Insurance Placement Manager with Frost Insurance Agency, you are our evaluator. You will be responsible for evaluating the current insurance program and identifying viable insurance markets, prepare and complete submission information for prospective clients. You will market new and renewal commercial insurance accounts, regardless of size. You will use your desire for constant improvement to strategize with staff and identify the need to re-market selected accounts, viable markets available, account problems, and known competition. What you'll do: Perform follow-ups with companies for completion of the submission and underwriting process, highlighting unique characteristics of each risk Acts as account executive as requested on selected accounts Assists producers in developing and servicing of accounts Negotiate any adjustments in the product, price, terms, commissions, or endorsements Assist in the design and implementation of the renewal strategy Act as the agency point of contact for communication and interaction with carrier partners Stay up to date with changes in the industry Provide technical support for the production and service staff, including researching coverage and market issues Maintain the branch technical resource library Oversees or completes other special projects as assigned by the Agency Manager Ensures that internal controls are in place and functioning properly Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: 5-10 years experience in the insurance industry Texas General lines Agent License: Property and Casualty (P&C) or attainment within 90 days Strong organizational skills Excellent written and verbal communication skills Proficient in Microsoft computer applications Additional Preferred Skills: Bachelor's degree Insurance professional designations such as Certified Insurance Counselors (CIC), Accredited Customer Service Representative (ACSR), Associate in Risk Management (ARM), Accredited Adviser in Insurance (AAI), Chartered Property Casualty Underwriter (CPCU) Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $92k-127k yearly est. Auto-Apply 26d ago
  • IB Energy Technical Lead

    Stifel 4.8company rating

    Houston, TX job

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing We are seeking a senior professional to lead technical evaluations for upstream and midstream M&A advisory within our Energy & Natural Resources investment banking group. This role requires deep subject matter expertise across upstream, midstream, and energy services sub-sectors, combined with a proven track record of leading complex transactions. The successful candidate will serve as the primary technical authority for the group, driving client strategy, overseeing high-profile transaction execution, and contributing to the growth of our Energy practice. What We're Looking For Lead Stifel's oil and gas technical practice, overseeing all engineering, geological, and petrophysical workflows as a senior member of the Energy & Natural Resources investment banking team. Act as a senior technical advisor to corporate boards, executive management teams, and private equity sponsors. Articulate complex asset-level value drivers, reserve risks, and upside potential to support M&A and capital markets decision-making. Manage the full lifecycle of M&A transactions, recapitalizations, and capital raises from origination through closing. Ensure execution excellence, rigorous due diligence, and adherence to strict timelines. Drive business development initiatives by leveraging technical expertise to identify transaction opportunities. Cultivate and maintain long-term relationships with key industry stakeholders. Mentor and develop junior bankers and technical staff, fostering a collaborative, high-performance culture focused on technical precision and commercial acumen. Represent the firm at industry conferences and networking events to enhance the Energy group's sector presence and market intelligence. What You'll Bring Strong asset evaluation capabilities Proven ability to originate and execute transactions in the Energy sector. Exceptional leadership and client relationship management skills. Strong organizational and time management capabilities. High level of professionalism, integrity, and judgment. Excellent communication skills, both written and verbal. Advanced analytical and problem-solving skills; proficiency in valuation modeling. Education & Experience Minimum Required: Bachelor's degree in Engineering or Geology; MBA or other advanced degree strongly preferred Minimum Required: Minimum 15+ years of energy industry experience with significant exposure to upstream business development, investment banking, engineering consulting, or private equity. Licenses & Credentials Minimum Required: Series 79 and 63 Systems & Technology Proficient in Aries, PHDWin, Petra, Microsoft Excel, Word, PowerPoint, and Outlook About Stifel At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients. Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers' deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients. Stifel's success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.
    $105k-134k yearly est. Auto-Apply 10d ago
  • Senior Client Service Associate

    Cadence Bank 4.7company rating

    Houston, TX job

    Senior Client Service Associate Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: CLTSRV The Senior Client Service Associate (Senior CSA) demonstrates a high level of proficiency in all Client Service Associate functions, working with both new and existing client relationships, as well as internal Linscomb Wealth (LW) team members. Senior CSAs serve as an example and mentor for the entire Client Service team, offering training, guidance, and leadership on CSA practice standards and more complex client situations. Senior CSAs engage clients and LW professionals proactively, working closely with the LW Operations and Wealth Advisory teams, providing exemplary service at all times. Client Responsibilities * Works with clients to open and service portfolio accounts per request of the Wealth Advisors * Attends meetings with clients as needed Team Responsibilities * Serves as a strong example for the CS Team, setting a high standard for proactive client and prospective client engagement * Provides mentorship, guidance, and training for CS team members, assisting the CS Manager as needed with helping further develop CS team members and team best practices * Helps champion firm and CS team policies, procedures, and best practices (Practice Standards), helping ensure an efficient service model for clients, prospective clients, and the firm * Actively engages in available custodial, firm, and third-party training and continuing education programs to maintain superior knowledge needed to address more complex client situations * Works closely with LW Wealth Advisors (WAs) to handle day-to-day client service needs of new and existing LW clients * Handles incoming client calls and emails, determining the appropriate course of action and method of response, coordinating with the client assigned WA's and other LW team members, as needed * Works with the WA and Operations teams to help facilitate new account paperwork and firm management agreements * Engages with firm custodians (i.e., Charles Schwab, Fidelity) and other client professionals (i.e., CPAs, attorneys), as needed to complete client service-related tasks * Prepares client communications/correspondence when necessary and generates various client portfolio and other reports as needed * Compiles and distributes internal management reports for CS Manager or firm management, as needed * Assists or manages complex client situations, including accounts with multiple layers or required level of engagement (i.e., trusts, business accounts, etc.) as they arise, exercising professional expertise and judgment, as needed * Makes themselves available for mentoring and training, providing assistance in client situations requiring a higher level of experience and technical expertise * Participates with CS Manager to help develop and evaluate team practice standards, ensuring the CS team is highly efficient and accurate in its work * Actively participates in CS team meetings, helping lead discussions regarding CS practice standards and client engagement * Engages with CS Manager and other LW team members on routine custodial calls and meetings, ensuring custodial service standards are at appropriate level and fully accounted for in CS team practice standards Firm Responsibilities * Understands and supports the firm's vision, mission, and strategy * Supports department goals, priorities, and timelines, working in conjunction with firm goals and long-run, strategic plan * Ensures there is a strong team culture, high degree of communication, collegiality, great service, and execution * Stays apprised of LW firm policies, CS team practice standards, financial markets, and other related developments that impact LW and its clients * Complies with all the firm's HR and Compliance policies Degrees and Designations * Bachelor's degree (B.A. or B.S.) from a four‐year college or university, preferably with a degree in business, finance, or a related field * No certificates or licenses required Experience Requirement * Seven or more years of experience in the area of Client Service * Prior experience with Fidelity and/or Schwab custodial platforms * Proficient with Microsoft 365 (Word, Excel, Outlook, PowerPoint) * Experience with a CRM Database, Document Management software, or other Financial Industry software * Stable work history Skills Required * Proactive and strong work ethic * Excellent organizational skills * Ability to multi‐task, prioritize and meet deadlines * Professional appearance and demeanor * Ability to work well in a team environment within the Client Service team, as well as with team members in other departments * High attention to detail and timely follow-through * Strong communication skills - verbal & written Supervisory Responsibilities * Reviews, mentors, and trains CS team members * Assists and directs CS team with regards to more complex client situations * Provides consultation and recommendation to CS Manager and internal LW teams
    $32k-38k yearly est. 60d+ ago
  • Business Banker II

    Frost Bank 4.9company rating

    Houston, TX job

    It's about helping small businesses achieve big goals. Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapts quickly to fast-paced environments? Do you enjoy being active in your community and believe in selfless service? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Business Banker II, you'll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. You'll also be responsible for delivering products to designated segments of the small business market. Prospecting and cold-calling are a part of the job, but to you, it's an opportunity to build long-lasting relationships with folks who can benefit from your financial expertise. You welcome a challenge and are always ready to support others on their journey toward financial success. What you'll do: Become familiar with your clients and their business to understand and act on their needs Achieve monthly call and product sales goals set by the sales manager Report weekly activity and marketing results to the sales manager of business banking Manage and support loan commitments with accuracy and efficiency You champion Frost's philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you're asked because it's the right thing to do, and doing so with excellence Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services Support specific financial centers' defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened Stay up to date on bank products and services by regularly attending training classes Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Have a background in banking and lending solutions Have prior experience with cold-calling and analyzing credit reports and financial statements Have knowledge of business loan center procedures Excellent written and verbal communication skills Strong organizational and time-management skills Proficiency in Microsoft applications Additional Preferred Skills: Bachelor's degree Previous banking experience and knowledge of bank products Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $77k-108k yearly est. Auto-Apply 43d ago
  • 2026 Campus Recruiting - Investment Banking Summer Associate - Houston

    Piper Sandler Companies 4.8company rating

    Houston, TX job

    At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals & materials, consumer, energy & power, financial services, healthcare, services & industrials and technology. Learn more about our investment banking team here. Our Associate internship program provides an opportunity for candidates to grow over the course of the summer by working in investment banking. As part of an industry team, interns will contribute to live deals and projects. The program begins with one week of orientation with the Summer Associate intern class, including training and team building. Each intern is paired with a peer and senior mentor throughout the program. Our Summer Associate internship program is a direct pipeline to full-time positions. Piper Sandler is currently seeking a 2026 Summer Associate in our Houston, TX office. Eligibility: * Enrolled in a full-time MBA program in the fall of 2025 * Interest in a career in Investment Banking * Available for a summer internship in 2026 * Enjoy working hard as part of a team Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated starting salary for individuals expressing interest in this position is based on $175,000 per year. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
    $175k yearly Auto-Apply 14d ago
  • Commercial Real Estate Portfolio Manager - VP

    Associated Bank 4.6company rating

    Houston, TX job

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. As a Commercial Real Estate Portfolio Manager at Associated Bank, you'll play a key role in evaluating, structuring, and managing a diverse portfolio of commercial real estate relationships. You'll combine financial analysis with client partnership to ensure sound lending decisions, healthy portfolios, and long-term relationship success. This role offers the opportunity to influence deal strategy, collaborate with senior leaders, and deepen your expertise in complex credit. Key Accountabilities Underwrite and analyze new loan originations, renewals, modifications, and annual reviews. Monitor loan performance, borrower financials, and market conditions to assess portfolio health and maintain accurate risk ratings. Partner with Relationship Managers and Credit teams to structure deals that meet client needs while protecting the bank's interests. Conduct due diligence and ensure compliance with credit policies and regulations. Participate in loan approval discussions and present credit recommendations as needed. Contribute to portfolio management strategies, identifying opportunities to enhance profitability and mitigate risk. Mentor junior portfolio managers and support their professional development. Represent Associated Bank at community and industry events to strengthen visibility and build relationships. Education & Experience Required: Bachelor's degree in Finance, Accounting, or a related field (or equivalent experience) 4+ years of experience in Commercial Real Estate or Credit Approval 4+ years of experience handling complex credit relationships Access to reliable transportation and ability to lawfully drive self by start date Preferred: 3+ years of experience in sales or business development Formal credit training Chartered Financial Analyst (CFA) certification Why You'll Love Working Here At Associated Bank, we combine relationship banking with a culture of integrity, collaboration, and growth. You'll have opportunities to work on high-impact deals, expand your credit expertise, and make meaningful contributions to clients and communities. Join a team that values your perspective and supports your career journey - apply today to make an impact. In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $81,620.00 - $139,920.00 per year
    $81.6k-139.9k yearly Auto-Apply 29d ago
  • Insurance Development Associate I - Frost Insurance Agency

    Frost Bank 4.9company rating

    Bellaire, TX job

    It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, the FIA Insurance Development Associate I role could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a FIA Insurance Development Associate I with Frost Insurance Agency, it's about creating and fostering long-term relationships. Through interactive training, mentoring from successful members of Frost Insurance Agency, and hands-on learning with customer accounts, you will achieve valuable product knowledge, sales experience, and an understanding of Frost's relationship management process and culture. Our FIA Insurance Development Associates are adaptable, inquisitive and strive to create and build relationships with our customers, that last a lifetime. What you'll do: Build a thorough knowledge of insurance coverage, industry research, and insurance products available through Frost Insurance Agency by participating in practical training Assist producers and account managers in sales, marketing, and maintenance for new and existing insurance accounts Prepare formal insurance proposals which include details of coverage, limits, deductibles and other pertinent information and assist in presenting the proposals to prospective clients Assist in appointments with clients and prospective clients to present insurance proposals and renewals by explaining plan details and establishing long-term business relationships Provide excellent customer service to clients by surveying prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records, and directing client service calls to the appropriate service person Participate in plan renewals by reviewing expiration listings to determine the appropriate action and collecting information to prepare renewal submissions Build a knowledge of insurance coverage, industry research, and coverage analysis; work with others within the Agency to complete company submissions and selection of potential markets Work toward obtaining insurance licenses Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Bachelor's degree in Risk Management and Insurance, Finance, a business-related field or 4+ years of experience in a sales environment with a demonstrated ability to pursue and close deals Texas General Lines Agent License in Property and Casualty (P&C) or Life, Accident, Health, and HMO, as appropriate, or ability to obtain within 90 days of hire. Excellent written and verbal communication skills Proficiency in Microsoft computer applications Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $28k-39k yearly est. Auto-Apply 5d ago
  • 2026 Summer Associate Internship - Public Finance

    Piper Sandler Companies 4.8company rating

    Houston, TX job

    About Piper Sandler At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain, and engage a diverse, high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients. About The Special District Group - Us The Special District Group (SDG) is a team in Piper Sandler's Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects. We hold a dominate position in the Colorado, Texas, and Utah markets and are actively growing into new markets nationwide with a demand for public infrastructure. Our team leaders were amongst the pioneers of Special District financing and have been integral leaders in sector for over two decades. The SDG team is passionate about the quality of banking we bring to the market and the unparalleled experience we offer our clients and external partners. We are unwavering in our belief that our team's shared success precedes the pursuit of individual aspirations. We have a deep commitment to high-touch communication and collaborative relationships, and we believe that our team's expertise, creativity, and resilience are critical to our success. About This Critical Role - The Job We are currently looking for a Public Finance Intern to join the SDG banking team in Houston, TX or Denver, CO. The ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor and appropriacy to interact with senior partners, clients, and colleagues. The ideal candidate is a great communicator with a strong work ethic who is interested in a meaningful role on a supportive team. The accountabilities of this role include: * Actively participate in the planning and execution of banking transactions and learn the administrative aspects of the banking process from launch to close, including: * Perform and coordinate research to produce data sets needed such as market comparisons, parcel list reconciliation, mill levy comparisons, service plan understanding and continuing disclosure. * Prepare, review and maintain internal and external transaction materials including rating presentations, case studies, credit summaries and internal approval forms. * Coordinate the progress of transaction activities, and track and review transaction materials for accuracy. * Attend client meetings, calls and presentations, taking detailed notes. * Communicate effectively and collaborate with SDG and Piper Sandler team members on a deal-by-deal basis providing relevant and valuable transaction information to support the development of financial models. * In collaboration with key members of the SDG team, contribute to the strategic growth activities associated with prospective and engaged leads including, prepare and maintain various marketing materials, including presentations, pitchbooks, research summaries, RFP responses and market updates. * Consistently modeling SDG's organizational values and contributing to team culture. About The Ideal Candidates - You * You thrive in a high-paced, high-performance environment. * You learn quickly, are curious and committed to your own growth and advancement. * You characterize yourself as being intrinsically self-motivated, goal oriented and resilient. * You exhibit confidence and courage, contributing to discussions, and embracing opportunities outside comfort zones. * You can effectively communicate complex ideas to diverse audiences. * You plan and organize your work effectively, meeting deadlines and informing stakeholders of project status. Eligibility: * Enrolled in a full-time MBA program in the fall of 2025 * Interest in a career in Public Finance * Available for a summer internship in 2026 * You are available to work full-time in-person in our downtown Denver or Houston office Piper Sandler is a leading investment bank, enabling growth and success for our clients through deep sector expertise, candid advice, and a differentiated, highly productive culture. With more than 1,700 employees across 60 offices world-wide, we offer our clients the scale needed to meet their capital needs with local support from experts in the field. Learn more about the firm here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated salary for Colorado based individuals expressing interest in this position is $100,000 annually. This position could turn into a full-time opportunity after the completion of a 10 week internship.
    $100k yearly Auto-Apply 14d ago
  • Auto Finance Sales Rep- Senior

    Huntington 4.4company rating

    Houston, TX job

    As an Auto Finance Retail Relationship Manager, you will develop and maintain profitable, quality indirect lending relationships with franchise automobile dealers within the Houston/Austin/San Antonio market. requires the ability to travel to Austin, TX for one day (overnight) per week. Duties and Responsibilities: Provide a full array of Auto Finance related products and services Be responsible for direct sales to dealers, servicing dealer customer and training of various dealership staff. Build and maintain portfolio of business by identifying new opportunities and demonstrating value to dealer customers, which requires a thorough knowledge of bank and competitor products. Manage and Maintain reporting and key performance indicators for assigned territory Maintain overall market knowledge of auto industry and local competition and community awareness Promote Huntington's value proposition of local sales and service. Performs other duties as assigned. Basic Qualifications: Minimum 2 years of Auto Finance related sales experience High School diploma Preferred Qualifications: Residence within the Houston metro-area Ability to travel to Austin, TX for one day per week Local Dealer knowledge and relationships preferred Experience working with multiple dealership and dealer groups Bachelor's Degree Excellent verbal and written communication skills Strong sales and negotiation skills Proficiency with Microsoft Office including Word, Excel and PowerPoint Proficient at typing and completing pre call sale Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Remote Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $76k-93k yearly est. Auto-Apply 60d+ ago
  • IB Analyst - Energy

    Stifel 4.8company rating

    Houston, TX job

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under general supervision, the Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials and working with clients to execute financing or merger transactions. What We're Looking For Conduct industry research. Build financial models to analyze company projections or potential transactions. Draft offering memorandums for public or private financings. Prepare client presentation materials. Work with clients to execute financing or merger transactions Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 10%. What You'll Bring Investment Banking Knowledge - Experience with financial modeling and analysis with significant exposure to finance and accounting. Analytical Skills - Strong analytical and quantitative skills. Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology. Time Management - Highly-motivated and energetic while managing one's time, and effectively managing multiple projects and deadlines to ensure the timely completion of all items. Personal Characteristics - Demonstrates professionalism, superior attention to detail, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes with the ability to work in teams. Communications Skills - Excellent conceptualization, presentation and communication skills to effectively execute change. Education & Experience Minimum Required: Bachelor's degree in Finance or related field Minimum Required: 0-2 years as a business analyst, or related experience in brokerage industry Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook About Stifel At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients. Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers' deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients. Stifel's success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.
    $66k-84k yearly est. Auto-Apply 32d ago
  • Managing Director - Commodities

    Huntington Bancshares Inc. 4.4company rating

    Houston, TX job

    Huntington's Managing Director, Group Head of Commodities Sales & Trading will lead the bank's commodities business, focused on delivering tailored hedging and risk management solutions to corporate and institutional clients across energy, metals, and agricultural markets. This leader will drive the strategic direction, growth, and profitability of the commodities franchise, ensuring that the desk operates with strong risk discipline, client-centric execution, and full alignment with the bank's relationship-driven model. The role requires a seasoned commodities professional with deep experience in end-user markets, structured risk management solutions, and balance sheet-aware trading practices. Responsibilities: * Lead the delivery of customized commodity hedging solutions for corporate and middle-market clients, including producers, consumers, and distributors. * Oversee pricing, structuring, and execution of derivative transactions, ensuring transparency and client suitability. * Manage a defined coverage area and contribute to team-wide origination efforts. * Build deep relationships with key clients, focusing on understanding operational exposures and designing practical, compliant risk management programs. * Drive new client acquisition and maintain a deep understanding of client portfolios, risk profiles, and market needs. * Collaborate with relationship managers to identify cross-sell opportunities and deliver solutions that strengthen client relationships. * Define and execute the strategic vision for the Commodities platform, aligning with the bank's overall corporate and commercial client strategy. * Build and expand a disciplined, client-driven commodities risk management business with a focus on energy, metals, and agricultural exposures. * Partner with the Commercial and Corporate Banking divisions to integrate hedging solutions into broader client coverage strategies. * Lead, mentor, and develop a team of sales, trading, and structuring professionals with expertise in client risk management * Manage P&L performance, ensuring sustainable returns while maintaining a conservative risk profile consistent with the bank's risk appetite. * Optimize capital, liquidity, and balance sheet usage to ensure efficient returns on risk-weighted assets. Basic Qualifications: * Advanced degree in Finance, Economics, or related field preferred * 10 or more years of experience in commodities markets, with extensive leadership in sales and trading at a large financial institution Preferred Qualifications: * Proven track record managing large P&L and complex risk positions across multiple commodity sectors * Deep understanding of both physical and financial commodities markets, including derivatives, structured products, and hedging strategies * Existing relationships with Oil & Gas clients * Strong network of institutional and corporate clients * Demonstrated ability to lead teams across geographies and disciplines * Exceptional leadership, communication, and stakeholder management skills #LI-ME1 #LI-Onsite Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $97k-147k yearly est. Auto-Apply 10d ago
  • SBA Eligibility Review Officer I - Onsite: Huntington Markets

    Huntington Bancshares Inc. 4.4company rating

    Houston, TX job

    Huntington Bank is looking for an SBA Eligibility Review Officer I. Duties & Responsibilities: * Maintains an individual pipeline of work, with loans typically having customer exposure up to $1 million. * Appropriately assess eligibility of borrower(s), co-borrower(s), guarantor(s) assuring that, if needed, the SBA guarantee can be enforced. * Interacts with the internal SBA Sales and Operations colleagues to facilitate understanding of the SBA and USDA guaranteed loan programs as well as to understand the credit request, obtain necessary eligibility information, and communicate eligibility decision and reasoning. * Reviews use of proceeds, orders SBA Number, prepares SBA Loan Authorization and other SBA forms and is responsible for ensuring the loan meets all SBA/USDA requirements. * Reviews all reports and information received with respect to SBA/USDA eligibility requirements to determine if terms and conditions of the SBA credit approval will be met. This includes review of franchise agreements, purchase agreements, bank notes, and business plans. * Researches and resolves servicing questions from the SBA and internal personal to ensure the guaranty can be maintained. * May be asked to advise Financial Recovery Group (FRG)) colleagues in properly working out, liquidating, and litigating SBA loans. May also be required to submit final wrap up reports to the SBA once resolution has been made. * May serve as main point of contact to commercial loan servicing colleagues to ensure proper accounting and reporting of all SBA loans (1502 Report). * Performs other tasks as needed to support the line of business and job family. Basic Qualifications: * Bachelor's Degree and 1 year of direct SBA/USDA lending/due diligence experience * In lieu of a Bachelor's Degree, a minimum of 3 years of direct SBA/USDA lending/due diligence experience Preferred Qualifications: * Bachelor's degree in Finance, Accounting, Business or Economics * Knowledge of the SBA Standard Operating Procedures (SOP). * Ability to clearly document and communicate eligibility conditions to close in accordance with the SBA Standard Operating Procedures. * Good interpersonal skills and the ability/desire to work in a fast-paced production environment are critical to be successful in this role. * Ability to multi-task. * Knowledge of SBA/USDA loan programs. * TSoft and SBA Etran experience are preferred. * Excellent PC skills to include Excel, Word, Outlook, AFS and Velocity. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: Total Base Pay Range 49,925.00 - 92,575.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $70k-89k yearly est. Auto-Apply 28d ago
  • Customer Experience Banker - Wescott & Memorial Branch Houston, TX

    Huntington 4.4company rating

    Houston, TX job

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in understanding and educating customers on consumer deposit products. Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: 1 year or more in customer service in banking, financial services or goal driven retail sales. Cash handling skills. Comfort with technology such as mobile services and online banking services. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $25k-30k yearly est. Auto-Apply 6d ago
  • Teller

    Frost Bank 4.9company rating

    Missouri City, TX job

    It's about being kind because kindness is the best currency. Do you love bringing a smile to someone's face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving problems? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Teller, you are our director of first impressions. You are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our tellers believe in trust, integrity, and building relationships with our customers, who span generations. They are empathetic problem-solvers that have a genuine care for people and consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello. What you'll do: Provide exceptional customer service and teller services that consistently meet consumer banking performance standards Perform daily credit and debit transactions in compliance with established bank policies and procedures Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions Fill change order requests, wire transfers, and bankcard advances and exchange negotiable instruments Manage risk while actively practicing loss prevention Utilize critical-thinking skills and have a thirst for knowledge, accuracy, and efficiency Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Required Availability: Monday-Friday, 12:15pm-6:15pm with Rotating Saturdays, 8:45am-1:15pm Additional Preferred Skills: Excellent written and verbal communication skills Next-level customer service skills Proficiency in Microsoft applications Cash-handling experience Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $27k-30k yearly est. Auto-Apply 4d ago
  • Data Management Operations - Product Owner Lead

    Huntington National Bank 4.4company rating

    Houston, TX job

    The Data Management Operations Lead is responsible for delivering high-quality data services and operational support for the enterprise, with a high level of technical skills. Duties and Responsibilities: + Works with business partners and team to understand requirements for data use, analysis, and quality. Maintains knowledge of the legal, compliance and regulatory issues impacting data. + Lead and manage assigned functions on Data Operations Management team, as well as the execution of assigned data management tasks and projects. + Drive initiatives to enhance data quality and process improvement. + Collaborate with senior leadership to align data management strategies with business objectives. + Coaches individuals through change and serves as role model and may mentor other team members. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree (Computer Science, Business Administration, Economics, or related fields) or equivalent relevant work experience. + 5+ years experience with data-related operations, business operations or process support role + Hands on Archer or GRC Tools + Experience with managing inventory of reports and/or models Preferred Qualifications: + 7+ years of experience with data-related operations, business operations, or process support roles, working with or in business operations and reporting processes, and translating business data needs into technical language and partnering with team and technical partners ensure effective solution delivery. + Excellent communication and collaboration skills. + Strong analytical thinking with the ability to identify and build sustainable solutions. + Thorough knowledge of various software programs including Microsoft Office programs, and the ability to quickly learn new programs/systems. + Strong interpersonal, communication and listening skills + Strong problem-solving skills, focusing on outcomes and results. + Understanding of Data Management principles, best practices and processes + Experience managing cross-functional stakeholders and influencing without direct authority. + Demonstrated success in designing and implementing scalable, efficient workflows and controls. + Experience with operational risk management and compliance in a regulated industry. + Professional certifications such as: + CDMP (Certified Data Management Professional) - demonstrating expertise in data governance, quality, and architecture. + DGSP (Data Governance and Stewardship Professional) - highlighting experience in stewardship and governance frameworks. + PMP (Project Management Professional) - indicating strong project leadership and delivery skills. + Hands-on experience with enterprise data management tools, such as: + Collibra or Alation for data governance and cataloging. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000.00 - 140,000.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $87k-107k yearly est. 6d ago

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