Areas of Interest: Commercial Banking Pay Transparency Salary Range: 45760 Application Deadline: 01/30/2026 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
Not Bonus Eligible
Summary
Start your career in financial services by gaining broad knowledge of our industry and organization. Our Internship program is designed to benefit students completing their Junior year of college. Your training will combine classroom sessions, on-the-job training, computer and technical training, and group projects. Your training will take place in your specific market location and will include a 10 week immersive experience in the line of business. Following successful completion of the Internship, you will be considered for a role in our Associate rotational development program after graduation.
Job Description
The Accelerated Career Track Intern is primarily responsible for a variety of assigned duties, responsibilities, and studies throughout the bank in a competitive 10-week internship program designed to develop financial, analytical and sales skills to prepare for a career within the organization as determined through the training and rotational process. Participates in internal training programs and self-study courses in order to develop skills to be used on the job; specific focus on the Bank's operations, markets and strategies.
Team Culture
We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships.
How You'll Spend Your Time
* You will participate in classroom, self-study, and hands-on curriculum.
* You will build relationships with managers, mentors, and peers.
* You will participate in special projects, present data, analyze situations, draw conclusions, and make recommendations when required.
* You will participate in Battle of the Interns on a project team.
Education & Experience Requirements
This level of knowledge is normally acquired through work towards completion of a Bachelor's degree.
Working Conditions & Physical Requirements
Office - 20 lbs
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.
$74k-104k yearly est. Easy Apply 14d ago
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GIS Analyst
Bok Financial Corp 4.6
Bok Financial Corp job in Houston, TX
Location: Tulsa -TUL, Oklahoma City -OKC, Dallas -DAL, Albuquerque -ALBQ, Denver -DEN, Houston -HOUS, Phoenix -PHOE, Scottsdale -SCOTT Areas of Interest: Consumer Banking; Business/Technical Analysis; Data; Professional Pay Transparency Salary Range: $80,000 - $100,000
Application Deadline: 01/30/2026
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
Discretionary
Summary
BOK Financial is a top financial institution that offers a range of sophisticated financial products and services, focusing on personalized client relationships. With over a century of experience, we serve consumers, businesses, and wealth clients across the American Midwest and Southwest. We emphasize long-term relationships, community investment, and talent development, aligning with our brand platform, "We go above. So you can go beyond."
Job Description
The GIS Analyst will focus on developing, maintaining, and advancing spatial analytics to support BOK Financials' Corporate Real Estate Strategy team. This individual will be responsible for building and maintaining geospatial data assets, designing and executing complex spatial Alteryx workflows, and performing advanced GIS analysis that informs market prioritization, branch distribution modeling, and location strategy. Insights generated by this role will emerge from rigorous case studies, scenario testing, and workflow-driven analysis. The GIS Analyst will also contribute to the development and delivery of analytic mapping applications that enable stakeholders to interact with and explore spatial insights. In addition to core geospatial expertise, the role requires a foundational understanding of predictive analytics methods to support the ongoing evolution of the distribution model toward forecasting market performance, branch profitability, and trade area opportunity with greater confidence. This position is critical to ensuring spatial analytics are accurate, scalable, and aligned with enterprise growth strategies.
Team Culture
Our culture is rooted in our history, starting in 1910 as a regional capital source for the energy industry and evolving into a dynamic financial institution. Our growth from Tulsa, Oklahoma to a nationwide presence reflects our commitment to agility, strong client relationships, and innovative financial solutions. We prioritize serving our clients, fostering a positive work environment for our employees, and making a meaningful impact in the communities we serve, believing that every financial challenge and opportunity is significant.
How You'll Spend Your Time
* You will develop and manage enterprise geospatial datasets including real estate assets, trade areas, and market overlays.
* You will build and run advanced Alteryx spatial workflows to support real estate and distribution strategy.
* You will perform predictive case studies and scenario analyses to define trade area performance metrics.
* You will create and deploy interactive spatial tools for stakeholder use, such as mapping apps and GIS reports.
* You will collaborate with internal teams and external partners to align geospatial insights with business goals.
* You will use predictive analytics to forecast site performance, market potential, and trade area profitability.
* You will resolve geospatial data issues and improve workflow scalability through process enhancements.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a bachelor's degree in Geography, Geographical Information Systems, Urban Planning, Data Science, Computer Science, or a related field, and 3-5 years of directly related GIS or spatial analytics experience. Equivalent experience may be considered in lieu of a degree.
* Hands-on proficiency with Alteryx Designer Desktop, including workflow building, data preparation, and application of spatial toolsets to solve business problems. Alteryx Core Certification is strongly preferred.
* Proven ability to apply spatial analytics methods such as geocoding, drive-time modeling, and trade area benchmarking to inform location strategy and distribution modeling.
* Experience integrating demographic, segmentation, and competitive datasets into spatial workflows.
* Experience developing case studies and codifying thresholds/logic for business attributes to strengthen decision-making frameworks.
* Foundational understanding of predictive analytics methods and willingness to expand skills as the organization advances toward forecasting trade area performance and branch profitability.
* Hands-on experience in the development of Alteryx Analytic Apps is preferred.
* Familiarity with the Spatial, Reporting, and Interface toolsets in Alteryx, with the ability to design and deliver custom maps, spatial analyses, and corresponding analytic applications.
* Experience in managing spatial data, including shapefiles, and understanding of spatial object types. Management of spatial datasets within an enterprise database environment is preferred.
* Proficiency in SQL for data querying and integration with relational databases.
* Excellent written and verbal communication skills with ability to present spatial insights clearly to technical and non-technical stakeholders, including senior executives.
* Demonstrated ability to work collaboratively across departments (Corporate Real Estate, Marketing, Consumer Delivery, Business Banking) and with external vendors to align geospatial analysis with enterprise objectives.
* Professional attributes include strong attention to detail, data stewardship discipline, adaptability, and a growth mindset in a fast-paced environment.
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.
$80k-100k yearly Easy Apply 14d ago
Relationship Manager II
Frost Bank 4.9
Houston, TX job
It's about names, not numbers.
Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager II role might 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 a Relationship Manager II, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you'll do:
Reach and maintain your target portfolio size within a specified time frame
Call prospects who are potentially profitable to the bank
Always maintain the best interest of both the bank and customers in all matters
Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests
Closely monitor the assigned loan portfolio for any deterioration in repayment ability
Advise, teach, and train associate relationship managers on how to best serve our customers
What you'll need:
3+ years of lending experience
Ability to communicate with all levels of personnel
Excellent written and verbal communication skills
Proficient in Microsoft applications
Additional Preferred Skills:
Bachelor's degree
Completion of 6+ hours of accounting coursework
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.
$91k-121k yearly est. Auto-Apply 60d+ ago
Teller
Frost Bank 4.9
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.
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
Director Private Bank
Cadence Bank 4.7
Houston, TX job
What The Role Is At Cadence Bank, the Private Bank is a division of the Corporate Bank. A Private Banker functions as a single point of contact for all aspects of a client's financial needs. The Private Bank targets wealthy individuals, family offices, entrepreneurs, highly compensated executives, professional service firms and non-profit organizations.
How You Will Make an Impact
* Responsible for managing, retaining and expanding existing relationships within your own portfolio and alongside senior Relationship Managers.
* Responsible for developing and implementing strategies for generating new client relationships.
* Apply knowledge of credit and banking to structure credit facilities that are mutually beneficial to our clients and the bank.
* Identify, recommend, and promote solutions that best serve our HNW client needs while ensuring the profitability of the portfolio.
* Analyze problems and propose creative solutions.
* Regularly call on clients, prospects, centers of influence and utilize knowledge of our product partners to find additional solutions such as Wealth and Investments.
* Represent the financial institution in public relations activities and community affairs.
Who You Are
* Excellent relationship and communication skills.
* Self-directed and sales oriented.
* Highly organized and possesses the ability to manage and prioritize workflow.
Education
* Bachelor's degree in Finance, Accounting, related field, or equivalent work experience.
* Formal credit training.
Experience
* A minimum of 5+ years experience in a financial institution as a commercial or private banking lender.
* Experience in business development, including marketing and acquisition of new clients.
* Knowledge of laws and regulations applicable to banking.
If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations.
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 41d ago
API Governance Lead
Huntington National Bank 4.4
Houston, TX job
+ As Huntington's API Governance Lead, you will define, enforce, and evangelize enterprise-wide API governance standards to support Huntington's API-first strategy. This role requires a proactive leader who can engage stakeholders, publish and socialize governance models, and drive adoption through education (e.g., lunch-and-learns, workshops). You will leverage Apigee X on Google Cloud Platform (GCP) as the core API management solution while ensuring consistency, security, and scalability across all APIs.
Key Responsibilities
Governance Framework & Standards
+ Establish and iteratively mature API governance policies aligned with Huntington's architecture principles and industry best practices (OpenAPI, REST, GraphQL).
+ Drive API design reviews, enforce naming conventions, versioning, and lifecycle policies.
+ Actively socialize governance standards across teams through documentation, training sessions, and internal forums.
Platform Integration & Lifecycle Management
+ Define governance processes integrated with Apigee X and ServiceNow for API publishing, cataloging, and analytics.
+ Oversee API onboarding workflows via Apigee and Developer Portal ensuring compliance with governance standards.
Security & Compliance
+ Implement governance for API security patterns (OAuth2, JWT, JWKS, mTLS) using Apigee X and Huntington's identity management solutions.
+ Ensure adherence to regulatory requirements (Open Banking, PSD2, HIPAA, GDPR).
Developer Experience & Enablement
+ Partner with API Gateway and Developer Experience teams to optimize portal usability and API discoverability.
+ Conduct training and enablement sessions for internal teams on governance best practices.
Monitoring & Continuous Improvement
+ Define monitoring priorities for API compliance and performance.
+ Use Apigee Analytics and GCP tools to track adoption, enforce standards, and identify improvement opportunities.
+ Continuously refine governance frameworks based on insights and evolving business needs.
Basic Qualifications Required:
+ Bachelors Degree in CS OR equivalent experience.
+ 7+ years in IT with strong API design, development, and governance experience.
+ 5+ years in API governance or platform leadership roles.
+ Hands-on experience with Apigee X and GCP services (Cloud Armor, IAM, VPC networking).
+ Expertise in API security standards (OAuth2, JWT, mTLS) and identity management solutions.
+ Strong knowledge of REST, OpenAPI specifications, and API lifecycle management.
Preferred:
+ 10+ years in IT with strong API design, development, and governance experience
+ Excellent communication and stakeholder engagement skills; ability to influence without authority.
+ Proven ability to drive adoption through proactive engagement and education.
+ GCP certifications (Professional Cloud Architect, Apigee API Engineer).
+ Familiarity with API Gateway architecture and DNS strategies.
+ Experience with CI/CD automation (Cloud Build, Terraform).
Why Join Huntington?
+ Lead governance for a cutting-edge Apigee X-based API platform.
+ Shape Huntington's enterprise API-first strategy and developer experience.
+ Collaborate with top engineering and security teams to deliver secure, scalable APIs.
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:
Total Base Pay 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.
$97k-127k yearly est. 40d ago
Senior Client Service Associate
Cadence Bank 4.7
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
Insurance Development Associate I - Frost Insurance Agency
Frost Bank 4.9
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 20d ago
QA Analyst (ServiceNow) - Senior
Huntington National Bank 4.4
Houston, TX job
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.
Summary:The QA Testing Analyst - Senior is responsible for the planning, integration, test casing, scripting and execution of all testing to ensure proper coverage, schedules and leads test deliverables review sessions as necessary, works on multiple projects/systems as a project team member and are considered to be a subject matter expert for a single project/system. These projects are of moderate to high complexity within one or more development environments.
Duties and Responsibilities:
+ Collaborate with the Business Systems Analysts and Development teams in the analysis and review of business objectives and requirements to ensure requirements are testable.
+ Actively participate in the review of architectural and technical design specifications.
+ Develop, document and maintain the test data, data validation, end to end testing flows.
+ Conducts testing using HNB manual and/or automated test processes and reports results.
+ May run database queries in order to supply data validation within test scripts.
+ Updates test cases based upon approved change requests.
+ Works with BSAs and Development teams on defect analysis and triage.
+ Assigns defect severity and manages defects throughout the project.
+ Works with colleagues and project managers to meet established target dates and completion of activities/deliverables under changing conditions.
+ Creates test status reports per project guidelines.
+ Creates test results and test summary deliverables to ensure production implementation readiness.
+ Creates and facilitates review of the Test Strategy with the project team.
+ Identifies any potential quality issues per defined processes and escalates potential quality issues immediately to management.
+ Collects testing sign-off from all testing participants, including cross-impacted application teams.
+ Ensures all aspects of testing, such as manual execution, regression, automation and performance testing, is completed.
+ Collaborates with Project Test Lead on estimating the test efforts.
+ Collaborates with the project team to support UAT efforts as needed.
+ Maintains the regression test bed to meet changing requirements.
+ Participates in off-hour production releases as needed.
+ Supports the project's warranty period as needed.
+ Works under moderate supervision with some latitude for independent judgement and problem solving.
+ Provides mentorship to junior team members as needed.
+ Understands and follows the project lifecycle methodology consistently.
+ Performs other duties as assigned.
Basic Qualifications:
+ 3+ years of related experience or an additional 2+ years of IT experience that includes IT Analytics, IT Troubleshooting, or IT Customer Service may be considered.
+ ServiceNow platform knowledge and experience; especially, in Human Resource Service Delivery, Financial Services Operations, Workplace Service Delivery, Integrated Risk Management, Governance Risk Compliance, and Legal Service Delivery.
Preferred Qualifications:
+ ServiceNow Certified System Administrator (CSA) certification
+ · Negotiation skills with the ability to influence others by information/knowledge sharing
+ · Proficiency in using testing tools [ServiceNow Automated Testing Framework (ATF)], in addition to in depth knowledge of common testing methods, terminology and industry best practices.
+ · Excellent verbal and written communication skills with the ability to explain system issues clearly and concisely to all levels of management, and establish effective working relationships with our internal customers
+ · Ability to manage multiple testing projects in a fast-paced environment meet deadlines
+ · Experience in an Agile-Scrum environment
+ · Knowledge of data structures, data management practices, various corporate security rules, legal and regulatory obligations such as PCI, SOX or similar standards
+ · Advanced knowledge of using software packages or tools for processing or displaying data
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:
57,000.00 - 113,000.00 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.
$83k-99k yearly est. 18d ago
Personal Banker II
Cadence Bank 4.7
Houston, TX job
What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
How You Will Make an Impact
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Limited origination of simple consumer lending products such as personal loans and credit cards.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Cash handling and adherence to proper balancing procedures.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
* High school diploma required; college coursework preferred.
* Previous banking or demonstrated sales experience in business, retail or other industries.
* 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II)
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* This position does NOT require S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Cadence Bank
#LI-EW1
$31k-37k yearly est. 60d+ ago
SVP, Commercial Real Estate Relationship Manager
Associated Bank 4.6
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 Banking Relationship Manager, you'll build and manage relationships with commercial clients, driving growth through strategic business development and exceptional client service. You'll play a key role in helping businesses succeed while growing your own portfolio and contributing to the bank's success. This role offers the opportunity to make a meaningful impact on clients, collaborate with internal partners, and advance your career in a performance-driven, relationship-focused environment.
Key Accountabilities
Grow loan and deposit portfolios through proactive client outreach, networking, and strategic business development.
Partner with internal teams to deliver a full range of financial solutions including Treasury Management, Capital Markets, Wealth Management, and Private Banking.
Analyze financial statements and structure credit solutions that align with client goals and risk tolerance.
Ensure all relationships comply with credit policy, regulatory standards, and risk management expectations.
Advise clients on market trends and financial strategies to help their businesses thrive.
Represent Associated Bank in the community through active participation in local organizations and events.
Collaborate with internal partners to identify and refer cross-sell opportunities across business lines.
Education & Experience
Required:
Bachelor's degree in Business, Finance, or Accounting, or equivalent experience
8+ years of experience in commercial banking, business-to-business sales, or relationship management
Proven success in credit analysis, client portfolio management, and business development
Reliable transportation and valid driver's license
Preferred:
Advanced understanding of commercial lending structures and non-borrowing financial products
Why You'll Love Working Here
You'll join a team that values integrity, collaboration, and professional growth. We provide the tools, support, and opportunities to help you advance your career and make a lasting impact on clients and your community. Apply today to grow with a winning team and help businesses achieve their goals with Associated Bank.
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.
$115,500.00 - $198,000.00 per year
$115.5k-198k yearly Auto-Apply 9d ago
IB Analyst - Energy
Stifel 4.8
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 46d ago
IB Energy Technical Lead
Stifel 4.8
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 22d ago
Commercial Real Estate Portfolio Manager - VP
Associated Bank 4.6
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.
$83,580.00 - $143,280.00 per year
$83.6k-143.3k yearly Auto-Apply 9d ago
SBA Eligibility Review Officer II
Huntington National Bank 4.4
Houston, TX job
The SBA Eligibility Review Officer II is responsible for reviewing SBA & USDA guaranteed business loans to determine proper structure and ensure loan closes in accordance with SBA & USDA eligibility requirements. Duties & Responsibilities: + Maintains an individual pipeline of work, with loans typically of moderate complexity and customer exposure up to $3 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 moderately complex 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 3 years of HNB SBA/USDA lending/due diligence experience or a minimum of 5 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.
+ Attention to detail, and the 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.
+ Excellent verbal and written communications skills to effectively provide exceptional customer service to both internal and external customers.
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:
$57,000 - $113,000 Annual Salary
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.
$57k-113k yearly 26d ago
Branch Manager IV
Cadence Bank 4.7
Sugar Land, TX job
What The Role Is As a Branch Manager, you will primarily be responsible for leading a customer-focused sales and service process with businesses and consumers to achieve assigned targets. In addition, you will engage in development and management of a team of branch teammates while working to achieve branch growth and productivity targets, along with customer experience goals while maintaining operational excellence. The Branch Manager will execute Cadence Bank branch leadership standards while modeling and providing accountability for needs-based relationship building activities with all branch teammates.
How You Will Make An Impact
* Build, develop and deepen customer relationships by following the Cadence Bank branch sales process and using needs-based questioning to identify deposit, credit and other financial product solutions to help customers achieve their financial goals.
* Coach and develop branch teammates' sales, service and operations skills.
* Meet or exceed individual business development and activity objectives - measured by team benchmarks and personal productivity metrics.
* Lead outbound prospecting strategies and activities to generate needs-based sales opportunities.
* Develop tactical action plans for the branch and individual associates to best achieve sales goals and deliver a differentiated customer experience.
* Manage and grow the deposit balance sheet of the branch office by acquiring new deposit customers or by expanding existing customers' deposit products and balances.
* Lead the consumer and commercial lending efforts for the branch while personally originating consumer and select commercial loans - including consumer real estate-secured products such as home equity loans and lines of credit. Also, provide oversight for the processing, fulfillment and portfolio management of all branch teammate originated loans.
* Participate in setting and executing business appointments with customers, prospects, centers of influence and community leaders.
* Supervisory responsibilities of 2 - 15 associates.
* Implement sales and promotional programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded.
* Manage the recruiting, selection, performance, development and termination of all branch teammates.
* Engage in community development activities to promote the Bank in the assigned market as well as CRA activities.
* Work closely with other Community Bank teammates and leadership in the market to engage with the local community to promote and grow the banks' presence.
* Coach, mentor and provide accountability to all branch teammates to deliver a differentiated and exceptional customer experience.
* Enjoy working in a team environment with constant collaboration and shared objectives.
* Responsible for making sound operational decisions to maintain compliance, risk management and operational standards.
* Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes - including the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other applicable regulations and laws.
Qualifications:
* High school diploma or GED required.
* Bachelor's degree, Associates degree or equivalent work experience preferred.
* 2 + years (3+ years for level III/IV) of demonstrated outside sales experience, focused in financial services, retail or business services preferred.
* 1+ year(s) (2+ years for level III/IV) management or leadership experience in a high-performance sales and service environment preferred with multiple direct reports.
* Proven track record of exceeding activity and goal expectations in a consultative sales environment.
* Demonstrated business development experience, preferably in financial services.
* Strong organizational skills with enhanced attention to detail and follow-through.
* Excellent written and verbal communication skills with the ability to solve complex problems and nurture client relationships even in contentious situations.
This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the requirements for registration.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
$46k-59k yearly est. 8d ago
Mortgage Banker
Bok Financial Corp 4.6
Bok Financial Corp job in Houston, TX
Areas of Interest: Mortgage, Loan Origination Pay Transparency Salary Range: Not Available Application Deadline: 01/30/2026 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
This position typically pays minimum wage plus a draw against commission.
Summary
You're an experienced mortgage banker with an established client base who isn't afraid to generate new business. You value a company focus on providing your clients with full-service financial offerings and recommending the right BOK Financial products at the right time. To achieve this, you build relationships, both externally in your market and throughout the bank. You're a counselor, connector, and relationship maker. Our Mortgage Bankers change people's lives!
Job Description
The Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation of individual consumers, groups, real estate brokers and builders/developers. Maintains an active call schedule for purposes of educating targeted business sources regarding the features and benefits of BOK Mortgage financing.
Team Culture
BOK Financial Mortgage is dedicated to being a respected and recognized top Mortgage Lender in our markets, as well as to being the employer of choice for all mortgage professionals. We are committed to our employees, customers, and community partners, and our mission is to deliver the highest quality mortgage experience with integrity, knowledge, and award-winning service.
We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence. We are a fun group!
We participate in group learning and idea sharing, and we practice candid communication through our open-door policy. Problems are brought to the surface, and so are solutions; we're receptive to feedback and constructive criticism. We believe in personal and shared accountability.
How You'll Spend Your Time
* You will build and nurture relationships internally and externally to set yourself up for long-term sales success.
* You'll be actively engaged in your community, making meaningful connections with both individuals and businesses.
* You'll generate business and close on time to ensure a seamless lending process.
* You'll collect and analyze clients' financial information to ensure loan eligibility and to determine if they are a good investment for the bank.
* You will train new real estate agents and brokers in areas of financing, qualifying buyers, and lending guidelines.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of an Associate's Degree and 2-3 years related mortgage lending experience. Bachelor's degree strongly preferred.
* Thorough knowledge of mortgage lending guidelines and regulations (FHA, VA Conventional, FHLMC, FNMA and private investor)
* Ability to perform complex mathematical calculations and to learn complex technical information
* Ability to operate PC and 10 key by touch
* Working knowledge of underwriting criteria
* Excellent interpersonal skills, and oral and written communication skills
* NMLS required
Working Conditions & Physical Requirements
Office - 20 lbs
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.
Top 3 reasons to apply
Investing in our talent and building a great workplace is a top priority for us.
* Empowered employees
* Award-winning culture
* Community commitment
BOK Financial Corporation Group adheres to state specific pay transparency requirements.
In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.
Base salary range explanation:
The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type.
Benefits:
BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.
About BOK Financial Corporation
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between.
Facts:
* Operations focused in an eight-state footprint
* 5,000 team members
* $49.7 billion in assets
* $114.6 billion in assets under management and administration
* $8 million donated to local nonprofits in 2024
* 59,000+ volunteer hours by our employees in 2024
$20k-33k yearly est. Easy Apply 14d ago
Solutions Architect
Bok Financial Corp 4.6
Bok Financial Corp job in Houston, TX
Location: Tulsa -TUL, Oklahoma City -OKC, Dallas -DAL, Houston -HOUS, Kansas City -KSCY, Overland Park -OVPK, San Antonio -SANAN, Fayetteville -FAY, Irving -IRV, Lincoln -LNCL, Little Rock -LTLRK, Memphis- Memph, Springfield -SPRI, St Louis -STLPL, Topeka -TOPE
Areas of Interest: Information Technology; Information Services; Software Development
Pay Transparency Salary Range: Not Available
Application Deadline: 12/31/2025
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
Discretionary
Summary
BOKF is on a continuous improvement journey to help drive growth both today and well into the future. We are looking for high performing technical experts with a growth mindset to help us execute on strategic initiatives such as rationalizing and modernizing our application portfolio using a cloud-smart strategy, building an API integration ecosystem, maturing our Data Lakehouse, core modernization, and so much more.
Job Description
The Solutions Architect leads architecture activities to guide the development, evolution, and management of a portfolio of solutions within a line of business. The incumbent creates designs for solutions using existing patterns and reference architectures that enhance technical capabilities necessary to execute enterprise strategy and meet corporate objectives. These solutions consist of not only hardware and software, but also the people, processes, and information that together form the end-to-end system. They understand the concepts of business goals and objectives, targeted outcomes, business and technical capabilities, and value-streams that support and inform solutions architecture. They bring to bear leadership, analysis and design skills to ensure that solutions meet business needs. They also work closely with Business Architecture and Enterprise Architecture to align with business strategies and roadmaps, as well as architectural standards and governance. They create deliverables for managing the organization's portfolio of "to be" and "as is" solutions to enable and drive targeted business outcomes and support future business agility. They effectively communicate with IT management, project managers, other architects, development teams, and line of business management to provide transparency and properly manage expectations.
Team Culture
Our team thrives on collaboration, continuous learning, and innovation. We work closely together, leveraging cutting-edge technologies and sharing our expertise to solve complex problems efficiently. By encouraging creativity and adaptability, we experiment with new tools and methodologies, fostering a dynamic and tech-forward work environment. Additionally, we focus on creating a positive and supportive atmosphere, ensuring everyone feels valued and motivated to excel.
How You'll Spend Your Time
* You will provide strategic and technical leadership to evolve architecture and solve complex problems for current and future business needs.
* You will develop high-level solution visions through upfront assessments for specific business cases.
* You will deliver solution designs aligned with business and technology strategies, roadmaps, and reference architectures.
* You will perform hands-on development with engineering teams to build and evolve solutions, including prototypes and resolving complex issues.
* You will conduct architecture reviews to ensure alignment with principles, strategies, and standards, and provide actionable recommendations.
* You will assess technology options for business needs, including trade-off analysis and recommendations.
* You will offer internal consulting, training, and knowledge sharing to enhance architectural capabilities and foster collaboration.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a bachelor's degree in Computer Science, Computer Engineering, Management Information Systems, or a related field and 7+ of technical experience. Minimum of five years of experience in at least two IT solution development disciplines, including application development, middleware development, cloud development, technical or infrastructure architecture, network management, or database management. Minimum of two years building cloud native applications in AWS, Azure, or GCP. Minimum of two years building modern applications using serverless, containerization and orchestration. Minimum of two years developing APIs using various protocols such as REST, gRPC, or GraphQL. Additional experience can be used in lieu of a degree.
* Knowledge of software engineering fundamentals including data structures, algorithms, programming paradigms and SOLID design principles.
* Knowledge of software architecture fundamentals including modularity, architectural styles, design patterns and anti-patterns, risk analysis and assessment, trade-off analysis, diagramming and modeling, and governance.
* Experience in multiple and diverse technologies, platforms and processing environments.
* Experience in multiple backend development languages such as Java, C#, Python, Go, etc.
* Experience in multiple architectural styles such as layered, microkernel, service-based, event-driven, etc.
* Experience in multiple database technologies such as relational, document, key-value, graph, vector, in-memory, etc.
* Knowledge of frontend web development languages and frameworks.
* Understanding of strategic and emerging technology trends, and the practical application of existing and emerging technologies to new and evolving business and operating models.
* Understanding of product management and experience in the full SDLC using modern ways of working such as Agile, Kanban, DevOps, etc.
* Knowledge of formal or informal modeling languages such as UML, ArchiMate, C4, etc.
* Knowledge of formal or informal architecture frameworks such as TOGAF, Zachman, AWS Well-Architected Framework, Azure Well-Architecture Framework, etc.
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.