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BOK Financial jobs in Houston, TX

- 65 jobs
  • IW Client Account Manager (Houston, TX, US, 77001)

    Bok Financial Corp 4.6company rating

    Bok Financial Corp job in Houston, TX

    Areas of Interest: Institutional/401(K) Services; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/26/2025 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 If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! Job Description The Institutional Wealth - Client Account Manager is primarily responsible for administering, managing and overseeing the services delivered to Institutional Wealth Clients This includes interaction with large clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants as well as Bank Administrative and Trust Operations personnel relating to those issues. The Client Account Manager analyzes, develops and implements solutions for extremely complex account and departmental problems and issues. Generally incumbent works independently, with direction from Institutional Client Advisor. Team Culture We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small. How You'll Spend Your Time * You will effectively manage and administer assigned Institutional Wealth client accounts, which includes analyzing, evaluating, recommending, and implementing solutions for various complex client-related issues and problems that arise. * You will interact with plan participants, auditors, attorneys, investment managers, and accountants regarding problem resolution and account maintenance. * You will oversee all client services, including calling client contacts to ensure retention, anticipating service needs, communicating enhancements, and resolving any questions or issues presented. * You will plan and implement the transition of new Institutional Wealth clients. * You will assist with analysis and preparation for client investment review meetings, including compiling analytical and report information. * You will research and resolve any self-directed brokerage issues, problems, or disputes for retirement plan accounts or investment management issues for institutional accounts. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree and 5-7 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment. Working Conditions & Physical Requirements Office 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-99k yearly est. Easy Apply 60d+ ago
  • Senior Private Wealth Banker (Houston, TX, US, 77001)

    Bok Financial Corp 4.6company rating

    Bok Financial Corp job in Houston, TX

    Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Application Deadline: 01/05/2026 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 Formula Based Summary We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. The Senior Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. Job Description The Senior Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses. Team Culture We celebrate each other's wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together. How You'll Spend Your Time * You will participate in formulating the strategy and identifying, evaluating, onboarding and structuring key transactions to ensure continued financial health and maximum value creation through the entire product life cycle; while actively identifying new prospects and developing new loan and deposit business. * You will manage a portfolio of key and strategic customer relationships. Develop and execute tailored solutions and strategies for customers that ensures their ongoing satisfaction and loyalty while also enhancing profitability. * You will negotiate loan proposals with customers; analyze and evaluate credit request and underwrite loan commitments, coordinate with the Private Wealth Underwriting group; recommend appropriate credit grade; make oral presentation to loan committee; implement approval or declination action. * You will monitor and manage existing credit relationships in coordination with the, Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. * You will serve as relationship manager in delivery of products and services across departmental and divisional lines; facilitate resolution of operational problems for customer across divisional lines. * You will ensure that business activities within the area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 5-7 years of directly related experience in credit/banking and/or 8-10 years of equivalent combination of education and experience. * Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing requirements * Good knowledge of accounting principles and practices * Demonstrated capacity to sell products/services within the financial services industry * Good understanding of credit underwriting, documentation, loan policy, and regulations * Good knowledge of financial analysis including ratio and trend analysis and projections * Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and Insurance products and services. * Strong 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 Advertising Source 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.
    $82k-127k yearly est. Easy Apply 60d+ 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 2d 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
  • Director Private Bank

    Cadence Bank 4.7company rating

    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.
    $133k-196k yearly est. 37d 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 27d 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 11d ago
  • Client Service Associate - Registered

    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 immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). What We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established. Provide quotes and other account-related information to assist clients. Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office. Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.). Provide reports and other information to FA(s), as requested. Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor. Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence. Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior. Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager. What You'll Bring Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology. General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products. Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently. Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving. Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette. Education & Experience Minimum Required: High School Diploma or equivalent Minimum Required: 2+ years investment industry experience Licenses & Credentials Minimum Required: Series 7 and 63 or 66 Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
    $63k-85k yearly est. Auto-Apply 5d ago
  • Treasury Management Analyst

    Cadence Bank 4.7company rating

    Houston, TX job

    Treasury Management Analyst Track The Treasury Management Analyst track is designed to develop future Treasury Management leaders. After the initial training period, analysts in this track will rotate with various Treasury Management teams including sales support & service, implementations, and sales. Completion of the program typically happens after 18 months. Analysts in this role may pursue a business development or support role. General * Obtain and analyze client information and transaction data to assist in evaluating treasury management needs, opportunities, and risks. Sales * Perform Treasury Management client reviews and assist in identifying opportunities to enhance working capital, improve efficiency, and strengthen fraud prevention. * Prepare client proformas, pricing analysis, and product recommendations to support Treasury Management Officers in client calls and presentations. * Assist in gathering, analyzing, and presenting data for account analysis, liquidity structures, and treasury product utilization. Product * Support the development and execution of product strategies, roadmaps, and feature enhancements to align with market trends, regulatory changes, and client requirements. * Assist with the creation of product positioning, promotional materials, and sales training resources to support relationship managers and treasury officers. * Participate in the rollout of new treasury products each quarter, ensuring alignment with client expectations and regulatory standards. Qualifications for the program include a bachelor's or advanced degree and minimum 3.0 GPA. Positions are available in Birmingham, Atlanta, Houston, or Tupelo.
    $53k-71k yearly est. 60d+ 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
  • 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 30d ago
  • Investment Banking Associate - Public Finance

    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. 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 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 an Associate to join the SDG banking team in Houston, Texas. 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, structuring, and execution of banking transactions and manage 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, 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, and market updates. * Build and maintain relationships with industry consultants, developers, and other external partners. * 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. * You have the following qualifications and experience: * Bachelor's degree required. * At least 2-years of relevant experience preferred. * Proficient in use of digital software and technology, including databases, and MS Office suite. * You are available to work full-time in-person in our downtown Houston offices. * You are based in, or willing to relocate to Houston. 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, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. 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 Texas-based individuals expressing interest in this position is $100,000 per year; this position is eligible for substantial annual incentive compensation. * LI-AH1
    $100k yearly Auto-Apply 15d 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 6d ago
  • Credit Analyst Internship

    Cadence Bank 4.7company rating

    Houston, TX job

    Credit Analyst I Intern (Summer 2026) Organizational Location: Houston, TX What The Role Is: Introduces students to the carious processes involved in underwriting and servicing commercial loans. Mentoring relationships with Cadence Leaders. "Meet & Greets" featuring guest speakers and team-building activates provide important engagement opportunities white simultaneously allowing participants to make valuable contributions to the bank and the communities we service. This is an On-Site Position. * Participate in credit underwriting training including readings, exercises, and review sessions. * Participate in business skills training including review sessions, exercises and presentations. * Participate in question and answer sessions with Senior Loan Committee including reviewing credit packages ahead of time. * Performs other duties as required. * The program runs from June 1- July 24, 2026 * Positions are available in Houston, TX Required Skills: * 3.0 or higher GPA * Plan to take a minimum of 9 hours of accounting including intermediate before graduation. * Strong technical and interpersonal skills. * Demonstrated leadership though extracurricular activates and internship/work experience. * Strong oral and written communication skills. * Basic proficiency using Microsoft Office applications to include Word and Excel, as well as other database applications systems. Education: * Pursing a Bachelor's Degree in Finance, Accounting, or related discipline with one year or less before graduation.
    $30k-40k 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 44d ago
  • Managing Director - Commodities

    Huntington National Bank 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. 11d ago
  • Relationship Manager II

    Frost Bank 4.9company rating

    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
  • 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 60d+ 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 5d 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 7d ago

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