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Bryant Bank jobs - 37 jobs

  • Customer Service Representative

    Bryant Bank 4.1company rating

    Bryant Bank job in Hoover, AL

    At Bryant Bank, we aspire to provide legendary service to our customers. The Customer Service Representative builds relationships with bank customers and provides a variety of financial services to meet customer needs. Essential Duties and Responsibilities: Discuss goods or services information with customers or patrons Advise customers on the use of products or services Analyze information and evaluate results to choose the best solution and solve problems Recommend products or services to customers Promote products, services, or programs Open accounts, execute sales, or other financial transactions Handle complaints, settle disputes, and resolve grievances and conflicts, or otherwise negotiate with others Use relevant information and judgment to determine whether events or processes comply with laws, regulations, or standards Maintain a work area that ensures the safety of all negotiables and confidential records May assist with completion of loan applications Performs other related duties as assigned Qualifications Knowledge/Skills/Abilities: Customer and Personal Service - knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work Integrity - job requires being honest and ethical Attention to Detail - job requires being careful about detail and thorough in completing work tasks Relationship Building - ability to develop constructive and cooperative working relationships with others, and maintaining them over time Communication - the ability to communicate information and ideas in speaking and writing so others will understand Competencies: Accountability: Accepts individual responsibility for personal work performed; Has basic awareness of performance expectations associated with serving customers and utilizing resources; Performs duties and position with limited guidance. Collaboration: Works with project team members to summarize progress in preparation for briefings; Volunteers to assist others with excess work; Contributes to group discussions. Customer Service: Exchanges information appropriately with customers and co-workers; Resolves simple problems, questions, or complaints; directs complex or non-routine problems, questions, or complaints to the appropriate person; Asks for guidance in difficult situations. Decision-Making: Exercises good judgment in situations where there are clear and straightforward answers; Understands when it is appropriate to make decisions independently vs. when it is appropriate to seek advice from higher level; Occasionally seeks guidance from others when faced with adversity. Organizational Awareness: Demonstrates general knowledge of the mission and functions of the organization; Demonstrates basic knowledge of and adheres to the organization's policies, procedures, rules, regulations impacting the organization, and guidelines; Stays current with organizational programs and polices; Understands the company's organizational structure and key departments/functions. Self-Management: Adheres to goals and deadlines set by supervisor; Allocates time to meet goals and complete assigned work by given deadlines; Takes on new or additional responsibilities when asked. Education: High school diploma or GED required Experience: Minimum one-year of customer service experience required Preference for proven work experience in a similar role or in a financial institution Physical Requirements: Must be able to lift up to 15 pounds at times Prolonged periods sitting at a desk and working on a computer
    $30k-36k yearly est. 7d ago
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  • Commercial Banker

    Bryant Bank 4.1company rating

    Bryant Bank job in Mobile, AL

    Job Title: Commercial Banker The Commercial Banker will be responsible for identifying and developing new lending and deposit opportunities within the local market, managing and expanding the bank's commercial lending portfolio, and fostering strong business relationships with clients. The role involves originating loans, procuring deposits, cross-selling products and services, analyzing financial data, structuring loan terms, and ensuring compliance with regulatory requirements while balancing client needs with the bank's risk tolerance. The Commercial Banker will also collaborate with internal teams and credit committees to ensure timely and effective loan processing. Essential Duties and Responsibilities: Business Development: Identify, pursue, and originate new commercial lending and deposit opportunities to expand the bank's lending and deposit portfolio, focusing on local market growth and business expansion. Client Relationship Management: Develop and maintain strong, lasting relationships with business owners, entrepreneurs, and key decision-makers. Act as the primary point of contact for commercial clients to ensure ongoing satisfaction and foster repeat business. Loan Origination & Structuring: Analyze financial statements, business plans, and industry trends to assess creditworthiness and structure loan terms that align with client needs and the bank's risk tolerance. Prepare and present loan proposals to senior management and credit committees. Loan Proposal Preparation: Prepare detailed loan proposals and presentations for credit committees, ensuring that all relevant financial and business data is thoroughly analyzed and presented clearly. Collaboration with Internal Teams: Work closely with credit underwriters, risk management, and other bank departments to process loan applications efficiently and ensure a smooth loan origination process. Regulatory Compliance & Risk Management: Ensure compliance with all applicable banking regulations, lending laws, and internal policies. Monitor loan portfolios to mitigate risks and maintain the integrity of the bank's lending practices. Market Awareness & Industry Trends: Stay informed about market conditions, industry trends, and regulatory changes to provide clients with informed advice and identify new business opportunities. Achieving Lending & Deposit Goals: Contribute to achieving individual and team lending and deposit goals, driving performance in line with bank objectives. Solution Selling: Marketing various deposit products to businesses including but not limited to checking accounts, savings accounts, Certificates of Deposit (CDs), and Treasury Management services. Community Engagement: Actively participate in community events, networking activities, and industry associations to promote the bank's services and increase visibility within the local business community. Other Duties as Assigned: Perform additional duties as needed. Qualifications Knowledge/Skills/Abilities: Strong understanding of various commercial loan products, credit analysis, and financial modeling. Strong knowledge of deposit accounts and treasury management products/services. Proven record of accomplishment in business development, client relationship management, and loan origination. Excellent communication, negotiation, and interpersonal skills. Proficiency in financial modeling, CRM software, and other relevant banking tools. Familiarity with local market conditions and business trends. Competencies: Accountability: Willing to claim ownership for results of actions executed personally; meets personal and organizational obligations associated with serving customers and utilizing resources; and performs duties/position without requiring guidance. Collaboration: Cooperates with others to establish priorities and develop work plans; cooperates with team members to complete tasks assigned to the team; and consistently contributes to group discussions and shares information. Customer Service: Establishes cooperative working relationships with others internal and external to the organization; Resolves fairly complex or non-routine problems, questions, or complaints; directs the most complex problems, questions, or complaints to the appropriate person; effectively handles situations with moderate degree of tension, conflict and/or distress. Decision-Making: Exercises good judgment in situations when data is limited and the solution may be unclear; makes appropriate decisions in given time restraints; demonstrates the ability to weigh factors and perceive impacts and implications of personal decisions in situations. Organizational Awareness: Understands the mission and functions of the organization; demonstrates in-depth knowledge of organizational policies, procedures, rules, regulations impacting the organization, and guidelines; educates others on organizational programs and policies; aware of the key stakeholders, decision-makers, and power dynamics within the organization. Self-Management: Sets goals and priorities for own work consistent with goals of the organization and accommodates unforeseen workload; applies effort and persistence toward the achievement of goals; willingly accepts new or additional responsibilities. Education and Experience: Required: Bachelor's degree in Business, Finance, Economics, or related field. 3-5 years of experience in commercial lending, preferably in a community bank setting. Preferred: MBA or other related advanced degree. Commercial lending certifications (e.g., RMA, CRC). Experience in specific commercial sectors such as real estate, manufacturing, or agriculture.
    $65k-78k yearly est. 6d ago
  • Treasury Management Sales Officer

    Servisfirst Bank 4.0company rating

    Birmingham, AL job

    Job Description At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Treasury Management Sales Officer is responsible for developing business relationships with clients; promoting business for the Bank by providing exceptional quality customer service; and assisting in achieving established Bank goals through active participation in sales management as well as providing leadership, training and support to less experienced bank personnel. The Treasury Management Sales Officer will focus in particular on Treasury Management products, responding to referrals and serving as a subject matter expert in support of a full range of services offered to clients. The incumbent will: Establish and provide training and service programs to orient clients in the operation and maintenance of Treasury Management products Demonstrate services and products to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation Serve as liaison between current and potential clients and the Bank to resolve questions regarding Treasury Management products and services Attend sales meetings and contribute as appropriate Keep abreast of changes which might affect sales in assigned territory Maintain account records, prepare sales call reports and ensure the accuracy of agreements Initiate client relationships and also accompany relationship sales officer/manager on selling missions Secure and renew orders, arrange delivery dates and coordinate order fulfillment of other treasury management products Maintain contact with and service key accounts Promote satisfactory client relations via follow-up and check-in calls Work closely with bank personnel to ensure prompt service to clients Provide field technical services to clients in compliance with service contract requirements Provide banking solutions to clients by cross-selling appropriate products Assist in preparation of proposals for new and existing contracts Visit clients within assigned territory and address engineering or servicing problems Conduct and/or attend quarterly Treasury Management departmental meetings Conduct supervisory responsibilities in accordance with the organization's policies and applicable laws, including employee selection, appraisal, and management Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS Bachelor's degree preferred Five (5) or more years of related experience Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers preferred Working knowledge of Microsoft Outlook, Word, Excel and PowerPoint Previous Internet Banking and Deposit Operations experience preferred Knowledge of bank operations and products as well as basic accounting Excellent customer service skills Ability to deal with difficult issues involving multiple facets and variables in non-standardized situations PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional presentations requiring public speaking to small groups Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $103k-130k yearly est. 22d ago
  • Credit Card Support Specialist

    Servisfirst Bancshares 4.0company rating

    Birmingham, AL job

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Credit Card Support Specialist provides support to current clients by researching and resolving escalated customer service issues, setting up new accounts and collecting documentation as necessary. In addition, the position provides ongoing support to agent banks by coordinating credit card program details, conduct agent bank training and assist banks with promoting the program to existing and potential customers. The incumbent will: * Handle research and escalated calls and emails from Consumer and Private Banking clients. Issues include but are not limited to: researching declines, increasing limits, researching payments and posting payments * Determine where and how to apply incorrect payments * Gather required documents for commercial accounts and input all new consumer and commercial applications * Make outbound calls and emails as necessary to collect required documentation * Send collection reports to officers; make collection calls to clients as requested by officers * Coordinate payment efforts for clients in collections * Reconcile payments on accounts and post payment files to system * Assist agent banks with creating and distributing marketing materials as well as create training guides, tutorials and develop training presentations for agent banks * Travel to multiple states providing onsite training for agent banks * Develop agent bank websites and application links * Perform back up duties for Correspondent Banking Client Services Representatives as needed Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS * Bachelor's degree in finance, business, marketing or a related field * Two (2) years of customer service experience * Previous banking experience preferred * Marketing experience preferred * Web development experience is a plus * Proficient in Microsoft Outlook, Word, Excel, PowerPoint and mainframe * Experience handling highly confidential and sensitive material in a professional manner * Basic knowledge of related federal and state banking compliance regulations and other Bank operational policies * Effective organizational and time management skills * Effective oral, written and interpersonal communication skills with the ability to carry out instructions, understand procedures and compose correspondence * Ability to accurately type using a keyboard * Ability to deal with difficult issues involving multiple facets and variables PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: * Sustained standing and sitting * Frequent use of PC, including typing or sustained attention to monitor * Occasional presentations requiring public speaking to small groups * Occasional lifting of basic office files or equipment up to 20 lbs * Occasional travel out of state * Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $36k-57k yearly est. 27d ago
  • Service Technician

    West Alabama Ford 3.5company rating

    Sulligent, AL job

    We are looking for a Ford Certified Service Technician to join our growing team! The right candidate will have a strong service technician background and ASE & Ford certified. The day-to-day duties include performing work on specific repair orders and diagnosing what repairs need to be done. By working at West Alabama Ford, you can be a part of a brand that honors the past, and is invested in the future. Join the West Alabama Ford Family where we value service to each other and the world as much as to our customers! Benefits: Health, Medical and Dental 401K Plan Paid time off and vacation Growth opportunities Employee vehicle purchase plans Family owned and operated Long term job security Flexible Work Schedule Responsibilities Perform work specified on the repair order with efficiency and in accordance with dealership Test-drive vehicles, and test components and systems, using diagnostic tools and special service equipment Diagnose, maintain, and repair vehicle automotive systems including engine, transmission, electrical steering, suspension, brakes, air conditioning, etc. Communicate directly with the Service Advisor so that customers are informed if any additional service is needed. Provide an estimate of time needed for additional repairs Execute repairs under warranty to manufacturer specifications Qualifications 2+ years of Service Technician experience preferred High school diploma or equivalent, ASE Certification required Ford Certification Previous experience at a Ford dealership is preferred B level qualifications, including Diagnostic, Electrical and Engine Repair Dexterity, requiring a steady hand, excellent hand-eye coordination Mechanical and troubleshooting skills and ability to operate electronic diagnostic equipment Excellent customer service skills and basic computer competencies Positive, friendly attitude, along with an eagerness to improve Enjoy working in a dynamic environment Teammate with ability to collaborate with others effectively Ability to learn new technology, repair and service procedures and specifications Valid driver's license and clean driving record We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $31k-37k yearly est. Auto-Apply 60d+ ago
  • Portfolio Manager

    Servisfirst Bank 4.0company rating

    Birmingham, AL job

    Job Description At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties. The incumbent will: Conduct financial analysis of credit for new and existing clients and prospects Generate spreads, term sheets, and other information for loan requests and conduct underwriting Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay Build profiles and loan requests in nCino for approval Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc. Generate reports to determine past or current maturities that are not yet cleared and request any necessary information Prepare memos outlining financial information for approvals from the appropriate parties Track maturity for renewals monthly Be actively involved in understanding documentation and closing process Attend sales appointments with Officers as requested Work on term sheets / commitment letters as directed by supervisors Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc. Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS Bachelor's degree in Finance, Accounting or a related field 5-10 years' experience preferred Excellent written and verbal communication skills Experience using Microsoft Outlook, Word and Excel Experience in a position requiring attention to detail and data analysis Excellent organizational skills and ability to multi-task RMA and/or Moody training is a plus PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional presentations requiring public speaking to small groups Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $57k-89k yearly est. 10d ago
  • Summer Internship

    Servisfirst Bank 4.0company rating

    Birmingham, AL job

    Job Description At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Credit Analyst Intern is responsible for determining the creditworthiness of potential clients based on financial statements, borrowing history and market conditions. The analyst uses tools such as financial models, credit reports and key ratios to prepare appraisals which are provided for purposes of loan review and approval, as well as to determine terms of the loan. The incumbent will: Assist in updating electronic credit files by imaging related loan and financial documents Assist in conducting financial analysis and underwriting of credit for new loan requests and loan maturities Contact Loan Officers to request necessary financial information for analysis such as balance sheets, tax returns and financial statements Assist in determining the strength and/or weakness of the client's credit to determine the terms of the loan Run reports that show past or current maturities and request necessary information Generate and compile various monthly reports including but not limited to past due loans, maturing loans, collateral exception reports, outstanding appraisal fees, loan type summaries and internal credit administration auditing Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned MINIMUM QUALIFICATIONS Undergraduate student majoring in Finance, Accounting, Economics or a related field Excellent written and verbal communication skills Experience using Microsoft Outlook, Word and Excel Experience in a position requiring attention to detail and data analysis Excellent organizational skills and ability to multi-task Ability to work independently with little supervision PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $23k-30k yearly est. 15d ago
  • Financial Systems Analyst

    Servisfirst Bank 4.0company rating

    Birmingham, AL job

    Job Description At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Financial Systems Analyst serves as loan origination system administrator and prepares reports by collecting, analyzing and summarizing information. Financial Systems Analysts is responsible for monitoring performance and quality control plans to identify improvements. As administrator, they provide technical strategy and direction to ensure that the application is effectively implemented and managed across our Sales, Marketing, Technical Services and Support, and Operations. This position offers best practices and recommendations for process integration, application development, deployment and ongoing enhancements of the platform. The incumbent will: Prepare reports by collecting, analyzing and summarizing information Provide support to internal end-users of different systems Work with management to prioritize business and information needs Identify project requirements by interviewing business stakeholders, analyzing operations, determine project scope and documenting results Create and maintain databases and management reports; analyze and interpret data to identify anomalies, trends and opportunities for improvements Works under limited to moderate supervision to analyze and solve mildly complex operational and systems-related issues May manage small projects requiring some coordination and/or contribution to task forces or project teams Interpret data, analyze results using statistical techniques and provide ongoing reports Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality Acquire data from primary or secondary data sources and maintain databases/data systems Identify, analyze, and interpret trends or patterns in complex data sets Filter and “clean” data by reviewing computer reports, printouts, and performance indicators to locate and correct code problems Locate and define new process improvement opportunities Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes Design, document, build, test and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports and complex dashboards Maintain and utilize the test environment Maintain user roles and profiles, security settings, access settings etc. (User Profiles, Role Hierarchy, Sharing Rules and Security) Research changes in upcoming versions of nCino and other integrated applications Provide recommendations when necessary to enhance efficiency and productivity Develop and maintain report folders, dashboards, etc. to improve system usability Maintain a holistic view of all business processes and users in the system to understand cross functional impacts regarding configuration, process, workflow and reporting Lead user requirement sessions and document user requirements to address changing business needs Take lead responsibility for the implementation of any statement of work for new functionality Troubleshoot system issues by opening tickets and monitoring for resolution Perform routine review of code, configuration, data, and usage to ensure long term viability, integrity, and adoption Understand existing system reports, the functionality of each and how they support management initiatives Create ad hoc reports as requested by management, sales and operations staff Keeps management apprised of project status and creates a system to allow for the continuous flow of information among all business stakeholders Change Management Responsible for understanding and keeping abreast of regulatory changes that impact applicable systems and loan origination practices Maintain records of all changes made to applicable systems including date change implemented and required approval for change Maintain library of all business rules / credit policies Maintain document libraries. Build custom documents, letters, email templates as requested Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS BS in Mathematics, Economics, Computer Science, Information Management or Statistics Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy Adept at queries, report writing and presenting findings Fully proficient in Microsoft Office (Word, Excel and PowerPoint) Familiarity with Salesforce and/or nCino Familiarity with AS400 (IBM i Series) Problem solving and investigative skills Excellent organization and time management skills Report writing, including charts, graphs, etc. Aptitude for math and the ability to review and understand numeric data, graphs and statistics Detailed and thorough Able to work equally well on self-managed or team-oriented projects Proactive and adaptable Excellent communication skills - must be able to translate complex issues to multiple levels in the organization Ability to multi-task, prioritize, and work accurately, flexibly and efficiently under pressure Analytical mind with a problem-solving aptitude PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional lifting and/or moving equipment weighing up to 50 lbs Normal office environment with comfortable internal temperatures and low-level noise EOE/AA
    $57k-78k yearly est. 30d ago
  • Credit Underwriter

    Bryant Bank 4.1company rating

    Bryant Bank job in Birmingham, AL

    Job Title: Credit Underwriter The Credit Underwriter will be responsible for evaluating loan applications, assessing credit risk, and making informed lending decisions in accordance with the bank's policies, regulatory requirements, and risk tolerance. This role involves analyzing financial statements, credit reports, and collateral to ensure that lending decisions align with the bank's standards. The Credit Underwriter will collaborate with relationship managers and other departments to ensure smooth processing and mitigate risks while supporting the bank's lending objectives. Essential Duties and Responsibilities: • Loan Application Analysis: Review and evaluate loan applications, financial statements, and credit reports to assess the credit risk of potential borrowers and determine their eligibility for credit. • Credit Risk Assessment: Conduct thorough assessments of borrower creditworthiness, using financial ratios, historical data, and qualitative information to ensure accurate lending decisions. • Collateral Evaluation: Assess the adequacy and value of collateral to determine appropriate loan structures, ensuring that risk exposure is minimized. • Loan Approval Recommendations: Prepare well-documented credit memos with detailed assessments, presenting clear recommendations for loan approvals or rejections to management. • Policy and Compliance Adherence: Ensure all credit decisions comply with the bank's internal lending policies, procedures, and relevant regulatory requirements. • Collaboration with Internal Teams: Work closely with relationship managers, loan officers, and other departments to collect necessary information, discuss loan proposals, and resolve issues. • Risk Mitigation: Identify emerging risks in lending and recommend proactive measures to minimize potential losses. • Industry Awareness & Market Trends: Stay up-to-date on market conditions, economic trends, and regulatory changes affecting lending and underwriting processes. Knowledge/Skills/Abilities: • Strong understanding of financial statements, financial modeling, and credit analysis techniques. • Proven experience in credit analysis or underwriting within a banking environment. • Familiarity with banking regulations and compliance requirements. • Excellent analytical, problem-solving, and decision-making skills. • Strong written and verbal communication skills. • Proficiency in Microsoft Office Suite and financial analysis software. • Attention to detail, with the ability to work under pressure. Competencies: • Accountability: Willing to claim ownership for results of actions that were executed personally; Meets personal and organizational obligations associated with serving customers and utilizing resources; Performs duties and position without requiring guidance. • Collaboration: Cooperates with others to establish priorities and develop work plans; Cooperates with team members to complete tasks assigned to the team; consistently contributes to group discussions and shares information. • Customer Service: Establishes cooperative working relationships with others internal and external to the organization; Resolves fairly complex or non-routine problems, questions, or complaints; directs the most complex problems, questions, or complaints to the appropriate person; effectively handles situations with moderate degree of tension, conflict and/or distress. • Decision-Making: Exercises good judgment in situations when data is limited and the solution may be unclear; Makes appropriate decisions in given time restraints; demonstrates the ability to weigh factors and perceive impacts and implications of personal decisions in situations. • Organizational Awareness: Understands the mission and functions of the organization; Demonstrates in-depth knowledge of organizational policies, procedures, rules, regulations impacting the organization, and guidelines; Educates others on organizational programs and policies; Aware of the key stakeholders, decision-makers, and power dynamics within the organization. • Self-Management: Sets goals and priorities for own work consistent with goals of the organization and accommodates unforeseen workload; Applies effort and persistence toward the achievement of goals; willingly accepts new or additional responsibilities. Qualifications Education and Experience: Required: Bachelor's degree in Finance, Accounting, Economics, or a related field and 1-2 years of related experience required. Preferred: 3-5 years of experience in credit analysis or underwriting within a banking environment preferred. Certification in Credit Risk (e.g., CRISC, FRM) or similar professional certifications. Experience working with loan products or in specialized industries such as real estate, manufacturing, etc.
    $30k-37k yearly est. 6d ago
  • Compliance and BSA Officer

    Bryant Bank 4.1company rating

    Bryant Bank job in Birmingham, AL

    Bryant Bank's Compliance and BSA Officer is responsible for overseeing the Bank's Consumer Compliance Program in its entirety. This is a high-level management position. The ideal candidate will have extensive experience in bank compliance program management, including identifying and communicating laws and regulations applicable to the Bank's businesses; establishing training programs for applicable laws, regulations, Bank policies and procedures; collecting and analyzing corporate compliance data and monitoring results; providing feedback to business units regarding their compliance activities; recruiting and managing qualified staff; reporting to line management and the Board of Directors. This position is responsible for ensuring the CRA Program complies with all aspects of the FDIC's CRA Regulation Part 345, as well as the Bank Secrecy, USA PATRIOT Act, and OFAC rules. This position acts as liaison with other areas of the Bank and federal agencies as needed. Position Requirements Oversee and manage bank's compliance functions, including BSA/AML program, mortgage compliance, lending compliance, compliance monitoring, CRA program, and compliance program support Supervise compliance department staff; manage staff priorities and work product Organize, plan, monitor, and execute the surveillance and examination and audit of compliance, BSA/AML and CRA-related policies and procedures to ensure that all the processes and procedures in the Bank are in compliance with the appropriate statues and regulations Serve on relevant committees including Risk Management, Consumer Pricing, and Mortgage Risk; participate as a project team member on key bank projects and initiatives Coordinate with Management to monitor CRA-related activities in connection with the Bank's established benchmarks and goals Develop, execute, and monitor the new and existing compliance and CRA activities, programs that are designed to ensure all areas of departments and the Bank are compliance with applicable laws and regulations Ensure that all government, regulatory, and compliance reports, CRA and fair lending analyses and documents are compiled and completed accurately as required Respond to compliance- and CRA-related inquiries, questions from other departments and organize the support for problem solving Identify regulatory trends, developments, and reporting requirements, and execute any required changes to current policies and practices Qualifications Qualifications Bachelor's degree in accounting, finance, legal or a related field is required 10 or more years' of regulatory compliance experience in banking and/or financial services Minimum 7 years of management experience required Extensive knowledge of compliance and regulatory concepts, practices and methodologies Extensive ability to read, analyze and interpret government regulations, trade journals and legal documents Must be able to respond to common inquiries from regulatory agencies and outside consultants Strong technical knowledge of banking business Knowledge of federal statutory and regulatory framework Strong quantitative background Strong ability to work in a complex team environment requiring exceptional communication and organizational skills Leadership experience in enhancing/managing a compliance risk management program in a fast-growth environment Ability to influence/motivate others to produce desired results Ability to operate effectively in a fast-paced environment Proficient in Microsoft Excel and Word
    $54k-76k yearly est. 6d ago
  • Loan Specialist II - Due Diligence

    Servisfirst Bank 4.0company rating

    Birmingham, AL job

    Job Description At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Loan Specialist II - Due Diligence is responsible for assembling loan documentation for commercial and consumer loans in accordance with regulatory requirements and Bank policy. Loan packages must be prepared accurately and forwarded for further processing in a timely manner in order to ensure quality service and minimize inconvenience to the customer. Because of market volatility and spikes in loan volume, the Loan Specialist II must be able to work under deadline pressure while still ensuring accuracy. The incumbent will: Review submitted pre-closing nCino Doc Prep Memo or nCino Credit Memo and documentation to ensure all documents necessary to process the loan have been received and address all outstanding exceptions Review and clear existing collateral exceptions on renewal loans prior to moving to Doc Prep Ensure all loan requests include proper approval to include aggregate debt, floors and fee waiver approvals Review in-house loan documentation for commercial, consumer and real estate loans in accordance with Bank policy and regulatory requirements, within 12 hours of receipt of completed supporting documentation package, to include complex loans Utilize external websites and vendors to acquire information to complete required information for loan packages Ensure all internal systems (nCino, Footprints, etc.) are updated in a timely manner Upon satisfactory documentation completion of loan package, submit to Doc Prep for review Train new hires and cross train all existing employees Maintain process manual on shared drive and compose procedures for any new processes Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS High school diploma or equivalent Three (3) or more years of related experience Extensive commercial and consumer loan documentation experience to include knowledge of collateral perfection and related regulations Excellent understanding of credit administration procedures as demonstrated in previous position gathering and assembling loan documents Experience working with no supervision while performing duties Excellent organizational and time management skills, as demonstrated by experience meeting deadlines Experience working with Microsoft Word and Excel PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sitting at a desk or workstation for long periods of time. Occasionally lifting and/or moving materials that weigh 1 to 25 pounds. Frequently typing using a keyboard and/or calculator. Normal office environment with constant comfortable temperatures and exposure to low noise level (e.g., faxes, phones, printers, etc.). EOE/AA
    $27k-63k yearly est. 26d ago
  • Summer Internship- Credit Analyst

    Servisfirst Bank 4.0company rating

    Huntsville, AL job

    Job Description At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Credit Analyst Intern is responsible for determining the creditworthiness of potential clients based on financial statements, borrowing history and market conditions. The analyst uses tools such as financial models, credit reports and key ratios to prepare appraisals which are provided for purposes of loan review and approval, as well as to determine terms of the loan. The incumbent will: Assist in updating electronic credit files by imaging related loan and financial documents Assist in conducting financial analysis and underwriting of credit for new loan requests and loan maturities Contact Loan Officers to request necessary financial information for analysis such as balance sheets, tax returns and financial statements Assist in determining the strength and/or weakness of the client's credit to determine the terms of the loan Run reports that show past or current maturities and request necessary information Generate and compile various monthly reports including but not limited to past due loans, maturing loans, collateral exception reports, outstanding appraisal fees, loan type summaries and internal credit administration auditing Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned MINIMUM QUALIFICATIONS Undergraduate student majoring in Finance, Accounting, Economics or a related field Excellent written and verbal communication skills Experience using Microsoft Outlook, Word and Excel Experience in a position requiring attention to detail and data analysis Excellent organizational skills and ability to multi-task Ability to work independently with little supervision PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $32k-45k yearly est. 16d ago
  • Teller

    Bryant Bank 4.1company rating

    Bryant Bank job in Tuscaloosa, AL

    At Bryant Bank, we aspire to provide legendary service to our customers. The Teller works on the front line of our operations, performing a variety of transactions to assist customers with their financial needs. Essential Duties and Responsibilities: Receives and accepts deposits and loan payments, confirming accuracy of transaction Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals Evaluates checks to verify dates, identification of persons receiving payments, bank names, and legality Enters transactions in bank's recordkeeping system, recording all transactions and producing customer receipts Maintains a cash supply and currency to meet daily needs Balances all monies in cash drawers accurately at the end of shifts Uses relevant information and judgment to determine whether events or processes comply with laws, regulations, or standards Identifies and capitalizes on opportunities to promote new banking services Develops constructive and cooperative working relationships with others, and maintaining them over time Maintains a work area that ensures the safety of all negotiables and confidential records Performs other related duties as assigned Qualifications Knowledge/Skills/Abilities: Customer and Personal Service - knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction Mathematical Reasoning - the ability to choose the right mathematical methods or formulas to solve a problem Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work Integrity - job requires being honest and ethical Dependability - job requires being reliable, responsible, and dependable, and fulfilling obligations Attention to Detail - job requires being careful about detail and thorough in completing work tasks Communication - the ability to communicate information and ideas in speaking and writing so others will understand Teamwork - work with co-workers in a friendly, non-competitive environment while being pleasant with others on the job and displaying a good-natured, cooperative attitude Education: High school diploma or GED required Experience: Cash handling and customer service focused experience required. Preference for proven work experience Physical Requirements: Must be able to lift up to 15 pounds at times May need to stand for long periods of time
    $30k-36k yearly est. 6d ago
  • Branch Manager

    Servisfirst Bancshares 4.0company rating

    Huntsville, AL job

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Branch Manager is responsible for the overall management of the branch, including achieving sales goals; actively participating in selling and delivering all financial services provided by the Bank; managing the daily operations of the branch; resolving service related issues; promoting business for the Bank; and supervising the daily activities of branch personnel. This position helps the branch deliver exceptional quality customer service through opening accounts, responding to client requests, resolving service issues and providing work direction and coaching to other branch personnel as necessary. The Branch Manager has ultimate responsibility for the performance of the assigned branch. The incumbent will: * Monitor overall productivity of the branch and progress toward performance goals * Coordinate sales activities and support Bank promotions within the branch * Review daily transactions to ensure accordance with rules and regulations of government agencies, regulatory bodies and securities exchanges * Analyze operations to determine areas where cost reductions could be implemented or program improvements initiated * Follow procedures for custody and control of assets, records, loan collateral and securities to ensure safekeeping * Attend all sales and product knowledge training and promotional meetings offered in order to keep current on all issues * Maintain knowledge of Bank policies and procedures * Perform duties to satisfy auditing issues * Assure that all branch general ledger accounts are maintained and reviewed daily, and that cash is in balance * Perform activities to deepen and enhance existing relationships as well as to establish new client relationships * Train and keep personnel informed on operational issues * Manage weekly personnel work schedules to ensure business needs are met * Review and approve completed timecards to ensure that work times are recorded accurately * Maintain and compile attendance records for all branch personnel * Perform personnel actions including performance evaluations, disciplinary actions and interviewing candidates for employment; supervise the daily activities of the branch including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training * Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS * Undergraduate degree in finance or related field preferred * High School diploma or equivalent required * Four (4) years of work experience, demonstrating progressive responsibility including management responsibilities * One (1) year banking or closely related financial services experience * Personal Banking/New Account and Supervisory experience preferred * Knowledge of bank operations and products * Knowledge of basic accounting * Knowledge of and training on federal and state consumer compliance laws * Ability to review account information and assess client needs to recommend appropriate Bank products, as demonstrated in previous banking position * Experience using Microsoft Outlook, Word and Excel * Excellent communication skills, as demonstrated in previous position interacting with customers * Excellent customer service skills PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: * Sustained standing and sitting * Frequent use of PC, including typing or sustained attention to monitor * Occasional presentations requiring public speaking to small groups * Occasional lifting of basic office files or equipment up to 20 lbs * Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $42k-55k yearly est. 57d ago
  • Mortgage Loan Officer

    Bryant Bank 4.1company rating

    Bryant Bank job in Hoover, AL

    The Mortgage Loan Officer is responsible for helping customers achieve their homeownership and financial goals by providing expert guidance throughout the mortgage lending process. This role will independently originate, evaluate, and manage mortgage loan applications in accordance with bank policies, investor requirements, and federal regulations. The ideal candidate brings extensive industry experience, a proven production history, and strong referral relationships. Essential Duties and Responsibilities: Independently originate and evaluate mortgage loans in compliance with bank guidelines, underwriting standards, and secondary market requirements. Manage a high-volume pipeline while meeting multiple and sometimes competing deadlines. Maintain strong working knowledge of compliance requirements, including ATR/QM and TRID. Proactively develop new business through existing customers, referral partners, and community relationships. Maintain and grow a high-quality, self-sourced portfolio of mortgage production. Performs other related duties as assigned Qualifications Knowledge/Skills/Abilities: Ability to build, grow, and sustain long-term business relationships with realtors, builders, financial advisors, and customers. Excellent verbal and written communication skills with the ability to provide clear guidance to borrowers. Advanced knowledge of residential mortgage products, including Conventional, FHA, and VA loans. Strong understanding of mortgage industry regulations, underwriting requirements, secondary market standards, and investor guidelines. Highly organized with the ability to prioritize tasks, manage multiple deadlines, and work independently in a fast-paced environment. Strong sales skills with the ability to generate, nurture, and convert leads. Competencies: Accountability: Willing to claim ownership for results of actions that were executed personally; Meets personal and organizational obligations associated with serving customers and utilizing resources; Performs duties and position without requiring guidance. Collaboration: Cooperates with others to establish priorities and develop work plans; Cooperates with team members to complete tasks assigned to the team; Consistently contributes to group discussions and shares information. Customer Service: Establishes cooperative working relationships with others internal and external to the organization; Resolves fairly complex or non-routine problems, questions, or complaints; directs the most complex problems, questions, or complaints to the appropriate person; Effectively handles situations with moderate degree of tension, conflict and/or distress. Decision-Making: Exercises good judgment in situations when data is limited and the solution may be unclear; Makes appropriate decisions in given time restraints; Demonstrates the ability to weigh factors and perceive impacts and implications of personal decisions in situations. Organizational Awareness: Understands the mission and functions of the organization; Demonstrates in-depth knowledge of organizational policies, procedures, rules, regulations impacting the organization, and guidelines; Educates others on organizational programs and policies; Aware of the key stakeholders, decision-makers, and power dynamics within the organization. Self-Management: Sets goals and priorities for own work consistent with goals of the organization and accommodates unforeseen workload; Applies effort and persistence toward the achievement of goals; Willingly accepts new or additional responsibilities. Education and Experience: Bachelor's degree and substantial experience in mortgage lending or an equivalent combination of education and experience. Minimum 5-7 years of experience in mortgage loan origination or mortgage banking required. Prior experience in a bank environment or with portfolio lending is a plus. Certifications/Licenses: Must be registered, or eligible for registration upon hire, with the Nationwide Mortgage Licensing System (NMLS).
    $36k-46k yearly est. 5d ago
  • Client Associate

    Servisfirst Bank 4.0company rating

    Birmingham, AL job

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related reports as needed. Assignments will depend on the local region and the individual needs of officers, who require varying degrees of assistance depending on specialty (commercial loans, executives, management duties) and technical knowledge (ex., some officers manage their own calendars, some delegate to an assistant). The incumbent will perform duties in the following areas: Interact directly with clients and vendors to obtain necessary loan documentation (title companies, attorneys, business owners, etc.) Examine documents to identify missing, incomplete, or inconsistent information such as signatures, notarization, initials, terms, etc. Prepare and submit loan packages for underwriting, further approval, or closing, depending on type of loan and needs of officer Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business Respond to telephone and email inquiries on behalf of the officer Coordinate responses among multiple parties as needed, serving as a single point of contact Advise the officer of client requests and seek officer approval in cases of fee waivers, overdrafts, etc. Schedule events such as meetings, conferences, sales appointments, etc. Prepare reports and distribute as appropriate Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of office Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned MINIMUM QUALIFICATIONS High school diploma or equivalent; some college preferred Administrative experience; financial services environment preferred Experience interacting directly with clients/vendors/management/directors responding to requests and researching/resolving issues Proficient with Microsoft Outlook, Word, Excel and PowerPoint Experience coordinating shared resources and working successfully with team members Knowledge of loan documents, approval process and general Bank policies and procedures Excellent organizational and time management skills, as demonstrated in experience handling multiple tasks and client requests within deadline PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $33k-44k yearly est. Auto-Apply 1d ago
  • Balancing Specialist

    Bryant Bank 4.1company rating

    Bryant Bank job in Birmingham, AL

    Job Title: Loan Operations Balancing Specialist 100% In-Office, Full-Time- Operations Center; Homewood, AL The Balancing Specialist is responsible for ensuring the accurate daily reconciliation and balancing of general ledger (GL) accounts and demand deposit accounts (DDA). This position plays a critical role in maintaining the financial integrity of loan operations by identifying and resolving discrepancies, ensuring regulatory compliance, and supporting month-end and year-end closing processes. Essential Duties and Responsibilities: Daily Balancing & Reconciliation Perform daily balancing of general ledger accounts and demand deposit accounts to ensure accuracy and completeness Reconcile GL accounts to subsidiary ledgers and identify variances Research and resolve out-of-balance conditions, posting errors, and account discrepancies in a timely manner Review and balance daily transaction reports, including deposits, withdrawals, transfers, and adjustments Verify that all transactions are properly posted and coded to the correct accounts Maintain UCC and appraisal invoice worksheets for payment Identify and log bank absorbed and processing fees Problem Resolution & Analysis Investigate and resolve discrepancies between core banking system records and GL balances Identify trends or recurring issues and recommend process improvements Work with lenders and loan assistants to correct errors and prevent future occurrences Document all research and resolution activities for auditing purposes Reporting & Documentation Maintain detailed records of all reconciliation activities and exception items Assist with month-end and year-end closing procedures Support internal and external audit requests by providing documentation and explanations Compliance & Controls Ensure all balancing procedures comply with bank policies, regulatory requirements, and internal controls Maintain confidentiality of customer and bank financial information Follow established FDICIA procedures for segregation of duties and dual control Stay current on regulatory changes affecting account reconciliation and reporting Collaboration & Support Coordinate with branch staff, lending officers, and other operations personnel to resolve account issues Provide backup support for other operations functions as needed Performs other related duties as assigned Qualifications Knowledge/Skills/Abilities: Strong understanding of general ledger accounting principles and bank reconciliation processes High attention to detail with excellent analytical and problem-solving skills Proficiency in Microsoft Excel (including formulas, pivot tables, and VLOOKUP functions) Experience with core banking systems; Experience with Jack Henry products is a plus Strong organizational skills with ability to manage multiple priorities and meet daily deadlines Excellent mathematical aptitude and ability to work with large volumes of numerical data Effective written and verbal communication skills Ability to work independently with minimal supervision Detail-oriented with a commitment to accuracy Self-motivated and dependable Professional demeanor and strong work ethic Team player with collaborative mindset Adaptable to changing priorities and procedures Competencies: Accountability: Willing to claim ownership for results of actions that were executed personally; Meets personal and organizational obligations associated with serving customers and utilizing resources; Performs duties and position without requiring guidance. Collaboration: Works with project team members to summarize progress in preparation for briefings; Volunteers to assist others with excess work; Contributes to group discussions. Customer Service: Establishes cooperative working relationships with others internal and external to the organization; Resolves fairly complex or non-routine problems, questions, or complaints; directs the most complex problems, questions, or complaints to the appropriate person; Effectively handles situations with moderate degree of tension, conflict and/or distress. Decision-Making: Exercises good judgment in situations where there are clear and straightforward answers; Understands when it is appropriate to make decisions independently vs. when it is appropriate to seek advice from higher level; Occasionally seeks guidance from others when faced with adversity. Organizational Awareness: Demonstrates general knowledge of the mission and functions of the organization; Demonstrates basic knowledge of and adheres to the organization's policies, procedures, rules, regulations impacting the organization, and guidelines; Stays current with organizational programs and polices; Understands the company's organizational structure and key departments/functions. Self-Management: Sets goals and priorities for own work consistent with goals of the organization and accommodates unforeseen workload; Applies effort and persistence toward the achievement of goals; Willingly accepts new or additional responsibilities. Education & Experience: High school diploma or equivalent required; Associate's degree in Accounting, Finance, or related field preferred Minimum 2 years of experience in banking operations, accounting, or financial reconciliation Experience with GL and DDA account balancing preferred Physical Requirements & Work Environment: Ability to sit for extended periods while working at a computer workstation Ability to view computer screens and review detailed financial reports Standard office environment with minimal physical demands
    $41k-50k yearly est. 7d ago
  • Credit Analyst

    Servisfirst Bank 4.0company rating

    Huntsville, AL job

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Credit Analyst is responsible for determining the creditworthiness of potential clients based on financial statements, borrowing history and market conditions. The analyst uses tools such as financial models, credit reports and key ratios to prepare appraisals which are provided for purposes of loan review and approval as well as to determine terms of the loan. The incumbent will: Conduct financial analysis and underwriting of credit for new loan requests and loan maturities Contact Loan Officers to request necessary financial information for analysis such as balance sheets, tax returns and financial statements Determine the strength and/or weakness of the client's credit to determine the terms of the loan Run reports that show past or current maturities and request necessary information Occasionally prepare underwriting/credit memos after collecting all financial information and circulating memos for approvals from the appropriate parties Generate/compile various monthly reports including but not limited to past due loans, maturing loans, collateral exception reports, outstanding appraisal fees, loan type summaries and internal credit administration reporting Generate/compile the board report and other various ad hoc reports as requested Track borrowing base and marketable securities Maintain and update nCino system Respond to subpoenas dealing with credit information Order appraisals, conduct appraisal reviews and serve as liaison for appraisal vendors Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned MINIMUM QUALIFICATIONS Bachelor's degree in Finance, Accounting or a related field Minimum two (2) years' experience in financial analysis, banking or a related field Excellent written and verbal communication skills Experience using Microsoft Outlook, Word and Excel Experience in a position requiring attention to detail and data analysis Excellent organizational skills and ability to multi-task Ability to work independently with little supervision Working knowledge of collateral instruments (i.e. letter of credit, UCC filings, and personal/corporate guarantees) RMA and/or Moody training is a plus PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $48k-70k yearly est. Auto-Apply 4d ago
  • Financial Systems Analyst

    Servisfirst Bank 4.0company rating

    Birmingham, AL job

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Financial Systems Analyst serves as loan origination system administrator and prepares reports by collecting, analyzing and summarizing information. Financial Systems Analysts is responsible for monitoring performance and quality control plans to identify improvements. As administrator, they provide technical strategy and direction to ensure that the application is effectively implemented and managed across our Sales, Marketing, Technical Services and Support, and Operations. This position offers best practices and recommendations for process integration, application development, deployment and ongoing enhancements of the platform. The incumbent will: Prepare reports by collecting, analyzing and summarizing information Provide support to internal end-users of different systems Work with management to prioritize business and information needs Identify project requirements by interviewing business stakeholders, analyzing operations, determine project scope and documenting results Create and maintain databases and management reports; analyze and interpret data to identify anomalies, trends and opportunities for improvements Works under limited to moderate supervision to analyze and solve mildly complex operational and systems-related issues May manage small projects requiring some coordination and/or contribution to task forces or project teams Interpret data, analyze results using statistical techniques and provide ongoing reports Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality Acquire data from primary or secondary data sources and maintain databases/data systems Identify, analyze, and interpret trends or patterns in complex data sets Filter and “clean” data by reviewing computer reports, printouts, and performance indicators to locate and correct code problems Locate and define new process improvement opportunities Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes Design, document, build, test and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports and complex dashboards Maintain and utilize the test environment Maintain user roles and profiles, security settings, access settings etc. (User Profiles, Role Hierarchy, Sharing Rules and Security) Research changes in upcoming versions of nCino and other integrated applications Provide recommendations when necessary to enhance efficiency and productivity Develop and maintain report folders, dashboards, etc. to improve system usability Maintain a holistic view of all business processes and users in the system to understand cross functional impacts regarding configuration, process, workflow and reporting Lead user requirement sessions and document user requirements to address changing business needs Take lead responsibility for the implementation of any statement of work for new functionality Troubleshoot system issues by opening tickets and monitoring for resolution Perform routine review of code, configuration, data, and usage to ensure long term viability, integrity, and adoption Understand existing system reports, the functionality of each and how they support management initiatives Create ad hoc reports as requested by management, sales and operations staff Keeps management apprised of project status and creates a system to allow for the continuous flow of information among all business stakeholders Change Management Responsible for understanding and keeping abreast of regulatory changes that impact applicable systems and loan origination practices Maintain records of all changes made to applicable systems including date change implemented and required approval for change Maintain library of all business rules / credit policies Maintain document libraries. Build custom documents, letters, email templates as requested Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS BS in Mathematics, Economics, Computer Science, Information Management or Statistics Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy Adept at queries, report writing and presenting findings Fully proficient in Microsoft Office (Word, Excel and PowerPoint) Familiarity with Salesforce and/or nCino Familiarity with AS400 (IBM i Series) Problem solving and investigative skills Excellent organization and time management skills Report writing, including charts, graphs, etc. Aptitude for math and the ability to review and understand numeric data, graphs and statistics Detailed and thorough Able to work equally well on self-managed or team-oriented projects Proactive and adaptable Excellent communication skills - must be able to translate complex issues to multiple levels in the organization Ability to multi-task, prioritize, and work accurately, flexibly and efficiently under pressure Analytical mind with a problem-solving aptitude PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional lifting and/or moving equipment weighing up to 50 lbs Normal office environment with comfortable internal temperatures and low-level noise EOE/AA
    $57k-78k yearly est. Auto-Apply 26d ago
  • Treasury Management Sales Officer

    Servisfirst Bancshares 4.0company rating

    Birmingham, AL job

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Treasury Management Sales Officer is responsible for developing business relationships with clients; promoting business for the Bank by providing exceptional quality customer service; and assisting in achieving established Bank goals through active participation in sales management as well as providing leadership, training and support to less experienced bank personnel. The Treasury Management Sales Officer will focus in particular on Treasury Management products, responding to referrals and serving as a subject matter expert in support of a full range of services offered to clients. The incumbent will: * Establish and provide training and service programs to orient clients in the operation and maintenance of Treasury Management products * Demonstrate services and products to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation * Serve as liaison between current and potential clients and the Bank to resolve questions regarding Treasury Management products and services * Attend sales meetings and contribute as appropriate * Keep abreast of changes which might affect sales in assigned territory * Maintain account records, prepare sales call reports and ensure the accuracy of agreements * Initiate client relationships and also accompany relationship sales officer/manager on selling missions * Secure and renew orders, arrange delivery dates and coordinate order fulfillment of other treasury management products * Maintain contact with and service key accounts * Promote satisfactory client relations via follow-up and check-in calls * Work closely with bank personnel to ensure prompt service to clients * Provide field technical services to clients in compliance with service contract requirements * Provide banking solutions to clients by cross-selling appropriate products * Assist in preparation of proposals for new and existing contracts * Visit clients within assigned territory and address engineering or servicing problems * Conduct and/or attend quarterly Treasury Management departmental meetings * Conduct supervisory responsibilities in accordance with the organization's policies and applicable laws, including employee selection, appraisal, and management * Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS * Bachelor's degree preferred * Five (5) or more years of related experience * Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers preferred * Working knowledge of Microsoft Outlook, Word, Excel and PowerPoint * Previous Internet Banking and Deposit Operations experience preferred * Knowledge of bank operations and products as well as basic accounting * Excellent customer service skills * Ability to deal with difficult issues involving multiple facets and variables in non-standardized situations PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: * Sustained standing and sitting * Frequent use of PC, including typing or sustained attention to monitor * Occasional presentations requiring public speaking to small groups * Occasional lifting of basic office files or equipment up to 20 lbs * Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $103k-130k yearly est. 27d ago

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Bryant Bank may also be known as or be related to BRYANT BANK and Bryant Bank.