Senior Client Service Associate Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: CLTSRV The Senior Client Service Associate (Senior CSA) demonstrates a high level of proficiency in all Client Service Associate functions, working with both new and existing client relationships, as well as internal Linscomb Wealth (LW) team members. Senior CSAs serve as an example and mentor for the entire Client Service team, offering training, guidance, and leadership on CSA practice standards and more complex client situations. Senior CSAs engage clients and LW professionals proactively, working closely with the LW Operations and Wealth Advisory teams, providing exemplary service at all times.
Client Responsibilities
* Works with clients to open and service portfolio accounts per request of the Wealth Advisors
* Attends meetings with clients as needed
Team Responsibilities
* Serves as a strong example for the CS Team, setting a high standard for proactive client and prospective client engagement
* Provides mentorship, guidance, and training for CS team members, assisting the CS Manager as needed with helping further develop CS team members and team best practices
* Helps champion firm and CS team policies, procedures, and best practices (Practice Standards), helping ensure an efficient service model for clients, prospective clients, and the firm
* Actively engages in available custodial, firm, and third-party training and continuing education programs to maintain superior knowledge needed to address more complex client situations
* Works closely with LW Wealth Advisors (WAs) to handle day-to-day client service needs of new and existing LW clients
* Handles incoming client calls and emails, determining the appropriate course of action and method of response, coordinating with the client assigned WA's and other LW team members, as needed
* Works with the WA and Operations teams to help facilitate new account paperwork and firm management agreements
* Engages with firm custodians (i.e., Charles Schwab, Fidelity) and other client professionals (i.e., CPAs, attorneys), as needed to complete client service-related tasks
* Prepares client communications/correspondence when necessary and generates various client portfolio and other reports as needed
* Compiles and distributes internal management reports for CS Manager or firm management, as needed
* Assists or manages complex client situations, including accounts with multiple layers or required level of engagement (i.e., trusts, business accounts, etc.) as they arise, exercising professional expertise and judgment, as needed
* Makes themselves available for mentoring and training, providing assistance in client situations requiring a higher level of experience and technical expertise
* Participates with CS Manager to help develop and evaluate team practice standards, ensuring the CS team is highly efficient and accurate in its work
* Actively participates in CS team meetings, helping lead discussions regarding CS practice standards and client engagement
* Engages with CS Manager and other LW team members on routine custodial calls and meetings, ensuring custodial service standards are at appropriate level and fully accounted for in CS team practice standards
Firm Responsibilities
* Understands and supports the firm's vision, mission, and strategy
* Supports department goals, priorities, and timelines, working in conjunction with firm goals and long-run, strategic plan
* Ensures there is a strong team culture, high degree of communication, collegiality, great service, and execution
* Stays apprised of LW firm policies, CS team practice standards, financial markets, and other related developments that impact LW and its clients
* Complies with all the firm's HR and Compliance policies
Degrees and Designations
* Bachelor's degree (B.A. or B.S.) from a four‐year college or university, preferably with a degree in business, finance, or a related field
* No certificates or licenses required
Experience Requirement
* Seven or more years of experience in the area of Client Service
* Prior experience with Fidelity and/or Schwab custodial platforms
* Proficient with Microsoft 365 (Word, Excel, Outlook, PowerPoint)
* Experience with a CRM Database, Document Management software, or other Financial Industry software
* Stable work history
Skills Required
* Proactive and strong work ethic
* Excellent organizational skills
* Ability to multi‐task, prioritize and meet deadlines
* Professional appearance and demeanor
* Ability to work well in a team environment within the Client Service team, as well as with team members in other departments
* High attention to detail and timely follow-through
* Strong communication skills - verbal & written
Supervisory Responsibilities
* Reviews, mentors, and trains CS team members
* Assists and directs CS team with regards to more complex client situations
* Provides consultation and recommendation to CS Manager and internal LW teams
$32k-38k yearly est. 60d+ ago
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Teller
Cadence Bank 4.7
Cadence Bank job in Buffalo, TX
What The Role Is As a Branch Teller you will provide a differentiated customer experience while performing a variety of financial transactions based on the customers' needs. This position requires a passion for serving customers while performing routine and sometimes complex transactions in a fast-paced environment. You will also be responsible for deepening and expanding customer relationships by educating customers on ways to bank with Cadence Bank.
How You Will Make An Impact
* Provide prompt and courteous customer transactions.
* Strong communication and problem-solving skills to meet customers immediate needs while exploring ways to improve their financial well-being.
* Educate customers on other bank channels including online and mobile banking, interactive (video) tellers and full-service ATMs that provide convenience and value to customers.
* Connect customers' with relevant banking products through needs-based conversations and referrals to other teammates.
* Comfortable in a goal-oriented, team environment with frequent interactions with fellow teammates
* Cash handling and adherence to proper balancing procedures with a high degree of accuracy.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Successful completion of the Teller training program.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
* High school diploma or equivalent required.
* Cash handling experience in a banking or retail environment preferred.
* Service oriented background and experience.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* Ability to lift up to twenty-five (25) pounds.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$29k-33k yearly est. 47d ago
Merrill Market Client Relationship Manager
Bank of America 4.7
El Paso, TX job
Albuquerque, New Mexico;El Paso, Texas; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************
**Job Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
**Responsibilities:**
+ Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
+ Oversees the client service experience and reviews the approval of new client accounts
+ Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Specific responsibilities include, but are not limited to:**
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Managing the branch's Wealth Management Client Associates and Service Support Staff
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
+ Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
+ Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
+ Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
**Required Qualifications:**
+ Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
+ Minimum of 5+ years professional experience
**Key Qualifications for the role:**
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Qualifications:**
+ Bachelor's degree or equivalent work experience
**Skills:**
+ Compensation Analysis
+ Performance Management
+ Process Performance Management
+ Referral Management
+ Workforce Planning
+ Due Diligence
+ Internal Audit Review
+ Leadership Development
+ Recruiting
+ Risk Management
+ Client Management
+ Customer Service Management
+ Employee Counseling
+ Succession Planning
+ Trade Operations Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$49k-81k yearly est. 60d+ ago
Compliance Advisor - Lending
Frost Bank 4.9
San Antonio, TX job
It's about giving people a sense of security.
Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you enjoy identifying potential risk and finding a solution? If so, being a Compliance Advisor with Frost 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 Compliance Advisor - Lending, you are a key collaborator. You'll partner with our lending-focused lines of business, providing advice and strategic compliance guidance on regulatory requirements, including those related to consumer protection and fair lending, including Reg. Z, Reg. B, UDAAP, HMDA, and other applicable laws and regulations. You'll provide proactive compliance guidance to help our business partners mitigate regulatory risks while enabling Frost's business objectives. You'll work closely with Frost's legal and lending business teams to ensure that our lending products and services comply with applicable laws and regulations, ensuring a safe and secure experience for our customers. You welcome a challenge and strive to continuously improve processes with integrity, caring and excellence in mind.
What you'll do:
Provide subject matter expertise on applicable laws, regulations, and internal policies, ensuring business activities align with compliance requirements.
Monitor regulatory developments, assess their impact on business operations, and support implementation of necessary changes to ensure proactive and ongoing compliance with applicable laws and regulations.
Inform line of business teams on compliance requirements, best practices, and emerging regulatory risks.
Identify potential compliance issues, escalate concerns as necessary, and collaborate with stakeholders on remediation efforts.
Assist in the development, review, and enhancement of compliance policies, procedures, and governance frameworks.
Collaborate with business units to identify and assess existing and emerging compliance risks.
Partner with business units, risk management, legal, and other internal teams to integrate compliance considerations into decision-making and operational processes.
Maintain accurate records of compliance activities, assist in the periodic creation of leadership reports as needed, and support regulatory examinations or audits.
Maintain a current knowledge of consumer protection laws, regulations, emerging risks, and how they impact Frost products, processes, systems, and internal controls
Support compliance training initiatives by developing and delivering guidance to employees on regulatory obligations and best practices.
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes.
What you'll need:
Bachelor's degree in Business Administration, Finance, Accounting, in a related field, or equivalent experience
3+ years of relevant experience in compliance
Demonstrated ability to interpret and assess risks and their potential impact to lines of business
Demonstrated ability to prioritize risks and create the appropriate action plan to mitigate risks effectively
Demonstrated knowledge of applicable laws and regulations
Basic understanding of how the Compliance department functions to support the Bank
Proven ability to collaborate and establish partnerships with non-technical stakeholders
Proven ability to interpret laws and regulations to disseminate information in non-technical terms
Additional Preferred Skills:
CRCM, CFIRS, or equivalent professional certification
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
Training classes and leadership development
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.
$32k-50k yearly est. Auto-Apply 60d+ ago
Financial Advisor Assistant - Investment Services
Frost Bank 4.9
Fort Worth, TX job
It's about supporting people, our people.
Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Financial Advisor Assistant role may be right 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 155-year legacy of providing unparalleled banking services.
Who you are:
As a Financial Advisor Assistant,
you
provide support to financial advisors and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. 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:
Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication
Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases
Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience
Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Demonstrated customer service skills
Excellent written and verbal communication skills
Proficiency in Microsoft computer applications
Additional Preferred Skills:
Have an active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days
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.
$48k-65k yearly est. Auto-Apply 10d ago
Operations Engineering Support Specialist
Bank of America 4.7
Plano, TX job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include performing initial investigations, mitigating impacts through routines and engaging in triages, responding to user requests, and working with technology teams to identify, troubleshoot, and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration.
Overview:
Engineering Ops L1 Support Specialist provides first-level support for test environments used in integrated testing of applications. This role ensures smooth operation of test environments, monitors stability and escalates issues to higher-level support when necessary.
Responsibilities:
Monitors and supports application components and related infrastructure, acts as the first point of contact for users, and responds to alerts regarding potential production incidents
Interprets and monitors dashboards, tools, and reports in order to proactively identify and address potential issues prior to production impact, escalating issues to senior team members or subject matter experts as needed
Performs environment routing and cycling, implements splash pages, and conducts user ID administration access provisioning/deprovisioning (additions, modifications, deletions) for applications
Works with technical partners to generate status updates, create technical detail for awareness communications, such as infrastructure, application and client impact, and component points of failure, and schedules follow up meetings
Partners with change and release teams to support implementations and proactively identify potential issues resulting from changes
Tracks incidents and requests in a defined system, executes procedures reliably, fulfills requests from business users and operations, and escalates issues as needed to solve incidents quickly
Keeps operational procedures updated and provides data that adheres to documentation requirements and audits
Environment Monitoring & Maintenance
Perform routine health checks and basic troubleshooting
Critical/High priority defect handling
Act as the first point of contact for environment-related issues
Log, categorize, and resolve critical/High-priority defects
Escalate complex issues to next level of supports and SMEs
Document and Reporting
Maintain accurate records of defects, resolutions and possible postmortem
Provide daily/weekly status updates on environment health
Define and stand-up new service capability
Define the services and capabilities
Document marketing points for the services with values
Collaboration
Collaborate with cross-functional and multi-location teams to resolve complex issues.
Required Skills:
2-5+ years of relevant work experience in IT support, QA support or environment management
Application Development or Support Experience
Strong analytical, triage and issue resolution skills
Excellent communication and teamwork abilities.
Customer-service mindset
Ability to work in cross functional and multi-location teams.
Experience/Ability with working in complex, highly integrated, fast paced and high-volume environment
Ability coordinates multiple troubleshooting calls
Ability to generate daily useful Metrics and email reporting
Ability to learn and adapt quickly with application and technology changes
May be required to work in shifts
Experience with the following technical skills:
Excel, Jira, PowerPoint, Kanban
SDLC methodologies
Linux/Unix Commands and Shell Scripting
RDBMS and SQL experience in MS SQL Server
Desired Skills:
Financial Industry Experience
Strong understanding of SDLC concepts
Familiarity with automation scripts using PowerShell
Ideal Candidate Profile:
A proactive, detail-oriented professional with strong technical acumen and the ability to work effectively in complex, high-volume environments. The candidate should demonstrate adaptability, collaboration, and a commitment to continuous learning.
Skills:
Adaptability
Analytical Thinking
Influence
Production Support
Risk Management
Automation
Collaboration
Result Orientation
Solution Delivery Process
Solution Design
Business Acumen
DevOps Practices
Innovative Thinking
Project Management
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$80,700.00 - $128,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$80.7k-128.3k yearly Auto-Apply 43d ago
Director Private Bank
Cadence Bank 4.7
Cadence Bank job in Houston, TX
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. 60d+ ago
Facilities Technician I
Cadence Bank 4.7
Cadence Bank job in Nacogdoches, TX
Primary Purpose: (Summary of major reason this job exists) To insure our facilities are safe and in good condition for our employees and customers Principal Duties and Responsibilities: Assist in facility related building repairs in the Market. This will include the ability to control computerized control systems for HVAC, electrical work, plumbing repairs, and mechanical repairs.
Job Specifications: (Knowledge, skills, and abilities normally required for competent performance in the job)
* Knowledge of electrical work, plumbing, and HVAC required
* Regular and reliable attendance
* Works cooperatively with others
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. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
$34k-44k yearly est. 60d+ ago
Personal Banker III
Cadence Bank 4.7
Cadence Bank job in Houston, TX
What The Role Is As a senior-level Personal Banker you will provide best-in-class service by developing deep customer relationships and understanding their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker III/IV team members will be cross-functional in a universal banking model to assist clients with a myriad of financial needs.
How You Will Make an Impact
* Originate complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Originate consumer lending products including home equity loans and lines of credit (NMLS registration required).
* Engage in the Bank's Consultative Conversation Model (CCM) with customers and prospect to explore the customer's financial needs and recommend appropriate bank products. Refer opportunities to other departments when appropriate.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Identify business opportunities and make quality referrals to the proper business partners and internal teammates.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Cash handling and adherence to proper balancing procedures when handling transactions.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
* High school diploma required; college coursework preferred.
* Previous banking or demonstrated sales experience in business, retail or other industries.
* 2+ years of sales, service or marketing experience in a progressive environment required.
* 1+ years of lending experience preferred.
* 1+ years of cash-handling experience preferred.
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* This position requires S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Cadence Bank
#LI-EW1
$31k-37k yearly est. 12d ago
Business Support Manager II - Global AML Ops Strategic Content Manager
Bank of America Corporation 4.7
Fort Worth, TX job
About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.
Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities.
The Business Support Manager II on the AML Strategy & Enablement team will design and deliver compelling, data-driven presentation materials that articulate the strategic vision, performance, and regulatory posture of our Anti-Money Laundering (AML) program.
Responsibilities:
* Transform complex data and compliance narratives into clear, persuasive stories for senior executive management and regulatory audiences
* Act as a trusted partner for AML
* Craft messaging frameworks for key organizational priorities, ensures consistency and professionalism in all content
* Leads efforts to simplify complex concepts for diverse audiences
Required Qualifications:
* 5+ years in financial services, compliance, or risk management with a focus on executive communications or strategic reporting
* Proven ability to design and structure executive presentations that tell a clear, compelling story; experience building frameworks and templates for strategic decks
* Advanced expertise in PowerPoint and visual storytelling techniques, including layout, design principles, and data visualization
* Advanced proficiency in data visualization tools (e.g., Tableau and Power BI)
* Strong understanding of AML concepts, regulatory frameworks, and risk management principles; ability to stay current on AML regulatory developments and industry best practices
* Ability to translate analytics and business insights into narratives that resonate with senior leadership
* Strong strategic thinking, problem-solving, and adaptability to shifting priorities and regulatory changes
* Exceptional written and verbal communication skills with a focus on persuasive storytelling; ability to manage sensitive information with discretion
* Excellent organizational and time management skills; self-starter with high energy and attention to detail, able to work with minimal supervision
Desired Qualifications:
* Bachelor's degree in communications, Business, Finance, Data Analytics, or related field
* Experience in executive communications, strategic messaging, or content development for leadership forums
* Familiarity with visual design best practices and tools beyond PowerPoint
* Experience with OCC, Federal Reserve, and other regulatory expectations
* Ability to coach stakeholders on effective storytelling and presentation delivery
* Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational levels
* Expertise in executive reporting or board-level communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$80k-109k yearly est. 33d ago
Fraud Analytics and Innovation Lead Analyst
Bank of America Corporation 4.7
Plano, TX job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
Responsibilities:
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
* Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
* Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
* Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
* Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
Required Qualifications:
* Minimum 3 years SAS/SQL Coding knowledge and/or experience
* Ability to manage multiple projects in a complex and rapidly-changing environment
* Ability to work independently as well as part of a team
* Demonstrate strong analytical skills
* Previous risk/fraud analysis, strategy development, or related experience
* Strong written and oral communication skills
* Intellectually curious and willing to dive into complete issues\problems and solve
Desired Qualifications:
* 5+ years of risk analysis, strategy development, or related experience
* 5+ years of SAS or SQL Coding experience
* Prior experience in Authentication, Fraud, Debit Card or other related risk fields
* Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
* Experience managing relationships and projects with external vendor partners
Skills:
* Analytical Thinking
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Collaboration
* Innovative Thinking
* Monitoring, Surveillance, and Testing
* Presentation Skills
* Risk Management
* Data Visualization
* Interpret Relevant Laws, Rules, and Regulations
* Issue Management
* Oral Communications
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$54k-89k yearly est. 19d ago
Loan Post Closing Specialist II - Mortgage
Frost Bank 4.9
San Antonio, 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, being a Loan Post Closing Specialist II with Frost 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 Loan Post Closing Specialist II - Mortgage,
you
are key support. You will be responsible for reviewing Real Estate Loans after funding. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.
What you'll do:
Perform system check back, including verifying information on the note and loan memorandum against the information input into the Empower system
Post collateral on the Mortgage loan system
Perform adjustments and maintenance to the Shaw loan system
Prep loan packages for imaging
Perform various corrections to Deeds of Trust with the county
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Minimum 1 year Real Estate loan documentation experience
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, 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.
$39k-56k yearly est. Auto-Apply 38d ago
Mortgage Loan Originator
Cadence Bank 4.7
Cadence Bank job in Bryan, TX
What The Role Is: Under general supervision, the mortgage loan officer is responsible for originating new mortgage loan business for the bank by working with Realtors, Builders, past clients, and other referral partners. How You will Make an Impact: * Solicit business from potential and existing customers (outside and inside business location).
* Interviews loan applicants and processes loan applications for both purchase and refinance transactions.
* Counsel borrowers about various loan programs and help them to select the program that best fits their financial goals and needs.
* Assist the loan processor in gathering the necessary documents from the customer to prepare for underwriting.
* Works closely with the processor and underwriter to address any underwriting issues and get closed.
* Manages a large pipeline of loans including meeting closing deadlines, submitting loans to compliance, and making sure their pipeline meets the bank's requirements.
* Provides and maintains a professional, business-like atmosphere within the organization.
* Represents the financial institution in public relations activities and community affairs.
Who You Are:
* Thorough understanding of all loan programs and closing costs.
* Have a good understanding of FHA, VA and conventional underwriting guidelines for all loan investors.
* Must be able to meet strict time deadlines and work independently under pressure.
* Must be detailed oriented and able to follow set guidelines.
* Possess ability to sell oneself to potential customers and referral partners.
* Excellent written and verbal communication skills.
* Regular and reliable attendance
* Works cooperatively with others
This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the requirements for registration.
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. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
#LI-RF1
$29k-38k yearly est. 41d ago
Branch Manager I
Cadence Bank 4.7
Cadence Bank job in Dawson, TX
What The Role Is As a Branch Manager, you will primarily be responsible for leading a customer-focused sales and service process with businesses and consumers to achieve assigned targets. In addition, you will engage in development and management of a team of branch teammates while working to achieve branch growth and productivity targets, along with customer experience goals while maintaining operational excellence. The Branch Manager will execute Cadence Bank branch leadership standards while modeling and providing accountability for needs-based relationship building activities with all branch teammates.
How You Will Make An Impact
* Build, develop and deepen customer relationships by following the Cadence Bank branch sales process and using needs-based questioning to identify deposit, credit and other financial product solutions to help customers achieve their financial goals.
* Coach and develop branch teammates' sales, service and operations skills.
* Meet or exceed individual business development and activity objectives - measured by team benchmarks and personal productivity metrics.
* Lead outbound prospecting strategies and activities to generate needs-based sales opportunities.
* Develop tactical action plans for the branch and individual associates to best achieve sales goals and deliver a differentiated customer experience.
* Manage and grow the deposit balance sheet of the branch office by acquiring new deposit customers or by expanding existing customers' deposit products and balances.
* Lead the consumer and commercial lending efforts for the branch while personally originating consumer and select commercial loans - including consumer real estate-secured products such as home equity loans and lines of credit. Also, provide oversight for the processing, fulfillment and portfolio management of all branch teammate originated loans.
* Participate in setting and executing business appointments with customers, prospects, centers of influence and community leaders.
* Supervisory responsibilities of 2 - 15 associates.
* Implement sales and promotional programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded.
* Manage the recruiting, selection, performance, development and termination of all branch teammates.
* Engage in community development activities to promote the Bank in the assigned market as well as CRA activities.
* Work closely with other Community Bank teammates and leadership in the market to engage with the local community to promote and grow the banks' presence.
* Coach, mentor and provide accountability to all branch teammates to deliver a differentiated and exceptional customer experience.
* Enjoy working in a team environment with constant collaboration and shared objectives.
* Responsible for making sound operational decisions to maintain compliance, risk management and operational standards.
* Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes - including the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other applicable regulations and laws.
Who You Are:
* High school diploma or GED required.
* Bachelor's degree, Associates degree or equivalent work experience preferred.
* 2 + years (3+ years for level III/IV) of demonstrated outside sales experience, focused in financial services, retail or business services preferred.
* 1+ year(s) (2+ years for level III/IV) management or leadership experience in a high-performance sales and service environment preferred with multiple direct reports.
* Proven track record of exceeding activity and goal expectations in a consultative sales environment.
* Demonstrated business development experience, preferably in financial services.
* Strong organizational skills with enhanced attention to detail and follow-through.
* Excellent written and verbal communication skills with the ability to solve complex problems and nurture client relationships even in contentious situations.
This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the requirements for registration.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank
#LI-EW1
$46k-59k yearly est. 21d ago
Credit Analyst I
Cadence Bank 4.7
Cadence Bank job in Austin, TX
Credit Analyst I (Start Date July 2026) Organizational Location: Houston, Atlanta, Dallas, North Texas, Austin, Ft Worth, Waco, Macon GA, Baton Rouge, Biloxi MS or Little Rock Primary Purpose: Primary duty is to analyze and underwrite credit decisions submitted by various lines of business within the bank. Performs basic research and financial/statistical analysis to determine and document the creditworthiness of such requests. Compiles analysis, borrower, industry and other information into documents for review and approval.
Principal Duties and Responsibilities:
* Obtains and analyzes pertinent financial and credit data to assist in determining the risk of the loan request(s).
* Completes financial and repayment analysis with a focus on cash flow, liquidity and leverage analysis.
* Assesses strengths and weaknesses of loan requests.
* Ensures the following standard operating procedures are met when preparing analysis, reports, and presentations for management review: accurate historical financial statements; prudently prepared projections; and represents a clear focus on the merits, risks, and mitigation accordingly.
* Thoroughly documents the credit request in the appropriate format.
* Conducts research to determine the quality, character, and soundness to include but is not limited to: the analysis of basic statistical data & financial statements, sensitivity analysis, industry analysis, management assessment, guarantor analysis, etc.
* Assist senior team members and commercial bankers to screen loan packages and collect materials. Will need to interact with other departments within the bank such as Treasury Mgmt, Wealth Mgmt, Trust, etc. May also interact with customers and accountants.
* Strives to minimize turnaround time while thoroughly documenting credit requests.
* Participate in training courses as requested.
* Performs other duties as required.
Job Specifications:
* 3.0 or higher GPA
* Minimum of 9 hours of accounting
* Strong technical and interpersonal skills
* Demonstrated leadership through extracurricular activities and internship/work experience
* Strong oral and written communication skills
* Knowledge of credit risk analysis and underwriting principles, methods, and practices.
* Basic proficiency using Microsoft Office applications to include Word and Excel, as well as other database application systems
Education:
* Bachelor's Degree in Finance, Accounting or related discipline required.
$39k-54k yearly est. 60d+ ago
Quantitative Financial Analyst
Bank of America 4.7
Dallas, TX job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment.
Responsibilities:
Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management.
Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.
Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.
Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.
Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions.
Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes.
Required Qualifications:
Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science
5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models
Familiar with regulations and regulatory guidance on model risk management
Desired Qualifications:
Master's degree or above
Prior auditing background preferred
Skills:
Critical Thinking
Quantitative Development/Validation
Risk Analytics
Risk Modeling
Technical Documentation
Collaboration
Problem Solving
Risk Management
Data Modeling and Trend Analysis
Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150), US - NY - New York - 114 W 47TH ST (NY8114) Pay and benefits information Pay range$85,000.00 - $130,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$85k-130k yearly Auto-Apply 60d+ ago
Merrill Lending Solutions Advisor II
Bank of America Corporation 4.7
Houston, TX job
The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management. Lending Solutions Advisor are embedded within the business to lead targeted business development efforts, primarily with Private Wealth Advisors and Merrill Financial Advisors with a concentrated focus on Ultra High Net Worth (UHNW) clients. They serve as the first point of contact for early-stage lending conversations and partner closely with GWIM Credit Advisors to deliver a seamless advisor and client experience, from opportunity identification through deal structuring and execution.
Job Description:
Responsible for directing and managing credit activities for a group of Private Wealth Management geographic markets including underwriting, risk analysis, approval, and monitoring credit quality for their area. Covers a credit and derivative portfolio that will generally be greater than $5Bn.; responsible for evaluating all credit exposure within the assigned region or territory; talent nurture and development is a key responsibility. Exercises significant joinder credit approval authority, approving and providing expertise on highly complex transactions within markets supported. Balancing risk management goals with the growth and profitability objectives of the groups supported.
Responsibilities:
* Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity identification, and early-stage client engagement
* Conduct book reviews and one-on-one advisor education sessions to uncover lending opportunities
* Lead initial client/prospect calls to discuss lending capabilities and gather financial information
* Pre-screen custom lending opportunities for alignment with GWIM lending guidelines and risk policy
* Prepare high-level deal memos and coordinate on potential opportunities with Credit Advisors
* Serve as advisor contact for key moments and escalations, as needed
* Present and participate in Division, Market, and office-level meetings, lending panels, roadshows, and client events
* Partner on deal structure, terms, and pricing with Credit Advisors (Credit Advisors retain pricing and approval authority)
* Stay current on lending solutions, risk policy, regulatory changes, and industry standards
* Identify incremental lending opportunities through renewals and loan modifications
* Contribute to Merrill Lending Solutions Group strategy, including product innovation and lending practice improvements
Required Qualifications:
* 12+ years of experience in wealth management, commercial lending, or credit advisory roles
* Strong interpersonal and communication skills, with ability to build trust and credibility with advisors and leadership
* Proven ability to educate and influence financial advisors on complex lending solutions
* Strong understanding of UHNW client needs and custom credit structuring
* Ability to manage multiple opportunities and deliver a high-quality advisor and client experience
* Familiarity with credit policy, risk management, and regulatory frameworks
* FINRA licenses: SIE, 7, 63 & 65 or 66, required
Desired Qualifications:
* Bachelor's degree preferred
* Experience structuring loans secured by commercial real estate, marketable securities, hedge funds, artwork, or other non-traditional collateral
* Skills in business development, relationship management, client engagement, and strategic thinking Skills Required: Skills:
* Business Development
* Client Management
* Loan Structuring
* Relationship Building
* Active Listening
* Credit Analysis
* Presentation Skills
* Collaboration
* Strategic Thinking
* Pipeline Management
* Problem Solving
* Sales Strategy
Shift:
1st shift (United States of America)
Hours Per Week:
40
$86k-125k yearly est. 9d ago
Public Finance Summer Analyst Program - 2027
Bank of America Corporation 4.7
Dallas, TX job
Public Finance Investment Banking group is headquartered in New York with multiple regional offices. The firm has been ranked #1 in the municipal market for more than a decade. Public Finance provides financing solutions to state and local governmental and not-for-profit clients through the issuance of municipal bonds. Typically issued as tax-exempt debt, clients include states, counties, cities, school districts, higher education institutions, public utilities, public transportation agencies, not-for-profit health care systems and hospitals, state affiliated and not-for-profit student loan and housing agencies, cultural organizations, and developers.
As an active team member in Public Finance, summer analysts assist bankers in capital raising, debt portfolio and credit analyses, strategic advisory services, and market assessments for governmental, not-for-profit and/or developer clients.
As a summer analyst, your responsibilities may include:
* Developing and maintaining financial cash flow models, using industry standard software
* Supporting various financial analyses, including bond structuring
* Performing comprehensive and in-depth client, credit, and pricing research
* Preparing presentation and other materials for client meetings
* Communicating and interacting with team members, including underwriting, sales & trading teams, to execute transactions specifically in relation to structuring and marketing.
Qualifications
* Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university, with a graduation timeframe between November 2027 and August 2028
* A 3.0 minimum GPA preferred
* A strong interest in finance and the public sector
* Candidates must demonstrate a combination of academic aptitude, quantitative and organizational skills, strategic and creative thinking, and strong written and oral communications skills
* Ability to manage several projects at once and work both independently and in a team
* Other desired characteristics include integrity, attention to detail, assertiveness, initiative, leadership, strong work ethic and team focus
* An interest in working in (1) New York, (2) Dallas or Chicago (Central Region), (3) Los Angeles or San Francisco (West Region), or (4) Winter Park, Florida (post-graduation); candidates should indicate city preferences / rankings when applying
* Ability to travel, as needed, to client meetings (typically within the region)
Bank of America does not complete third party forms from colleges, universities, or other parties.
CA Disclosure Language: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
$63k-87k yearly est. 7d ago
Personal Banker II
Cadence Bank 4.7
Cadence Bank job in Gonzales, TX
What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
How You Will Make an Impact
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Limited origination of simple consumer lending products such as personal loans and credit cards.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Cash handling and adherence to proper balancing procedures.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
* High school diploma required; college coursework preferred.
* Bilingual preferred
* Previous banking or demonstrated sales experience in business, retail or other industries.
* 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II)
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* This position does NOT require S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$31k-37k yearly est. 23d ago
LIVE (video) Teller- Part Time
Cadence Bank 4.7
Cadence Bank job in Grand Prairie, TX
What The Role Is The role of the LIVE Teller (ITM Specialist) is to accurately and efficiently process teller transactions via video through the Interactive Teller Machine (ITM). This includes, but is not limited to, balance inquiries, transfers, deposits, loan payments, account research, and product information. The ITM Specialist is constantly seeking out opportunities to expand our customer's relationship with Cadence Bank through education as well as product and service solutions tailored to each customer's needs. This role provides customer service and support handling requests of varying degrees of complexity. The ITM Specialist effectively assists customers via CL machines located at multiple locations. This position takes complete ownership of the customers' needs while modeling the standards and vision to provide our clients and teammates with exceptional products, service, and support and be a leader within the banking industry by building a full-service, first-class, and professional remote banking team. This is an on-site position.
This is a Part-Time on Site Position *
How You will Make an Impact
* Teller Functions: Assumes responsibility for the efficient, effective, and accurate performance of teller functions to be processed using the ITM machines. Receives deposits, loan payments, disburses withdrawals, processes account transfers, verifies transactions, and resolves discrepancies in a timely manner.
* Presents and explains Cadence Bank services and products to customers and assists in meeting their financial needs. Answer questions and solve problems for customers by listening, collecting data, securing answers, and reporting results to the inquiring party.
* Performs file maintenance needs such as address changes, unlocking Cadence OLB, Debit Card limits, etc.
* Takes complete ownership of every interaction whether it requires a call back or extended research.
* Required to complete compliance, training, and all other training offered to ITM Specialists.
* Seeks ways to streamline work processes and continuously improve the ITM experience.
* Represents Cadence Bank in a positive and professional manner.
* Maintains customer and other sensitive information with confidentiality.
* Treats all co-workers and Cadence Bank customers with respect.
Who You Are
* One (1) year cash handling experience preferred.
* Strong customer service background.
* Excels in a fast-paced work environment while maintaining accuracy.
* Exceptional time management skills.
* Comfortable on camera, maintaining a friendly and professional appearance.
* Professional and courteous verbal and written communication skills.
* Ability to remain calm when difficult situations arise.
* Ability to communicate, verbally, through video.
* Experience communicating via virtual technology (Skype, FaceTime, Video Conf.)
* Comfortable being evaluated against performance standards.
* Willingness to take initiative to achieve team goals and model a good work ethic for others.
* Ability to acquire working knowledge of Cadence Bank products and services.
* Ability to become a subject matter expert in digital delivery channels and to discuss these channels with internal/external customers.
* Able to use good judgment and discretion when handling confidential account information.
* Ability to effectively handle fluctuating work demands.
* High School Diploma or equivalent.
* Regular and reliable attendance
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. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
Zippia gives an in-depth look into the details of Cadence Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Cadence Bank. The employee data is based on information from people who have self-reported their past or current employments at Cadence Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Cadence Bank. The data presented on this page does not represent the view of Cadence Bank and its employees or that of Zippia.
Cadence Bank may also be known as or be related to CADENCE BANCORPORATION, Cadence Bancorp, Cadence Bancorp LLC, Cadence Bancorporation, Cadence Bank and Cadence Bank, N.a.