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Central Bank jobs - 182 jobs

  • Lockbox Associate

    Central Bank 4.2company rating

    Central Bank job in Des Peres, MO

    Perform a variety of tasks associated with the processing of client deposits through Lockbox services, and provide additional operational support as needed or requested by the Lockbox/Information Security Department Manager. Provide operational support through various clerical and administrative duties as well as assist the Information Security Officer when necessary. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Handle and process transactions based on mail volumes and bank processing requirements. Assist in training new associates. Perform various clerical and administrative duties related to Lockbox functions, including all aspects of customer billing. Assist and conduct research and adjustments and respond to customer inquiries regarding Lockbox transactions. Resolve scanner and software issues via communication with Holding Company specialists. Maintain a neat and orderly work area and ensure that all confidential records are secured and /or disposed of properly. Maintain paper and electronically stored data rotation for secure destruction deadlines. Adhere to customer account privacy and security procedures. Perform various clerical duties related to customer lockbox activity. Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas (i.e., Bank Secrecy Act, Regulations CC, E, DD, P, etc.) evidenced by appropriate application of these regulations in day-to-day operations. Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone. Actively listen to customers and maintain a friendly, positive, and professional attitude. Resolve difficult situations with tact and diplomacy. ADDITIONAL DUTIES AND RESPONSIBILITIES: Assist Operations & Information Security Coordinator in their absence. Provide assistance with technical purchasing, spreadsheet manipulation and upkeep, and other duties as requested by Operations & Information Security Coordinator Participate in the daily processing of Lockbox transactions as needed. Attend all required training. May be assigned other duties, responsibilities, or special projects. May be assigned work or training at other locations.
    $70k-107k yearly est. 2d ago
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  • Director External Reporting

    Central Bank 4.2company rating

    Central Bank job in Jefferson City, MO

    The Director of External Reporting in the banking sector is leadership position responsible for overseeing the preparation, accuracy, and timely filing of all external financial reports. This role ensures that the bank complies with regulatory requirements and reporting standards, such as those set by the Securities and Exchange Commission (SEC), Generally Accepted Accounting Principles (GAAP), and International Financial Reporting Standards (IFRS). The Director serves as a bridge between the bank's finance department, executive leadership, auditors, and regulatory bodies. Key Responsibilities Financial Statement Preparation: Lead the preparation and review of quarterly and annual financial statements, ensuring compliance with applicable accounting standards and regulatory requirements. Regulatory Filings: Oversee the preparation and submission of all required regulatory filings, such as 10-K, 10-Q, and other disclosures to the SEC and relevant banking authorities. Internal Controls: Develop, implement, and monitor internal controls over financial reporting to safeguard the integrity of reported information and support successful audits. Audit Coordination: Act as the primary liaison with external auditors, coordinating audit processes and addressing audit findings or recommendations. Policy Development: Establish and update accounting policies and procedures to reflect changes in regulations and best practices. Support the investor relations function, including the preparation of the supplemental financial tables that accompany the earnings release, the preparation of certain material supporting the investor presentation and the review and validation of all IR artifacts for accuracy and consistency with SEC filed materials. File appropriate items on Form 8-K. Stakeholder Communication: Communicate complex financial reporting matters to executive leadership, board members, and other stakeholders in a clear and concise manner. Team Leadership: Manage and mentor a team of reporting professionals, ensuring ongoing development and high performance. Continuous Improvement: Identify and implement process improvements to enhance reporting efficiency, accuracy, and transparency.
    $90k-113k yearly est. 2d ago
  • Mtge Home Ln Advisor

    First Bank 4.6company rating

    Creve Coeur, MO job

    Mortgage Home Loan Advisor (Commission-Only) Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity. What You Will Be Doing Sourcing leads for mortgage home loans Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc. Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process
    $62k-80k yearly est. 4d ago
  • Accounts Payable Processor

    First Bank 4.6company rating

    Saint Louis, MO job

    About this Role Join our Accounts Payable team as a skilled finance specialist, where you'll play a key role in ensuring efficient, accurate, and timely processing of payments and vendor relations. This hybrid position offers flexibility to work both in-office and remotely, supporting First Bank's commitment to operational excellence and strong vendor partnerships. In this Role You Will Ensure Accurate and Timely Vendor Payments: Process daily vendor invoices and payment batches using the COUPA accounts payable system, maintaining precision and meeting deadlines across multiple payment channels. Drive Audit-Ready Procurement Operations: Collaborate with the Vendor Management team to support clean audits and streamline procurement processes for compliance and efficiency. Optimize Real Estate Spend: Handle landlord rent and CAM payments, conducting spend analysis to identify cost-saving opportunities. Maintain Reliable Financial Records: Oversee accounts payable and expense reimbursement systems, ensuring records are complete, organized, and audit-ready. Deliver Actionable Financial Insights: Perform daily and monthly account reconciliations and generate reports that inform decision-making and promote organizational effectiveness. Resolve Vendor Inquiries Promptly: Monitor the Accounts Payable inbox, research and resolve vendor questions, and facilitate communication to maintain strong partnerships. Support Regulatory Compliance: Review 1099 reports for accuracy and compliance with regulatory standards. Enhance Operational Efficiency: Promote digital engagement with vendors, drive portal adoption, and increase e-invoicing rates. Facilitate Onboarding: Set up new employees in accounts payable and expense reimbursement systems, ensuring smooth transitions. Execute Special Projects: Complete ad hoc analyses, reports, and special projects as assigned to support department goals. Qualifications, Competencies and Skills Proficient knowledge of accounts payable processing Associates degree in accounting or finance preferred Minimum of 2-3 years related accounts payable experience required Preferred software experience: Coupa, PeopleSoft AP, Chrome River, Visual Lease Proficiency in Excel Adaptable and dynamic in a progressive, changing environment Strong technical, analytical, and recordkeeping skills Creative thinker with a positive, proactive attitude Able to work independently and collaboratively within a team Excellent time management, organization, and communication skills
    $29k-35k yearly est. 4d ago
  • Sr Business Analyst

    First Bank 4.6company rating

    Saint Louis, MO job

    Senior Business Analyst As a Senior Business Analyst, you are responsible for planning, designing, developing and launching efficient business, financial and operations systems in support of core organizational functions and business processes. What You Will Be Doing Meeting with decision makers, systems owners, and end users to define business, financial and operations requirements, define systems goals, and identify and resolve systems issues Leading current state and future state documentation and coordinates prototype efforts for new systems for the purpose of enhancing business processes, operations and information process flow Create feature maps, user stories, and assist in the development process through the utilization of Agile and other software development methodologies Assist in the management of development efforts through Scrum and Kanban process, which includes scrum meetings, sprint planning, backlog grooming, and retrospective meetings. Preparing and delivering reports, recommendations or alternatives that address existing and potential trouble areas in operating systems across the organization Performing cost-benefit and return on investment analysis for proposed systems to aid management in making implementation decisions Creating business process models, specifications, diagrams and charts to provide direction to system programmers Developing test conditions, test scripts and performs test validation to ensure that the appropriate level of testing is performed prior to implementing system changes Planning, coordinating and performing in-depth tests, including end-user reviews, for modified and new systems, and other post-implementation support Bachelor's degree (BA or BS) from four-year college or university in the field of business administration, computer science, accounting or management information systems; and/or seven or more years work experience and/or training in the field of business systems analysis or software development; or equivalent combination of education and experience. Minimum of five years' experience in overseeing the design, development, testing, training and implementation of software and hardware solutions, systems or products. Possess in-depth technical and general business knowledge. Familiar with different development approaches including: traditional waterfall, agile, proto-typing, and other methods. Experienced in software requirement elicitation, documentation, analysis and testing. Experience in Business gap analysis and process flow modeling. Preferrred Experience: Supporting cloud development Banking experience Digital transformation experience Technical writing
    $89k-111k yearly est. 4d ago
  • Sr Commercial Banking Relationship Manager

    First Bank 4.6company rating

    Saint Louis, MO job

    Commercial Loan Officer IV A Commercial Loan Officer IV develops and maintains a client relationship portfolio for a given market area. Drawing on your superior communication and interpersonal talents, you will independently generate and manage a portfolio size between $75 to $100MM. What You Will Be Doing Independently handling all relationship types, including relationships with complex loan structures. Gaining knowledge of all bank products including Cash Management, Wealth Management, International and partner with Product Specialists to sell products to clients and prospects. Providing leadership to other bankers within the group. Generating New Business development. Preparing and supervising loan packages for presentation to Senior Management and Loan Committee. Assuming full responsibility for quality, completeness and accuracy of all loan documentation in the loan portfolio, proactively manages loan asset quality. Contributing to the Bank's and Group's overall management objectives by participating in meetings and supporting Bank goals. Participating in community-oriented and professional organizations to provide additional networking and referral opportunities. Bachelor's degree from a four-year college or university in Finance or a related field. Seven or more years related experience and/or training. Personal Computer (PC) proficient in Word/Excel required; other Microsoft programs a plus. Ability to read, analyze and interpret financial reports and legal documents. Ability to respond to inquiries/requests from clients and/or prospects. Ability to effectively present information to top management, public groups and/or boards of directors. Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret financial data provided.
    $91k-121k yearly est. 4d ago
  • Commercial Underwriter

    First Bank 4.6company rating

    Saint Louis, MO job

    The Commercial Underwriter within Credit Administration possesses a thorough knowledge of all types of commercial credit transactions and complexity levels. Participate in special assignments and projects as appropriate. What You Will Be Doing Preparing credit approval offerings for all types of transactions, primarily focused on commercial real estate transactions. Credit approval documents will include but not be limited to new and renewed loan offerings and modifications. May include various pre- and post-approval activities as necessary. Comprehensive knowledge of underwriting activities, practices, tools and considerations, and the ability to manage the underwriting process. Expect to serve as a resource on credit structuring, economic and industry research and analysis. Working independently with little oversight. Using independent judgement to identify and mitigate risks, prepare offerings and risk ratings by analyzing credit, collateral and financial worthiness of borrowers, guarantors and credit structure. Ensuring credit quality and portfolio integrity are given the highest consideration when making credit recommendations. Actively participating in the deal team, working closely with relationship managers, senior leaders and credit administration. Direct client interaction, as needed. Providing recommendations on credit decisions for Executive Loan Committee supported by objective commentary and analysis. Expect to actively participate in committee presentations and discussion. Developing a strong working knowledge of the Bank's internal commercial loan policy, ensuring compliance and any relevant exceptions are identified and mitigated. Ongoing portfolio monitoring and servicing with renewals, amendments, modifications and relationship reviews, if applicable. Work with Credit Review team to ensure file inconsistencies and inaccuracies are resolved. Bachelor's degree (B. A.) or BB or MBA from four-year college or university A minimum of five years experience and/or training in a financial services environment Completion of a formal commercial credit training program (or equivalent work experience in this field) Proficient in Microsoft Office Works well in a dynamic environment, managing multiple tasks and an, at times, stressful environment The ability to execute these job responsibilities independently and autonomously as well as to collaborate with team members is an important aspect of the position.
    $40k-52k yearly est. 4d ago
  • Contact Center Representative (Bilingual Spanish)

    First Bank 4.6company rating

    Saint Louis, MO job

    First Bank Service Center Rep -- Tier 2 Our Service Center Representatives are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from multiple channels. What You Will Be Doing Support more complicated service requests that require more time, experience and knowledge on a particular product or service. Identifies cross-sell and referral opportunities for the expansion of the product and service relationships including additional account relationships as well as other products and services offered by the bank. Be a friendly voice/representative of First Bank, analyzing client requests, setting appropriate expectations and forwarding them to specialized Service Representative experts (Tier-3 and above) if needed. Be resourceful in searching for answers through documentation, knowledge base, communities and provide informational request resolutions. Contributing to the accomplishment of individual, team and First Bank performance goals High school diploma or general education degree (GED) required A minimum of 2 years client service experience and/or training, preferably in a banking environment; or equivalent combination of education and experience. Previous contact call center experience preferred. Intermediate to advanced comprehensive knowledge and experience with Microsoft Office and business-related software required.
    $30k-33k yearly est. 4d ago
  • Banking Specialist - Creve Coeur

    First Bank 4.6company rating

    Creve Coeur, MO job

    Banking Specialist I This position, Banking Specialist I, may be called by many other names: Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the products and services that help our clients meet their current and future financial needs. What You Will Be Doing Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible. Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible. Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center. Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management. Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc. Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals. Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients' needs. (In-Store) Should cultivate relationship with retail store associates. High School Diploma or Equivalent Minimum of 12 months previous client service experience preferred Previous cash-handling experience required Previous banking experience strongly preferred NLMS registration preferred Developed customer service skills, including written and verbal communication Ability to use a PC and alpha/numeric keyboard Flexible work week schedule, which may include Saturdays
    $31k-38k yearly est. 4d ago
  • Affordable Housing Analyst

    Central Bank of Kansas City 4.2company rating

    Central Bank of Kansas City job in Kansas City, MO

    Job Description Affordable Housing Analyst Responsible for ongoing analysis and underwriting of affordable housing developments that utilize state and federal programs including the Low-Income Housing Tax Credit program (LIHTC). The incumbent will work with the CBIO to manage external relationships with housing developers, tax credit syndicators, and other vested parties in the affordable housing industry. Additionally, they will partner well internally to maintain loan files and portfolio oversight. DUTIES AND RESPONSIBILITIES: The Affordable Housing Analyst will work with the CBIO to develop, manage, and oversee the following aspects of the Bank's affordable housing line of business with complete accountability, transparency and continuity: • Live the culture, be a champion of possibility and look for continued success within Affordable Housing. • Aide us in telling the story of Central Bank of Kansas City and represent the brand in your daily interactions. • Serve as a primary point of contact for current and prospective clients. • Oversee the portfolio of ongoing Affordable Housing developments consistent with Central Bank of Kansas City sound lending practices. • Strategize with the CBIO to determine opportunities for additional lending opportunities and ways in which Central Bank of Kanas City can multiply impact in the Affordable Housing industry. • Identify areas for Central Bank of Kanas City to offer additional value to our clients and pave the way for their continued success. • Implement and review portfolio of stabilized housing developments in the Bank's Affordable Housing lending territory. • Monitor Affordable Housing loan portfolio for compliance with all loan documents and ongoing monitoring of technical exceptions. • Participate in training sessions and meetings to stay informed about the latest products, services, and industry trends QUALIFICATIONS: • Bachelor's degree (B.A.) or equivalent in business, finance, real estate, or related field, 3+ years related experience specifically in the bank credit or lending profession. • Preferred experience and familiarity with Construction lending, and Affordable Housing Industry norms. • Core competencies of Low-Income Housing Tax Credit (“LIHTC”) program. • Proven experience dealing with rules, guidance and regulations of banking related regulatory agencies. • General working knowledge of excel modeling, commercial real estate underwriting, and review of bank loan policies. • Present strength in ability to analyze and interpret complex financial statements, models, and legal documents. • Ability to effectively communicate with people at all levels and from various backgrounds. • Understands the organizations value proposition and can articulate fundamentals of business and how the units tie together. • Basic working knowledge of Community Development Financial Institutions and how they impact the Affordable Housing industry. • Able to champion new ideas, manage change, and execute on action plans. • Excellent interpersonal, quantitative, analytical, and problem-solving skills. • Creative, flexible, and innovative team player. • Excellent written and verbal communication skills. • Commitment to high standards of excellence and personal accountability. COMPETENCIES: • Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities. • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others. • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things. • It's about People - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Equal Opportunity Statement Central Bank of Kansas City is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. If you need an accommodation to apply for a position at Central Bank of Kansas City, please contact Human Resources at ************************
    $41k-50k yearly est. 10d ago
  • Sr. Mortgage Loan Processor

    First Bank 4.6company rating

    Saint Louis, MO job

    Mortgage Loan Processor II A Mortgage Loan Processor II ensures all residential loan files are packaged accurately and timely. As an experienced Mortgage processor, they work with and have comprehensive knowledge of the documents required for a conventional and/or government loans as well as all conforming and non-conforming loansl. A successful Mortgage Loan Processor II is self-motivated, has strong time-management skills and is able to process a high volume of loans in a fast paced work environment. What You Will Be Doing Receiving loans from Underwriting Calling or writing customers and/or any other interested parties to obtain conditions of loan. Calling specified companies to obtain property abstracts, surveys, appraisals. Indexing documents in the file to ensure they are marked properly. Clearing conditions to the level of authority available. Submitting mortgage loan application file underwriting condition clearing. Working with the Appraisal Management Company to order appraisal corrections. Printing and mailing approval and denial letters to applicants. Submitting approved mortgage loan file to Mortgage Loan Closer for settlement. High School diploma or general education degree (GED) A minimum of two (2) plus years' related work experience and/or training required A minimum of three (3) years' experience working in a financial or banking mortgage department a plus A minimum of three (3) plus years working with and/or comprehensive knowledge in conforming & non-conforming loans, Fannie Mae and Freddie Mac Guidelines, and any government and/or conventional, FHA or VA loans required Proficient PC skills in a Windows based environment required; mortgage-processing software a plus Detail oriented, minimal supervision, with excellent communication and analytical skills strongly preferred
    $31k-38k yearly est. 4d ago
  • Fraud Analyst

    Central Bank 4.2company rating

    Central Bank job in Jefferson City, MO

    The Fraud Analyst is responsible for promptly identifying and monitoring fraudulent activity to safeguard both customer and bank assets. This role involves data collection, analysis, and reporting to support the ongoing detection and understanding of fraud patterns and trends. Key Responsibilities: Monitor debit and credit card account activity across 14 markets for potential fraud. Conduct outbound and receive inbound calls with customers to verify suspicious transactions (majority of the time). Initiate and process dispute documentation for transactions identified as fraudulent. Respond to fraud alerts and notifications submitted by the Holding Company Call Center. Analyze reports to identify fraud trends and share findings with management. Maintain accurate records and case documentation through task logs for phone and email communications. Investigate debit and credit cards returned via mail due to invalid addresses to determine if fraud has occurred. Serve as a liaison between affiliate bank personnel, processors, and card networks. Collaborate with BankCard departments to ensure customer accounts are complete and accurate. Participate in internal meetings to communicate concerns and insights with leadership. Ensure adherence to all applicable banking regulations and compliance standards. Perform additional duties as assigned This position must work on-site in Jefferson City, Missouri. Relocation expenses are not offered.
    $60k-77k yearly est. 2d ago
  • Universal Banker - Florissant

    First Bank 4.6company rating

    Florissant, MO job

    Banking Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch. What You Will Be Doing Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines. Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center. Working towards achievement of branch and individual sales and referral goals. Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities. Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own. Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store branches) Should cultivate relationship with retail store associates. Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities. Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities. Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals. Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required). Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered. Helping commercial and small business clients/prospects with product questions, account support and various other tasks. Assisting with wire transfers and other operational duties, as needed. Helping coach Banking Specialist I and II on products, services, policies and procedures. High School Diploma or Equivalent Previous cash-handling experience preferred Minimum of 24 months of sales and/or banking experience preferred Life License (LB) preferred NMLS registry required Proven sales skills Good analytical skills Developed customer service skills, including written and verbal communication Ability to use a PC and alpha/numeric keyboard Flexible work week schedule, which may include Saturdays
    $27k-31k yearly est. 4d ago
  • Senior Business Execution Consultant - Investment Solutions

    Wells Fargo 4.6company rating

    Saint Louis, MO job

    About this role: Wells Fargo is seeking Senior Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant is responsible for developing the strategy, planning and execution of a variety of operational programs, services, and initiatives for the Investment Solutions COE. This individual is focused on centralizing common activities and business routines for the organization by aligning cross departmental teams and creating scalable processes. They will have the opportunity to consult, support and implement standards for LOB financial management, operations, recognition and regulatory procedures. Focused on change management and integrating operations across Investment Solutions COE, this individual will develop metrics and track performance of programs and initiatives, ensuring adherence to appropriate policies and regulations. This individual will add capacity and reduce key person risk for the firm's Form ADV regulatory processes, ensuring timely and accurate updates to all required brochures across our business, and maintaining alignment with applicable SEC requirements. In this role, you will: * Organize and execute assigned business projects aligned to our strategic direction * Support, document, and coordinate activities related to Form ADV brochure updates, including management workflows, timelines, and partner deliverables across the Business, Compliance, Legal, and Operations * Serve as a subject matter contact for all Form ADV processes, maintaining detailed knowledge of the 12 active brochures across our businesses and associated daily, weekly, monthly, quarterly, and annual routines * Meeting with key stakeholders when needed to perform initial assessment of problematic situations * Formulate recommendations and solutions with attention to resource effectiveness and efficiency * Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives * Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics * Review and research strategies and action plans to establish effective processes while meeting performance metrics, SEC regulatory expectations, and Form ADV reporting requirements * Utilize independent judgment to guide moderate risk deliverables * Create and present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business * Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business * Collaborate and consult with leaders and executive management * Provide work direction to less experienced Strategy and Execution Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Brokerage or wealth management experience * Knowledge of Investment Advisory Rules and Regulations, SEC regulatory filings, particularly Form ADV or equivalent disclosure documentation * Knowledge of Wells Fargo Wealth & Investment Management line of business * Management Consulting experience * Ability to consult, build, and maintain solid working relationships in and outside of immediate department * Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills * Good attention to detail and accuracy skills * Strong organizational, multi-tasking, and prioritizing skills * Strong written and verbal communication skills * Excellent Analytical abilities * Bachelor's degree in Business, Management, or related fields * CFA, CFP and other related financial industry designations Job Expectations: * Ability to travel up to 10% of the time. * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. * This position is not eligible for Visa sponsorship. Posting Locations: * 2801 Market Street - St. Louis, MO 63103 * 550 S. Tryon Street - Charlotte, NC 28202 * 800 S. Jordan Creek Pkwy - West Des Moines, IA 50266 * 550 S. 4th Street - Minneapolis, MN 55415 * Required locations listed above. Relocation assistance is not available for this position Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $87k-154k yearly 6d ago
  • Business Solutions Relationship Manager

    Central Bank 4.2company rating

    Central Bank job in Missouri

    What You'll Do: As a Business Solutions Relationship Manager, you will be at the forefront of driving growth and delivering exceptional results by offering tailored solutions to businesses. As a subject matter expert on Business Solutions and Treasury products, your primary responsibility will be developing and managing relationships to generate new sales opportunities and deepen existing ones. Through proactive relationship marketing, strategic business development activities, and leveraging your expertise, you'll identify and fulfill client needs and innovative banking solutions. Key Accountabilities: Sales & Customer Development: Craft and execute a sales plan to generate new relationships and cross-sell Business Solutions, Treasury products, and other banking services such as commercial lending, investment, and trust. Actively seek out opportunities to expand relationships with existing clients by identifying areas where they could benefit from additional services. Conduct needs assessments with businesses to recommend tailored solutions that enhance their operations. Qualify and manage referrals to other sales teams within the bank to ensure clients receive the most appropriate solutions. Onboarding & Training: Provide comprehensive onboarding and training for new Business Solutions clients to ensure a smooth start. Train and support internal teams, empowering them to champion Business Solutions products and services. Facilitate seamless transitions to ongoing customer support for long-term client success. Develop and deliver compelling presentations, including responses to RFPs, to showcase our value proposition to both existing and prospective clients. Central Bank Offers This: Competitive Salary; determined by experience and skills Comprehensive Benefits package that includes 401(k) company match, Paid-Time Off (PTO), Volunteer Days Off (VTO) Paid Federal Holidays Tuition Reimbursement About Central Bank At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals. Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals. Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunity for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together.
    $118k-142k yearly est. 2d ago
  • Credit Analyst III- FAM Specialist

    Bank of America 4.7company rating

    Saint Louis, MO 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: The AB (Asset-Based) Portfolio Specialist manages a portfolio of asset-based structured loans in a variety of industries. The AB Portfolio Specialist is responsible for actively monitoring financial and collateral trends and recommending appropriate action. Responsibilities also include reviewing requests for loan modifications, analyzing financial performance, negotiating terms, drafting proposals, reviewing documents, and preparing recommendations for approval. The FAM Specialist (“Specialist”) is responsible for the timely completion of accurate financial statement spreads and risk ratings in support of underwriting new credit requests, renewals, and traditional portfolio monitoring. The Specialist will also perform annual reviews on client relationships in alignment with Business Unit policy and procedures. Responsibilities: Build trust and strong relationships and proactively drive engagement with Underwriting, Credit Executive and Client team partners. Spread and analyze complex financial information, including Personal Financial Statements, Brokerage statements, Personal Tax Returns and Schedule K-1s, Business financials, etc. for high-net-worth clients. Accurately risk rate clients using regulatory definitions, good credit judgement and the Risk Rating Scorecard tool. Effectively and concisely communicate spreading and risk ratings outcomes with key business partners. Understand and leverage tools, systems, and applications used in day-to-day functions such as Excel, Outlook, GUS, Loan IQ, EDR, Risk Rating Scorecard, etc. Understand and accurately apply risk rating scorecard and spreading guidance. Required Qualifications: Experience: 3-5 years in credit analysis, accounting, financial analysis, or a closely related credit risk role, including financial covenant testing and the ability to interpret and apply Commercial credit agreement terminology and concepts. Policies and Procedures: 2+ years of credit analysis experience with Commercial credit policies and procedures Technical Skills: Proficient in interpreting various Commercial loan documents. Credit Analysis: Strong working knowledge of commercial loan structures and financial statement analysis, including personal financial statements, brokerage statements, rent rolls, and NOI statements; ability to identify and escalate early signs of credit deterioration, within the Commercial credit structure. Operational Support: Exposure to GMS/Tableau reporting, documentation management, and process improvement. Project Coordination: Capable of independently running analysis on credit supported small projects and streamlining team operations. Systems Knowledge: Working proficiency with Commercial loans, collateral, client data and workflow systems along with SharePoint, and Adobe Acrobat. Desired Qualifications: Bachelor's degree in Accounting, Finance or equivalent experience System knowledge of LIQ, PACE, GMS, GUS, EDR, Genesis, Image Trust, Navigator, SharePoint , KYC, Adobe Acrobat Standard Skills: Attention to Detail Client Management Decision Making Underwriting Credit Documentation Requirements Critical Thinking Portfolio Management Problem Solving Written Communications Financial Analysis Negotiation Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $46k-70k yearly est. Auto-Apply 60d+ ago
  • Wealth Management Client Associate

    Bank of America 4.7company rating

    Saint Louis, MO job

    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. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5
    $41k-51k yearly est. Auto-Apply 54d ago
  • Virtual Banker

    First Bank 4.6company rating

    Saint Louis, MO job

    Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels. Work schedule may include some weekends and evenings and requires excellent attendance and punctuality. What You Will Be Doing Processing a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible. Facilitating the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience. Monitoring ITM machines to ensure they are working properly. Assisting systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed. Managing incoming and outgoing calls, representing the bank in a positive, courteous and professional manner. Assessing clients' needs and cross-selling or making sales referrals of bank products and services. Assist in online account opening fulfillments and onboarding of new bank clients Processing and performing check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detecting potential fraud when possible. Meeting or exceeding established referral goals. Maintaining knowledge of cyber threats and best practices to minimize risks to the organization. Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials
    $38k-63k yearly est. 4d ago
  • Senior Retail Investment Research Analyst - Operational Due Diligence

    Wells Fargo 4.6company rating

    Saint Louis, MO job

    About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst - Operational Due Diligence to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Conduct Operational Due Diligence research on new and existing investment firms on GMR's list * Assist investment analysts in sourcing and adding strategies to GMR's recommended list. * Evaluate third party investment firms through an operational lens * Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers * Perform risk analysis on third-party investment firms * Cover a universe of third party investment firms, following GMR's stated process. Required Qualifications: * 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in money manager research, particularly on the operational due diligence side. * Experience writing commentary for various audiences * Microsoft Excel skills * Ability to create and deliver dynamic presentations * Strong analytical skills with high attention to detail and accuracy * Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment * Excellent verbal, written, and interpersonal communication skills Job Expectations: * Hybrid work schedule (3 days in office and 2 days remote) * Ability to travel up to 15% of the time * This position is not eligible for Visa sponsorship Locations: * 401 S. Tryon Street - Charlotte, NC * 1 N. Jefferson Avenue - St. Louis, MO Posting End Date: 19 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $69k-97k yearly est. 17d ago
  • Mtge Home Ln Advisor

    First Bank 4.6company rating

    Creve Coeur, MO job

    Mortgage Home Loan Advisor Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity. What You Will Be Doing * Sourcing leads for mortgage home loans * Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc. * Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan * Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns * Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met * Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program * Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process * Have a high school diploma or general education degree (GED) * Have one to two years related experience and/or training * Are proficient with Windows-based software * Have the ability to drive a car or obtain other reliable transportation is required * Are able to speak, read, write and effectively interpret documents and reports * Have competent math skills * Are registered under the Nationwide Mortgage Licensing System (NMLS) - required upon hire * Are self-motivated and extremely detail oriented * Thrive in a fast-paced, constantly changing environment Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance. At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making. Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: $15.00
    $15 hourly 55d ago

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