City National Bank job in Los Angeles, CA or remote
WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.
WHAT WILL YOU DO?
* For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.
* Prepare new account paperwork, as required.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
* Obtain missing documents from clients.
* For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.
* Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.
* Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.
* Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.
* Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Respond to advisors and intermediaries regarding the administration and maintenance of accounts.
* Fields phone calls from clients and intermediaries.
* Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.
* Gather information from clients for projects.
* Prepare draft correspondence letters and memos.
* Maintain new account logs.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 3 years of experience in Personal Trust required
* Minimum 3 years of experience in a financial services organization required
* Minimum 3 years of administrative/clerical experience required
*Additional Qualifications*
* J.D. Degree a plus.
* Up to three years' experience in trust administration preferred.
* Strong written and verbal communications skills.
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions.
* Ability to set priorities, and objectives.
* Demonstrate excellent working knowledge of trust administration.
* Colleague is ideally working towards Trust Certificate and/or CTFA
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $53,955 - $86,177 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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$54k-86.2k yearly 11d ago
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ORM - Risk Metrics Program Lead
City National Bank 4.9
City National Bank job in New York, NY or remote
WHAT IS THE OPPORTUNITY? This position will be responsible for supporting the development and operation of City National Bank's (CNB's) Operational Risk Management (ORM) Risk Metrics and Risk Appetite program. Responsibilities include managing ORM metric processes; developing ORM metrics and thresholds; creating/enhancing bank-wide ORM metrics reports; and facilitating the implementation and integration of ORM metrics and appetite principles across all levels of the bank.
WHAT WILL YOU DO?
* Lead the development of CNB's ORM Risk Appetite Metrics and Statements across the first and second line
* Measure and report on bank ORM risk appetite metrics, including ORM concentration risk metrics, and solicit for key measures on the Bank's risk posture
* Participate in risk mitigation development to ensure that strategies are in place to maintain risk profile within established limits
* Establish capabilities and provide effective challenge and validation of key risk indicator results reported by business units
* Develop and report metrics consistent with bank's Enterprise and Operational Risk Management Frameworks and risk taxonomy, ensuring uniform reporting throughout all 2nd line risk functions
* Utilize analytical tools and methodologies to support analysis of internal and external risk metrics
* Acts as an internal advisor/partner to CNB business units regarding ORM risk appetite matters (e.g. controls, best practices, and industry developments.)
* Enhance the Key Risk Indicator Dashboard, derived from risk-based analysis, for presentation to senior management committees
* Partner with RBC Enterprise and RBC Combined US Operations (CUSO) stakeholders to drive organizational alignment and maturity of the Operational RAM Program and practices
* Coordinate with external banking partners, Royal Bank of Canada (RBC) and other managed affiliates to fulfill regulatory reporting requirements
* Regularly prepares status reports, performance metrics, presentations and Bank-wide guidance in accordance with the program and financial industry regulations, ad-hoc and as requested by management
* Work with multiple business units to aggregate and analyze data and information, including holding stakeholders accountable for deliverable timeframes.
* Review and challenge action plans created by 1LOD to address breaches of risk appetite
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 7 years experience in the financial services sector
* Minimum 5 years of experience in Risk Management, ORM or Internal Audit
* Minimum 5 years of management or operational experience
*Additional Qualifications*
* Prior experience with developing or enhancing risk appetite programs
* Quantitative analysis and data management experience desired.
* Must possess demonstrated ability to think critically and facilitate change through collaborative effort.
* Strong interpersonal, verbal and written communication skills.
* Extensive knowledge and experience with various reporting,analysis, and presentation tools including MS Excel, PowerPoint
* Experience with reporting tools desired.
* Ability to work independently
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $99,000-$176,000. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-NK1
$99k-176k yearly 5d ago
Mortgage Loan Originator
Capital Bank Md 4.3
Remote or Rockville, MD job
About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Capital Bank Home Loans, a division of Capital Bank N.A., is a premier nationwide mortgage lender. We deliver over $1BLN in new mortgage originations annually with a 50 state platform, in house underwriting and closing, and excellent pricing and products. We invested in digitizing our online mortgage application process to help expedite home buying or refinancing for our customers.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Many top ranked mortgage lenders have joined Capital Bank Home Loans and we are looking to grow the business further by bringing in branches or independent originators.
Position Purpose
We are currently hiring experienced Mortgage Loan Originators (MLO) or Teams who proactively identify, develop and maintain a quality network of external relationships and COI's that serve as a source of referrals for new mortgage lending opportunities. The Mortgage Loan Originator performs a wide range of duties related to the origination of residential mortgage loans while providing excellent customer service and effectively managing the pipeline.
Position Responsibilities
Market residential mortgage loan products to real estate agents, prospective homebuyers and/or builder sales representative.
Spend 25% or more of the workday conducting marketing activities and closing business outside of the work-site (including home office).
Originate loan applications ensuring correct pricing, fulfillment of investor guidelines, compliance with federal and state banking credit, and non-discrimination regulations.
Assist the processor in securing needed documentation as required for loan approval.
Constantly review investor guidelines, in order to remain current with agency (FNMA, FHLMC, GNMA, MHF) and individual investor guidelines.
Maintain high levels of customer service while managing each applicant's and support staffs expectations.
Minimum Education & Experience
A minimum of 3 years' work experience originating residential mortgages.
Experience in originating loans for sale to FNMA, FHLMC, GNMA and/or CDA preferred.
Experience using a mortgage loan management system is required; Encompass experience highly preferred.
Technical Knowledge and Skills
Strong interpersonal, communication and customer service skills.
Proficient in Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook.
Working Arrangements
100% remote role
We're currently hiring only within our core locations, which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), Florida (FL), and North Carolina (NC).
Compensation
This is a 100% commission-based role.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$35k-48k yearly est. 2d ago
Midwest Regional Middle Market Growth Leader
Fifth Third 4.6
Cincinnati, OH job
A financial services institution in Cincinnati is seeking a Regional Middle Market Segment Head to drive strategic leadership and business growth. This senior role requires strong skills in relationship management and influencing, with at least 12 years of experience in commercial banking focused on Middle Market clients. Candidates should possess a bachelor's degree in Finance or Business (MBA preferred) and demonstrate a successful track record of leadership without direct authority. The position offers a competitive salary and benefits.
#J-18808-Ljbffr
$85k-110k yearly est. 2d ago
Credit Associate
City National Bank 4.9
City National Bank job in Los Angeles, CA or remote
WHAT IS THE OPPORTUNITY? The Credit Associate is responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit data analysis, underwriting, and portfolio review activities including facilitating credit risk recommendation. The Credit Associate may be assigned a book of lower-complexity loans and relationships. The Credit Associate collaborates with team members to ensure effective credit operations. The Credit Associate helps maintain high standards of credit quality and compliance.
WHAT WILL YOU DO?
* Credit Analysis: Performs credit analysis activities to assess creditworthiness of borrowers, guarantors, and sponsors.
* Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
* Data Analysis: Analyzes credit data, market and industry reports, trendcards, and prepare credit presentations to support underwriting and portfolio management.
* Risk Management: Supports effective risk management practices, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
* Collaboration: Works closely with team members to ensure cohesive and effective credit operations. Participate in ad-hoc projects to support the organization's priorities.
* Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills, actively seeking opportunities for professional growth and development, eventually leading to ownership of a portfolio of credits
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent in Finance, Business, or related field
* Minimum 2 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries
*Additional Qualifications*
* Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles
* Desire to build leadership and coaching skills, with the ability to train and develop talent
* Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
* Intermediate analytical skills, with the ability to interpret complex data and make informed decisions
* Industry-specific knowledge and expertise
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $34.55 - $55.19 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$34.6-55.2 hourly 8d ago
Project Manager IV - Operational Resilience Governance Analyst
City National Bank 4.9
City National Bank job in Newark, DE or remote
WHAT IS THE OPPORTUNITY? The role of the Project Manager is to plan, execute, and finalize Bank projects according to timelines, milestone events and within budget. This includes acquiring resources, capacity planning and coordinating and motivating all project team members, contractors and or consultants to flawlessly complete project deliverables. Project Managers help define project objectives, scope and requirements; and ensure high levels of development and project execution throughout its life cycle. City National Bank Project Managers must adhere to the CNB Project Management Lifecycle Methodology.
WHAT WILL YOU DO?
* Assembles project team, assigns individual responsibilities, identifies appropriate resources needed, and develops schedule to ensure timely completion of project and meeting deadlines of project.
* Participates in meeting activities to identify project goals and gain consensus on project steps, schedule and implementation procedures; fosters cooperation and involvement of support team.
* Interviews colleagues/client to identify and analyze needs; develops project plan and provides input to recommendations for request/problem resolution.
* Identifies internal and/or external resources to ensure successful project completion.
* Monitors development activities relating to meeting project objectives, budget, quality standards and schedule.
* Manages several projects of varying size concurrently and consults with all levels of management which may require coordinating activities across multiple departments and/or divisions.
* Prepares project status reports; makes alterations in project plan as needed.
* Fosters and maintains good relationships with colleagues/clients to ensure that processes are integrated to support expected customer service levels. Acts as business partner by managing expectations and providing guidance and advice throughout project duration.
* Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. FFIEC, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
* Completes all required training.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years experience managing complex projects involving a large team.
* Minimum 5 years banking or financial industry experience.
* Minimum 5 years experience in Treasury Services/Cash Management
* Minimum 7 years project manager or equivalent consulting experience with strong strategic management and planning expertise -CLC
*Additional Qualifications*
* Bachelor's degree preferred
* Must be extremely knowledgeable in all aspects of project methodology, management tools and techniques across all project activities.
* Solid understanding and planning skills in all aspects of a system/business project lifecycle, i.e. enhancements, user requirements, application configuration
* Ability to identify excessive cycle time and/or costs and develop alternative courses of action associated with the project's life-cycle
* Demonstrated tract record of delivering positive results in project work, including high quality implementations, cost savings, revenue enhancements and within time and budgetary constraints
* Ability to manage resources directly and through cross functional teams
* Full conversant on issues and current trends as they relate to the banking industry's continuity and operational resilience requirements
* Ability to set and develop strategic goals and techniques for a project and effectively communicate this to all project team members
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$92.1k-156.9k yearly 60d+ ago
Corporate Intern - UX Designer (Remote)
First Citizens Bank 4.8
Remote or North Carolina job
First Citizens internship program provides an opportunity for associates to gain work experience by applying classroom knowledge and delivering tangible value to an organization. The Digital Design Intern will create design solutions and perform research for digital products, services, and channels. In addition, they will have an opportunity to collaborate with designers, product owners, product managers, developers, and business stakeholders to create usable features and products for First Citizens clients.
The Intern will be provided with the opportunity to contribute to UX design and research work across various projects within the team. They're encouraged to expand their knowledge and skills and take initiative to ensure thoughtful and intuitive experiences for customers.
Responsibilities
While a majority of the principal accountabilities are assigned by a direct manager, there is a determined effort across the Bank to make each intern a dynamic part of the team with interesting projects. The successful candidate will participate in the following areas:
* Design Experience and Support (45%)
* Work with other team members to support the enhancement of the Bank's digital user experience by creating and iterating prototypes, visual designs, digital design assets, user journey maps, wireframes, etc. as assigned
* Ensure that digital products, services, and channels deliver an efficient, easy-to-use, accessible experience for clients
* Help understand and advocate for product design that supports the needs and behaviors of the target audience to the product team
* Develop an understanding of brand guidelines and apply visual elements and styles to user interfaces
* User Research (25%)
* Assist in conducting user interviews or surveys
* Analyze research outcomes and help compile reports
* Use data to help draft user personas and scenarios to inform design decisions
* Perform competitive analysis to identify patterns and best practices
* Collaboration (30%)
* Collaborate with other design team members to create assets as needed
* Work with enterprise design and product, technology, and QA stakeholders to measure product and team success
* Contribute to brand guidelines and standards for the enterprise design team
Internship dates: 5/27/2026 - 7/31/2026
Qualifications
Required qualifications:
* High School Diploma or GED and 1 year of experience
* Currently enrolled at an accredited collegiate institution (during the time of the summer program)
* Ability to work 40 hours per week during the duration of the program
Preferred qualifications:
* 3.0 minimum GPA
* Strong desire to learn and grow
* Studing Design, Human-Computer Interaction (HCI), Product Design, Visual Communication, Interaction Design or other relevant fields
* Some practical or internship experience using design tools (Photoshop, Illustrator, Figma, Axure) and relevant practical or internship experience in user research is desired
* Possess a positive attitude, naturally curious and enjoys collaborating with others
* Strong verbal and written communication skills
* Critical thinking skills
* Ability to multitask
* Ability to adapt and adjust priorities based on business needs
* Ability to take direction and absorb information quickly
* Self-starter, comfortable with asking questions and determining the best course of action
This job posting is expected to remain active for 45 days from the initial posting date of January 16, 2026. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants
The base pay for this position is $18.70 - $28.60 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$18.7-28.6 hourly 1d ago
Service Desk Site Manager
Morgan Stanley 4.6
Columbus, OH job
We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
* Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training
* Convey vision, goals and direction for the team
* Define overall strategy and direction
* Lead decisively and empower the team
* Promote innovation and process improvement
* Responsible for overseeing recruitment processes and managing employee performance
* Anticipate change impact and implement solutions to reduce its effects
* Identify opportunities for efficiency improvement and automation
* Drive Service Desk KPI's and metrics
* Compile and provide reporting to Senior Management
What you'll bring to the role:
* Excellent written and oral communication skills required
* Experience with Microsoft Office products, Windows 10, and general office computing tools required
* 6+ years call-center management experience or equivalent required in a technical or customer service field
* Previous Service Desk experience expected
* College degree or equivalent experience required
* Excellent problem-solving skills required
* Experience with financial service firms a plus, but not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$76k-104k yearly est. Auto-Apply 60d+ ago
Client Svcs Specialist II
City National Bank 4.9
City National Bank job in Beverly Hills, CA or remote
WHAT IS THE OPPORTUNITY? This person will handle a variety of branch transactions for Entertainment Operations except new accounts. They are expert in all aspects of providing exemplary customer service and assisting customers with any transaction. Has good working knowledge of bank policies and procedures.
WHAT WILL YOU DO?
* Responsible for the "back office" functions of the branch.
* Provides the branch with the flexibility and expertise to perform the duties of the Client Service Representative functions at a moments notice. Actively identifies and participates in the cross selling of CNB products and services when appropriate.
* Responsible for coaching of branch colleagues in policies, procedures, and/or processes in the various functions.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 2 years of experience working in a bank branch or bank operations role with cash handling experience required
* Minimum 2 year direct customer service experience required
* Minimum 2 year of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* Minimum of 1 year experience in a banking environment required.
* Good problem solving and communication skills required.
* A general understanding of branch operations preferred.
* Basic computer skills including ability to use Microsoft Word and Excel preferred.
* Ability to perform branch positions with minimal supervision required.
* Working knowledge of Federal Regulations and Bank policies and procedures required.
* Thorough knowledge of Bank products and services required.
* Good verbal and written communication skills required.
* Ability to handle problem situations with colleagues and clients effectively required.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $18.39 - $27.62 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-ST1
\#CA-ST
$18.4-27.6 hourly 33d ago
Tech Process Improvement Analyst
City National Bank 4.9
City National Bank job in Los Angeles, CA or remote
WHAT IS THE OPPORTUNITY? The Tech Process Improvement Analyst works with departments across Technology and Innovation (T&I) to assess processes and apply Lean Six Sigma methodologies to improve the efficiency of technology processes, to drive achieving specific objectives of Cost Transformation within T&I. The Cost Transformation objectives include providing transparency into budgets, facilitating efficient management of spend, and demonstrating value to business stakeholders.
WHAT WILL YOU DO?
* Drive completion with documenting business processes - 20%
* Coordinate the collection of data on documented business processes to establish baseline current state, including summarizing root causes of inefficiencies in current processes. - 20%
* Complete and summarize analysis of data collected on business processes to identify root causes of inefficiencies in current processes and drive prioritization of improvements. - 20%
* Develop, refine, and finalize solutions to identified root causes that drive inefficiencies in current state business processes, including process redesign with focus on sustainable improvement. - 20%
* Design, refine, finalize, and implement key performance indicators to demonstrate implemented solutions are driving sustainable improvement, including designing management reporting and feedback loops. - 15%
* Lead ad-hoc process analysis, in response to dynamic and changing business needs - 5%
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 4 years of business process improvement experience
*Additional Qualifications*
* Experience in financial services institutions preferred
* Lean Six Sigma Black Belt preferred
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$77k-143k yearly 60d+ ago
Back-End Developer - Remote
Citi Us 4.6
Remote or Virginia job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Overview
In support of modernizing and enhancing a loan origination and servicing system, we're seeking a skilled Back End Developer with expertise in building scalable APIs and serverless applications in AWS. The ideal candidate will collaborate closely with business analysts, designers and front end developers to deliver seamless user experiences in a dynamic, agile delivery environment.
Work Authorization Requirement:
This position requires candidates to be authorized to work in the United States on a permanent basis.
Sponsorship is not available for this role now or in the future.
Role and Responsibilities
Design and develop RESTful APIs and microservices.
Build and maintain efficient AWS Lambda functions and event-driven architectures.
Integrate with AWS services such as API Gateway, DynamoDB, PostgreSQL, Cognito and S3.
Ensure backend systems are secure, performant, and scalable.
Implement automated testing and participate in code reviews.
Collaborate with cross-functional teams including business analysts, architects, front end developers, and QA testers for cohesive solutions.
Participate in code reviews, testing, and deployment processes.
Troubleshoot and resolve technical issues across the stack.
Minimum Qualification
Strong experience with Node.js or Python for backend development.
Hands-on experience with AWS Lambda, API Gateway, DynamoDB, PostgreSQL, Cognito and S3.
Knowledge of serverless architecture and best practices.
Familiarity with CI/CD pipelines and infrastructure as code (CloudFormation or Terraform or CDK).
Understanding of authentication and authorization (e.g. OIDC (OAuth2), JWT).
Strong understanding of security best practices in cloud environments.
Excellent problem-solving skills and ability to work in an agile environment.
Preferred Qualification
AWS Certified Solutions Architect or Developer.
Experience with monitoring and logging tools (e.g. SonarQube, CloudWatch, X-Ray).
Experience in large scale information technology and database systems utilizing Java technologies and SQL Server.
Experience in developing and / or supporting loan origination and servicing systems.
$105k-136k yearly est. Auto-Apply 2d ago
Disaster Recover Prog Analyst
City National Bank 4.9
City National Bank job in New York, NY or remote
WHAT IS THE OPPORTUNITY? Information Technology (IT) Disaster Recovery (DR) Program is in the second line of defense and is accountable for CNB's Disaster Recovery strategy, enabling CNB to provide independent oversight and effective review and challenge (R&C) of disaster recovery program. The Disaster Recovery Analyst is responsible for leading disaster recovery risk assessments, providing advice and independent challenge, monitoring metrics/key risk indicators, monitoring regulatory landscape for changes related to IT DR, conducting disaster recovery risk reviews and analysis, and reporting thematic risks to ensure the Disaster Recovery Risk Profile is fairly presented.
WHAT WILL YOU DO?
* Support the development and execution of the IT Disaster Recovery risk program and procedures consistent with City National Bank's and RBC's Risk Framework to ensure a sound control environment from an IT DR/Operational Resilience perspective.
* Key areas of responsibility include R&C of: disaster recovery exercises, IT Datacenter runbooks, IT Disaster Recovery Reporting and adequacy of IT Disaster Recovery controls.
* Monitoring (as needed) of DR tests to confirm adequacy of testing reports and conclusions. Monitoring of DR test may require some evening or weekend work which will be well known and established ahead of time. Working with stakeholders, subject matter experts, and analysis of reports to define issues, determine root cause, and determine appropriate changes.
* Assist with drafting reports and corrective action/remediation plans by providing observations and findings including any gaps in compliance with Bank policies and standards
* Maintain workpapers to support the timely and effective response to requests from Internal Audit or external regulators.
* Performs DR awareness training relating to DR Risk Management, including new and changing policies, systems, and methodologies.
* Assesses DR risks and policy/standard/procedure compliance relating to controls design, FLoD DR testing processes, FLoD DR testing results.
* Provides support of Internal Audits and Regulatory Exams.
* Understand and apply internal policies/procedures, laws and regulations and managing regulatory requirements including but not limited to: FFIEC, OCC, FINRA, Federal Reserve related to Disaster Recovery requirements.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 7 years practical Business Continuity, Disaster Recovery, and/Crisis Management experience
* Minimum 3 years of financial services experience
* Minimum 3 years of project management experience
*Additional Qualifications*
* BS in Computer Science or demonstrated equivalent experience
* Professional certification from the Disaster Recovery Institute, International or from The Business Continuity Institute (e.g. ABCP, CBCP, MBCP, MBCI, CRP and/or other Business Continuity or industry related certifications preferred.
* Strong skills in applying Disaster Recovery planning principles to various levels (staff, management and executive) of the company.
* Knowledge and understanding of crisis and emergency management.
* Project management skills, which include task identification, project planning, and ability to understand scope of recovery efforts, ability to coordinate critical activities during continuity exercises and events, and proficiency with tools required to pull project together.
* Fully proficient with Microsoft Office applications, including (but not limited to) Word, Excel, Visio, and PowerPoint.
* Advanced presentation skills and oral and written communication skills.
* Self-starter with the ability to work independently.
* Excellent interpersonal, organization, analytical, problem solving, critical thinking, communication, and prioritization skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $77,000 - 143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$77k-143k yearly 60d+ ago
Head of Merchant Private Capital
U.S. Bank 4.6
Remote job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job Description
The Head of Merchant Private Capital will lead the private equity investment strategy for the Merchant Payment Services in collaboration with U.S. Bank's Institutional Client Group (“ICG”). This executive will be responsible for driving penetration and adoption of merchant services solutions within investment opportunities and portfolio companies.
Key Responsibilities
Develop and implement Merchant Payment Services ICG private capital strategy
Work with ICG bank partners to optimize their existing portfolio, providing oversight and support to portfolio companies to drive value creation and growth from merchant opportunities
Build consultative relationships with limited partners, private capital investors, and co-investors.
Monitor industry trends, regulatory changes, and market dynamics impacting the payments and fintech sectors.
Collaborate with internal teams across finance, legal, product and operations to ensure seamless execution of transactions and integration with partners.
Represent the organization at industry events, conferences, and networking opportunities to enhance brand visibility and deal flow.
Required Skills
Strong financial acumen
Excellent negotiation, communication, and presentation abilities.
Deep understanding of private capital companies, the payments industry, fintech ecosystem, and emerging trends.
Ability to build and maintain relationships with private capital investors, stakeholders, and portfolio company management teams.
High level of integrity, professionalism, and strategic thinking.
Experience Requirements
Minimum of 10 years' experience in private capital, investment banking, venture capital, or corporate development, with a strong track record of successful deal execution.
Extensive experience in the payments sector across multiple verticals, financial services, or FinTechs.
Demonstrated success within private capital investment teams and managing complex transactions.
Bachelor's degree in Finance, Business, Economics or related field; MBA or advanced degree preferred.
Merchant experience across multiple industries such as Telecom, Technology, Insurance, Manufacturing and Consumer Retail.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $143,905.00 - $169,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$47k-71k yearly est. Auto-Apply 9d ago
Loan Closing Specialist II
City National Bank 4.9
City National Bank job in Charlotte, NC or remote
WHAT IS THE OPPORTUNITY? The Loan Closing Specialist (LCS) is responsible for the completion of due diligence associated with the commercial loan documentation and closing process. The LCS works from the instructions of the Regional or Industry Closing Managers.The LCS will be the primary data entry person within nCino and will be responsible for reviewing the boarding activity within AFS and Collate to ensure accurate boarding of loans. They will also be responsible for communicating accurately and timely the funding information to the funding team.
WHAT WILL YOU DO?
* Interacts and communicates daily with Regional Closing Manager (RCM) or Industry Closing Manager (ICM) to ensure requirements are understood and met.
* Works with RCM or ICM to review loan documents and identify shortfalls.
* For internally prepared and attorney prepared loans, communicates to RCM or ICM that their tasks have been completed.
* Participates in the review of loan documents and notifies RCM or ICM of any issues or changes.
* Conducts initial review of Credit Approval Memo and loan documents and identifies discrepancies. Escalates to RCM or ICM for resolution.
* Review Boarded deals for accuracy
* Participates in Quality Control testing of Outside Counsel documents
* Work with CLO in the boarding and funding of loans
* Interacts and communicates daily with RCM or ICM to ensure requirements are understood and met.
* Works with RCM or ICM to review loan documents and identify shortfalls.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 3 years experience in Commercial Banking required.
* Minimum 2 years experience with closing loans.
*Additional Qualifications*
* Project Management skills, ability to prioritize tasks and adapt to changing priorities
* Organizational and time management skills
* Recommended experience: Prior closing experience, credit experience or understanding of experience
* Understanding of bank policies and procedures relating to the satisfaction of loan closing conditions, documents, and services
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $28.58 - $45.66 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$28.6-45.7 hourly 42d ago
Manager Accounting - U.S. Mortgage Business
City National Bank 4.9
City National Bank job in Los Angeles, CA or remote
WHAT IS THE OPPORTUNITY? Responsible for building a complete end-to-end U.S. residential mortgage business - spanning origination, secondary marketing, capital markets, servicing, and portfolio management for CNB/RBC. We are seeking a senior-level CPA with deep mortgage accounting expertise and strong controllership instincts to design, implement, and scale the accounting and reporting framework of this new platform.This role will be a key senior leader within the U.S. Mortgage Strategy team, providing both technical accounting leadership and practical operational insight. You'll partner with finance, treasury, risk, operations, and technology to establish best-in-class GAAP, reporting, and control infrastructure from the ground up
WHAT WILL YOU DO?
* Accounting & Controllership
* Lead all aspects of U.S. GAAP accounting policy and application across the mortgage lifecycle - from loan origination through sale and servicing transfer.
* Oversee accounting for loan pipelines, warehouse funding, hedging, derivatives, gain-on-sale, and mortgage servicing rights (MSRs).
* Design and implement a scalable financial statement close process, ensuring accuracy, timeliness, and completeness of all mortgage-related results each month, quarter, and year-end.
* Establish and maintain close calendars, account reconciliations, variance analyses, and journal-entry controls that integrate with upstream operational systems.
* Support reporting needs including full financial statement reporting cycle - including internal management reporting, CFO packages, regulatory and board reporting, and external audit support.
* Ensure accurate consolidation and presentation of results under U.S. GAAP and RBC corporate accounting policies.
* Process Design & Systems
* Architect and implement accounting workflows, process documentation, and automation for all loan accounting, sale, and servicing activities.
* Partner with technology teams to align loan origination, capital markets, and servicing systems with the general ledger and sub-ledgers.
* Develop SOX-ready internal controls and documentation for future scalability.
* Strategic Finance & Partnership
* Collaborate closely with the CFO and Secondary/Capital Markets leadership to assess financial impacts of business decisions.
* Translate complex accounting and market-valuation issues into actionable insights for senior management.
* Support capital planning, liquidity, and balance sheet strategy with accurate accounting and fair value analytics.
* Leadership & Team Development
* Help recruit and develop a high-performing accounting and controllership team.
* Mentor staff and foster a culture of accuracy, accountability, and operational excellence.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 10+ years of progressive accounting, financial reporting, and controllership experience within U.S. mortgage banking, capital markets, or financial services
* Expert knowledge of GAAP, including ASC 860 (Transfers & Servicing), ASC 815 (Derivatives & Hedging), ASC 310, ASC 825, and related mortgage guidance
* CPA - Certified Public Accountant
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $90,000 - $160,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$90k-160k yearly 14d ago
IT Risk & Control Senior Analyst
City National Bank 4.9
City National Bank job in New York, NY or remote
WHAT IS THE OPPORTUNITY? The IT Risk Senior Analyst is a subject-area specialist with specialized training, methods and analytic techniques to create recommendations and directions for cyber risk mitigation in a complex technical environment. ITRM Security Senior Analyst will conduct fit for purpose review and challenges of internal IT controls to ensure consistency with internal policies and standards. Additionally, conduct process/risk/control (PRC) reviews to evaluate and overall control program effectiveness in mitigating risk. The ITRM Senior Analyst's goal is to create actionable information for IT and business leadership, and to provide objective assessment of cyber security controls for auditors, regulators and external parties. This requires routinely performing review and challenge reviews against 1LOD testing practices specific to T&I controls, authoring detailed reports and gathering metrics ensure stakeholders receive accurate and complete information. The ITRM Senior Analyst keeps abreast of external cyber security trends, technologies and cyber risk management approaches, and often works with other teams on cyber risk-related initiatives to provide subject-matter recommendations and guidance to achieve a posture within the bank's overall risk appetite. This is an advanced senior professional with wide range of experience who uses professional concepts and to resolve complex issues in creative and effective ways. Serves as an expert in own discipline or area of specialization, works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors
WHAT WILL YOU DO?
* Perform fit for purpose review and challenges specific to IT (T&I) controls tested by 1LOD Testing team against Governing Principles and applicable Policies and Standards. Reviews are specific to Test of Design (ToD) and Test of Effectiveness (ToE).
* Provide guidance to 1LOD colleagues to ensure testing practices meet internal standards.
* Conduct Process/Risk and Control (PRC) reviews against IT control descriptions to ensure they meet requirements.
* Support regulatory requirements and deliverables as needed.
* Define analysis objectives, collect data from internal and external sources, and evaluate/analyze data to provide objective information on cyber risks for IT and business management with both summary and detailed reporting
* Participate in other projects and duties as needed or requested
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum of 12 years' experience in Information/Cyber Security field
* Minimum of 6 years' experience in cyber security operations, incident response, IT risk management or investigations
*Additional Qualifications*
* Demonstrated experience analyzing IT control testing attributes and evidence to properly evaluate and conclude control effectiveness
* Prior IT Control Audit experience is strongly preferred
* Experience in banking/financial industry specific to technology is strongly preferred
* Demonstrated knowledge of financial regulation and control frameworks applicable to cyber security or IT risk
* Demonstrated experience with Industry or subject specific analysis or assessment frameworks is highly desired (FAIR, NIST CSF, etc.)
* Demonstrated knowledge of cyber security landscape -- threats, trends, technologies
* Excellent communication and interpersonal skills. Including a strong ability to create positive and professional business relationships with internal clients.
* Strong commitment to working as a team and providing excellent customer service.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#CA-DK
\#LI-DK
$101.2k-172.4k yearly 60d+ ago
Investment Consultant - External Wholesaler
City National Bank 4.9
City National Bank job in New York, NY or remote
*INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$101.2k-172.4k yearly 14d ago
Wealth Management Banking Specialist
Bank of America 4.7
Cincinnati, OH 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 partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists.
Responsibilities:
Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations
Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations
Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt
Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs
Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs
Required Qualifications:
Demonstrates proven results exceeding goals in a client-centric, results-driven environment
Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service
Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career
Applies strong critical thinking and problem-solving skills to meet clients' needs
Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Can learn and understand technology to assist clients with the latest in Digital and Digital banking
Desired Qualifications:
Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives
Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities
Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded
Prior experience providing excellent service to high-end clients and excelling in that environment
Skills:
Deposit Solutions Product Knowledge
Customer and Client Focus
Influence
Relationship Building and Networking
Executive Presence
Sales Performance Management
Analytical skills
Presentation skills
Influencing skills
Problem solving
Active listening and Communication skills
Relationship Building
Industry knowledge
Time management
Resilience
Collaboration
Business development focus
Ability to overcome objections.
Minimum Education Requirement: Bachelors Degree preferred, High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$24k-32k yearly est. Auto-Apply 36d ago
CAM Manager I - Loss Mitigation
M&T Bank 4.7
Remote job
Responsible for directing the day-to-day activities for a unit. Manages approximately 10 FTEs (or with fewer employees but covering diverse disciplines and/or complex functions).
Primary Responsibilities:
Oversee the daily activities of a unit of employees to meet the objectives of the assigned department.
Direct staff in the appropriate techniques of customer service, collections or account servicing, as applicable.
Resolve disputed transactions in a timely and cost-effective manner. Negotiate effectively on customer calls.
Compile month-end data for distribution to and decision-making by management.
Serve as integral member of portfolio acquisition team, directing onboarding of acquired loans.
Evaluate unit processes, procedures and policies routinely in an effort to increase operational efficiency of units managed.
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
Scope of Responsibilities:
Manages workflow of medium complexity and risk exposure and acts largely independently.
External contacts include customers, vendors and outside agencies.
Has charge off authority within established authority levels.
Supervisory/ Managerial Responsibilities:
Manages a team of professionals (includes people, budget and planning).
Education and Experience Required:
A combined total of 6 years of higher education and relevant work experience in a call center or bank operations environment, inclusive of 1 years' work leadership or supervisory experience.
Excellent customer service skills with the ability to use tact and diplomacy.
Strong knowledge of relevant spreadsheet, word processing, and presentation software.
Education and Experience Preferred:
Bachelor's degree.
Excellent oral and written communication skills.
Strong knowledge of departmental systems, documents and procedures.
#LI-111
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
$62.2k-103.6k yearly Auto-Apply 30d ago
Personal Banker Associate I- Whitehall Bank Mart
Fifth Third Bank, N.A 4.6
Whitehall, OH job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
+ Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
+ Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
+ Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
+ Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
+ Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
+ Provide guidance to CSRs with respect to the sales and referral process.
+ Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
+ Act with confidence by answering customer questions and owning customer issues.
+ Maintain a position of trust and responsibility by keeping all business confidential.
+ Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
+ Adhere to established policies and procedures while opening/servicing the full range of Retail products.
+ Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
+ Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
+ Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ College degree or work experience providing transferrable skills, or, combination of education and experience.
+ Experience in the financial industry preferred.
+ Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
+ Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
+ Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
+ Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
+ This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
WORKING CONDITIONS:
+ Normal office environment.
+ Extending viewing of computer screens.
+ This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
+ Travel outside of the affiliate will be required for various classroom training sessions.
Personal Banker Associate I- Whitehall Bank Mart
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Whitehall, Ohio 43213
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Zippia gives an in-depth look into the details of City National Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about City National Bank. The employee data is based on information from people who have self-reported their past or current employments at City National 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 City National Bank. The data presented on this page does not represent the view of City National Bank and its employees or that of Zippia.