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Civista Bank jobs - 70 jobs

  • Regional Market Executive

    Civista Bank 3.9company rating

    Civista Bank job in Cincinnati, OH

    The Regional Market Executive will direct and coordinate all lending activities within the specified region of the Bank. Manages lending and treasury activities to meet Bank goals and objectives. Instrumental in coordinating activities in region for business teams including Commercial, Treasury, Private Banking, and Mortgage Lending. This position will cover the Greater Cincinnati, OH area, Norther Kentucky & SE Indiana. Key Accountabilities, Responsibilities and Expectations: Prepares department scheduling, periodic loan department updates and periodic reports for management's review. Manage and oversee commercial lending team and Treasury Management Officer within specified region of the Bank. Examines, evaluates, authorizes, or recommends approval of customer applications for commercial loans and lines of credit. Reviews periodically for required updated financial information and field visits Develops and implements new products; reviews loan pricing/fees and recommends changes; ensures resolution of department computer system issues. Act as escalation point for various lending issues. Performs commercial loan activities for personal base of customers; review key/critical lender loans; presents commercial loans to loan committee. To independently manage, review and approve own, as well as subordinates, highly complex business/commercial loan credit underwriting and loan structures. To maintain cohesive, highly trained and motivated staff, sufficient to meet the daily operational needs of the lending department. To insure the department meets its goals to maintain delinquency at or below the established percent of loans outstanding; maintain a charge-off rate of not more than the established guidelines; to ensure asset quality of total bank loan portfolio is maintained; to ensure fees on loans are collected at established minimums. To ensure that lending operations are in accordance with established Bank policy and are legally compliant. Member of Senior Management. Requirements: Qualifications, Knowledge, and Skills: Minimum of ten years of combined credit underwriting, lending, business development and sales experience. A college degree in finance, accounting and/or banking or equivalent work experience in the banking industry. Completion of Advanced Commercial Lending School, Graduate Banking School, or Certified Community Lender Certification preferred. Must have extensive knowledge of commercial lending practices and procedures. Strong knowledge in analyzing business financial statements and assessing the viability of businesses; must have excellent communication and PR skills. Strong computer skills (Word, Excel) and the ability to learn and use proficiently related lending software programs. Ability to handle multiple projects with varied deadlines; strong attention to detail/analytical skills. Demonstrated proficiency at intermediate level of sales skills and abilities for developing new business customer relationship. Above average supervisory experience and delegation skills. Physical Requirements: Work involves sitting for long time periods; standing, moving, hearing, reading, communicating both in person and by telephone. Work involves traveling, via use of own or company vehicle, to visit branch locations; meet with subordinates; attend meetings/trainings/seminars, and so forth. Work involves lifting/moving files of up to 15 lbs. Work involves being flexible with work hours, overtime/weekend work may be necessary to complete projects/approve loans. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI4a008f9be3c6-37***********3
    $64k-96k yearly est. 1d ago
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  • Electronic Funds Transfer Services Specialist

    Civista Bank 3.9company rating

    Civista Bank job in Sandusky, OH

    The position is set in a fast-paced, time-sensitive environment and requires good problem-solving skills, accuracy, and attention to detail. An ideal candidate would enjoy working in a positive, team-oriented workplace. Responsible for monitoring and processing all deposit related items as they relate to various system applications -1Source and Unity requests, wire transfer, ACH, and electronic funds transfer. Demonstrate Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily processing of incoming and outgoing domestic and international wires. Research and post incoming ACH return items, complete research and corrections related to customer ACH inquiries. Processes ACH deceased returns and reclamations. Daily reconciliation of various ACH internal and general ledger accounts Daily research and correcting transactional errors. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Two years' experience in banking or financial services or other related experience. High School Diploma or equivalent, with office administrative skills or certification. Strong customer service and problem-solving skills and demonstrated ability to respond to inquiries with tact, diplomacy and patience. Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers. Ability to follow detailed instructions and a wide range of procedures requiring sound judgement. Must have proficient typing and computer skills, specifically Microsoft Word and Excel and the ability to navigate computer programs. Possess the ability and desire to be cross-trained in many different job duties within the department. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 15 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PId931315518b2-37***********4
    $32k-46k yearly est. 1d ago
  • Commercial Lender

    Civista Bank 3.9company rating

    Civista Bank job in Cleveland, OH

    The Commercial Lender is responsible for managing and growing a diverse portfolio of commercial loans. They are responsible for knowing all aspects of loans including C&I, CRE, Construction, Lines of Credit, Letters of Credit and other complex loans. Responsibilities include building and maintaining strong relationships, identifying new business opportunities, and driving commercial loan business, revenue and deposit growth. Description of Duties, Responsibilities and Expectations: Commercial Lending Develop and manage a commercial loan portfolio. Interview customers to determine loan requirements and gather necessary information for loan applications. Analyze financial statements and other relevant data to recommend the best lending solutions based on customer needs and financial capabilities. Evaluate creditworthiness and present well-structured lending proposals Offer tailored financial solutions to meet customer objectives, while enhancing customer satisfaction and retention. Develop customized loan proposals and present them to customers to secure new business and maintain existing relationships. Follow up on pending loan deals and loan renewals. Provide updates on portfolio performance, new business, and market developments to senior leadership. Risk Management Monitor loan performance, ensuring risk is appropriately managed and financial objectives are met. Business Development & Relationship Management Identify new business opportunities and develop strategic partnerships across the region to drive loan growth and revenue with an emphasis on C&I lending opportunities. Establish and maintain strong relationships with existing and potential customers by understanding their business needs, goals, and long-term strategies. Prospect for new customers, expanding the Bank's market share. Leverage industry contacts and existing relationships to enhance revenue generation and achieve sales goals. Proactively identify opportunities to cross-sell additional products and services. Engage in industry forums or business networks to increase brand awareness and build relationships with key influencers and decision-makers. Requirements: Qualifications, Knowledge and Skills: Knowledge Of: Commercial lending industry, processes, policies, and portfolio management. Commercial and consumer lending regulations and compliance and other regulatory required reporting and practices. Regulatory and Compliance practices applicable to commercial lending. Ability To: Use Microsoft Office 365 suite including Excel, Word, PowerPoint, Outlook and Teams. Operate the Bank's financial software to access customer accounts and manage new and existing loan deals. Identify and analyze Commercial Customer business documents and navigate lending decisions Independently network to build and establish business customer relationships. Communicate professionally and effectively verbally and in writing and present complex financial information to clients and senior leadership. Required Education and Experience: Minimum 4 years of experience in Commercial Business Lending & Business Development or Credit Analyst role. A college degree in Finance, Management or equivalent. Proven track record of establishing relationships and driving business and revenue growth while managing risk. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading reports, documents, and so forth. Work involves reading, hearing, speaking, listening, typing and ability to communicate in a professional manner, in person, via telephone and via email. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files or equipment of up to 40 lbs. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIff4275e1d7a3-37***********2
    $63k-76k yearly est. 1d ago
  • Commercial Loan Quality Control Analyst

    Civista Bank 3.9company rating

    Civista Bank job in Sandusky, OH

    This position is responsible for ensuring the Bank maintains a sound loan portfolio ensuring compliance with all state and federal laws and regulations and Civista Bank lending policies and procedures. The Analyst will review a variety of new and modified commercial loan types in this role - C&I, CRE, SBA, Participations, Swap, and others. Additionally, the Analyst will review documentation for accuracy, completeness, and compliance in both pre-close and post-close while promoting and maintaining a positive internal and external customer relationship. Key Accountabilities and Expectations: To maintain regular contact and proper escalation with the Commercial Quality Control Supervisor regarding the status of loans in process, audit requests. Reviews complex commercial loan documentation and related supplements to support business partners, ensuring accuracy and adherence with Bank loan policy and guide. Determines document options and presents options to lenders/documentation specialists as applicable. Embraces change and continuous improvement concept, constantly looking to improve both efficiency and effectiveness of the Quality Control team and their processes. Responds to all requests for information and assistance in a prompt, efficient and friendly manner by relaying information as requested, and follows up on all situations that cannot be handled immediately. Resolves complaints in a reasonable timeframe. Maintain a good working knowledge of all Bank policies and procedures and identify deviations from policy, escalating as appropriate to the Commercial Quality Control Supervisor. Develop deep relationships with business partners, including Lenders, Credit Analysts, and Administrative Assistants to ensure optimal efficiency and effectiveness regarding services provided. To provide accurate, efficient, courteous, prompt, and professional telephone service to all customers and potential customers. To research, respond to customer inquiries and resolve customer complaints/issues in a timely and effective manner. To ensure loan documents and files are complete, accurate and in accordance with Bank loan policy. To track all outstanding loan documents/collateral items to ensure Bank's lien position is obtained. To assist with additional loan operation roles, as requested or necessary. Requirements: Qualifications, Knowledge and Skills: 3-5 years of related loan processing experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of Audit, Legal, Compliance, Financial Analysis, Credit Review, or similar fields. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bachelor's degree in accounting, business, finance, or equivalent experience. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a sensitive nature. Outside contact becomes important and fostering sound relationships with other entities (customers, vendors, etc.) becomes necessary. Solid working knowledge of banking industry practices relative to bank loan operations with respect to loan products, services, and terminology. Knowledge of commercial, construction, real estate and consumer loan products and processing. Knowledge of related state and federal lending and compliance laws and regulations, and other Bank lending policies. Highly accurate data entry skills and strong level of skill working with a variety of PC and internet applications, including spreadsheets (creating formulas) and the ability to navigate key industry specific Internet sites. Strong multi-tasking, time management, thoroughness, and accuracy skills required. Solid communication and organizational skills with focus on teamwork and cooperation. A high level of confidentiality is required. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports, and sitting the majority of the day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving loan files of up to 20 pounds. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI1c9f99d95da1-37***********9
    $52k-72k yearly est. 2d ago
  • Business Intelligence Engineer Senior

    Associated Bank 4.6company rating

    Remote job

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. At Associated Bank, we put people first-our customers, colleagues, and communities. Our culture is rooted in listening, taking action, and working together to deliver meaningful results. We celebrate a winning spirit and empower our teams to grow, innovate, and make a real impact. Here, you'll join a company that values your expertise and supports your career journey. Role Summary As a Business Intelligence Engineer Senior, you will help shape the future of data and reporting across the organization. You'll design scalable BI solutions, streamline processes, and ensure high-quality data that powers business decisions. This role offers the opportunity to innovate, lead key initiatives, and influence how teams across the bank use data. Key Accountabilities Enhance BI platforms by identifying business needs and improving efficiency through process improvements, Power Apps solutions, and third-party integrations. Design architecture, templates, dashboards, and dynamic delivery methods that enable consistent, accurate reporting across the organization. Administer BI systems by monitoring performance, troubleshooting issues, and ensuring platform stability. Support development efforts and represent the Data Analytics Platform team on projects with minimal supervision. Manage data infrastructure by creating and maintaining data models, job flows, and reporting structures. Execute test plans aligned with IT Operations policies to validate system changes and enhancements. Document procedures and technical processes with peer-reviewed accuracy and clarity. Mentor and train citizen developers to expand BI capabilities across the organization. Education & Experience Required Bachelor's degree or equivalent experience in Information Systems Management, Computer Science, Engineering, Mathematics, or related field 5+ years in technology roles focused on database development, reporting, or business intelligence 5+ years of experience with Power BI and Gateway Servers Preferred Master's degree in a related field 3+ years with Fabric Capacity or Azure 1+ years with Tableau or SAS 1+ years with Power Apps 1+ years with Snowflake Why You'll Love Working Here You'll join a team committed to innovation, collaboration, and continuous improvement. We provide opportunities to grow your skills, explore new technologies, and make an impact across the bank. Be part of an organization that invests in your success and values your voice. Apply today to make an impact. In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $91,280.00 - $156,480.00 per year
    $91.3k-156.5k yearly Auto-Apply 25d ago
  • Processing Supervisor

    Civista Bank 3.9company rating

    Civista Bank job in Sandusky, OH

    A Processing Supervisor is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The Processing Supervisor also provides sales, service and operational support to the retail banking team. The Processing Supervisor demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Provide personable and professional interactions with Retail Business Banking customers using proper phone etiquette. To use sound judgment in handling customer problems/issues. To troubleshoot and resolve customer and internal inquiries in a timely, friendly, helpful and accurate manner. Contacts and coordinates with the third party courier for any changes/updates to the courier routes. To process courier drop offs, by logging bags, counting the deposit and making the necessary required teller entries. Record all deposits brought to the processing room by the third party vendor. Responsible for balancing and maintaining offsite ATM's Receives and processes customer financial transactions, including deposits, captures images and balances cash drawer and daily transactions. Prepares currency & coin shipments for Federal Reserve. Performs balancing on cash recycler on a bi-weekly basis. Monitors all branch activities to ensure they are in compliance with established Bank policies and procedures; monitors and resolves cash balancing discrepancies and transactional errors. Manage and monitor scheduling and vacation to ensure adequate coverage. Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone. This is an open-ended position, with the start and end time being determined by work flow. To make recommendations for cost efficiencies and enhancements to operating procedures and services, as appropriate To meet expectations of the Personal Banker I role. Requirements: Qualifications, Knowledge and Skills: At least three years of previous banking experience. High School diploma/GED and having passed the Bank's internal Teller I written examination. Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Above average ten key calculator and computer keyboard by touch. Good knowledge of computers and ability to master the specific software required for the position, based on the particular branch location and equipment. Detail-oriented and organized Knowledge of and ability to follow policies and procedures related to position Physical Requirements: Work involves eye strain due to the constant use of computer screens and reading of reports. Work involves standing the majority of the work day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving items up to 20 lbs. Work involves being flexible regarding hours of work, i.e., overtime, filling in at other office locations, attending required training/meetings, staffing shortages, vacation coverage, and so forth. EEO - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI0283cbc104c7-31181-39387247
    $33k-48k yearly est. 8d ago
  • Treasury Management Officer

    Civista Bank 3.9company rating

    Civista Bank job in Sandusky, OH

    Description: At Civista Bank, we pride ourselves on being a vibrant community of dedicated professionals committed to positively impacting the lives of our customers and the communities we serve. Our culture is built on a foundation of integrity, innovation, and inclusivity, where every team member is valued and empowered to contribute their unique insights and skills towards our collective success. We believe in fostering a supportive environment that champions professional growth and personal well-being, offering a suite of competitive benefits tailored to meet the diverse needs of our employees, reinforcing our dedication to work-life balance, and enabling our team to excel in their careers and personal lives. Civista Bank is currently looking for a Treasury Management Officer to cover the Dayton Ohio area. Position Purpose: The Treasury Management Officer is responsible for proactively attracting new business and expanding current company relationships in treasury management and depository products. The TMO will partner with Commercial Lenders and other sales units to develop and deliver customized treasury solutions. Key Accountabilities, Responsibilities and Expectations: Actively call on new and existing commercial clients to develop and grow cash management sales business. Monitor and enhance profitability of all assigned relationships. Proactively review assigned client base and identify deposit and cash management services, solutions, and cross-sale opportunities based on customer needs. Create & evaluate cash management sales proposals and pricing for prospective and existing clients to further develop and strengthen business relationships. Prepare for pre-proposal discussions to fully understand client needs and shape preferred solutions. Directly responsible for management and retention of client's operating business by ensuring client satisfaction with cash management services and solutions and increasing portfolio revenue. Promote business for the Bank by maintaining up to date and thorough knowledge of cash management sales programs, products and services, as well as applicable regulatory and compliance requirements. Work closely with service and operational areas of the Bank, third party vendors, etc. providing input to Bank systems designs, modifications, and implementation of cash management services implementation processes. All other duties assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Minimum five years' experience in the banking or financial industry; sales or marketing experience preferred. Bachelor's degree in business or finance related field or equivalent work experience. Treasury Management designation preferred (CTP). Above average computer literacy (Microsoft Office Suite). Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and confidentiality required. Detail oriented with strong analytical skills. Solid oral and written communication, sales and public relations skills. Must have strong client interaction skills and has demonstrated the ability to influence the outcome of sales process. Requires the aptitude for powerful presentations and negotiation skills with internal and external clients. Proven product and sales knowledge Understanding of Treasury Management, Payments and Commerce products and solutions. Ability to build new & existing client relationships. Ability to evaluate client needs. Advanced understanding of financial statement analysis. Ability to provide strategic treasury advisory services. Understanding of investment management techniques. Work involves travel to make customer calls, attend meetings, training, civic functions, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
    $34k-53k yearly est. 23d ago
  • Sr. USDA Product Specialist (Remote)

    Byline Bank 4.0company rating

    Remote or Schaumburg, IL job

    Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in assets and operates 45 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top U.S. Small Business Administration (SBA) lenders according to the national SBA rankings by volume FY2024. Byline Bank is a member of FDIC and an Equal Housing Lender. At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include: * U.S. News & World Report named Byline Bank as one of the Best Companies to Work for in the Midwest, Finance & Overall in 2024-2025, 2025-2026. * Chicago Sun Times Chicago's Best Workplaces 2024 * Best Workplaces in Illinois in 2024 by Best Companies Group and Illinois SHRM (Society for Human Resource Management) * Forbes America's Best Small Employers 2023 By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you. Objective of Position: The Sr. USDA Loan Analyst supports Small Business Capital (SBC) in originating USDA loans to grow Byline's business and build new client relationships. This role guides customers through pre-qualification, underwriting, and closing, while collaborating with SBC Business Development Officers, Credit Analysts, Closers, and USDA representatives nationwide. The Sr. USDA Loan Analyst has a strong understanding of USDA regulations and complex loan structures and serves as the primary liaison with USDA offices across the country. Duties and Responsibilities: * Supports the development of new USDA/SBA business through pre-qualification and client engagement efforts. * Identifies and conducts appropriate prospecting activities among business development leads. * Identifies and qualifies leads from Business Development Officers for USDA program suitability. * Contributes to loan profitability through appropriate pricing, fee income, and cross-selling of products and services. * Prepares detailed credit memos including project data, loan terms, and financial analysis for committee review. * Coordinates with underwriting, legal, and closing teams to satisfactorily meet customer expectations. * Serves as the primary contact with USDA state and national offices during the underwriting and closing process. * Ensures all USDA conditions are met prior to issuance of the Loan Note Guarantee. * Stays current on USDA guaranteed loan guidelines and common practices and ensures internal compliance. * Review third party reports as needed. * Travel maybe required up to 25%. * All other duties as assigned. Qualifications: * Bachelor's degree in Business Administration, Finance, Accounting, or related degree. * 5+ years of commercial banking loan and deposit business development or relationship management experience. * 3+ years of working on USDA B&I loans in some capacity. * Knowledge of USDA OneRD requirements and processes. * Strong knowledge of government guaranteed lending policies and procedures. * Knowledge of commercial banking practices, including financial statement and credit analysis. * Formal credit training preferred. * Be a strategic thinker with the ability to develop, communicate and implement plans that support the overall goals of the Bank. * Ability to work collaboratively with a variety of stakeholders at all levels. * Be self-motivated and an effective time and project manager with a strong attention to detail. * Ability to identify, understand and define problems, evaluate alternatives, set priorities, manage projects and implement high quality solutions. * Proficient in MS Word, Excel, and PowerPoint; experience working with nCino banking system and/or Salesforce a plus. * Possess strong communication skills both verbally and in writing. Physical Demands/Work Environment: Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices. At Byline Bank, we value work-life flexibility and support a hybrid work environment for this position. This role allows for a combination of remote and in-office work, with occasional visits to the office based on business needs. Specific in-office days may vary and will be discussed during the interview process. Compensation & Benefits: Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels. The salary range for this position is between $95,000 to $130,000 In addition, Byline provides benefits including medical coverage, dental, vision, disability, 401k, paid time off and much more! Depending on the specific role, compensation may also include discretionary bonuses and other benefit programs. The actual compensation package may vary based on factors such as skill set, experience level, and candidate's location. Additional Information: Byline Bank is an Equal Opportunity Employment / Affirmative Action employer dedicated to providing an inclusive workplace where the unique differences of our employees are welcomed, respected, and valued. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics. Byline Bank is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please contact us directly at ************, Option #2. If applying within the US, this role is not eligible for visa sponsorship now or in the future. Note to Recruitment Agencies and Third-Party Recruiters: Byline Bank kindly requests that third-party recruiters, staffing agencies, and recruitment firms refrain from submitting resumes or candidate profiles without a prior agreement in place. Any unsolicited submissions will be considered property of Byline Bank, and no fees will be paid for placements resulting from such submissions. We appreciate your understanding and cooperation.
    $95k-130k yearly 1d ago
  • Power & Utilities Portfolio Manager - VP

    Associated Bank 4.6company rating

    Remote job

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. We're seeking a seasoned credit and portfolio management professional with expertise in power and utilities project finance to join our team as a Power & Utilities Portfolio Manager - VP. In this role, you'll take on independent responsibility for underwriting, credit monitoring, and portfolio management of complex client relationships, while working in close partnership with Relationship Managers and the Credit Approval team. Job Accountabilities Lead underwriting and portfolio management for new and existing loan transactions in the power and utilities sector. Partner with Relationship Managers as a trusted client contact, helping structure deals, manage amendments, and deliver exceptional service. Monitor covenant compliance, track portfolio performance, and ensure adherence to credit policy, procedures, and regulatory standards. Review loan and legal documentation, borrowing requests, and disbursements to ensure accuracy and compliance. Collaborate with cross-functional partners in Risk, Legal, Loan Operations, and Credit. Support portfolio growth by driving loan and deposit activity, fee income, and referrals. Mentor and guide junior portfolio managers, fostering professional development and quality standards Education Bachelor's Degree in Business, Finance or Accounting or other related discipline, or equivalent related experience. Required Experience 4+ years of Commercial, Corporate, Commercial Real Estate, Specialized Banking and/or Credit Approval Experience. Required 4+ years of extensive experience handling complex credits. Required 3+ years working in Specialized Finance - Energy. Strongly Preferred 2+ years of sales experience. Preferred 2+ years of formal credit training. Preferred Licenses and Certifications CFA-Charted Financial Analyst. Preferred Must have access to reliable transportation and the ability to lawfully drive. Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $122,570.00 - $210,120.00 per year
    $53k-88k yearly est. Auto-Apply 25d ago
  • Private Banking

    Civista Bank 3.9company rating

    Civista Bank job in Sandusky, OH

    Full-time Description Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; refer clients to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
    $25k-36k yearly est. 60d+ ago
  • Accounting Specialist

    Civista Bank 3.9company rating

    Civista Bank job in Sandusky, OH

    Full-time Description The Accounting Specialist role is responsible for various accounting duties such as general bookkeeping, accounts payable, invoices, and reconciliations. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve. Key Accountabilities, Responsibilities, & Expectations Create, review, and process accounts payable invoices on a daily, weekly, and monthly basis. Complete accounts payable processing and reporting. Perform GL reconciliation and entries to ensure accuracy and completeness of financial data. Conduct tax reporting and verification tasks relating to accounts payable. Provide support to the Financial Operations team, as needed. Communicate regularly with internal departments to gather or clarify financial information/documentation. All other duties as assigned and any activities that support the key accountabilities. Requirements Qualifications, Knowledge and Skills: One to two years of experience handling general ledger entries or performing reconciliations preferred. Experience with Microsoft Office Suites, with accurate data entry skills. Intermediate knowledge of working with spreadsheets, including basic formulas, data filtering and sorting. Previous Jack Henry SilverLake experience preferred. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with strong analytical skills. High level of confidentiality required. Solid oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports, working with spreadsheets and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 15 lbs. Work involves ability to communicate professionally both in person and on the telephone, write, speak, read and hear. Work involves the ability to manipulate numbers, type, and sit for long periods of time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
    $33k-42k yearly est. 12d ago
  • Treasury Management Officer

    Civista Bank 3.9company rating

    Civista Bank job in Dayton, OH

    Full-time Description At Civista Bank, we pride ourselves on being a vibrant community of dedicated professionals committed to positively impacting the lives of our customers and the communities we serve. Our culture is built on a foundation of integrity, innovation, and inclusivity, where every team member is valued and empowered to contribute their unique insights and skills towards our collective success. We believe in fostering a supportive environment that champions professional growth and personal well-being, offering a suite of competitive benefits tailored to meet the diverse needs of our employees, reinforcing our dedication to work-life balance, and enabling our team to excel in their careers and personal lives. Civista Bank is currently looking for a Treasury Management Officer to cover the Dayton Ohio area. Position Purpose: The Treasury Management Officer is responsible for proactively attracting new business and expanding current company relationships in treasury management and depository products. The TMO will partner with Commercial Lenders and other sales units to develop and deliver customized treasury solutions. Key Accountabilities, Responsibilities and Expectations: Actively call on new and existing commercial clients to develop and grow cash management sales business. Monitor and enhance profitability of all assigned relationships. Proactively review assigned client base and identify deposit and cash management services, solutions, and cross-sale opportunities based on customer needs. Create & evaluate cash management sales proposals and pricing for prospective and existing clients to further develop and strengthen business relationships. Prepare for pre-proposal discussions to fully understand client needs and shape preferred solutions. Directly responsible for management and retention of client's operating business by ensuring client satisfaction with cash management services and solutions and increasing portfolio revenue. Promote business for the Bank by maintaining up to date and thorough knowledge of cash management sales programs, products and services, as well as applicable regulatory and compliance requirements. Work closely with service and operational areas of the Bank, third party vendors, etc. providing input to Bank systems designs, modifications, and implementation of cash management services implementation processes. All other duties assigned and any activities that support the key accountabilities. Requirements Qualifications, Knowledge and Skills: Minimum five years' experience in the banking or financial industry; sales or marketing experience preferred. Bachelor's degree in business or finance related field or equivalent work experience. Treasury Management designation preferred (CTP). Above average computer literacy (Microsoft Office Suite). Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and confidentiality required. Detail oriented with strong analytical skills. Solid oral and written communication, sales and public relations skills. Must have strong client interaction skills and has demonstrated the ability to influence the outcome of sales process. Requires the aptitude for powerful presentations and negotiation skills with internal and external clients. Proven product and sales knowledge Understanding of Treasury Management, Payments and Commerce products and solutions. Ability to build new & existing client relationships. Ability to evaluate client needs. Advanced understanding of financial statement analysis. Ability to provide strategic treasury advisory services. Understanding of investment management techniques. Work involves travel to make customer calls, attend meetings, training, civic functions, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
    $77k-122k yearly est. 60d+ ago
  • Indirect Auto Business Development Officer - Ohio

    Associated Bank 4.6company rating

    Cincinnati, OH job

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. The Indirect Auto BDO drives growth for Associated Bank's Indirect Auto Finance program by building strong dealer relationships and expanding loan originations across an assigned territory in Ohio. You'll be a trusted partner to auto dealers, helping them succeed while growing a high-impact portfolio. This role offers meaningful visibility, autonomy, and opportunity to shape market growth. Key Accountabilities Grow indirect auto loan volume and application quality through ongoing dealer relationship management. Develop new automobile dealer partnerships through proactive outreach, presentations, and referrals. Educate dealer partners on program features, processes, and compliance requirements. Serve as the primary point of contact to resolve underwriting, documentation, servicing, and compliance issues. Analyze dealer performance using scorecards to identify opportunities for improvement and growth. Partner with internal teams to deliver a consistent, high-quality dealer experience. Monitor industry and competitor trends to inform business development strategies. Education & Experience Required Bachelor's degree or equivalent combination of education and experience 3+ years experience in auto lending or consumer lending sales Preferred Experience managing dealer relationships within an assigned territory Strong knowledge of indirect auto lending processes and compliance Why You'll Love Working Here At Associated Bank, you'll join a collaborative, relationship-driven culture that values integrity, growth, and community impact. We invest in your development and empower you to build meaningful partnerships that drive real results. Apply today to make an impact. In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $82,600.00 - $141,600.00 per year
    $82.6k-141.6k yearly Auto-Apply 24d ago
  • Teller

    Associated Bank 4.6company rating

    Rawson, OH job

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Role Summary Join Associated Bank as a Teller, where you'll provide exceptional service and support to every customer interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values collaboration, integrity, and community impact. Key Accountabilities Deliver friendly, professional customer service that reflects Associated Bank's brand promise. Accurately and efficiently process customer transactions while following all policies and procedures. Identify customer needs and refer them to colleagues for additional financial solutions. Promote current offers, products, and services that benefit customers. Answer questions and resolve customer concerns with professionalism and care. Support daily branch operations, including servicing vaults, night drops, and ATMs as assigned. Demonstrate and educate customers on digital and self-service banking tools. Collaborate with team members across multiple branches to ensure seamless service. Education & Experience Required High school diploma or equivalent combination of education and experience Up to 2 years of demonstrated customer service experience Preferred Experience in retail banking, cash handling, or financial services Why You'll Love Working Here At Associated Bank, you'll be part of a supportive, growth-focused team that values your contributions and invests in your development. We offer meaningful career paths, community engagement opportunities, and a culture built on respect and teamwork. Apply today to make an impact in your community and grow your career with us! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $17.00 - $22.96 per hour
    $17-23 hourly Auto-Apply 25d ago
  • Branch Operations Specialist

    Civista Bancshares, Inc. 3.9company rating

    Civista Bancshares, Inc. job in Sandusky, OH

    A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: * Ensure operational tasks are followed & completed daily by all Branch employees. * Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. * Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. * Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. * Execute customer requests with speed and accuracy. * Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. * Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. * Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. * Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements QUALIFICATIONS, KNOWLEDGE AND SKILLS: * Minimum 2 or 3 years' experience in branch banking environment. * Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. * Excellent oral, written and presentation skills * Detail oriented with the ability to work under deadlines with frequent interruptions. * Associate's Degree preferred. * High School diploma or equivalent required. PHYSICAL REQUIREMENTS: * Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. * Work involves lifting and moving objects up to 50 lbs. * Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. * Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
    $60k-92k yearly est. 58d ago
  • Portfolio Relationship Manager - Data Centers

    Associated Bank 4.6company rating

    Remote job

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: • Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. • Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. • Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. • Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. • Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. • Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: • 4+ years of experience in credit underwriting, financial analysis, and portfolio management. • 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. • 2+ years of expertise in financial modeling, risk assessment, and loan structuring. • 2+ years of proven ability to manage client relationships and negotiate deal terms. • 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). • 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. • Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? • High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. • Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. • Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. • Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year
    $57k-85k yearly est. Auto-Apply 25d ago
  • Commercial Lender

    Civista Bank 3.9company rating

    Civista Bank job in Bowling Green, OH

    The Commercial Lender is responsible for managing and growing a diverse portfolio of commercial loans. They are responsible for knowing all aspects of loans including C&I, CRE, Construction, Lines of Credit, Letters of Credit and other complex loans. Responsibilities include building and maintaining strong relationships, identifying new business opportunities, and driving commercial loan business, revenue and deposit growth. Description of Duties, Responsibilities and Expectations: Commercial Lending Develop and manage a commercial loan portfolio. Interview customers to determine loan requirements and gather necessary information for loan applications. Analyze financial statements and other relevant data to recommend the best lending solutions based on customer needs and financial capabilities. Evaluate creditworthiness and present well-structured lending proposals Offer tailored financial solutions to meet customer objectives, while enhancing customer satisfaction and retention. Develop customized loan proposals and present them to customers to secure new business and maintain existing relationships. Follow up on pending loan deals and loan renewals. Provide updates on portfolio performance, new business, and market developments to senior leadership. Risk Management Monitor loan performance, ensuring risk is appropriately managed and financial objectives are met. Business Development & Relationship Management Identify new business opportunities and develop strategic partnerships across the region to drive loan growth and revenue with an emphasis on C&I lending opportunities. Establish and maintain strong relationships with existing and potential customers by understanding their business needs, goals, and long-term strategies. Prospect for new customers, expanding the Bank's market share. Leverage industry contacts and existing relationships to enhance revenue generation and achieve sales goals. Proactively identify opportunities to cross-sell additional products and services. Engage in industry forums or business networks to increase brand awareness and build relationships with key influencers and decision-makers. Requirements: Qualifications, Knowledge and Skills: Knowledge Of: Commercial lending industry, processes, policies, and portfolio management. Commercial and consumer lending regulations and compliance and other regulatory required reporting and practices. Regulatory and Compliance practices applicable to commercial lending. Ability To: Use Microsoft Office 365 suite including Excel, Word, PowerPoint, Outlook and Teams. Operate the Bank's financial software to access customer accounts and manage new and existing loan deals. Identify and analyze Commercial Customer business documents and navigate lending decisions Independently network to build and establish business customer relationships. Communicate professionally and effectively verbally and in writing and present complex financial information to clients and senior leadership. Required Education and Experience: Minimum 4 years of experience in Commercial Business Lending & Business Development or Credit Analyst role. A college degree in Finance, Management or equivalent. Proven track record of establishing relationships and driving business and revenue growth while managing risk. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading reports, documents, and so forth. Work involves reading, hearing, speaking, listening, typing and ability to communicate in a professional manner, in person, via telephone and via email. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files or equipment of up to 40 lbs. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PId7bfc74341c6-37***********8
    $62k-75k yearly est. 2d ago
  • Treasurer

    Civista Bancshares, Inc. 3.9company rating

    Civista Bancshares, Inc. job in Sandusky, OH

    The Treasurer is responsible for managing Civista Bank's balance sheet strategy, liquidity, funding, and interest rate risk. This role is a senior member of the Finance team, overseeing treasury operations, investment portfolio management, and ensures compliance with regulatory requirements. The Treasurer plays a key role in strategic planning, profitability management, and supports the Asset-Liability Committee (ALCO). In addition, the Treasurer will lead initiatives to scale treasury capabilities, enhance technology platforms, and strengthen regulatory readiness. Key Accountabilities, Responsibilities, and Expectations: * Asset-Liability Management (ALM): * Lead ALCO and manage interest rate risk, liquidity risk, and capital adequacy. * Develop strategies to optimize net interest margin and balance sheet positioning. * Assist in engaging external partners and consultants for advanced modeling, stress testing, and best-practice recommendations. * Liquidity & Funding: * Oversee daily liquidity management, including FHLB advances, Fed Funds settlements, and wholesale funding. * Maintain adequate liquidity buffers and manage wholesale funding sources. * Expand funding diversification strategies to support growth and stress testing. * Investment Portfolio Management: * Manage securities portfolio for yield, duration, and credit quality. * Implement advanced analytics and performance benchmarking as portfolio size increases. * Ensure compliance with investment policy and regulatory guidelines. * Collaborate with external advisors and consultants on portfolio strategies, market insights, and performance benchmarking. * Funds Transfer Pricing (FTP): * Implement and support FTP methodology and governance; ensure alignment with profitability and risk objectives. * Deposit Pricing Oversight: * Participate in pricing committees; approve exceptions within policy thresholds. * Monitor exception trends and report to ALCO; develop pricing strategies for competitive markets. * Regulatory Compliance: * Ensure compliance with FDICIA, Basel III, and liquidity reporting requirements. * Prepare for evolving regulatory expectations as the bank grows (e.g., stress testing, liquidity coverage ratios). * Treasury Operations: * Oversee daily FHLB and Fed Funds settlements and intraday liquidity monitoring. * Coordinate updating of rates for indexes, deposit promotions, etc. * Enhance operational processes through automation and digital tools to improve efficiency, scalability, and accuracy as the bank grows in size and complexity. * Strategic Planning: * Provide treasury insights for M&A, branch expansion, and capital planning initiatives. * Conduct stress testing and scenario modeling for interest rate and liquidity risk. * Support strategic initiatives for funding diversification and capital optimization. * Leadership & Collaboration: * Support and develop finance team members; build capacity for future growth. * Collaborate with Risk, IT, and Business Units to support strategic goals. * Engage external consultants and technology partners to ensure best practices and support strategic initiatives. Requirements Qualifications, Knowledge and Skills: Qualifications: * Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred. * 7+ years of experience in bank finance, treasury or ALM roles, with leadership experience. * Strong knowledge of regulatory requirements (FDICIA, Basel III) and risk management practices. * Proficiency in ALM models, FTP frameworks, and treasury systems; experience implementing advanced treasury technologies and FTP methodologies is highly desirable. * Excellent analytical, communication, and leadership skills. Physical Requirements: * Work involves eye strain due to the constant use of computer screens, reading of reports, and working with data. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. * Work involves ability to read, hear and communicate professionally. * Work involves sitting for long periods at a time. * Work involves lifting and moving files of up to 15 lbs. * Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
    $87k-141k yearly est. 60d+ ago
  • SVP Sales Relationship Manager - Title, Escrow and 1031 Exchange Services (National)

    Associated Bank 4.6company rating

    Remote job

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Role Summary: The Commercial Relationship Manager will focus on mid- to large-size title companies, title agents, underwriters, and 1031 exchange firms. You'll drive deposit growth and create tailored solutions by partnering with Treasury Management and other internal teams, delivering a boutique banking experience that competes with larger institutions. This national-facing role offers the chance to shape a specialized vertical, innovate product offerings, and grow meaningful client relationships. Licenses and Certifications Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $107,870.00 - $184,920.00 per year
    $107.9k-184.9k yearly Auto-Apply 25d ago
  • Private Banking

    Civista Bancshares, Inc. 3.9company rating

    Civista Bancshares, Inc. job in Sandusky, OH

    Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: * Understand the needs of wealthy clients and cater to those requirements. * Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. * Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; refer clients to appropriate department. * Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. * Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. * Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. * Resolve client problems as needed/warranted and other duties as needed * Monitor and manage existing credit relationships. * Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). * Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. * Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. * Attend all sales team meeting. * Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself * Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. * Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. * Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. * Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. * Represent the Bank at community civic club and service club events * Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. * Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. * Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements Qualifications, Knowledge and Skills: * Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. * Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. * Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. * Strong sales experience; experience dealing with public accounting and law firms helpful. * Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. * Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. * A high level of initiative, thoroughness, accuracy and organizational skills required. * Ability to be a self-starter and work without direct supervision. * Detail oriented with strong analytical skills. * High level of confidentiality required. * Excellent oral and written communication skills. * Ability to manage multiple priorities/projects with varied deadlines. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
    $25k-36k yearly est. 60d+ ago

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Civista Bank may also be known as or be related to CIVISTA BANCSHARES INC., Civista Bancshares, Civista Bancshares Inc, Civista Bancshares, Inc. and Civista Bank.