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Commerce Bank jobs

- 1,092 jobs
  • Treasury Management Officer

    Commerce Bank 4.4company rating

    Commerce Bank job in Olde West Chester, OH

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $102,500.00 - $175,500.00 (Amount based on relevant experience, skills, and competencies.) Essential Functions Develop new business primarily with prospects, as well as existing clients assigned territories Maintain a high level of qualified in-person calling activity, completing responses to customer or prospect request for proposal and general sales activity Maintain senior level contact with top and high priority customers Develop territory plans, account strategies, and call plans required to consistently achieve revenue and profit goals Coordinate calling activity with assigned Relationship Manager Provide account reviews for assigned top priority customers Participate in independent and/or joint calling with product partners Assist in general marketing activity as required for trade shows and other targeted industry events Perform other duties as assigned Knowledge, Skills & Abilities Required Strong sales knowledge of treasury management Strong finance and banking knowledge Strong understanding of value propositions related to treasury service applications within corporate treasury functions Advanced account management skills Consistent ability to effectively and efficiently resolve customer problems Excellent expense management skills Proven successful track record within team selling and lead sharing environments Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Advance level proficiency with Microsoft Word, Excel, Teams and Outlook Education & Experience Bachelor's degree in related field or equivalent combination of education and experience required 5+ years financial services experience required 2+ years business development or related experience within Treasury Services strongly preferred For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. **Level of role is determined by knowledge, experience, skills, abilities, and education ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Treasury Management Officer III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $102,500 to $175,500 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 9078 Union Centre Blvd, West Chester, Ohio 45069 Time Type: Full time
    $102.5k-175.5k yearly Auto-Apply 60d+ ago
  • Senior Contract Administrator - Equipment Finance (remote)

    Commerce Bank 4.4company rating

    Commerce Bank job in Clayton, MO or remote

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $34.05 - $45.45 (Amount based on relevant experience, skills, and competencies.) About This Job As a Contract Administrator, you'll be responsible for documenting commercial leases and loans originated by Commerce Bank. These leases and loans range from $200,000.00 to $5,000,000.00 with varied equipment types for tax based commercial entities, municipalities, schools and other tax-exempt entities. You'll make sure all approvals and conditions are met, review lease and loan document requests, and tracking any outstanding items. If you are a detail-oriented person with the ability to manage multiple priorities, this might be the job for you. Essential Functions Prepare customer lease files and create lease and equipment loan documents consistent with bank policy Prepare a lien in the collateral through such methods as Uniform Commercial Code (UCC) filings, motor vehicle filings and other appropriate methods Track receipt of any outstanding items including invoices Follow up for insurance information Prepare UCC financing statements and motor vehicle lien registration for customers and for assignees Verify insurance coverage on financed assets Set up escrow funds and disbursement of funds Monitor UCC report, filing termination or amendment statements as necessary Prepare lease amendment documentation Post documents to Commerce website Perform other duties as assigned Knowledge Skills & Abilities Required Intermediate knowledge of general principles of accounting Intermediate knowledge of general legal principles related to contract work and perfection of lien issues through the Uniform Commercial Code and motor vehicle titling laws Strong phone skills and ability to type at least 40 words per minute Ability to quickly learn and properly apply bank policy to various factual scenarios and to learn various bank systems used to create loan documents Strong analytical and logical skills Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required. Paralegal degree preferred. 3+ years relevant industry experience relating to document creation required in commercial equipment loan or lease environment for a financial institution required **Level of role is determined by knowledge, experience, skills, abilities, and education ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Contract Administrator II and Senior - Equipment Finance job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $34.05 $45.45 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. #LI-Remote The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8000 Forsyth Blvd, Clayton, Missouri 63105 Time Type: Full time
    $34.1-45.5 hourly Auto-Apply 60d+ ago
  • Title Insurance Agency Clerk

    First Bank 4.6company rating

    Remote or Carmi, IL job

    Job DescriptionSalary: $18.00 per hour Thank you for your interest in joining our team. If youre looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, youve come to the right place. At First Bank we believe in offering opportunities to help individuals build a long and lasting career, and we are currently seeking aTitle Insurance Clerk. The Title Insurance Clerk helps Southern Illinois Title fulfill its vision by providing quality service and creating profitable trusted relationships. Duties and Responsibilities Answers telephone calls, answers inquiries and follows up on requests for information. Travels to closings and county courthouses. Processes quotes. Researches the proper legal description of properties. Researches and obtains records at courthouse. Examines documentation such as mortgages, liens, judgments, easements, plat books, maps, contracts, and agreements to verify factors such as properties legal descriptions, ownership, or restrictions. Evaluates information related to legal matters in public or personal records. Researches relevant legal materials to aid decision making. Prepares reports describing any title encumbrances encountered during searching activities, and outlining actions needed to clear titles. Prepares and issues Title Commitments and Title Insurance Policies based on information compiled from title search. Confers with realtors, lending institution personnel, buyers, sellers, contractors, surveyors, and courthouse personnel to exchange title-related information, resolve problems and schedule appointments. Accurately calculates and collects for closing costs. Prepares and reviews closing documents and settlement statement for loan or cash closings. Obtains funding approval, verification and disbursement of funds. Conducts insured closings with clients, realtors, and loan officers. Maintains a streamline approach to meet deadlines. Records all recordable documents. Conducts 1099 reporting. Helps scan files into System. Protects the company and clients by following company policies and procedures. Performs other duties as assigned. Qualifications Skill Requirements: Analytical skills Interpreting Researching Reporting Problem solving Computer usage Verbal and written communication Detail orientation Critical thinking Complaint resolution Knowledge: Title Insurance Work experience: 5 years of banking or title insurance Certifications: None required Management experience: None required Education: High school diploma Motivations: Desire to grow in career Work Environment Work Hours: Monday through Friday, 8:00-5:00 (Additional hours may be required for company meetings or training.) Job Arrangement: Full-time, permanent Travel Requirement: Frequent travel is required for closings and research. Additional travel may be required from time to time for client meetings, training, or other work-related duties. Remote Work: The job role is primarily in-person. A personal or work crisis could prompt the role to become temporarily remote. Physical Effort: May require sitting for prolonged periods. May occasionally require moving objects up to 30 pounds. Environmental Conditions: No adverse environmental conditions expected. Client Facing Role: Yes The position offers a competitive salary, medical insurance coverage, 401K-retirement plan, and other benefits. EO / M /F/ Vet / Disability.First Bank is an equal opportunity employer. It is our policy to provide opportunities to all qualified persons without regard to race, creed, color, religious belief, sex, sexual orientation, gender identification, age, national origin, ancestry, physical or mental handicap, or veteran's status. Equal access to programs, service, and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources. This application will be given every consideration, but its receipt does not imply that the applicant will be employed. Applications will be considered for vacancies which arise during the 60-day period following submission. Applicants should complete an updated application if not contacted and/or hired during this 60-day evaluation period. Replies to all questions will be held in strictest confidence. In order to be considered for employment, this application must be completed in full. APPLICANT'S STATEMENT By submitting an application Iagree to the following statement: (A) In consideration for the Banks review of this application, I authorize investigation of all statements contained in this electronic application. My cooperation includes authorizing the Bank to conduct a pre-employment drug screen and, when requested by the Bank, a criminal or credit history investigation. (B) As a candidate for employment, I realize that the Bank requires information concerning my past work performance, background, and qualifications. Much of this information may only be supplied by my prior employers. In consideration for the Bank evaluating my application, I request that the previous employers referenced in my application provide information to the Banks human resource representatives concerning my work performance, my employment relationship, my qualifications, and my conduct while an employee of their organizations. Recognizing that this information is necessary for the Bank to consider me for employment, I release these prior employers and waive any claims which I may have against those employers for providing this information. (C) I understand that my employment, if hired, is not for a definite period and may be terminated with or without cause at my option or the option of the Bank at any time without any previous notice. (D) If hired,I will comply with all rules and regulations as set forth in the Banks policy manualand other communications distributed to employees. (E) If hired,I understand that I am obligated to advise the Bank if I am subject to or observe sexual harassment, or other forms of prohibited harassment or discrimination. (F) The information submitted in my application is true and complete to the best of my knowledge. I understand that any false or misleading statements or omissions, whether intentional or unintentional, are grounds for disqualification from further consideration of employment or dismissal from employment regardless of when the false or misleading information is discovered. (G) I hereby acknowledge that I have read the above statement and understand the same.
    $18 hourly 7d ago
  • Executive Sales Consultant

    Trustmark 4.6company rating

    Columbus, OH job

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **Overview of Role** Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on appropriate products. Executes sales strategy, identifies new opportunities/leads, and generates sales reports. **Key Accountabilities** + Career-level position highly skilled at sales techniques and demonstrates strong understanding of company products and industry. + Utilizes knowledge of industry/clients to recommend updates to product offerings. + Sales completed with little to no supervision. + Maintains an established network of contacts. + Demonstrates strong ability to identify and cultivate sales from new and/or existing clients. + Completes complex sales. + Utilizes developing knowledge of product and industry to evaluate and recommend best solutions for customer. + Typically has established base of accounts and stable revenue responsibility. **Minimum Requirements** + Bachelor's Degree with 4- 6 years of relevant sales experience OR High School Diploma or GED with 6 - 8 years relevant sales experience. + Active life and health license preferred or mustcomplete within 90 days of hire with company support required. + Must be able to model consultative sales skills to less experienced staff. + Capable of presenting to executive audience; appropriately assertive. + Knowledgeable in self-funded benefit plan designs for small - mid size businesses. + Demonstrated history of sales success Brand: Trustmark We offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. **For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $95k-123k yearly est. 60d+ ago
  • Treasury Management Advisor III - Corporate Healthcare

    Huntington 4.4company rating

    Remote or Columbus, OH job

    As a Treasury Management Advisor III - Corporate Healthcare, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities Strategic Business Development: Target and win opportunities with large, complex clients using advanced consultative selling techniques Existing Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs Customized Solution Design: Lead the design of complex treasury solutions, coordinating with product specialists to address client needs Product Pricing and Structuring: Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs Negotiation & Deal Closing: Handle negotiations on pricing, contracts, and service-level agreements Implementation Oversight: Ensure seamless transition from sales to implementation, coordinating with various teams Client Portfolio Leadership: Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions Risk Management & Compliance: Manage risk and ensure compliance with relevant regulations Sales Performance Management: Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targets Strategic Contribution: Contribute to high-level sales strategy and product development feedback Basic Qualifications: 8+ years' experience working with Healthcare Banking clients with revenues of $500 million and above, including both for-profit and non-profit organizations across a national footprint. 8+ years' experience addressing the complex financial needs of healthcare providers-such as hospitals, physician practices, skilled nursing facilities, and senior living communities with a strong understanding of healthcare revenue cycle management and patient payment solutions. Bachelor's degree in business or related field Preferred Qualifications: Proven leadership and mentoring capabilities Strong understanding of risk management and regulatory awareness Certified Treasury Professional (CTP) or equivalent high-level treasury certification Master's degree (MBA or similar) in a relevant field Recognition for outstanding performance in treasury services sales or corporate banking Established network of industry contacts and involvement in industry associations Deep knowledge of treasury services/products and industry applications Proven high sales performance and client relationship growth Excellent communication, negotiation and presentation skills Strong analytical and strategic planning abilities Proficient in treasury technology and systems #LI-Hybrid #LI-BM1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 12/11/2025 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $45k-68k yearly est. Auto-Apply 15d ago
  • FILLED - Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Canfield, OH job

    Pepper Pike, Ohio;Canfield, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $52k-91k yearly est. 50d ago
  • Officer; Software Engineer

    Bank of America Corporation 4.7company rating

    Remote or Plano, TX job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Responsibilities: * Code solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements. * Work on Scrum Agile development methodology to build, deploy, and deliver software solutions. * Collaborate with QA team members to support integration and performance testing. * Contribute to existing test suites (integration, regression, performance), analyze test reports, identify any test issues/errors, and triage the underlying cause. * Utilize multiple architectural components (across data, application, business) in design and development of client requirements. * Perform Continuous Integration and Continuous Development (CI-CD) activities. * Design, automate, and maintain large scale, enterprise-wide web applications using Java, and SpringBoot. * Utilize customer UI and interaction techniques to build frictionless multiple factor user authentication, credential maintenance, and authentication step up flows in digital channels. * Engineer and design continuous integration, continuous deployment, build tool, version control, and test-driven development tools by utilizing Java. * Design test driven automation frameworks using middleware technologies including SOAPUI, REST, XML, and JSON. * Utilize testing frameworks including Junit and write unit tests using these frameworks with a high-test coverage percentage. * Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience: * Bachelor's degree or equivalent in Computer Science, Computer Information Systems, Management Information Systems, Engineering (any), or related: and * 2 years of experience in the job offered or a related IT occupation. * Must include 2 years of experience in each of the following: * Designing, automating, and maintaining large scale, enterprise-wide web applications using Java and SpringBoot; * Utilizing customer UI and interaction techniques to build frictionless multiple factor user authentication, credential maintenance, and authentication step up flows in digital channels; * Engineering and designing continuous integration, continuous deployment, build tool, version control, and test-driven development tools by utilizing Java; * Designing test driven automation frameworks using middleware technologies including SOAPUI, REST, XML, and JSON; and, * Utilizing testing frameworks including Junit and writing unit tests using these frameworks with a high-test coverage percentage. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. EMPLOYER: Bank of America N.A. Shift: 1st shift (United States of America) Hours Per Week: 40
    $90k-115k yearly est. Easy Apply 10d ago
  • Contact Center Representative

    First Bank 4.6company rating

    Remote or Saint Louis, MO job

    First Bank Service Center Rep Our Service Center Representatives are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from our phone channel. What You Will Be Doing * Serve as the first point of contact for Tier 1 support issues and service requests for our clients and make sound decisions quickly * Be a friendly voice/representative of First Bank, analyzing client requests, setting appropriate expectations and forwarding clients to specialized Service Representative experts (Tier-2 and above) if needed * Be resourceful in searching for answers through documentation, knowledge base, communities and provide informational request resolutions * Contributing to the accomplishment of individual, team and First Bank performance goals * Learn internal systems, processes and master quality service standards * Make connections with First Bank team members with whom you will be interacting most frequently * Hours for this position are 12:30 PM - 9:00 PM CST, Monday, Tuesday, Thursday, Friday and Saturday. NOTE: This position is a remote role however, only applicants in the following states will be considered: MO and IL * High school diploma or general education degree (GED) required * A minimum of one year client service experience and/or training; or equivalent combination of education and experience * Previous contact call center experience strongly preferred * Intermediate to advanced comprehensive knowledge and experience with Microsoft Office and business-related software required Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance. This is a fully remote position. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay is $17.00 - $20.00
    $17-20 hourly 10d ago
  • Case Underwriter II

    Trustmark 4.6company rating

    Columbus, OH job

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Trustmark is looking for a Case Underwriter to join the organization. Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes. **Key Accountabilities** + Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. All cases are reviewed with manager or higher level underwriter until proficiency is achieved. At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium. + Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk. + Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases. + Continually asks questions to grow and better understand our products and procedures. Develops and grows relationship with Implementation Managers to gain their confidence in decisions. + Understands non-standard broker arrangements and enrollment company strengths and weaknesses. + Identifies elements of a successful enrollment and makes recommendations that will create value. + Works with reinsurer on cases that require facultative review. **Minimum Requirements** + Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $61,412.00 - $88,706.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $61.4k-88.7k yearly 21d ago
  • Fraud Risk Analyst - Quantitative Fraud Strategy

    U.S. Bank 4.6company rating

    Cincinnati, OH job

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** We are hiring for an exciting opportunity as a Fraud Risk Analyst within U.S. Bancorp's Quantitative Fraud Strategy team. In this role, you will play a critical part in analyzing complex data and developing rules that effectively mitigate fraudulent transactions. Success in this position requires a deep understanding of fraud risk and advanced analytical skills using tools such as SAS, SQL, or Python. You will identify emerging fraud trends, validate theoretical findings, and implement proven strategies within our fraud detection systems. Collaboration is key-you will work closely with business partners to quantify the impact of rule changes, identify opportunities for enhancement, and communicate essential information about the products we monitor. The ideal candidate is passionate about protecting customers, thrives in responding to ad-hoc requests from senior leadership, and brings creativity to building strategies that give U.S. Bancorp a competitive edge in fraud prevention. You will independently assess efficiency methodologies, replicate best practices across multiple groups, and deliver clear, data-driven presentations to senior leadership. Additional responsibilities include spike and anomaly reporting, evaluating the value of fraud tools, and proactively identifying and prioritizing key issues and opportunities. You will partner with leadership to develop strategies that capitalize on these opportunities while continually scanning the environment for trends, innovations, and technologies that impact the business. As a self-starter and collaborative leader, you will guide cross-functional teams of subject matter experts to design sustainable fraud initiatives aligned with stakeholder priorities. This role demands strategic thinking, technical expertise, and a commitment to safeguarding our customers across First Party, Third Party, Account Takeover, and Account Origination scenarios. **Primary Responsibilities** + Conduct deep-dive analysis of fraud detection rules, identifying trends, anomalies, and optimization opportunities. + Translate analytical findings into actionable insights through compelling data stories using dashboards, visualizations, and presentations tailored for diverse audiences, including senior leadership, and second line of defense teams. + Apply best practices in storytelling frameworks and design principles to ensure clarity and impact. + Maintain ethical representation of data by avoiding bias, cherry-picking, or misleading visuals, and adhering to U.S. Bank ethics and brand standards. + Incorporate AI-driven analytics and visualization tools to enhance productivity and insight generation. + Collaborate across fraud strategy, risk management, and technology teams to align insights with business objectives and compliance requirements. + Promote data literacy by advocating for data-driven decision-making and coaching team members on storytelling techniques and visualization best practices. **Basic Qualifications** - Bachelor's degree, or equivalent work experience - Typically more than eight years of applicable experience **Preferred Skills/Experience** + Strong background in fraud analytics, rule performance measurement, and statistical modeling + Expertise in data visualization tools and storytelling principles + Familiarity with AI applications in fraud detection and reporting + Excellent communication skills-able to simplify complex data for non-technical audiences + Commitment to compliance, ethics, and brand standards + Proven experience using decision trees, advanced strategy development, performance assessments, and treatment analysis + Advanced skills with data analysis tools such as SQL, SAS, and/or Python + Comprehensive knowledge of bank systems, fraud detection systems (Actimize), and financial products including ACH transactions, wires, checks, digital payments, and other electronic transfers + Thorough knowledge of fraud, strategic planning, and banking operations + Strong analytical skills relative to evaluating fraud prevention infrastructure and forecasting fraud loss trends + Strong project management skills + Analytical abilities and financial acumen-systematic application of inductive and deductive reasoning to examine information, interpret results, and arrive at well-founded logical conclusions + Excellent written and verbal communication skills + Demonstrated independence, teamwork, and leadership skills + Ability to prioritize and manage multiple tasks, while establishing responsible deadlines + Proficient computer navigation skills using a variety of software packages including Microsoft Office applications and data analysis software + Master's degree preferred **_LOCATION EXPECTATIONS: This role requires working from a U.S. Bank Location three (3) or more days per week._** If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $119.8k-140.9k yearly 9d ago
  • Mortgage Loan Processor 2

    Huntington Bancshares Inc. 4.4company rating

    Columbus, OH job

    The Mortgage Loan Processor 2 is a critical customer facing position that performs a wide range of duties related to the processing and pre-underwriting of residential mortgage loans. Duties are both file and vendor level in nature. Maintains regular contact with both external and internal customers to ensure workflow deadlines are met. Assumes responsibility as the point person and coordinates processing the loan file from receipt in Fulfillment until submission to Closing. Proactively communicates status on the loan to borrowers and loan officer and maintains contact with external and internal partners to ensure expected closing deadlines are met. Primary responsibilities include reviewing and verifying loan documents including W-2 income, IRS tax returns, self-employed borrower income, assets, credit, appraisal, condo certification, homeowner's insurance, title insurance, etc., and ensuring the information is complete, accurate and complies with underwriter and program details. Must be able to communicate clearly and effectively with multiple people, multitask, work in a team environment, and manage an assigned pipeline. Exceptional attention to detail - the right candidate must be organized, able to multitask and have excellent time management Duties & Responsibilities: * Processes FHA, VA, Conventional, and Jumbo loans * Financial Analysis - Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material. Verify and analyze loan documentation including credit reports, income, asset, appraisal, title, homeowner's insurance documents - as well as general ways to structure a loan * Ensures a minimum level of documentation (e.g., credit worthiness, analyzing income and asset data) is submitted prior to delivering a loan file to Underwriting for review utilizing fraud and compliance tools, review alerts and clear conditions * Demonstrate working knowledge of federal and state guidelines, rules and regulations such as RESPA, TILA, HMDA, etc. * Update fees based on the preliminary Closing Disclosure, corrected documents, and loan change requests and ensure any changes which require redisclosure have been accurately notated and checked in the loan origination system for compliance purpose * Organizes and uploads documents to the image system, validating what has been provided and indexing items into the appropriate folders. * Nurture a pipeline of loans maintaining timely and compliant flow to meet internal and external service level agreements * Prioritize and monitor daily workflow in order to ensure all loans are being worked on in accordance with expected timelines * Effective communications - Understanding of effective concepts, tools and techniques; ability to effectively transmit, receive and accurately interpret ideas and information * Contact borrowers to collect required documentation and be a liaison between origination, underwriters, relators, and borrowers. Borrowers include first time home buyers, private client group, existing and new bank customers, and customers seeking purchase or refinances * Work closely with our Loan Officers and Personal Production Assistants to ensure a timely and accurate experience of the customer throughout the mortgage process. * Interact with mortgage professionals to obtain information from the borrowers or to seek clarification about documents in the loan files * Manages an average pipeline of loans within assigned operations center * Performs other duties as assigned. Basic Qualifications: * High School Diploma/GED * Minimum of 1 year of demonstrated residential mortgage processing or previous experience fulfilling the roles of Processor, Loan Officer Assistant, Loan Officer, Closer, or equivalent mortgage operations position Preferred Qualifications: * College degree * Current working product knowledge of FHA, VA, Conventional and other loan programs such as Jumbo, Portfolio, construction to permanent, down payment assistance and bond programs. * Experienced in automated underwriting to include Fannie/Freddie (CONV/FHA/VA/RD) * Self-motivated, self-reliant person who can succeed in a remote position, working from home * Excellent disposition, mindset, communication skills and work ethic * Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment * Strong listening and problem-solving skills * A commitment to integrity and customer service * Demonstrate working knowledge of federal and state guidelines, rules and regulations such as TRID and Reg B * Ability to analyze income and tax forms accurately and calculate income for all types of borrowers * Strong knowledge of mortgage procedures, processes, and documentation * Able to work independently on processing various loan applications * Able to prioritize in order to meet loan closing deadlines * Familiarity with Microsoft, mortgage, and banking applications/software Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $33k-47k yearly est. Auto-Apply 17d ago
  • Business Specialist II

    First Financial Bancorp 4.2company rating

    Canton, OH job

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Develops and maintains profitable small business banking relationships within the Consumer Bank by focusing on the holistic and long-term needs of business owners and their business. As a specialist and trusted advisor, responsibilities include identifying needs, recommending deposit, treasury, loan products, negotiating deposit and loan terms, coordinating loan approvals and closings, opening and managing deposit accounts, and referring clients to key partners within the company. In addition, the Business Specialist is tasked with developing core client relationships with existing clients and finding new opportunities for First Financial in the small business segment. Business Specialists manage an existing portfolio of clients, seeks opportunities to work with employees of clients, introduces client to partners as needed, and prospects for new clients through networking and external calling efforts with internal and external partners. Provide training, coaching, and guidance to assigned districts and banking centers to promote the development and growth in the small business segment.less than br>As part of the Consumer Bank, the Small Business Segment team is responsible for developing, defining, and executing the strategy that positions First Financial as ‘The' community bank for small business owners, their families, and employees. Responsible for attracting, retaining, and growing core client relationships by fostering a trusted business advisor relationship that leverages all that First Financial has to offer business clients.less than br>The Small Business Segment, Business Specialist I, reports into the Retail Bank and serves in multiple capacities. This individual contributor will work in a designated banking center, district and region, and will be held accountable for the following: less than br>Responsible for executing against and achieving the stated goals and objectives of the retail bank and consumer bank strategy, the Business Specialist will proactively engage in and pursue activities that support this effort, working directly with retail teams, district and region leadership, other segment specialists and advisors, and external partners. Essential Functions/Responsibilities Partner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core small business segment relationships, fulfill client's financial needs and provide a fIRST Class Client Experience. Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the small business segment, achieving established individual production and growth goals, district and region goals and objectives. Responsibility to manage, deepen and grow client relationships with a primary focus on business relationships with credit and deposit exposure assigned to the small business segment. Initiate and maintain client and prospect contact through timely and relevant contact strategy, including but not limited to client interaction in the banking center, telemarketing, digital and/or participating in various activities and events outside of normal working hours. Establishes personal sales plans/strategies for assigned districts and region to achieve success in the small business space, leveraging and following up on leads and campaigns to deepen and win new core small business relationships, anchored with a small business checking account. Coordinates new loan origination requests, conducts loan closings, opens new Small Business Banking deposit account relationships, and takes on a holistic approach when discussing client needs by referring other Bank products and services as necessary throughout the bank. Supports Business Program Manager and Retail Leadership by consulting with other Small Business Bankers and Banking Center teams on challenging/complex situations with small business clients and working to identify new introductions and opportunities. Serves as a liaison and knowledge resource for financial center teams and associates with respect to small business products, services, promotions, program enhancement, etc. that impacts how we succeed in the small business segment. Assists program manager with providing leadership, feedback and guidance within the small business segment that leads to improving the program and long-term success in the small business segment within the assigned districts and region. Participates bank marketing and sales promotions focused on the small business segment, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities. Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio. Identify and develop the small business client segment book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities. Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model. Participate and lead in the First Financial Bank Experience by being active in site center huddles, district and region meetings to support sales and service activities across the markets they serve. Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their dedicated financial needs. Provide coaching and feedback to the financial center teams in the referral and sales activities with a specific focus on the small business client segment. Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions. Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs in the small business space within the communities we serve. Build relationships that will allow us to create opportunities for FFB to partner with organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners. Leverage connections within the communities assigned to actively market campaigns, promotions, and products that are applicable to small businesses and their owners/employees. Accountable for performance of the district and region from a small business development perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results. Be knowledgeable and proactive with assisting clients seeking an SBA loan with First Financial. Lead the process with clients, partnering with the SBA team and processors to properly service and work the SBA claims. Be involved with ensuring proper policies, procedures, servicing activities, and internal controls are being performed to the satisfaction of the SBA, as well as Risk Management. Time spent in activities will fluctuate as needed to support the achievement of the customer segment goals and objectives This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot ActPartner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core small business segment relationships, fulfill client's financial needs and provide a fIRST Class Client Experience. Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the small business segment, achieving established individual production and growth goals, district and region goals and objectives. Responsibility to manage, deepen and grow client relationships with a primary focus on business relationships with credit and deposit exposure assigned to the small business segment. Initiate and maintain client and prospect contact through timely and relevant contact strategy, including but not limited to client interaction in the banking center, telemarketing, digital and/or participating in various activities and events outside of normal working hours. Establishes personal sales plans/strategies for assigned districts and region to achieve success in the small business space, leveraging and following up on leads and campaigns to deepen and win new core small business relationships, anchored with a small business checking account. Coordinates new loan origination requests, conducts loan closings, opens new Small Business Banking deposit account relationships, and takes on a holistic approach when discussing client needs by referring other Bank products and services as necessary throughout the bank. Supports Business Program Manager and Retail Leadership by consulting with other Small Business Bankers and Banking Center teams on challenging/complex situations with small business clients and working to identify new introductions and opportunities. Serves as a liaison and knowledge resource for financial center teams and associates with respect to small business products, services, promotions, program enhancement, etc. that impacts how we succeed in the small business segment. Assists program manager with providing leadership, feedback and guidance within the small business segment that leads to improving the program and long-term success in the small business segment within the assigned districts and region. Participates bank marketing and sales promotions focused on the small business segment, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities. Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio. Identify and develop the small business client segment book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities. Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model. Participate and lead in the First Financial Bank Experience by being active in site center huddles, district and region meetings to support sales and service activities across the markets they serve. Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their dedicated financial needs. Provide coaching and feedback to the financial center teams in the referral and sales activities with a specific focus on the small business client segment. Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions. Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs in the small business space within the communities we serve. Build relationships that will allow us to create opportunities for FFB to partner with organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners. Leverage connections within the communities assigned to actively market campaigns, promotions, and products that are applicable to small businesses and their owners/employees. Accountable for performance of the district and region from a small business development perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results. Be knowledgeable and proactive with assisting clients seeking an SBA loan with First Financial. Lead the process with clients, partnering with the SBA team and processors to properly service and work the SBA claims. Be involved with ensuring proper policies, procedures, servicing activities, and internal controls are being performed to the satisfaction of the SBA, as well as Risk Management. Time spent in activities will fluctuate as needed to support the achievement of the customer segment goals and objectives This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job 5-7 years client experience in Retail Banking and/or in the financial services industry with experience working with business owners. 5-7 years sales and service experience with previous success in achieving sales and service goals in retail environment or in a retail or business banking role within First Financial. Bachelor's Degree or equivalent experience combination of education and work experience in sales preferred. Familiarity with consumer and small business credit Demonstrated success with consultative, needs-based selling Experience working with senior levels of organizations with strategic planning and execution. Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills. Well-developed customer relations skills; ability to influence without authority Ability to manage multiple tasks/projects and deadlines simultaneously. The ability to work well independently with limited direct supervision. Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management. Demonstrated ability to work both independently and as part of a team. Preferred Knowledge and Skills Level of Complexity and Scope Degree of Independence and Decision-Making Required Supervisory Responsibilities Physical Requirements Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Pay Range: $74,000.00/year - $98,000.00/year Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.
    $74k-98k yearly Auto-Apply 60d+ ago
  • Private Wealth Client Associate

    Bank of America 4.7company rating

    Columbus, OH job

    Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************* **:** _Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance._ _Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America._ _Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations._ _At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused._ **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.** **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $42k-53k yearly est. 10d ago
  • IS Application Manager/ServiceNow Product Owner

    Huntington National Bank 4.4company rating

    Cincinnati, OH job

    + We are seeking a strategic and experienced Product Owner to lead the development and optimization of solutions on the ServiceNow platform. This role requires a deep understanding of ServiceNow capabilities, agile product management, and strong leadership skills to manage cross-functional teams and stakeholders. The ideal candidate will be a proactive problem-solver with a passion for delivering high-impact digital solutions that drive business value. Key Responsibilities + Product Ownership & Strategy + Define and communicate the product vision, roadmap, and backlog for ServiceNow initiatives. + Translate business needs into clear, actionable user stories and acceptance criteria. + Prioritize features and enhancements based on business value, technical feasibility, and user impact. + ServiceNow Expertise + Serve as the subject matter expert for the ServiceNow platform and applications, including HRSD, FSO, WSD, CSM, GRC/IRM, and custom applications. + Collaborate with architects and developers to ensure scalable, secure, and maintainable solutions. + Stay current with ServiceNow releases and recommend adoption of new features. + Team & Stakeholder Management + Lead and mentor a scrum team of business analysts, developers, and testers. + Facilitate agile ceremonies (e.g., sprint planning, reviews, retrospectives). + Act as the primary liaison between business stakeholders and technical teams. + Delivery & Continuous Improvement + Ensure timely delivery of high-quality solutions that meet or exceed expectations. + Monitor product performance and user feedback to drive continuous improvement. + Champion best practices in agile development, DevOps, and ITIL processes. Qualifications + Bachelor's degree in Information Technology, Business, or related field. + 7+ years of experience in IT product management or business analysis. + 5+ years of hands-on experience with the ServiceNow platform. + 3+ years of experience managing or leading teams. + Skills & Competencies + People Manager experience . + Deep knowledge of ServiceNow modules and capabilities. + Strong understanding of agile methodologies (Scrum, SAFe). + Excellent communication, facilitation, and stakeholder management skills. + Proven ability to lead cross-functional teams and drive consensus. + ServiceNow certifications (e.g., Certified System Administrator, Certified Implementation Specialist) are a plus. Preferred Qualifications: + 5+ years leading others in the development of software in a team environment. + Work well in a team environment. + Ability to take on issues and bring them to completion making sure a consistent delivery process is followed. + Self-motivated and able to lead others. + Able to work well under pressure when required + Available for on-call production support as needed Why Join Us? + Work with cutting-edge technology in a collaborative, forward-thinking environment. + Lead impactful projects that transform enterprise service delivery. + Enjoy a flexible work culture with opportunities for growth and development. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000.00 - 140,000.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $92k-120k yearly est. 34d ago
  • Yellow Cardinal M&A - Investment Banking Associate

    First Financial Bancorp 4.2company rating

    Cincinnati, OH job

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Essential Functions/Responsibilities Lead financial modeling, valuation analyses, and transaction scenario planning. Manage the preparation of confidential information memoranda (CIMs), buyer lists, and presentations. Oversee analysts' work, ensuring accuracy and clarity in deliverables. Coordinate due diligence processes with clients, buyers, and advisors. Assist in negotiations by providing financial insights and transaction structures. Build relationships with clients and support business development activities. Provide mentorship and training to junior team members. Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job Bachelor's degree in Finance, Accounting, Economics, or related field. 4-6 years of relevant experience Advanced proficiency in corporate finance, investment banking practices, and valuation. Strong project management skills with ability to manage multiple workstreams. Effective client-facing communication and presentation skills. Ability to synthesize financial and market data into actionable recommendations. Preferred Knowledge and Skills Series 79 and 63 licenses Level of Complexity and Scope Manages execution of client projects with moderate independence. Acts as a bridge between analysts and senior consultants/partners. Degree of Independence and Decision-Making Provides recommendations on transaction structures and strategies. Exercises judgment in managing client deliverables and workflow. Required Supervisory Responsibilities Mentorship of analysts Physical Requirements Prolonged periods of sitting at a desk and working on a computer. Occasional travel to client sites. Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.
    $86k-117k yearly est. Auto-Apply 60d+ ago
  • Personal Banking Associate I

    Fifth Third Bank 4.6company rating

    Berea, OH job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills, or, combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. Personal Banking Associate I At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Berea, Ohio 44017 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $81k-109k yearly est. Auto-Apply 60d+ ago
  • Officer, Quantitative Finance Analyst

    Bank of America 4.7company rating

    Remote or Charlotte, NC job

    Charlotte, North Carolina, United States **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Responsibilities** + Apply quantitative models and techniques in order to address and resolve concrete financial problems. + Utilize advanced quantitative techniques and tools, such as, statistical analysis and linear regressions, as needed. + Develop emerging risk assessments, analyze counterparty credit risk scenarios and model key risk factors. + Conduct research and analysis to provide a micro view of risk management in a particular counterparty or country and a macro view of risk exposures for the bank. + Assess market trends and provide quantitative data for internal stakeholders and regulators. + Apply quantitative knowledge to specific financial challenges and regulatory projects. + Prepare developmental evidence and document to support internal requests and external regulatory exams. + Perform in-depth analysis on the bank's risk model results using various quantitative tools including back testing, benchmarking, and sensitivity analysis. + Perform counterparty exposure management techniques, such as potential future exposure, stress testing, and wrong way risk. + Develop product-specific analytics to measure and monitor risk calculations. + Coordinate efforts across teams and lines of business to enhance existing credit and market risk analysis tools. + Perform quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, econometrics, predictive modeling, linear regressions, and Machine Learning. + Analyze and evaluate large and complex economic and financial datasets with analytical tools of Python, SQL, and R. + Utilize Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, run simulations, and aggregate the model results to generate comprehensive model outputs and benchmarks. + Leverage data analytics and visualization tools including Tableau, Alteryx, R, and Jupyter Notebook to build easy-access analytical capabilities and insightful reporting for the management. + Utilize Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders. + Remote work may be permitted within a commutable distance from the worksite. **Required Skills & Experience** + Master's degree or equivalent in Business Analytics, Mathematical Economics, Technology (any), Engineering, Statistics or related: and + 1 year of experience in the job offered or a related Quantitative occupation. + Must include 1 year of experience in: + Performing quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, econometrics, predictive modeling, linear regressions, and Machine Learning; + Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL, and R; + Utilizing Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, run simulations, and aggregate the model results to generate comprehensive model outputs and benchmarks; + Leveraging data analytics and visualization tools including Tableau, Alteryx, R, and Jupyter Notebook to build easy-access analytical capabilities and insightful reporting for the management; and, + Utilizing Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. EMPLOYER: Bank of America N.A. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $80k-125k yearly est. Easy Apply 10d ago
  • CRA Loan Specialist

    Fifth Third Bank 4.6company rating

    Sidney, OH job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). * Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. * Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. * Conduct and coordinate homebuyer-training seminars for CRA potential applicants. * Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. * Follow defined protocol for escalation of exceptions. * Take applicant applications by completing Fannie Mae form 1003 on the laptop. * Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. * Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. * Manage pipeline for all originated loans through closing and complete required management reports. * Communicate with applicants and/or referral sources by providing timely updates and progress reports. * Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. * Attend and participate in all Consumer Lending meetings as required by management. * This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: * High school diploma or equivalent mandatory. Four-year college degree preferred. * Knowledge of conventional and/or government lending guidelines. * Knowledge of residential mortgage processing, underwriting, and closing procedures. * Knowledge of federal lending regulations governing real estate lending. * Demonstrated organizational skills. * Strong written and verbal communications skills. * Demonstrated teamwork and customer service skills. * Proven computer skills. * Basic sales technique skills. * Strong desire to excel in a competitive environment. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Greenville, Ohio 45331 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $92k-109k yearly est. Auto-Apply 49d ago
  • Treasury Management Officer III

    Fifth Third Bank 4.6company rating

    Cincinnati, OH job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Member of a highly productive, industry leading team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners. Work with a One Bank team to understand clients and prospects business environments, strategies, and industries to best determine the financial needs and appropriate working capital management solutions to provide. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Must be able to persuasively articulate Fifth Third's value proposition to both internal and external clients to influence the outcome within the sales process. Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects. Demonstrate ability to understand payment and commerce solutions/ processes. Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients. Understand competitions' capabilities and gaps and how to position 5/3's services against them. Prepares and deliver quarterly client service reviews to clients. Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations. Devise and execute a plan to exceed sales goals. Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision. Actively manage a pipeline using the CRM tool. Maintain lines of communications with RMs individually and as a group. Review sales goals with RMs and ensure RMs are advised of calling strategies. Educate and advise RMs of new TM product development initiatives. Assess knowledge level of individual RMs and bring each up to a minimum standard. Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients. Work closely with assigned client specialists to ensure excellent client service on an on-going basis. Assist with general bank communications to clients. Take ownership and deliver timely resolution of client issues. Develop knowledge of internal resources for accurate response to client issues. Understand and communicate implementation time-line to align with client expectations. Ensure proper account documentation and all requisite agreement execution. Communicate recurring or serious product issues to management. Recommend viable solutions to improve client service. Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model and commitment to a positive client experience. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: Undergraduate degree is required. MBA or advanced degree is desirable. CTP certification is strongly encouraged. Minimum of 2 years Wholesale/Commercial Banking experience, prefer at least 1 to 3 years of experience in a financial services sales environment is preferred. Demonstrated record of consistently exceeding performance goals. Possess a strong desire to constantly strive to improve oneself. Must have strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process. Requires the aptitude for powerful presentations and negotiation skills with internal and external clients. Demonstrated ability to articulate the benefits of strong working capital management solutions to clients. Proven product and sales knowledge sufficient to help mentor new team members. Demonstrated knowledge of a wide array of treasury management products. Excellent oral and written skills. Basic proficiency in PC software (MS Office). Technical Treasury Management competencies. Understanding of Treasury Management products and solutions. Ability to build new & existing client relationships. Ability to evaluate client needs. Basic understanding of financial statement analysis. Treasury Management Officer III At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $84k-100k yearly est. Auto-Apply 10d ago
  • Senior Investment Analyst, Private Markets

    Us Bank 4.6company rating

    Cincinnati, OH job

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bank ("USB") is looking for an Investment Analyst to join the private markets investment team. The Private Markets team is responsible for sourcing, conducting diligence, monitoring and merchandizing of private market investment opportunities (e.g. private equity, venture capital, private debt and private real assets) for the various client segments that include institutions, and ultra-high-net-worth and high-net-worth individuals and families. The team is also in the process of building and launching co-mingled private equity funds. This is an opportunity to join an active and rapidly growing private markets program within one of the most respected financial institutions in the industry. The individual will report to the Head of Private Markets and participate in the design and execution of an industry leading private markets program that invests across primary, secondary and direct opportunities. The individual will also be an integral part of the team and will play an important role in sourcing, evaluating, recommending, monitoring, and presenting investment ideas. Key Responsibilities: * Collaborate with private markets team members to source and evaluate investment opportunities * Support or co-lead due diligence efforts on private market investments. Responsible for analyzing targets under review for investment, as well as constructing the accompanying financial models and presentations in support of investment decisions * Prepare investment thesis, due diligence reports and investment memos and present to deal team and investment committees * Develop/maintain relationships with internal portfolio managers, intermediaries and private market general partners * Work with legal, product and operations teams within USB when negotiating on prospective and ongoing investments. Communicate with Portfolio Managers to gather and/or clarify client-specific data for reporting * Prepare presentation materials for clients across various business segments * Monitor existing investments. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner * Provide research and analytical support to the private markets team and for ad-hoc requests * Track private market industry to provide guidance and narrative on what is occurring in those markets and how it relates to USB's investment views * Participate in client and prospect meetings and provide marketing support to internal portfolio managers * Assist in mentoring and developing interns and other analysts * Actively work with financial databases such as FactSet, Pitchbook, Private-I, and Preqin Basic Qualifications: * Bachelor's degree in business, finance and/or similar technical field; pre-MBA * Two to Five years of private market investment and research experience Preferred Skills/Experience: * Two to Five years of investment experience - private equity, investment banking, investment management, or consulting experience preferred * Strong understanding of investment management technical and fundamental analysis * Proficient in quantitative analysis and financial modeling * Good understanding of the economy and market conditions and the impact on differing investment styles and strategies * Ability to work independently as well as contribute to a team. Draft investment recommendations and present to the Investment Committee, as directed and when appropriate * Strong analytical skills * Strong Excel skills * Strong verbal and written communication skills. Draft client communications, letters and presentations with high levels of professional institutional quality If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $117.7k-138.5k yearly 27d ago

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Commerce Bank may also be known as or be related to COMMERCE BANCSHARES INC MO, Commerce Bancshares, Commerce Bancshares Inc, Commerce Bancshares, Inc. and Commerce Bank.