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Enterprise Bank jobs in Phoenix, AZ - 36245 jobs

  • Teller I

    Enterprise Bank & Trust 4.6company rating

    Enterprise Bank & Trust job in Scottsdale, AZ

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Teller I Job Description: Summary: Provides prompt, efficient, and friendly services to clients. Performs a variety of tasks such as processing business and consumer transactions, including at times heavy cash handling responsibilities. Essential Duties and Responsibilities: * Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures while maintaining an acceptable balance record. * Responds to clients' needs and inquiries in a courteous and friendly manner * Performs minor account maintenance tasks, as trained and assigned per branch needs, including but not limited to, address changes, debit card maintenance & check ordering * Refers customers to an internal team of experts when additional financial goals and needs are recognized * Educates clients on bank technology, such as mobile and online banking, ATM and ITM * Assists branch and fellow team members by achieving goals and sharing responsibility of daily tasks * Ensures safe and sound banking practices, including adherence to all applicable laws and regulations * Assist in opening and closing the branch, following procedures set by corporate security * Performs other miscellaneous duties as assigned Qualifications: * Strong math and problem solving skills * Excellent interpersonal and customer service skills with the ability to cross sale products and services * Must maintain confidentiality of client transactions and bank records * Team-oriented, possess a positive attitude and work well with others * Strong oral and written communication skills * Ability to operate standard office equipment, such as, computer work stations, calculators, and copier * Ability to prioritize; handle multiple tasks; and work independently * Strong organizational skills and detail-oriented with high degree of accuracy * Willingness to travel to other locations as necessary for branch coverage. Supervisory Responsibilities: * None Education and/or Experience: * High School diploma or equivalent required * Customer service experience required * Experience working in an environment with individual and team goals preferred, one year of cash handling experience preferred Computer and Software Skills: * Skilled in operation of a personal computer, including Microsoft Word and Excel. * Google Suite * IBS * Salesforce Certificates, Licenses and Registrations: * None Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
    $32k-35k yearly est. Auto-Apply 6d ago
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  • Team Lead Physician Billing

    L.E. Cox Medical Centers 4.4company rating

    Springfield, MO job

    :The CMG Financial Services Team Lead serves as the liaison between the CMG Financial Services Department supervisor and staff. The Financial Services Team Lead will assist with education, training and coverage in various areas, ensuring that all team members are following departmental policies, goals, and workflows. The CMG Financial Services Team Lead will communicate with coders, insurance specialists, audit and compliance, and various other departments regarding billing and financial information. Education: â–ª Required: High School Diploma or Equivalent Experience: â–ª Required: 1 year of customer service or financial services experience â–ª Preferred: 2 years of experience in customer service, financial services, leadership, or administrative support Skills: â–ª Excellent verbal and written communication skills â–ª Able to work independently and collaboratively in teams â–ª Proficient Computer skills â–ª Medical Terminology and Insurance Claim/AR Follow-up Licensure/Certification/Registration: â–ª N/A
    $35k-61k yearly est. 50d ago
  • Senior Information Technology Auditor

    SNI Financial 4.2company rating

    Dallas, TX job

    SNI is partnering with a leading real-estate corporation that is looking to hire someone into their newly opened Senior IT Auditor position! This opportunity will be focused on operational, financial and regulatory risks within the company IT department. Having experience and knowledge across IT controls and audit, and also being able to communicate efficiently will be crucial. This position will include a structured path for growth, excellent benefits, and a competitive compensation package. In order to be considered for this opportunity, you must have the following: 3+ years' experience within IT audit or risk assessment Having an active, or near completed CISA, CIA, or CISM certification Previous experience working within a national and public firm Strong communication and collaboration skills If you meet the requirements above and are looking to learn more, please apply with an updated resume.
    $85k-114k yearly est. 3d ago
  • Director, Financial Sponsors Group

    Citizens Bank 3.7company rating

    Atlanta, GA job

    Citizens issearching for a Director in our Financial Sponsors Group with a desire to work in an entrepreneurial, growing organization. This person would be responsible for leading coverage of 25 to 30 U.S. middle market financial sponsors. You would work closely with partners in M&A and Corporate Finance industry coverage with a primary focus on originating and executing sellside and buyside M&A transactions for your financial sponsor client base. Depending on your clients and their portfolio activity, you may also work with Citizens' partners in Debt Capital Markets, Equity Capital Markets, Global Markets (interest rate derivatives and FX), Private Banking and Wealth, Structured Products, Treasury Management or other groups to holistically deliver the bank for your sponsor clients. This is an attractive opportunity for a senior banker looking for more autonomy, career advancement, and to be a key contributor within a rising, fast-paced group with competitive pay and benefits. Primary responsibilities include Relationship management throughout the entire firm for each of your sponsors, including senior partners and firm management, investment teams, business development (where applicable), capital markets (where applicable) and finance / accounting. Maintain consistent engagement with key personnel at each sponsor in close coordination with internal coverage and product partners. Proactively cover relevant individuals, their portfolio companies and key investment focus areas to drive strategic dialogue and position Citizens to originate and execute M&A advisory, DCM / Debt placements and other opportunities. Architect strategic ideas, research industry notes and trends to present to clients as well as internal risk management. Collaborate on cross-sell efforts with Citizens' coverage and product bankers Prepare and present offering materials to potential investors, negotiate critical structural elements with client and investors Attend industry related conferences to support existing relationships and foster new relationships Liaise with risk management to ensure that appropriate credit and market risks are identified and addressed Maintain effective license to operate by sustaining a high level of trust and confidence by senior line and risk management Qualifications Demonstrated, long-term client relationships with Financial Sponsors Minimum 10+ years' experience in Investment Banking and/or Capital Markets with a top ranked investment bank or commercial bank Proven transaction experience across M&A advisory, debt capital markets and/or equity capital markets Understanding of how to work with key coverage and product partners to proactively lead with value-added ideas to identify, win and executed on transaction opportunities. Effective verbal and written communication and influencing skills Highly organized with ability to multi-task Strong credit acumen with superior market risk knowledge Education, Certifications and/or Other Professional Credentials 4-year degree from an accredited university Master's degree preferred, but not required Series 79 & 63 licenses Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr
    $107k-147k yearly est. 3d ago
  • Forward Deployed Engineer

    Truth Systems 4.5company rating

    San Francisco, CA job

    At Truth Systems, we're building the only trust and safety software any organization will ever need. A protection layer for every individual. We're laying that foundation with AI Governance. Our product Charter is an agent that monitors and flags misuse of AI in line with firm policies and client rules in real time. We're building always-on, real-time systems that keep people safe and organizations compliant without slowing down their work. We are: Small and well-funded. We've raised $4M from world-class investors like Gradient Ventures, Lightspeed, The Legaltech Fund, Y Combinator, and Pear VC. We are currently a team of 4. We are hiring thoughtfully, with ~3 people in the next 6 months. Intensely trustful + high ownership. We optimize for impact per person by requiring high ownership from each team member. We hire experts, ambitious problem-solvers, and generally unstoppable people, and we place a lot of trust in them. We prefer short (or no) meetings, full autonomy, and individualized schedules. Your Mission Over the next 12-18 months, you will embed with customers to help firms navigate and uncover risk surfaces within their organizations. This role blends engineering and customer empathy. You'll work directly with clients to understand workflows, translate them into software, and ensure successful adoption. Outcomes Customer integrations from 0 → 1. Lead deployments of our agents and backend systems in live customer environments. Deliver reliable, secure, and fast integrations. Feedback-driven development. Translate client insights into product improvements and new features. Influence our roadmap through real-world usage. Customer Partnership: Collaborate deeply with clients to identify their pain points, propose solutions, and deliver measurable value. Travel for Deployment and Collaboration: Travel to meet customers across the U.S. (e.g., NYC, Atlanta, Chicago, Seattle, Ohio, and more) for implementations, feedback sessions, and training. Competencies Technical and hands-on: You've spent 1+ years building real products in production - shipping code, wrestling with weird APIs, and making things work in messy, real-world stacks. Full-stack curious: You're fluent in TypeScript/JavaScript (React or Next.js for lightweight UIs) and comfortable with at least one backend language like Python for integrations and automations. Deeply empathetic (must be): Both our team and our customers require empathetic and low-ego people. Some of our users' careers depend on our product being ‘right', so trusting and listening to them is our most important skill. Independent and process building (must be): We don't have a lot of structure. You'll build many processes and set standards yourself, and everyone we hire after you will follow them. Adventurous: You're comfortable with the unknown, love building new experiences, and don't mind travel when it helps you get closer to the problem. Our team's roots span 4+ continents - we like working (and learning) with people from everywhere. Why Join Truth Systems Autonomy: You'll have full ownership of what you build. We trust you to make the right calls, set your own pace, and push projects from idea to production without red tape. Output-focused, not input-focused: We care about impact, not hours. Now that is not to say there will not be days when hours don't get long, but you'll be judged by what you deliver and how it moves the needle - not how long you sit in front of a screen. Cutting-edge meets meaningful: You'll be working at the edge of AI - designing systems that redefine how humans interact with intelligence. At Truth Systems, we care deeply about helping knowledge workers trust AI and move them toward safer, more responsible, and transparent use. Logistics Salary: $170K-$250K Equity: 0.3-1% Location: In-person in San Francisco, with regular travel to customer sites across the U.S. Perks: Meals, housing/relocation, equipment, and benefits included Work Authorization: We cannot sponsor visas at this time #J-18808-Ljbffr
    $170k-250k yearly 2d ago
  • Senior Field Engineer

    Circle Internet Services Inc. 4.5company rating

    San Francisco, CA job

    We prioritize the health and wellbeing of our employees through our comprehensive benefit package, including generous paid time off to rest and recharge, holistic mental health support, and benefits covering employees up to 100%. Growth At CircleCI, employees have ample opportunity to learn new skills, including project-based learning and presentations from our colleagues. Your continued professional development is important to us because it's important to you. Flexibility What does it mean to work at CircleCI? For us, flexibility is key. As aSenior Field Engineer at CircleCI you will be the customer's trusted technical advisor throughout the sales and retention lifecycle. You'll provide hands‑on advice for cloud‑based and single‑tenant deployment and product guidance with CircleCI's largest prospects and customers. You will serve as the technical expert and owner of deal validation strategy, collaborating with account executives and success managers to identify customer business goals, needs, and pains and showing how CircleCI can address them. What You'll Do Lead the technical implementation and day‑to‑day management of CircleCI Demonstrations and proof‑of‑concepts. Demonstrate the technical feasibility, integrated into our customer's technology stack, ensuring early customer success and a long‑term business relationship. Serve as a technical advisor and subject matter expert for customers, offering guidance on product implementation, adoption, and best practices. Conduct in‑depth analysis of customer use cases, identify opportunities for product optimization, and provide feedback to internal teams for improvements. Support strategic planning conversations with customer executives; connecting software delivery challenges with corporate objectives, articulating their full business impact. Lead technical discussions with enterprise clients, addressing complex issues, customizations, and integrations to meet customer‑specific requirements. Develop and deliver technical training sessions, workshops, and documentation to empower customers to maximize the value of CircleCI products. Stay up‑to‑date on industry trends, product updates, and emerging technologies to continuously enhance your technical knowledge and customer support capabilities. What We're Looking For 5‑10 years experience as an engineer in the application development, devops, or CI/CD space. Extensive experience with solutions selling in a technical customer‑facing role, such as Sales Engineer, Solutions Engineer, Customer Success Engineer, or similar position, preferably in a SaaS or software development environment. Strong proficiency in CI/CD concepts, DevOps practices, software configuration, and scripting languages like Python, Shell, etc. Knowledge of Docker or Linux containers in general. Outstanding presentation skills. You feel comfortable leading presentations and demos of our platform to groups, both technical and non‑technical, in‑person and virtually. Proven track record of engaging with enterprise clients, understanding their technical requirements, and delivering solutions that drive customer success. Ability to work collaboratively with cross‑functional teams, Sales, Product, and Engineering, to advocate for customer needs and provide valuable insights for product enhancement. Ideal Candidates might also have: Experience developing mobile applications across iOS and Android devices. Strong ops/infrastructure knowledge, especially networking and security. About CircleCI CircleCI is the world's largest shared continuous integration/continuous delivery (CI/CD) platform, and the hub where code moves from idea to delivery. As one of the most‑used DevOps tools-processing more than 1 million builds a day-CircleCI has unique access to data on how engineering teams work, and how their code runs. Companies like Spotify, Coinbase, and BuzzFeed use us to improve engineering team productivity, release better products, and get to market faster. Founded in 2011 and headquartered in downtown San Francisco with a global remote workforce, CircleCI is venture‑backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit and Harrison Metal Capital. United States Base Pay Range $153,000 - $191,000 USD We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. CircleCI is an Equal Opportunity and affirmative action employer. We do not discriminate based upon race, religion, color, national origin, sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, or status as an individual with a disability. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. #J-18808-Ljbffr
    $153k-191k yearly 2d ago
  • Tax Director - Property Tax

    Aprio, LLP 4.3company rating

    Atlanta, GA job

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Specialty Tax team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast‑growing firm looking for a Tax Director - Property Tax to join their dynamic team. Responsibilities Lead and manage all aspects of property tax engagements, including assessments, appeals, valuation reviews, audit defense, and compliance. Serve as a trusted advisor to clients on property tax strategies, jurisdictional nuances, and valuation methodologies. Oversee preparation, review, and filing of property tax returns, ensuring accuracy and regulatory compliance. Manage relationships with taxing authorities, appraisers, and legal counsel as needed. Provide strategic guidance on property tax implications related to acquisitions, dispositions, and reorganizations. Lead, coach, and develop a team of property tax professionals across multiple U.S. offices and offshore locations. Collaborate with Resource Management and Workforce Optimization teams to align staffing, work allocation, and development opportunities. Drive practice growth through business development, client relationship management, and cross‑selling across service lines. Develop and implement standardized methodologies, scalable processes, and leverage technology to enhance efficiency and client value. Stay current on legislative and regulatory changes impacting property taxation and communicate updates to clients and internal stakeholders. Qualifications Bachelor's degree in Accounting, Finance, Business, Economics, or related field; advanced degree preferred. CPA, CMI (Property Tax), JD, and other relevant professional designations strongly preferred. Minimum of 10+ years of progressive experience in property tax consulting, valuation, or compliance, including experience managing multi‑state portfolios. Demonstrated success leading and developing teams within a professional services or consulting firm. Strong technical expertise in valuation methods, appeal strategies, and property tax audits. Excellent interpersonal communication skills with ability to influence senior‑level stakeholders. Proven track record in business development and client relationship management. Why work for Aprio Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future‑focused, innovative firm. Perks/Benefits we offer for full‑time team members Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you - Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. - An awesome culture: Thirty‑one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team‑member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high‑energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation, industry‑leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non‑attest tax and consulting services, and Aprio, LLP providing CPA firm services. #J-18808-Ljbffr
    $57k-80k yearly est. 4d ago
  • US Corporate Tax Leader | Team & Client Mentor

    Escalon Services Inc. 4.1company rating

    Palo Alto, CA job

    A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr
    $80k-132k yearly est. 4d ago
  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
    $155k-236k yearly est. 1d ago
  • Emerging Middle Market Commercial Banker VP

    Jpmorgan Chase & Co 4.8company rating

    San Diego, CA job

    A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr
    $64k-112k yearly est. 5d ago
  • Senior SAP Security Consultant

    Fintech Staffing Partners 4.2company rating

    Saint Louis, MO job

    Senior SAP Application Security Configurator (GRC / Security) Duration: 12-month contract Security Requirement: U.S. Citizen with Active Secret Clearance (mandatory) We are seeking a Senior SAP Application Security Configurator to lead and execute SAP User Management and Security activities within a highly regulated environment. This role is hands-on and strategic, responsible for SAP access design, role provisioning, Segregation of Duties (SoD) compliance, and SAP GRC security configuration across the full system lifecycle. The ideal candidate brings deep SAP Application Security and GRC expertise, is comfortable operating in an onsite delivery model, and can lead both technical execution and governance activities while mentoring junior team members. Key Responsibilities Lead SAP User Management (UM) activities, including role creation, access provisioning, audits, and ongoing access maintenance Design, develop, configure, and test SAP GRC security components Perform role design and provisioning aligned with SoD policies, internal controls, and security standards Conduct SoD risk analysis, remediation support, and access reviews Support User Acceptance Testing (UAT), production cutover, and post-go-live hypercare activities Lead role design reviews and ensure proper security documentation and audit readiness Collaborate with functional, technical, and compliance stakeholders to ensure secure system design Mentor junior SAP Security team members and support planning and delivery activities Required Qualifications 8+ years of hands-on SAP Application Security experience Expert-level experience with SAP GRC and SAP role design Strong knowledge of User Access Management, SoD concepts, and compliance controls Experience supporting UAT, go-live, and post-production environments CompTIA Security+ certification U.S. Citizenship with active Secret Clearance (required) Ability to work 100% onsite in St. Louis, MO Preferred Skills Experience supporting SAP security in highly regulated or government-adjacent environments Strong documentation, communication, and stakeholder management skills Experience mentoring or leading junior security resources
    $84k-110k yearly est. 2d ago
  • CRA Administration Officer

    Cathay Bank-Headquarters 4.4company rating

    El Monte, CA job

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank. ESSENTIAL FUNCTIONS Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed. Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests. Ensure that all department policies and procedures are updated in a timely manner. Represent the Bank and CRA team at various community events and bank sponsored events. Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment. Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings. Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings. Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations. Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity. Maintain current information for the Intranet, Public File, Bulletin, forms and charts. Assist with CRA activity performance tracking in other areas as needed. Complete assigned training courses in a timely manner. QUALIFICATIONS Education: Bachelor's degree is preferable in Business, Accounting, or Finance. Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred. Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities. OTHER DETAILS $33.65 - $48.08 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $33.7-48.1 hourly 3d ago
  • Technology Investment Banking Associate - San Francisco

    Moelis & Company 4.9company rating

    San Francisco, CA job

    A leading investment bank in San Francisco is seeking an experienced Investment Banking Associate for its Technology financial advisory practice. The role involves financial analysis, team management, and preparing client presentations. Candidates should demonstrate strong analytical and presentation skills with a background in investment banking. Competitive compensation is offered with a salary range of $175,000 - $225,000. #J-18808-Ljbffr
    $175k-225k yearly 4d ago
  • Customer Onboarding Manager

    Levelfield Bank 3.7company rating

    Houston, TX job

    Redefine Banking with Us: LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services. We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge. Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent. If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact. Your Role: This is a hands-on role, and you will be working to assist our prospects through the process of becoming bank customers. As Customer Onboarding Manager, you will work with the bank Chief Operating Officer to efficiently oversee and facilitate the onboarding of prospective customers and resolve potentially complex problems that may arise during the onboarding process. You and your team (for which you will be the starting member) will be responsible for managing the end to end onboarding cycle, ensuring that customers have a best-in class-experience. You will build collaborative relationships with key team members from across the organization, and will work closely with the compliance team. You will take on a supervisory role that focusses on accurately and expediently onboarding prospective customers, while following and maintaining strict guidelines and regulatory requirements. You will have the opportunity to collaborate on customers engagement initiatives to develop and help successful implementation of newly developed strategies and processes. These interactions may take many forms, including participating in projects and strategic initiatives related to process improvement and more thematic initiatives designed to bring the best of the firm to our customers and continuously improve the overall experience they have in working with us. This is very much a hands-on role, and like the rest of the LevelFIeld Bank leadership team, the successful candidate will be responsible for getting the job done while growing the team in line with the increasing scale of the bank. We are seeking a doer, a leader, and a builder. Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. We are seeking to build a cohesive and industry leading team, and working together we can make big things happen. Since we have discovered reading comprehension is a skill not everyone has mastered, to be clear there is NO OPPORTUNITY WHATSOEVER FOR REMOTE OR HYBRID arrangements for this role. Key Responsibilities: Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions. Drive Client Success: Serve as the primary point of contact for onboarding new business customers and work collaboratively with compliance and other departments in the onboarding of consumer customers. Gather Insights: Continually assess the customer activity and partner with product development to continually improve the customer experience so that the customer does not require support except in non-standard instances. Leadership: Lead, mentor, and grow the Customer Onboarding team. Additional Responsibilities: Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business. Continuous Improvement: Collaborate with the team to develop and execute strategies to improve the department. Work collaboratively: Collaborate with the team to continuously improve the department and the bank. Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth. About You We are searching for someone with proven process skills and high attention to detail within business critical operations. You must have experience in customer onboarding within a financial institution. Minimum of 5 years financial service industry experience (banking preferred); 3+ years in a customer service/on-boarding or similar role; At least 2+ years of people management experience. Willingness to work flexible working hours, as required. Ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives Someone familiar with OFAC (Office of Foreign Asset Control), AML (Anti-money Laundering, and KYC (Know your client) requirements. Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures. Excellent verbal and written communication skills Passion for revolutionizing banking and embracing innovation. Strong interpersonal skills with a commitment to delivering exceptional customer experiences. A team-oriented mindset with a drive to build something extraordinary. Why Join LevelField Bank? Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance. Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization. Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success. Competitive compensation: Enjoy a base salary of $80,000-$130,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits. This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.
    $80k-130k yearly 19h ago
  • IT Service Desk Ticketing System Administrator - DHS Federal Law EnforcementTraining Center (FLETC)

    ITC Federal, Inc. 4.7company rating

    Brunswick, GA job

    IT Service Desk Ticketing System Administrator - DHS Federal Law Enforcement Training Center (FLETC) ID 2025-1449 Remote No JOB TITLE: IT Service Desk Ticketing System Administrator GOVERNMENT AGENCY: Department of Homeland Security (DHS), Federal Law Enforcement Training Center (FLETC) POSITION INFORMATION: Full-Time Position LOCATION: FLETC Headquarters - Glynco, GA; or other FLETC Training Delivery Points (TDPs) in Artesia, NM; Charleston, SC; or Cheltenham, MD (including the Washington, DC Office). Some services may be performed remotely. The place of performance will be dependent on the awarded proposal. POSITION TIMING: Contingent on Contract Award ITC Federal, LLC, (ITC) is an information technology and consulting company focused on servicing the needs of the Federal Government. ITC's mission is to apply earned expertise in DevSecOps, Cloud Computing, Federal Financial Systems, App Dev, and Cyber Security to assist our clients in achieving their mission. ITC is located in Fairfax, VA and offers outstanding compensation and benefits plan and a challenging and rewarding professional work environment. Program Overview: The Federal Law Enforcement Training Centers (FLETC), part of the Department of Homeland Security (DHS), is responsible for training and supporting the training of federal, state, local, and tribal law enforcement officers-as well as international partners-who enforce laws, treaties, and regulations in the United States and abroad. Headquartered in Glynco, Georgia, with training delivery points in Artesia, New Mexico; Charleston, South Carolina; and Cheltenham, Maryland, FLETC's mission depends on secure, stable, and modern IT infrastructure. This program delivers comprehensive Information Technology (IT) Delivery and Operations Support Services (DOSS) that ensure reliable and efficient IT performance across all FLETC locations. The IT Service Desk Ticketing System Administrator will play a key role in maintaining, enhancing, and supporting the Service Management and ticketing platforms that enable FLETC's enterprise IT operations. The IT Service Desk Ticketing System Administrator is responsible for the administration, configuration, and optimization of the FLETC IT Service Desk environment, ensuring effective service delivery and incident management across the organization. This position is ideal for an experienced IT professional with deep expertise in Ivanti Service Manager and related Ivanti modules, as well as a strong background in database design, system integration, and IT service management processes. The administrator will work closely with IT leadership, support teams, and system owners to design efficient workflows, maintain data integrity, and implement enhancements that align with DHS and FLETC operational goals. Responsibilities RESPONSIBILITIES: Administer, configure, and maintain the Ivanti Service Manager platform and related systems, including Ivanti Voice Server, Asset Manager, and Change Manager. Design, develop, and maintain database schemas and data structures that support clear referential integrity and optimized performance. Configure and customize Service Desk modules to support incident, problem, change, and asset management processes. Implement workflows, automation, and reporting capabilities to enhance service delivery and user experience. Manage system integrations with other enterprise tools, directories, and databases to ensure seamless interoperability. Monitor system performance, troubleshoot issues, and ensure high availability and reliability of the ticketing environment. Maintain comprehensive documentation for system configuration, procedures, and data models. Collaborate with IT leadership to align Service Desk processes with ITIL and DHS/FLETC standards. Support user training, permissions management, and service catalog administration within the Ivanti environment. Qualifications REQUIRED: Extensive hands-on experience designing and administering Ivanti Service Manager, Ivanti Voice Server, Ivanti Asset Manager, and Ivanti Change Manager. Proven experience designing and maintaining database schemas and structures with strong referential integrity. Deep understanding of IT Service Management (ITSM) principles, including incident, problem, change, and asset management. Strong analytical and troubleshooting skills with attention to detail and accuracy. Ability to collaborate effectively with cross-functional IT teams and communicate complex concepts clearly. Ability to obtain and maintain a Public Trust security clearance. DESIRED: Experience developing automation scripts or integrations using Ivanti APIs, PowerShell, or related technologies. Familiarity with Microsoft SQL Server or other relational database management systems. ITIL certification or demonstrated experience applying ITIL-based processes. Experience supporting enterprise-level Service Desk systems within federal or large-scale environments. Excellent documentation, communication, and customer service skills. WORK ENVIRONMENT AND PHYSICAL DEMANDS: Candidate must be able to function in general office environment. ITC Federal is an equal opportunity employer and will not discriminate against any application for employment on the basis of age, race, color, gender, national origin, religion, creed, disability, veteran status, marital status, sexual orientation, genetic information, military status, disability, or sex including pregnancy and childbirth or related medical condition or on any other basis prohibited by law.
    $62k-75k yearly est. 19h ago
  • Commercial Post Closing Review Specialist

    Busey Bank 4.5company rating

    Creve Coeur, MO job

    The Commercial Loan Post Closing Review Specialist is part of the Post Closing Team in the Commercial Bank Service Support Department. This position is primarily responsible for preparing and executing release documents. This position assists with collateral document research for audits, both internal and external. Duties & Responsibilities Responsible for completing collateral lien releases on Commercial loans for the Commercial Lending Division. Make necessary calls/ emails to obtain information needed to release the Bank's lien or assignment Prepare and execute collateral lien release documents Ability to research and utilize multiple bank external programs to obtain needed information for release required Receives recorded satisfaction documents and mails to appropriate borrowers, as required by state law Verify all pertinent information is scanned to core system of record Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as company policies and procedures Assists in special projects and other duties as assigned Education & Experience Knowledge of: Strong oral and written communication skills Federal regulations Ability to: Multi-task and work independently Analyze and solve problems for which there are not precedents Perform duties and make decisions under frequent time pressures Education and Training: Requires High School diploma; continuing education preferred Requires 2 or more years' experience in Commercial collateral or documentation Requires understanding of Commercial loan documentation and regulatory requirements to ensure integrity of banks legal documents and lien position Requires knowledge of Microsoft Office and other bank proprietary systems Benefits And Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $19.50hr - $24.00hr) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
    $19.5-24 hourly 19h ago
  • Public Media Fundraising Canvass Director

    Donor Development Strategies 3.7company rating

    San Diego, CA job

    A nonprofit organization in California is seeking a Nonprofit Canvass Director to lead grassroots fundraising efforts for public media. This pivotal role requires strong leadership skills and a passion for community engagement. The successful candidate will manage a team, train staff, and ensure fundraising targets are met. Competitive pay of $24.00 per hour and comprehensive benefits are offered, including healthcare and 401(k). #J-18808-Ljbffr
    $24 hourly 2d ago
  • Configuration Manager - DHS Federal Law Enforcement Training Center (FLETC)

    ITC Federal, Inc. 4.7company rating

    Brunswick, GA job

    ID 2025-1456 Remote No JOB TITLE: After Action Review (AAR) Administrator GOVERNMENT AGENCY: Department of Homeland Security (DHS), Federal Law Enforcement Training Center (FLETC) POSITION INFORMATION: Full-Time Position LOCATION: FLETC Headquarters - Glynco, GA; or other FLETC Training Delivery Points (TDPs) in Artesia, NM; Charleston, SC; or Cheltenham, MD (including the Washington, DC Office). Some services may be performed remotely. The place of performance will be dependent on the awarded proposal. POSITION TIMING: Contingent on Contract Award ITC Federal, LLC, (ITC) is an information technology and consulting company focused on servicing the needs of the Federal Government. ITC's mission is to apply earned expertise in DevSecOps, Cloud Computing, Federal Financial Systems, App Dev, and Cyber Security to assist our clients in achieving their mission. ITC is located in Fairfax, VA and offers outstanding compensation and benefits plan and a challenging and rewarding professional work environment. Program Overview: The Federal Law Enforcement Training Centers (FLETC), part of the Department of Homeland Security (DHS), is responsible for training and supporting the training of federal, state, local, and tribal law enforcement officers-as well as international partners-who enforce laws, treaties, and regulations in the United States and abroad. Headquartered in Glynco, Georgia, with training delivery points in Artesia, New Mexico; Charleston, South Carolina; and Cheltenham, Maryland, FLETC's mission depends on secure, stable, and modern IT infrastructure. This program provides Information Technology Delivery and Operations Support Services (DOSS) to maintain reliable, efficient IT operations across the FLETC enterprise. The Configuration Manager will be essential in ensuring accurate system baselines, proper control of configuration items, and alignment with DHS/FLETC standards throughout system lifecycles. Position Summary: The Configuration Manager is responsible for developing, implementing, and maintaining configuration management (CM) processes across the FLETC IT environment. This role establishes configuration baselines, oversees change control activities, ensures accuracy of system documentation, manages configuration items (CIs), and coordinates with technical teams to maintain system integrity across multiple sites. The position requires strong organizational skills, attention to detail, and experience supporting IT systems within structured, security-sensitive environments. Responsibilities RESPONSIBILITIES: Develop, maintain, and enforce configuration management policies, procedures, and standards. Establish and maintain configuration baselines for systems, applications, hardware, and documentation. Identify, document, and track configuration items across the enterprise and ensure version accuracy. Oversee and manage change control processes, including impact assessments, approval coordination, version control, and verification after changes. Maintain CM documentation including: Configuration Management Plans (CMPs) CI inventories and baselines Change request records Configuration status accounting documentation Conduct routine CM audits to verify configuration integrity and compliance with DHS/FLETC requirements. Collaborate with engineers, system administrators, cybersecurity personnel, and other technical teams to document system changes, updates, and configuration impacts. Monitor adherence to configuration governance and ensure traceability of system modifications. Support system lifecycle management activities such as deployments, upgrades, transitions, and decommissions. Maintain configuration repositories, diagrams, records, and related documentation. Prepare reports, dashboards, and configuration status updates for program leadership and stakeholders. Provide training and guidance to staff on CM processes and tools. Qualifications Ability to obtain and maintain a DHS Public Trust or higher clearance level (as required by position/contract). Bachelor's degree in Information Systems, Computer Science, Engineering, Business, or related discipline; or equivalent experience. Minimum 5-10 years of experience in configuration management, systems administration, or IT lifecycle management. Experience developing configuration management plans, processes, and documentation. Strong understanding of configuration identification, configuration control, status accounting, and CM audits. Previous experience with CM tools such as ServiceNow, Remedy, SharePoint, Git, or equivalent systems. Familiarity with ITIL or other structured IT service management frameworks. High attention to detail and strong organizational skills. Excellent written and verbal communication skills. DESIRED: Prior experience supporting federal government environments, especially DHS or FLETC. Experience with enterprise IT environments and multi-site system configuration management. CM-related certifications such as CMII, ITIL Foundation, or similar. Experience supporting system integration and change management in controlled configurations. WORK ENVIRONMENT AND PHYSICAL DEMANDS: Candidate must be able to function in general office environment. ITC Federal is an equal opportunity employer and will not discriminate against any application for employment on the basis of age, race, color, gender, national origin, religion, creed, disability, veteran status, marital status, sexual orientation, genetic information, military status, disability, or sex including pregnancy and childbirth or related medical condition or on any other basis prohibited by law.
    $81k-118k yearly est. 19h ago
  • Sr. Mortgage Loan Processor

    First Bank 4.6company rating

    Saint Louis, MO job

    Mortgage Loan Processor II A Mortgage Loan Processor II ensures all residential loan files are packaged accurately and timely. As an experienced Mortgage processor, they work with and have comprehensive knowledge of the documents required for a conventional and/or government loans as well as all conforming and non-conforming loansl. A successful Mortgage Loan Processor II is self-motivated, has strong time-management skills and is able to process a high volume of loans in a fast paced work environment. What You Will Be Doing Receiving loans from Underwriting Calling or writing customers and/or any other interested parties to obtain conditions of loan. Calling specified companies to obtain property abstracts, surveys, appraisals. Indexing documents in the file to ensure they are marked properly. Clearing conditions to the level of authority available. Submitting mortgage loan application file underwriting condition clearing. Working with the Appraisal Management Company to order appraisal corrections. Printing and mailing approval and denial letters to applicants. Submitting approved mortgage loan file to Mortgage Loan Closer for settlement. High School diploma or general education degree (GED) A minimum of two (2) plus years' related work experience and/or training required A minimum of three (3) years' experience working in a financial or banking mortgage department a plus A minimum of three (3) plus years working with and/or comprehensive knowledge in conforming & non-conforming loans, Fannie Mae and Freddie Mac Guidelines, and any government and/or conventional, FHA or VA loans required Proficient PC skills in a Windows based environment required; mortgage-processing software a plus Detail oriented, minimal supervision, with excellent communication and analytical skills strongly preferred
    $31k-38k yearly est. 1d ago
  • Financial Services Representative

    Enterprise Bank & Trust 4.6company rating

    Enterprise Bank & Trust job in Scottsdale, AZ

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Financial Services Representative Job Description: Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities: * Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets. * Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures. * Serves as a team member to accomplish company objectives and lobby and personal goals. * Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients. * Actively participates in training programs to maintain and acquire additional job knowledge and skills * Assists in opening and closing the branch, following procedures set by corporate security. * Complies with all department and company policies, procedures, audit guidelines, and regulations. * Perform other miscellaneous duties as assigned. Qualifications: * Strong math and problem solving skills. * Excellent interpersonal and customer service skills with the ability to cross-sale products and services. * Must maintain confidentiality of client transactions and bank records. * Team-oriented, possess a positive attitude and work well with others. * Strong oral and written communication skills. * Ability to operate standard office equipment, such as computer workstations, calculators, and copier. * Ability to prioritize; handle multiple tasks; and work independently. * Strong organizational skills and detail-oriented with a high degree of accuracy. * Thorough knowledge of bank operations, products, and services offered at the bank. * Knowledge of banking laws and regulations including the Bank Secrecy Act. Supervisory Responsibilities: * None Education and/or Experience: * High School diploma or equivalent * Associates degree in business related field or two years related experience or a combination of education and experience * Experience working in an environment with individual and team goals preferred * Customer service experience required Computer and Software Skills: * Skilled in operation of a personal computer, including Microsoft Word and Excel. * Google Suite * IBS * Salesforce Certificates, Licenses, and Registrations: * Notary License as needed by the branch Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
    $27k-30k yearly est. Auto-Apply 8d ago

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