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Bank Manager jobs at Equity Bancshares

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  • Bank Manager - Garden City, KS

    Equity Bank 4.2company rating

    Bank manager job at Equity Bancshares

    Bank Manager Department: Retail Banking Job Type: Full-Time/Salary Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we'll help you invest in your community through volunteer opportunities which align with our company initiatives and core values. Responsibilities and Expectations Key Responsibilities Grow the Retail Bank Net Income and Image in Community * Achieve budgeted retail banking targets for growth of deposits consumer loans and generation of non-interest income * Control bank expenses as appropriate * Demonstrate operational soundness to minimize risk exposure and to maintain quality production * Implement retail operating procedures and * protocols * Proactively make referrals to bank partners that result in additional revenue to the bank * Participate in community groups or events to promote the bank's image Lead and Manage the Performance of the Retail Bank Team * Conduct sales management routines including daily skills coaching, weekly team meetings, monthly employee check-ins, and quarterly results coaching * Provide on-site leadership and motivation as well as direct the work of retail bank employees * Guide employee matters including hiring, compensation, work schedule, promotion and discipline * Train and develop retail bank team for their current and future role * Provide periodic individual performance objectives, goals, coaching, feedback, and evaluation Ensure Consistent Delivery of a Superior Customer Experience * Demonstrate excellent customer service skills and ensure same by retail bank team * Create a welcoming, engaging, and professional environment for clients and your team to experience * Proactively resolve client issues and ensure follow-through by bank team * Proactively match bank products and services to client needs and ensure same by bank team. * Make periodic visits to small business clients to assess needs, to confirm satisfaction, or to promote additional services Demonstrate Compliance with Applicable Laws and Regulations * Understand and follow applicable laws and regulations for your job responsibilities, including but not limited to Equity Bank Business Ethics and Conduct policy, Bank Secrecy Act, Anti-Money Laundering, Information Security, Suspicious Activity Reporting requirements, policies, and procedures * Follow deposit account opening procedures and internal suspicious activity referral requirements and processes, as appropriate for this position * Actively work with clients to understand each client's normal account activity, as appropriate for this position * Complete periodic compliance training Ensure adherence to aforementioned points by bank team Regular and Reliable Attendance Required Skills & Education Requirements * High School Diploma or equivalent * Excellent interpersonal, verbal, and written communication skills * Computer proficiency in Windows-based systems * Ability to maintain a high degree of confidentiality * Strong attention to detail and organizational skills * Capable of working with a team to determine solutions * Ability to travel to Wichita, KS during first week of employment for required week-long training * Customer Service & Sales experience * 1-2 years supervisory experience Preferred * Previous Banking Experience * Bachelor's degree * 2-5 years supervisory experience Who We Are Equity Bank, a full-service, $6 billion community bank, is based in Wichita, Kansas, with 72 bank offices throughout Kansas, Missouri, Arkansas, and Oklahoma. At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We're searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team. Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere. What's in it for you? We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families. Benefits Available: * Health, Dental & Vision Insurance * Group Life & Long-Term Disability Insurance * Flexible Spending & Health Savings Accounts * Group Cancer Insurance * 401(K) Retirement Plan w/Company Match * Generous Vacation & Sick Time * Employee Stock Purchase Plan (ESPP) * Pet Insurance * Retail Banking Benefits Find your future at Equity Bank! The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements. Physical Requirements This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others. Work Environment This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis. Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant's race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $61k-79k yearly est. 53d ago
  • Bank Manager - Rose Hill

    Equity Bank 4.2company rating

    Bank manager job at Equity Bancshares

    Bank Manager Department: Retail Banking Job Type: Full-Time/Salary Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we'll help you invest in your community through volunteer opportunities which align with our company initiatives and core values. Responsibilities and Expectations Key Responsibilities Grow the Retail Bank Net Income and Image in Community * Achieve budgeted retail banking targets for growth of deposits consumer loans and generation of non-interest income * Control bank expenses as appropriate * Demonstrate operational soundness to minimize risk exposure and to maintain quality production * Implement retail operating procedures and protocols * Proactively make referrals to bank partners that result in additional revenue to the bank * Participate in community groups or events to promote the bank's image Lead and Manage the Performance of the Retail Bank Team * Conduct sales management routines including daily skills coaching, weekly team meetings, monthly employee check-ins, and quarterly results coaching * Provide on-site leadership and motivation as well as direct the work of retail bank employees * Guide employee matters including hiring, compensation, work schedule, promotion and discipline * Train and develop retail bank team for their current and future role * Provide periodic individual performance objectives, goals, coaching, feedback, and evaluation Ensure Consistent Delivery of a Superior Customer Experience * Demonstrate excellent customer service skills and ensure same by retail bank team * Create a welcoming, engaging, and professional environment for clients and your team to experience * Proactively resolve client issues and ensure follow-through by bank team * Proactively match bank products and services to client needs and ensure same by bank team. * Make periodic visits to small business clients to assess needs, to confirm satisfaction, or to promote additional services Demonstrate Compliance with Applicable Laws and Regulations * Understand and follow applicable laws and regulations for your job responsibilities, including but not limited to Equity Bank Business Ethics and Conduct policy, Bank Secrecy Act, Anti-Money Laundering, Information Security, Suspicious Activity Reporting requirements, policies, and procedures * Follow deposit account opening procedures and internal suspicious activity referral requirements and processes, as appropriate for this position * Actively work with clients to understand each client's normal account activity, as appropriate for this position * Complete periodic compliance training Ensure adherence to aforementioned points by bank team Regular and Reliable Attendance Required Skills & Education Requirements * High School Diploma or equivalent * Excellent interpersonal, verbal, and written communication skills * Computer proficiency in Windows-based systems * Ability to maintain a high degree of confidentiality * Strong attention to detail and organizational skills * Capable of working with a team to determine solutions * Ability to travel to Wichita, KS during first week of employment for required week-long training * Customer Service & Sales experience * 1-2 years supervisory experience Preferred * Previous Banking Experience * Bachelor's degree * 2-5 years supervisory experience Who We Are Equity Bank, a full-service, $7 billion community bank, is based in Wichita, Kansas, with 79 bank offices throughout Kansas, Missouri, Arkansas, and Oklahoma. At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We're searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team. Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere. What's in it for you? We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families. Benefits Available: * Health, Dental & Vision Insurance * Group Life & Long-Term Disability Insurance * Flexible Spending & Health Savings Accounts * Group Cancer Insurance * 401(K) Retirement Plan w/Company Match * Generous Vacation & Sick Time * Employee Stock Purchase Plan (ESPP) * Pet Insurance * Retail Banking Benefits Find your future at Equity Bank! The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements. Physical Requirements This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others. Work Environment This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis. Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant's race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $60k-78k yearly est. 17d ago
  • Community Bank Manager (56465)

    First State Community Bank 3.7company rating

    Moberly, MO jobs

    Community Bank Manager Make a Positive Impact First State Community Bank is seeking a team leader with a customer service focus for a Community Bank Manager position. As the Community Bank Manager, you will be responsible for managing the day-to-day aspects of running an FSCB location in accordance with our Vision, Mission & Values. As the Community Bank Manager you'll coach the team to create a high quality banking experience for our customers. Responsibilities in Accordance with Our Corporate Values Professionalism Ensure daily implementation of the Market Presidents directives while managing the day-to-day operations of the FSCB location Understand the roles of the retail team and how they individually perform to create positive customer experiences Accountability Hold team accountable for meeting customers needs, recognizing the customers relationship with us and meeting/exceeding performance goals Develops and maintains an awareness of the products and services provided by and through our financial institution Provide oversight on all operational activities such as account opening, cash handling, etc., and coaches to the policies, processes and expectations of the bank Initiative Drive behaviors and results to achieve priorities, sales goals, and customer experience while focusing on operational excellence Create stability and bench strength by cultivating an engaged and well coached team Adaptability Schedule sales and service staff to effectively meet customer demand at all times Reduce variability on how processes are employed on the location to create a consistent customer experience What You Can Expect Competitive pay and benefits package - with variable compensation program based on team performance 401(k) with generous employer match benefit Helpful, qualified, and available leadership A caring, stable work environment Qualifications High school diploma with an emphasis in business courses Experience in cash handling and customer service Sales experience Strong verbal and written communication skills Availability to work weekend and/or extended hours as required to run the business Ability to transport cash weighing up to 50 pounds Must be able to portray a warm, friendly and personable demeanor with our organizations customer base, as well as all FSB team members Additional Information Being a First Stater... Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization. Do you have what it takes to be a First Stater? Make a Difference - Apply Now! First State Bancshares, Inc, is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.
    $59k-81k yearly est. 9d ago
  • Commercial Relationship Manager

    First Busey Corporation 4.5company rating

    Wichita, KS jobs

    The Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager approves loans within his/her authority and is responsible for presenting loans for approval at various committees. In addition, the Relationship Manager is responsible for managing his/her current loan portfolio. Duties & Responsibilities Additionally, a Relationship Manager will be responsible for: * Developing new business and prospects and generate business loans through referrals, business calls, and community involvement. * Analyzing customers' financial data, structure and negotiate credit transactions, and perform ongoing credit management. * Servicing existing customer relationships to maximize profitability. * Pursuing repayment of loans and contact customers whose loans are past due or have overdrawn accounts. * Responsible for early detection of problem loans and generation of reports for management of weak and criticized loans. * Assist other lines of business with business development. Education & Experience Knowledge of: * Strong oral and written communication skills * Strong sales and customer service skills Ability to: * Generate revenue at 10/5/5 - Level I * Generate revenue at 20/10/10 - Level II * Analyze and interpret numerical data * Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents * Make independent and difficult decisions within parameters of the Bank's loan policies * Originate new procedures and approaches to problems * Perform duties under frequent time pressures Education and Training: * Requires Bachelor's degree with an emphasis in Accounting or Finance. * Requires 2 or more years of banking, finance, or sales related experience. * Six months or more credit analysis experience required. * Requires knowledge of Microsoft Office. Compensation and Benefits 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: $125,000 - $175,000/year) 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.
    $125k-175k yearly Auto-Apply 13d ago
  • Alternative Investment Services Bank Loans Operations, Officer

    State Street Corporation 4.1company rating

    Kansas City, MO jobs

    Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for * Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff * Primary contact and key escalation point for operational issues, provide technical expertise to resolve daily problems * Act as primary contact and escalation point for operational issues * Manage and escalate issues related CoE's and other Shared Services * Manage production activities of Shared Service Associate I, II and Senior Associate * Coordinate the implementation of new funds, systems and processes. Assist with client conversions and other client projects * Organize Shared Service internal meetings, as needed, and compiles related documentation, assisting with the coordination and development of the agenda and may attend meetings to record notes and action items * Identify and implement consistent operational best practices * Assist with compliance/fiduciary reviews and audits * Train, develop and motivate new staff, complete performance appraisals * Provide coaching and development opportunities to staff, participate in individual on-going training and development * Provide technical expertise to resolve daily problems * Serve on committees. Help define and implement new company initiatives * During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures * Other duties as assigned What we value These skills will help you succeed in this role * Knowledge of securities language and legal requirements. * Good interpersonal, organizational and management skills. * Solid understanding of operational functions within Fund Accounting. Ability to provide technical expertise to resolve daily problems. * Demonstrated computer proficiency and working knowledge of various software applications. * Ability to develop and enhance client relationships. Education & Preferred Qualifications * Equivalent to a BS degree in Finance, Business or related field. * At least 5 years of related Custody and/or Fund Accounting experience, part of which must have been in a management or supervisory capacity. Salary Range: $70,000 - $115,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $70k-115k yearly 15d ago
  • Bank Manager

    BMO Harris Bank 4.1company rating

    Lincoln, NE jobs

    Application Deadline: 01/13/2026 Address: 2103 S. 16th St. Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives. Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer. Conducts cold calls to prospective customers to develop new customer relationships. Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business. Supports the Bank's community involvement and participates in community activities. Maintains a high-touch relationship with key branch customers and prospects within the market. Resolves customer related issues using knowledge of bank services, products, and processes. Fulfills sales and service activities for the customer in accordance with approved procedures. Builds the business plan for the branch. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Implements, reviews, and revises work plans. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Ensures alignment between stakeholders. Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures. Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Communicates goals, plans, and assignments to achieve financial and customer service goals. Leads the implementation of new programs, products and processes within the branch. Coordinates the implementation of national and regional sales and service initiatives. Monitors the service request and problem resolution processes for adherence to national standards. Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements. Plans and controls unit operating expenses in accordance with forecasts. Manages transactional outcomes for customer calls or defers to appropriate internal business groups. Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution. Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations. Builds effective relationships with internal/external stakeholders. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with all legal and regulatory requirements for the jurisdiction. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Previous supervisory or management experience - preferred. In-depth knowledge of retail banking products and services. Advanced knowledge of competitive marketplace and trends in product offerings. Working knowledge of branch operational processes and policies. Working knowledge of branch technologies, processes, and performance metrics. Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $46,000.00 - $85,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $46k-85.2k yearly Auto-Apply 11d ago
  • Commercial/Agribusiness Relationship Manager

    Firstnational 3.8company rating

    Norfolk, NE jobs

    At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Community Banking Relationship Manager (RM) will deliver advice and value for business customers. They will enable business customer growth and retention in line with credit and risk strategies. The Relationship Manager will “bring the bank to the customer” by connecting business customers with appropriate products to include but not limited to, commercial deposit accounts, payment products, treasury services, business planning, and credit accounts. About This Role: 1. Customer Relationship Management: Help customers be successful by understanding customer needs and matching with FNBO solutions. This will be achieved by alignment with “how we will consistently get the work done” though the Wholesale Banking Group Behaviors; Proper use of Salesforce Proper use of Precision Lender Proper use of IMPAX Collaboration Full adaption to new way of working in nCino Be respectful of other roles and process 2. Business Development Activities: Build a portfolio of business customers by delivering advice and value. Build centers of influence (attorney, accountants, and other needed referral sources). RMs will guide, direct and facilitate solutions across all product specialties of the bank for their business customers. Participate and be involved as an active community member. Identify new business customer opportunities and solutions aligned to match customer needs. Oversee portfolio quality focused on growth and retention in line with credit risk. Facilitate product partners and support teams based on customer needs. Negotiate terms and options with customer. Qualify and document opportunities. Set expectations with customer regarding timeline and product document requirements. Leverage technology and tools consistently for data quality. Use sales and prospecting tools and processes, effectively. 3. Cross Functional Working Relationships: Partner with others across the diverse footprint of the enterprise to optimize referral opportunities to meet the needs of the business customer. Collaborate with partners across the enterprise to fully optimize meeting the needs of the business customer to accelerate income and growth. 4. Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. Complete compliance training and adhere to internal procedures and controls, as required. Report any known violations of compliance policy, laws, or regulations. Report any suspicious customer and/or account activity. 5. Professionalism/Attendance: Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance. The Ideal Candidate for This Role: Knowledge, Skills, Education and Experience: Bachelor's Degree 5+ years of successful commercial lending relationship management experience. Ability to build and grow a diverse portfolio of business products with growing entrepreneurial businesses Customer-focused thinker Strong customer and people relationship skills Proficient credit analysis knowledge and skills Proven experience prioritizing and handling multiple customer relationships at the same time. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $88,067.00-$145,309.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251769 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $88.1k-145.3k yearly Auto-Apply 2d ago
  • Bank Manager

    BMO Harris Bank 4.1company rating

    North Platte, NE jobs

    Application Deadline: 01/13/2026 Address: 301 W. 4th St. Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives. Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer. Conducts cold calls to prospective customers to develop new customer relationships. Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business. Supports the Bank's community involvement and participates in community activities. Maintains a high-touch relationship with key branch customers and prospects within the market. Resolves customer related issues using knowledge of bank services, products, and processes. Fulfills sales and service activities for the customer in accordance with approved procedures. Builds the business plan for the branch. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Implements, reviews, and revises work plans. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Ensures alignment between stakeholders. Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures. Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Communicates goals, plans, and assignments to achieve financial and customer service goals. Leads the implementation of new programs, products and processes within the branch. Coordinates the implementation of national and regional sales and service initiatives. Monitors the service request and problem resolution processes for adherence to national standards. Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements. Plans and controls unit operating expenses in accordance with forecasts. Manages transactional outcomes for customer calls or defers to appropriate internal business groups. Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution. Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations. Builds effective relationships with internal/external stakeholders. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with all legal and regulatory requirements for the jurisdiction. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Previous supervisory or management experience - preferred. In-depth knowledge of retail banking products and services. Advanced knowledge of competitive marketplace and trends in product offerings. Working knowledge of branch operational processes and policies. Working knowledge of branch technologies, processes, and performance metrics. Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $46,000.00 - $85,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $46k-85.2k yearly Auto-Apply 11d ago
  • Bank Manager

    BMO Harris Bank 4.1company rating

    Midwest City, OK jobs

    Application Deadline: 01/04/2026 Address: 1201 S. Air Depot Blvd. Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives. Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer. Conducts cold calls to prospective customers to develop new customer relationships. Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business. Supports the Bank's community involvement and participates in community activities. Maintains a high-touch relationship with key branch customers and prospects within the market. Resolves customer related issues using knowledge of bank services, products, and processes. Fulfills sales and service activities for the customer in accordance with approved procedures. Builds the business plan for the branch. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Implements, reviews, and revises work plans. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Ensures alignment between stakeholders. Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures. Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Communicates goals, plans, and assignments to achieve financial and customer service goals. Leads the implementation of new programs, products and processes within the branch. Coordinates the implementation of national and regional sales and service initiatives. Monitors the service request and problem resolution processes for adherence to national standards. Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements. Plans and controls unit operating expenses in accordance with forecasts. Manages transactional outcomes for customer calls or defers to appropriate internal business groups. Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution. Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations. Builds effective relationships with internal/external stakeholders. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with all legal and regulatory requirements for the jurisdiction. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Previous supervisory or management experience - preferred. In-depth knowledge of retail banking products and services. Advanced knowledge of competitive marketplace and trends in product offerings. Working knowledge of branch operational processes and policies. Working knowledge of branch technologies, processes, and performance metrics. Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $46,000.00 - $85,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $46k-85.2k yearly Auto-Apply 10d ago
  • Bank Manager

    BMO Harris Bank 4.1company rating

    Beatrice, NE jobs

    Application Deadline: 01/13/2026 Address: 633 N 6th St. Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives. Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer. Conducts cold calls to prospective customers to develop new customer relationships. Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business. Supports the Bank's community involvement and participates in community activities. Maintains a high-touch relationship with key branch customers and prospects within the market. Resolves customer related issues using knowledge of bank services, products, and processes. Fulfills sales and service activities for the customer in accordance with approved procedures. Builds the business plan for the branch. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Implements, reviews, and revises work plans. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Ensures alignment between stakeholders. Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures. Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Communicates goals, plans, and assignments to achieve financial and customer service goals. Leads the implementation of new programs, products and processes within the branch. Coordinates the implementation of national and regional sales and service initiatives. Monitors the service request and problem resolution processes for adherence to national standards. Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements. Plans and controls unit operating expenses in accordance with forecasts. Manages transactional outcomes for customer calls or defers to appropriate internal business groups. Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution. Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations. Builds effective relationships with internal/external stakeholders. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with all legal and regulatory requirements for the jurisdiction. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Previous supervisory or management experience - preferred. In-depth knowledge of retail banking products and services. Advanced knowledge of competitive marketplace and trends in product offerings. Working knowledge of branch operational processes and policies. Working knowledge of branch technologies, processes, and performance metrics. Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $46,000.00 - $85,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $46k-85.2k yearly Auto-Apply 11d ago
  • Private Banking Officer

    Central Bank 4.2company rating

    Clayton, MO jobs

    The Private Banking Officer will serve as primary relationship advisor for high net worth and ultra-high net worth clients. This officer is responsible for developing and administering strategies, sales, and plans to grow the Private Banking division for our market. This officer is responsible for developing and deepening client relationships through need-based, high-level client service and through delivery of the full suite of the Central Bank Private Banking platform. Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive banking and wealth management advice across commercial banking, retail banking, and trust businesses with skills in financial planning, investments, deposit and financial products, and other private banking services. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Client Acquisition & Business Development Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients. Expected to be the expert level "market moving" and “rain maker” advisor with ability to bring in a significant level of deposits and investments and fee income products across retail and commercial banking. Self-acquires significant new business by being active and well connected in the community. Client Service Excellence Able to handle the most challenging, sensitive and complex relationships. Team and peer group role model for other Private Bankers, Trust Relationship Managers, Commercial Bankers, and Retail Bankers. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. Develop short and long-term initiatives that align with the company's vision and provide guidance, coaching and development opportunities for the Private Banking team, ensuring the success of the line of business. Lead, mentor, and motivate team members (when applicable) to implement the Private Banking model's initiative, taking ownership for upholding the priority of concierge client service, our company's culture and driving it within the business unit. Communicate decisions, priorities, and relevant information to appropriate members of the team as passed down from the Organizational level (when applicable). Strategic Planning & Business Line Partnership: Oversee budget management, forecasting/planning, and expenditures, to maximize business unit's profitability with Private Banking Manager. Develop strategic calling plans for maximizing investment, loan and deposit activities and results, in conjunction with other commercial banking managers within the organization. Work with line of business leaders to develop marketing plans to maximize benefit to the Private Banking area as well as the overall organization. Recruit & develop Private Bankers (PB) & Client Service Associates (CSA)(when applicable). Assist in the development and oversight of the marketing and calling efforts of the business unit as it pertains to Wealth Management opportunities (specifically for Private Banking). Determine proactive calling and cross-selling practices and behaviors for sales and service of client base. Monitor and coach the Private Banking team (when applicable) to achieve the business unit's sales results, cross-selling productivity, and the creation of wealth management opportunities. Plan and oversee marketing or external events with the assistance of the Bank, Central Trust Company, Central Investment Advisors, to maximize the organization's visibility in key segments of the market. Work with commercial credit leadership to establish Private Banking guidelines for commercial lending referrals to meet our prudent lending standards and complement the Bank's overall strategic plan. Consistent contact with organizational partners and management in Retail Banking, Commercial Banking, Trust Company, and Mortgage areas to maximize growth opportunities and expansion of new and existing client relationships. Consistent contact with clients, prospects, referral sources (accountants, lawyers, medical professionals, centers of influence, outside organizations such as EPC, etc.). Perform other duties as assigned. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. ADDITIONAL DUTIES AND RESPONSIBILITIES: Assist others as needed. May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations.
    $61k-83k yearly est. 17h ago
  • Bank Relationship Manager/Commercial Lending Specialist

    Bank of Springfield 3.8company rating

    Liberty, MO jobs

    About the Role: We are seeking a highly motivated Bank Relationship Manager to join our team in Kansas City, Missouri! This unique individual will be responsible for developing, managing and expanding client relationships as we grow our footprint in the Kansas City market. The Bank Relationship Manager will oversee all of the facility's retail operations, while providing support to the commercial lending team. The ideal candidate for this role will bring experience in commercial lending, supporting business development efforts, evaluating credit opportunities, and deepening relationships with commercial clients. Strong attention to detail and ability to multitask will be critical to your success in this role. This is an excellent opportunity to gain valuable experience in the banking industry and grow your career. Responsibilities: Provide day-to-day leadership, development and direction to branch staff, including bankers and tellers; Foster a culture of accountability, teamwork, and continuous improvement. Ensure adherence to all bank policies, procedures, and regulatory requirements. Drive branch performance goals in deposits, loans, service quality, and customer satisfaction; Oversee operational efficiency, risk management, and audit readiness. Work closely with loan officers, underwriters, and other team members to ensure timely and accurate completion of loan applications and documentation; Assist loan officers with loan application and documentation preparation; Review loan files for completeness and accuracy Communicate with borrowers and other parties to obtain necessary information and documentation Build and maintain strong relationships with consumer and business clients; Identify opportunities to deepen relationships through cross-selling products and services. Provide excellent customer service to internal and external customers. Minimum Qualifications: High school diploma or equivalent 1+ years of experience in a banking or lending environment Strong attention to detail and organizational skills Excellent leadership, communication and customer service skills Proficiency in Microsoft Office Ability to work independently and as part of a team Strong problem-solving and analytical skills Preferred Qualifications: Associate's or Bachelor's degree in business, finance, or related field Minimum 2+ years of banking experience, with at least one year in branch management or team leadership. Experience with commercial lending, credit analysis, and relationship development. Demonstrated knowledge of retail banking operations, compliance, regulations and customer service standards. Benefits May Include the Following: ************************************ Salary Range: The salary range for this position is $60,000.00 - $85,000.00/year, depending on experience and qualifications. In addition to the base salary, compensation may include bonuses, benefits, and other incentives.
    $60k-85k yearly Auto-Apply 50d ago
  • Commercial Banking Officer, VP (42076)

    Landmark Bancorp Inc. 3.8company rating

    Prairie Village, KS jobs

    When you work at Landmark, you'll find we are all about Culture, Connection, and Contribution. You'll build relationships beyond transactions. You will work with people who want to be better every day you'll be challenged to grow and supported in your development. You'll have an opportunity to make a real difference for our customers and our communities. We are currently looking for a Commercial Banking Officer, VP to join the Landmark team. Here are all the details: HOW YOU WILL CONNECT Consistently delivers the Landmark National Bank commitment To be champions and catalysts for our communities by originating and servicing a profitable portfolio of commercial loans and treasury management services that Model exceptional customer service and develop an understanding of all commercial banking products and services valuable to business owners. Responsible for building and maintaining relationships with new and existing customers. Represents a positive bank image through community engagement. Accountable for responsive, compliant, and confidential delivery of service to customers. Responsible for the profitability, growth and risk management of an existing loan portfolio. Works closely with team, other bank divisions, and bank leadership to develop, monitor, and achieve branch and regional goals. In this position, 30% to 40% of an applicant's performance will be measured on emphasis and outcomes related to business development, with the remaining balance of performance based on portfolio management, continuing education/training, leadership/community involvement or other special projects as assigned. WHO YOU ARE Bachelor's Degree or equivalent banking experience. Bachelor's Degree in Agriculture, Business or related field is preferred. Minimum of 5 years of previous commercial banking experience preferred. Portfolio and relationship management experience. Maintain a high degree of discretion and confidentiality. Demonstrated customer service and business development experience. Able to exercise sound business judgement, including basic financial analytical skills. Planning and time management skills. Ability to collect and present detailed information. Strong communication and customer service skills, including experience with presentations. Understanding of basic personal computer programs (Client Relationship Management software, Internet, Word, Excel, and Outlook). WHAT YOU WILL DO Build and maintain relationships with all customers, prospective customers, team members, and community partners. Provide excellent customer service by demonstrating the Landmark National Bank commitment To be champions and catalysts for our communities, which begins with addressing customer and prospect commercial loan and treasury management needs with a prompt and timely response. Implement a business development plan that includes active outreach to current and prospective customers, while achieving bank profitability and growth goals, and meeting bank risk management objectives. Learn and execute the Landmark National Bank sales process to win commercial loans and treasury management opportunities that expand existing or close prospective banking relationships, including participation in the regional weekly sales meeting and pipeline activity reports. Strengthen the bank's relationship promise through the cross-sale of various commercial banking and treasury management services, as well as retail banking and mortgage banking referrals when appropriate. Demonstrate sound business judgement, when collecting and analyzing data to make informed decisions. Experienced in approving or denying loan applications within loan approval authority, bank policies and guidelines. Be an engaged participant as a voting member on a regional loan committee. Learn and comply with internal controls, operational procedures, and risk management policies, including regular audits and internal loan reviews. Collaborate with your team, other bank divisions, and bank leadership to develop, monitor, and achieve branch and regional goals. Manage your professional improvement through the utilization of the quarterly Job Progress Plan and consistently meet minimum, target and optimum levels of performance. Engage in Landmark National Bank culture initiatives and team success activities, including daily huddles, weekly sales meetings, and Celebration events. Represent Landmark National Bank through community engagement to advance the bank's reputation both during and after business hours. Represent the bank well in the community. Adhere to bank policies and procedures. Performs other duties and projects as assigned. PHYSICAL DEMANDS * The physical demands listed below are a requirement to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * While performing the duties of this job the employee is frequently required to sit or stand for long periods of time, speak, and listen; use hands to touch and grasp objects; and to reach with hands and arms. The employee is occasionally required to move about the banking facility. * Visual ability to view a computer screen for long periods of time is required. * The employee must occasionally lift and/or move up to 30 pounds. * Evening and weekend work based on business need. * Valid driver's license. * Ability to travel to banks or visit clients in region. BENEFITS WE OFFER YOU * Group health insurance options * Health savings accounts * Flexible spending accounts * Dental insurance * Vision insurance * Life Insurance fully paid * Long-term disability * 401k Options * 401k Matching and Profit Sharing Retirement Plan * Employee Assistance Program (EAP) * Paid Time Off (PTO) program * 11 paid holidays * Discount on various bank services * Employee Referrals * Wellness Reimbursements * 529 College Savings Plan Payroll Deduction A credit and background check is a final part of the hiring process. Landmark National Bank is an EEO/ADA/Veteran employer.
    $56k-75k yearly est. 17d ago
  • Business Relationship Manager Senior Deepening - Vice President

    Jpmorgan Chase 4.8company rating

    Oklahoma City, OK jobs

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. **Job Responsibilities** + Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed + Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses + Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects + Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships + Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions + Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities + Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate + Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments + Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines + Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done + Balance needs of clients with associated risks and interests of the firm **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field, or equivalent work experience + Minimum of 3 years' managing clients >$10+MM revenue + Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint + In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $57k-86k yearly est. 41d ago
  • Business Relationship Manager Senior Deepening - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Oklahoma City, OK jobs

    JobID: 210683543 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities * Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects * Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships * Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions * Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities * Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience * Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate * Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments * Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently * Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines * Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done * Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field, or equivalent work experience * Minimum of 3 years' managing clients >$10+MM revenue * Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint * In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
    $57k-86k yearly est. Auto-Apply 44d ago
  • Business Relationship Manager Senior Deepening - Vice President

    Jpmorganchase 4.8company rating

    Oklahoma City, OK jobs

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
    $57k-86k yearly est. Auto-Apply 44d ago
  • Business Relationship Manager

    Midfirst Bank 4.8company rating

    Oklahoma City, OK jobs

    The Business Relationship Manager (BRM) is responsible for acquiring, retaining, and expanding the borrowing, deposit and treasury management needs of business banking customers. The BRM will profile, discover banking needs, and offer solutions to meet the financial objectives. The BRM will seek to source potential business through referrals from external business professional referral sources, business organizations and existing clients. The BRM will act as a business expert with the assigned banking centers he/she is working with and will continually support, coach and provide expertise to banking center employees regarding business products and services. Position Requirements: Knowledge of Retail Banking and working knowledge of commercial business. • 3-5 years of experience working with business in a sales capacity. • Ability to determine business needs, make recommendations and acquire new relationships. • Ability to source new loan and deposit opportunities and build effective relationships with customers and members of the community. • Ability to work well in a team environment by partnering with other colleagues to meet customer needs. • Ability to work with customers in person and by telephone. • Ability to work beyond a standard work week as needed. • Excellent profiling, listening, influencing, advising and acquisition skills. • Excellent interpersonal, verbal, and written communication skills. • Strong problem solving skills and attention to detail are required. • Strong initiative, excellent judgment, and comprehensive planning, organization, and follow-up skills. • Bilingual in Spanish preferred. • College degree preferred.
    $57k-94k yearly est. 60d+ ago
  • Business Relationship Manager Senior Acquisition - Vice President

    Jpmorgan Chase 4.8company rating

    Clayton, MO jobs

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. **Job Responsibilities** + Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed + Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses + Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners + Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects + Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship + Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions + Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience + Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards + Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done + Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently + Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate + Balance needs of clients with associated risks and interests of the firm + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field, or equivalent work experience + Minimum of 3 years' managing clients >$10+MM revenue + In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts + Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $54k-80k yearly est. 49d ago
  • Business Relationship Manager Senior Acquisition - Vice President

    Jpmorganchase 4.8company rating

    Clayton, MO jobs

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
    $54k-80k yearly est. Auto-Apply 51d ago
  • Commercial Lease Banking Officer

    Central Bank 4.2company rating

    Des Peres, MO jobs

    The individual in this position will be responsible for establishing necessary business systems to support origination of commercial equipment lease and loan transactions. They will continue to be responsible for the management and growth of this portfolio. This individual must originate commercial equipment leases as well as be an experienced portfolio manager with extensive pricing, negotiation and equipment remarketing skills. Will conduct relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Design and implement plan for a commercial equipment leasing product and service. Actively market lease services to existing and prospective customers. Responsible for the maintenance and growth of portfolio as determined by senior management. Coordinate, prepare and execute lease transactions. Analyze transactions and portfolio for financial soundness and potential risk. Work with existing customers to maximize leasing/service opportunities. Build partnerships that strengthen other business unit relationships. Provide production reports to senior management as requested. Consistently meet the expectations defined in Central Bank's six standards of Living Legendary. ADDITIONAL DUTIES AND RESPONSIBILITIES: Assist others as needed. May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations.
    $61k-83k yearly est. 17h ago

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