First Citizens Bank jobs in Phoenix, AZ - 328 jobs
SVB: Crypto Payments Enhanced Due Diligence Associate
First Citizens Bank 4.8
First Citizens Bank job in Phoenix, AZ
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix, Chicago, Dallas or Raleigh office SVB's First Line of Defense Enhanced Due Diligence Know Your Customer ("EDD KYC") team is responsible for conducting enhanced due diligence on higher risk client segments that may pose a higher risk for money laundering, terrorist financing, sanctions, or reputation risk in support of all legal and regulatory requirements as a large financial institution.
As a Cryptocurrency Enhanced Due Diligence Associate, you will be a part of SVB's First Line of Defense EDD KYC Team tasked with leading enhanced due diligence reviews of prospective and existing clients, ensuring that crypto-related clients within FCB are compliant with FCBs Risk Appetite, and any/all applicable regulations and guidelines. You will be the identified expert on Cryptocurrency BSA/AML compliance for the FCB Commercial Bank by the relationship team and clients.
You will engage with peers and risk professionals, all levels of management, and other internal or external constituents to deliver comprehensive views on EDD matters and represent the reasoning of EDD disposition on behalf of the organization.
It will be critical for you to stay current with cryptocurrency developments, and policy changes, seek ways to enhance current processes and controls, and communicate with your peers and partners.
This role is required to both execute and educate on the Cryptocurrency ecosystem; additionally, the role will build, develop, and improve processes, as well as coach those around you.
Responsibilities
* Enhanced Due Diligence Reviews: Perform thorough EDD reviews on new and existing clients engaged in the broader Crypto ecosystem, ensuring compliance with regulatory requirements and internal policies. Conduct in-depth analysis of client profiles, business activities and ownership structures to assess money laundering, terrorist financing and other financial crime risks. Review and verify client documentation including identification documents, business licenses, financial statements, and transaction records to ensure accuracy and completeness of KYC information. Assist clients and prospects in establishing the proper control environment to ensure compliance with the Bank's requirements.
* Regulatory Compliance: Serve as subject matter expert and ensure compliance with regulatory requirements, industry standards and best practices related to EDD, KYC, BSA, Sanctions and AML regulations surrounding the Crypto ecosystem. Document and maintain accurate records of due diligence reviews, including findings, decisions, and supporting documentation in accordance with internal policies and regulatory standards.
* Subject Matter Expert: Serves as a SME on high-risk, complex, and crypto reviews as primary Point of Contact for Commercial Bank Relationship and aid in identification of prospects & existing clients that may have increased AML risk due to business model; assisting the clients/prospects to ensure compliance with FCB's high-risk requirements; championing efforts identifying and managing existing and emerging risks identified through reviews, and ensuring these risks are effectively assessed, communicated, and controlled. Partner with Compliance, Internal Audit, and other departments to respond to examinations and audit requests, manage execution and implementation of action plans, and ensure all processes and changes implemented fully comply with applicable regulations and legislation, standards, policies, and guidelines.
* Risk Analysis: Lead and champion efforts on identifying and managing existing and emerging risks identified through reviews, and ensuring these risks are effectively assessed, communicated, and controlled. Conduct assessments and profiling of clients based on their risk factors including business type, transaction volume and geographical location. Analyze client transactions and account activity to identify red flags indicative of potential financial crimes or higher risk activities. Identify and communicates opportunities to automate/streamline quality and compliance efforts.
* Reporting & Training: Develop and report risk tolerance metrics and provide ongoing reporting on high-risk sector pipeline to senior management. Communicate effectively with internal stakeholders, relationship managers and business units to address queries and resolve issues related to EDD. Provide expertise in assessing prelaunch or emerging business models to align with internal requirements for EDD and approval. Collaborate with cross-functional teams to share insights, provide support, training and guidance on policies, procedures, and best practices, promoting a culture of compliance.
Qualifications
Bachelor's Degree with a minimum of 4 year of experience conducting enhanced due diligence reviews on crypto/payments entities at payment processors, money service businesses or banks, OR High School Diploma or GED with a minimum of 8 years of experience.
Preferred Area of Experience:
* KYC Compliance at a Large Financial Institution or Crypto MSB/VASP
* BA, Finance, Economics, Legal, or Criminal Justice
* License/Certification: Association of Certified Anti-Money Laundering Specialist (ACAMS), Certified Cryptoasset AFC Specialist (CCAS), or Certified Fraud Examiner
* Exhibit a comprehensive understanding of blockchain technology, demonstrating an understanding of its core principles and diverse applications.
* Demonstrate strong understanding of Anti-Money Laundering risk related to cryptocurrency, payments and FinTech business models.
* Demonstrate knowledge of international and regional financial crimes risks, to include but not limited to Anti-Money Laundering, Counter Terrorism Financing risks, fraud, and the prevention and mitigation processes and controls.
* Understanding of the compliance and regulatory frameworks that apply to financial institutions with an emphasis on FinCEN regulations, FFIEC guidelines, Bank Secrecy Act and US PATRIOT ACT.
* Ability to assess compliance programs, processes, controls.
* Ability to work collaboratively with peers and leaders to attain common goals
* Ability to communicate effectively both in writing and orally, in person and by telephone, with all levels of the organization and with bank clients
* Ability to work independently, take initiative and have strong verbal and written communication skills.
* Good analytical, research, organizational, and project management skills.
* Flexibility in learning new topics, handling change and deadlines to address newly identified risks or process changes.
* Strong understanding of requisite Microsoft Office applications and ability to learn new internal systems quickly
If hired in Chicago, the base pay for this position is generally between $89000- $120000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
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$89k-120k yearly 19d ago
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Relationship Advisor II- Fintech
First Citizens Bank 4.8
First Citizens Bank job in Phoenix, AZ
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix office Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.
Responsibilities
The Relationship Advisor "RA" manages a portfolio of International Commercial Banking Clients and is responsible for client onboarding, client servicing and proactive client solutioning. A key member of the client's relationship team, the RA serves as the client's dedicated point of contact for deposit and cash management banking needs.
New Client Onboarding
* Leads client's onboarding journey, collaborating with client's Relationship Manager and Product Advisor to understand client's strategy and short - and long-term financial needs.
* Conducts onboarding activities to include:
* Leads client discussions to identify deposit and cash management needs.
* Performs product demos independently.
* Sets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirements.
* Gathers and validates all relevant legal documentation to adhere to KYC based on client's legal entity type.
* Coordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation status.
* Post onboarding, proactively engages client to review services and ensure client understanding and utilization.
* May assist more junior RAs with client onboarding.
Client Servicing
* Acknowledges and orchestrates fast resolution of in-bound service inquiries.
* Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolution.
* Researches and resolves complex client inquiries; ensure resolutions of solution solves client's need and / or issue.
* Leverages client's service need as an opportunity to identify broader solutions to support client needs.
* Takes initiative to resolve complex client inquiries before escalating to Manager.
Risk Advice
* Advises clients on risk mitigation strategies to combat money laundering and fraud.
* Manages internal Know Your Client "KYC" for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.
* Leads client discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls.
* Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts.
Client Success
* Collaborates with client's Relationship Manager and Product Advisor teams to remain apprised to short - and long - term client strategy; advises relationship team on client's service themes and trends.
* Proactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationships.
* Performs client account reviews and facilitates product discussions to support client short - and long - term financial need
Qualifications
Bachelor's Degree with 1 year of experience in banking/financial services industry or customer service experience OR High School/GED with 5 year of experience
Preferred:
* Retail branch banking experience
* Strong experience building client relationships
* Demonstrated organizational skills
* Able to prioritize tasks with effective time management in a fast-paced environment
* Strong written and verbal communication skills
* Able to work in a team environment and comfortable working independently
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$62k-105k yearly est. 13d ago
Business Controls Manager
City National Bank 4.9
Phoenix, AZ job
BUSINESS CONTROLS MANAGERWHAT IS THE OPPORTUNITY?This position is responsible for development and recommendations of risk metrics designed to effectively manage and mitigate risks associated with Commercial Front Line Units of City National Bank (CNB). The role will serve as a risk and control resource to support LOB's and 2LOD / 3LOD support functions, including but not limited to Operational Risk, Business Continuity, IT Risk, Vendor Risk, Corp. Security, Compliance, Internal Audit, etc. Responsible for the ongoing development and expansion of the risk assessment and testing programs to ensure key risks are captured, measured and tested accordingly. Assist in the preparation of materials and presentations to1st LOB executives detailing results of their unit's risk results.WHAT WILL YOU DO?
Work collaboratively within the Commercial 1LOD and to coordinate risk management and monitoring activities.
Execute risk assessment programs (e.g. Risk Control Self Assessments, Business Impact Assessments, Vendor Risk Assessments, New Applications) to identify and quantify the risks and their associated controls in the division.
Work with Senior Business Control Managers to establish processes to monitor and report on the performance of risk mitigating controls (e.g. if policies and procedures are being followed, if sign off limits are being exceeded etc
Provide recommendations to remediate risk exceptions and assist with the implementation of remediation plans.
Coordinate the completion of risk mitigating actions and providing status updates of open/closed issues to senior management and second line risk management functions.
Respond to Internal Audit and Regulators as necessary to help support Commercial Banking activities.
Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements.
Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2LOD and 3LOD to strengthen the control environment and enhance risk management practices.
Provide guidance on Control Standards to ensure compliance-related controls are documented in line with the standards.
Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units.
Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period.
WHAT DO YOU NEED TO SUCCEED?Required Qualifications*
Bachelor's Degree or equivalent
Minimum 8-10 years managing projects
Minimum 8-10 years within or related to financial services
Additional Qualifications
MBA, JD, or other advanced degree (e.g., JD, MBA, Masters, etc.) preferred
8 years of experience managing projects
7 years in a role requiring complex problem solving
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources
Strong emerging end-to-end generalist problem solving skills, e.g.,
Defining and deconstructing problems
Prioritizing issues and analysis
Structuring and building quantitative and qualitative/conceptual analyses
Knowledge in Financial Services, Project Management
Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
Proficiency with MS Excel and PowerPoint
Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
Diverse problem solving experience
An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams
Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional
Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel
Excellent relationship and stakeholder management skills
Be able to handle uncertainty well, and are able to simplify complexity
WHAT'S IN IT FOR YOU?CompensationStarting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$99k-176k yearly 1d ago
Associate Customer Service Representative - Auto
Wells Fargo 4.6
Chandler, AZ job
About this role: Wells Fargo is seeking Associate Customer Service Representatives to join our Auto team in Chandler, AZ. This team is part of our Consumer Lending business, empowering millions of customers to achieve their dreams every day. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role, you will:
* Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services in a fast-paced, high-volume environment
* Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
* Regularly receive direction from supervisor and escalate questions and issues to more senior employees
* Interact with immediate team, as well as internal and external customers
* Fulfill additional duties upon request
Required Qualifications:
* 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Call center customer service experience in the financial services industry
* Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
* Ability to execute in a fast paced, high demand, metric driven call center environment
* Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
* Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
* Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
* Must be able to attend full duration of required training period
* Ability to work additional hours as needed
* Must work on-site at the location posted
* This position is not eligible for Visa Sponsorship
Training Schedule:
* Anticipated start date is 2/23/26
* Training will be for six weeks, Monday - Friday, 7:00 am to 4:00 pm
Work Schedule:
* Working schedule will be within the operating hours of Monday - Friday, 7 am - 9 pm and rotating Saturdays, 7:00 am - 4:30 pm
* Schedule after training will be assigned prior to the end of training
Job Location:
* 2850 S Price Road - Chandler, AZ 85286
Posting End Date:
18 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$32k-39k yearly est. 2d ago
QA Lead / Manager - Merchant Business Software Suite (MBSS)
Bank of America Corporation 4.7
Chandler, AZ job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders.
We are seeking an experienced QA Lead/Manager to lead quality assurance efforts for the Merchant Business Software Suite, supporting mobile and payment system initiatives. The ideal candidate will have a deep understanding of merchant payment flows, mobile and POS systems, and the technologies that support them. This role requires both strategic leadership and hands-on QA expertise.
Responsibilities:
* Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives
* Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills
* Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met
* Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization
* Contributes to the technology strategy for their technical domain
* Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
* Ensures that execution is aligned with product strategy by working with product management and other stakeholders
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
* 10+ years of experience managing QA functions within payments, merchant services, or financial systems.
* Strong understanding of POS environments, merchant transaction flows, and payment system integrations.
* Hands‑on experience testing mobile applications (Flutter experience preferred).
* Proficiency with API testing and familiarity with ASP.NET application architectures.
* Expertise with test automation frameworks and tools such as Playwright, Selenium, or equivalent.
* Demonstrated experience building and maintaining automated UI test suites.
* Excellent analytical, problem‑solving, communication, and stakeholder‑management skills.
* Proven success leading QA teams through planning, execution, and delivery of complex technology initiatives.
Desired Qualifications:
* Experience in financial services, payments, or fintech industry.
* Familiarity with CI/CD pipelines and test integration tools.
* Exposure to Agile development processes and project management tools (e.g., Jira, Confluence).
Skills:
* Influence
* Risk Management
* Solution Design
* Stakeholder Management
* Technical Strategy Development
* Analytical Thinking
* Application Development
* Collaboration
* Result Orientation
* Solution Delivery Process
* Agile Practices
* Architecture
* Automation
* Data Management
* DevOps Practices
Minimum Education Requirement: Bachelor's degree or equivalent work experience.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$84k-103k yearly est. 1d ago
Senior Lead Business Execution Consultant - Global Privacy and Information Management
Wells Fargo 4.6
Phoenix, AZ job
**About this role:** Wells Fargo is seeking a Senior Lead Business Execution Consultant. This is an exciting opportunity to join the Enterprise Risk Program Office (ERPO) within the Chief Administrative Office (CAO). The Senior Lead Business Execution Consultant is responsible for supporting enterprise-wide efforts for the Front-Line Global Privacy Office (FLGPO).
The FLGPO provides a consistent approach across the organization for strong data protection and privacy related risk management practices. This role is focused on understanding aggregated privacy risks and identifying opportunities to streamline and simplify the privacy environment.
**In this role, you will:**
+ Be responsible for strategic planning and execution of operational processes to meet regulatory and target operating model requirements for the team.
+ Identify opportunities for action including education and awareness activities through proactive risk identification.
+ Provide input and strategic direction for risk and control suite. Ensure controls and control procedures are in place to support annual control testing efforts.
+ Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate.
+ Maintain documentation and enhance business processes with a focus on standardization of controls, ensuring Audit readiness.
+ Communicate actionable insights and recommendations using data in a digestible format to a non-technical audience of varying levels, including senior leadership, across the company.
+ Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans.
+ Act as a Business Execution advisor to leadership to drive performance and initiatives, and develop and implement information delivery or presentations to key stakeholders and senior management
+ Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large-scale solutions
+ Provide vision, direction, and expertise to senior leadership for implementing innovative and significant business solutions that are large scale and cross organizational
+ Lead team meetings or steering committee to facilitate decision making and support implementation of recommendations and plans
+ Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership
+ Provide direction to a cross functional team using business expertise
**Required Qualifications:**
+ 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience in enterprise risk management and internal control development
+ Experience in developing and executing control-related initiatives within a dynamic, complex, and highly regulated operating environment
+ Experience with control and issue management in a highly regulated environment
+ Experience with regulations and laws impacting data privacy including, but not limited to: Gramm-Leach-Bliley Act (GLBA 501b), General Data Protection Regulation (GDPR), Reg. P (Privacy of Consumer Financial Information) and California Consumer Privacy Act (CCPA)
+ Knowledge of the Wells Fargo's Shared Risk Platform, Veritas and RCSA
+ Experience analyzing control and issue data to identify gaps or enhancements
+ Proven ability to identify business risks and drive internal control improvements to mitigate risk
+ Excellent verbal, written, and interpersonal communication skills
**Job Expectations:**
+ Ability to travel 5% of the time
+ Willingness to work on-site at one of the specific locations included in this job posting.
+ This position offers a hybrid work schedule
+ This position is not eligible for Visa sponsorship
**Locations:**
+ 550 S 4th St Minneapolis, MN
+ Three Wells Fargo Center Charlotte NC
+ Black Canyon Hwy., Phoenix, AZ
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$139,000.00 - $239,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
14 Jan 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-504271
$139k-239k yearly 2d ago
Business Support Manager II - Global AML Ops Strategic Content Manager
Bank of America 4.7
Chandler, AZ job
Charlotte, North Carolina;Chandler, Arizona; Fort Worth, Texas; Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (********************************************************************************************************************************************
**:**
**About Us**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.
Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities.
The Business Support Manager II on the AML Strategy & Enablement team will design and deliver compelling, data-driven presentation materials that articulate the strategic vision, performance, and regulatory posture of our Anti-Money Laundering (AML) program.
**Responsibilities:**
+ Transform complex data and compliance narratives into clear, persuasive stories for senior executive management and regulatory audiences
+ Act as a trusted partner for AML
+ Craft messaging frameworks for key organizational priorities, ensures consistency and professionalism in all content
+ Leads efforts to simplify complex concepts for diverse audiences
**Required Qualifications:**
+ 5+ years in financial services, compliance, or risk management with a focus on executive communications or strategic reporting
+ Proven ability to design and structure executive presentations that tell a clear, compelling story; experience building frameworks and templates for strategic decks
+ Advanced expertise in PowerPoint and visual storytelling techniques, including layout, design principles, and data visualization
+ Advanced proficiency in data visualization tools (e.g., Tableau and Power BI)
+ Strong understanding of AML concepts, regulatory frameworks, and risk management principles; ability to stay current on AML regulatory developments and industry best practices
+ Ability to translate analytics and business insights into narratives that resonate with senior leadership
+ Strong strategic thinking, problem-solving, and adaptability to shifting priorities and regulatory changes
+ Exceptional written and verbal communication skills with a focus on persuasive storytelling; ability to manage sensitive information with discretion
+ Excellent organizational and time management skills; self-starter with high energy and attention to detail, able to work with minimal supervision
**Desired Qualifications** :
+ Bachelor's degree in communications, Business, Finance, Data Analytics, or related field
+ Experience in executive communications, strategic messaging, or content development for leadership forums
+ Familiarity with visual design best practices and tools beyond PowerPoint
+ Experience with OCC, Federal Reserve, and other regulatory expectations
+ Ability to coach stakeholders on effective storytelling and presentation delivery
+ Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational levels
+ Expertise in executive reporting or board-level communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$73k-98k yearly est. 28d ago
Base Building Technician
First Citizens Bank 4.8
First Citizens Bank job in Phoenix, AZ
This is an onsite role located in Phoenix, AZ. This position is responsible for the functionality of equipment within Bank corporate offices. Ensures all electrical, mechanical, fire, and life safety equipment is fully operational through hands-on inspection, maintenance, and repair. Responds promptly to emergency issues and monitors onsite vendors when outside consultation is necessary. Provides support to building projects, infrastructure, and other activities, including training exercises and regulation compliance.
Schedule: Monday - Friday 6:30 AM - 3:30 PM
Responsibilities
* Facility Support - Maintains building infrastructure that affects operating abilities such as plumbing, HVAC, and electrical systems, and equipment crucial for health and safety purposes. Performs regular inspections, conducts repairs, and addresses work order requests. Performs preventative maintenance and assists in facility inspections and reports. Participates in building projects and documents results. Implements site or equipment-specific training exercises.
* Coordination - Partners with business units, managers, and other stakeholders on planned and completed work, risks, and impacts. Communicates clearly to identify and respond to ongoing equipment issues, and updates appropriately upon resolution.
* Vendor Management - Assists with vendor oversight including effective work order communications, service ticket management, performance & accountability monitoring, and vendor procurement activities.
* Emergency Response - Responsible for being on-call in emergency work situations and inclement weather.
Qualifications
Bachelor's Degree and 1 years of experience in General building facilities technician or a background in electrical, mechanical, and HVAC OR High School Diploma or GED and 5 years of experience in General building facilities technician or a background in electrical, mechanical, and HVAC
Required Skills:
* Ability to read, analyze, and interpret Technical Procedures (MOPs), blueprints and diagrams, building codes, and OSHA codes
* Ability to work in indoor and outdoor environments that include exposure to fumes, noise, heat, cold etc.
* Ability to lift 50 lbs., climb and work on a ladder, and wear safety gear
* Ability to travel between sites local to the region of work
Preferred Skills:
* Experience in residential or commercial Electrical, HVAC, Mechanical
* Experience with Service Channel and Building Management Systems (BMS)
* Valid driver's license
* Military or Technical Trade School Certifications
* Military, electrical, mechanical, or HVAC technical trade school with applicable certifications
* On call & emergency response as needed
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$38k-49k yearly est. 19d ago
Fraud Analytics and Innovation Lead Analyst
Bank of America Corporation 4.7
Phoenix, AZ job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
Responsibilities:
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
* Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
* Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
* Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
* Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
Required Qualifications:
* Minimum 3 years SAS/SQL Coding knowledge and/or experience
* Ability to manage multiple projects in a complex and rapidly-changing environment
* Ability to work independently as well as part of a team
* Demonstrate strong analytical skills
* Previous risk/fraud analysis, strategy development, or related experience
* Strong written and oral communication skills
* Intellectually curious and willing to dive into complete issues\problems and solve
Desired Qualifications:
* 5+ years of risk analysis, strategy development, or related experience
* 5+ years of SAS or SQL Coding experience
* Prior experience in Authentication, Fraud, Debit Card or other related risk fields
* Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
* Experience managing relationships and projects with external vendor partners
Skills:
* Analytical Thinking
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Collaboration
* Innovative Thinking
* Monitoring, Surveillance, and Testing
* Presentation Skills
* Risk Management
* Data Visualization
* Interpret Relevant Laws, Rules, and Regulations
* Issue Management
* Oral Communications
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$57k-90k yearly est. 13d ago
SBA Closing Specialist
First Citizens Bank 4.8
First Citizens Bank job in Phoenix, AZ
This position is responsible for closing of all Small Business Administration (SBA) 7(a) loans in compliance with company and SBA policy. Reviews loan documentation to identify and resolve potential problems in the closing process, ensuring that all pre-closing requirements are satisfied. Coordinates internal loan team and necessary external professionals, and communicates directly with client and Bank closing counsel to resolve open closing conditions. Supports accurate, efficient loan closing to achieve department goals and profitability objectives.
Responsibilities
* Loan Closing - Coordinates all aspects of the loan closing process while ensuring compliance with SBA policies and procedures. Coordinates necessary parties in order to accurately and successfully complete the process.
* Loan Support - Resolves any pending closing conditions by engaging with Bank closing counsel. Ensures that pre-closing requirements are satisfied in accordance with appropriate standards. Assembles and reviews due diligence, and ensures that included documentation is satisfactory to the Bank.
* Auditing - Performs pre-closing audits of all submitted documents and conditions to ensure SBA eligibility.
* Quality Control - Completes quality checks of loan packages, document deficiencies, and resolves exceptions with customers and bankers.
Qualifications
Bachelor's Degree and 4 years of experience in Credit Administration with Small Business Administration servicing, closing, or underwriting OR High School Diploma or GED and 8 years of experience in Credit Administration with Small Business Administration servicing, closing, or underwriting
Required Skill(s): Detailed knowledge of loan closing documentation and requirements, Proficient with computers, software, applications, and applicable mainframe systems
Preferred Qualifications: Knowledge of the Small Business Administration processes and procedures.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$53k-88k yearly est. 6d ago
Teller Red Mountain Ranch
Wells Fargo Bank 4.6
Mesa, AZ job
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Receive direction from managers and exercises judgment within defined policies and procedures
Escalate questions and issues to more experienced roles
Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
Identify information and services to meet customers financial needs
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and team members
Experience working with others on a team to meet customer needs
Cash handling experience
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Posting Location(s):
2655 N Power Road Mesa, AZ 85215
@RWF22
Posting End Date:
22 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$32k-36k yearly est. 6d ago
Bank Sales Support Specialist(Commercial Loan Processor)
First Citizens Bank 4.8
First Citizens Bank job in Scottsdale, AZ
What sets First Citizens apart? Strong leadership, enduring values, and a commitment to helping people and businesses prosper. First Citizens Bank has an opportunity for a Sales Support Specialist (Business/Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills.This role is an integral part of our team, partnering with Commercial and/or Business Banking groups in the sales, servicing and management of clients and loan portfolios.
Responsibilities
* Ongoing Sales Support: Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required.
* Documentation Support and Accuracy: Originates, processes and ensures accuracy of loan documentation for closings. This includes entering financial information into the loan system and ensuring that all necessary documentation is included in the loan package prior to closing.
* Ongoing Credit Servicing Support and Accuracy: Resolving documentation exception issues, maintaining service levels, updating financial statements and preparing files for all portfolio reviews. Run reports to track maturing lines/loans and service levels.
* Monitoring of Past Due Credits: Communicate, report and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact.
* Ongoing Customer Service/Office Support: Coordinates opening of deposit and other banking services with branch partners. Handles customer requests for information and problem resolution.
Qualifications
* Bachelor's Degree OR High School Diploma or GED with a minimum of 4 years' experience in sales, customer service or operations or commercial lending
Preferred Qualifications:
* Experience in commercial loan documentation, commercial lending support
* Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs.
* Experience in paralegal support.
* Prior work experience: experience within a business/commercial/corporate banking environment is strongly preferred.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$33k-39k yearly est. 19d ago
Commercial Banker
Dickinson Financial Corporation 4.4
Scottsdale, AZ job
Dickinson Financial Corporation and its affiliated banks-Academy Bank, N.A. and Armed Forces Bank, N.A.-rely on experienced commercial banking professionals to help clients reach their goals, to positively impact economic development in our communities, and to reach our growth objectives. The Commercial Banker's primary role will be to develop and grow commercial lending relationships in the assigned region and/or specialty lending group, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank.
Principal Accountabilities:
Grows a self-sourced portfolio of commercial loans that is augmented with bank-generated leads. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker's area of expertise and assignment (e.g., National CRE, Middle Market C&I or Regional).
Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information.
Responsible for ensuring that clients' entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products.
Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM.
Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests.
Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review-to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking.
Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties.
Mentors less experienced commercial banking associates through delegation of duties and oversight of work.
Maintains proficiency in Salesforce Client Relationship Management tool and nCino, the Bank's automated loan platform.
Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business.
Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success.
Maintains client information in complete confidence.
Completes other specified duties as assigned.
Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.
$28k-40k yearly est. 22h ago
Digital Product Management Senior Manager - Gateway
Wells Fargo 4.6
Tempe, AZ job
About this role: Wells Fargo is seeking a Digital Product Management Senior Manager- Executive Director, to define, own, and drive the future of our Omnicommerce Payments Experience. In this role, you'll oversee the complete payments ecosystem-gateway services, hardware devices, software applications, integration options, security, and deployment-to deliver seamless, secure, and scalable solutions for our customers.
You'll lead a team of talented Product Managers, collaborate closely with Sales, Operations, and Marketing leadership, and influence key partnerships that shape our payments strategy. The ideal candidate combines deep domain expertise with a track record of building and launching exceptional payment products.
Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Architect and drive the strategic vision for a major omnicommerce platform, aligning product capabilities with enterprise growth priorities and evolving customer needs.
* Ensure seamless integration of POS experiences with the company's broader product strategy, enabling consistent and scalable solutions across key commercial and corporate segments.
* Foster a high-performance culture within your product team by setting clear execution standards, promoting accountability, and removing barriers to delivery.
* Leverage data-driven insights and competitive intelligence to shape product direction, validate hypotheses, and influence cross-functional decision-making.
* Define and monitor success metrics to evaluate product performance, inform prioritization, and continuously optimize the platform's value proposition.
* Collaborate across business, technology, and operations to ensure alignment on product goals, delivery milestones, and customer outcomes.
* Champion stakeholder engagement by communicating product strategy and progress effectively to senior leadership, partners, and cross-functional teams.
* Interpret and develop policies and procedures for functions with moderate complexity within scope of responsibility.
* Collaborate with and influence all levels of professionals, including senior managers.
* Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in aligned department or business group.
* Maintain a sharp, evolving perspective on the competitive landscape-including key players, emerging technologies, and AI adoption trends-and effectively communicate strategic implications to senior leadership.
* Foster a strong agile discipline that inspires teams to continuously improve delivery evidenced through key agility metrics
* Build frameworks for complex decision making that enable effective debate and accelerate getting to the right answer
Required Qualifications:
* 6+ years of digital product management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 6 + years of experience within Merchant Services and payments acquiring
* 3+ years of management or leadership experience
Desired Qualifications:
* Deep knowledge and working experience within core merchant acquiring business: payment gateways, integrated payment solutions, eCommerce, card present payments, mobile/digital wallets, semi-integrated solutions.
* Proven success in shaping product requirements into a sequenced roadmap of platform capabilities.
* Experience with large scale transformation initiatives.
* Proven ability to understand customer and end user needs and translate into delivery themes.
* Experience with business analysis, eliciting use cases and requirements from business partners.
* Skilled at navigating dynamic environments while orchestrating multiple concurrent delivery streams with precision and agility.
* Exceptional problem solving and analytical skills with proven ability to turn findings into executable plans
* Demonstrated ability to lead and influence across all stages of the product lifecycle-from shaping vision and ideation, through solution design, execution, go-to-market readiness, and launch.
* Ability to synthesize multi-dimensional, complex, and interrelated concepts into clear, consumable, implications, actions, and decisions
* Demonstrated track record of effective influencing and collaboration at all levels
* Exceptional problem solving abilities
* Exceptional ability to translate complex business and operational concepts so they are clearly understood in support of sound decisions to meet business objectives
* Excellent written and oral communication skills with ability to clearly communicate results
Job Expectations:
* Ability to travel up to 10% of the time
* This position offers a hybrid work schedule
* Preferred location(s) listed below. Other locations within the Wells Fargo footprint may be considered. Relocation assistance is not available for this position.
* This position is not eligible for Visa sponsorship
Work Locations:
* 1100 Abernathy Rd, Atlanta, GA
* 550 S. Tryon- Charlotte, NC
* 401 Los Colinas Blvd , Irving, TX
* 1150 W Washington, Tempe, AZ
Posting End Date:
28 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$93k-124k yearly est. 1d ago
Commercial Loan Closing Specialist
Wells Fargo 4.6
Chandler, AZ job
About this role: Wells Fargo is seeking a Commercial Loan Closing Specialist as part of Commercial Banking Operations Division. Learn more about our career areas and business divisions at wellsfargojobs.com. In this role, you will: * Work pre-close documents for moderately complex to complex commercial loans
* Coordinate all aspects of loan closings
* Perform customer, loan and regulatory diligence
* Accurately evaluate and upload data into the systems of record
* Ensure compliance with all bank policies, procedures and regulatory requirements
* Review and prepare complex loan documents
* Coordinate legal activities for loan documentation that may include
* Document purchased from third party sources, with internal staff and the Corporate Legal group
* Serve as primary liaison between Credit, Sales, and Legal departments
* Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards
* Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identifying procedural modifications
* Provide guidance and training to peers
* Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
* Interact with internal customers
* Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
* 2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Loan IQ and Loan Syndication experience
* Proficient in reading and understanding complex loan documentation
* Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
* Ability to interact with all levels of an organization, including management
* Excellent critical thinking and problem-solving skills, as well as the ability to embrace and adapt to change
* Effective analytical skills including ability to analyze metrics
* Strong verbal, written, and interpersonal communication skills
* Advanced Microsoft Office Suite skills (Word, Excel, Outlook)
Primary Posting Location:
* 2800 S Price Rd, Chandler, Arizona 85286
Job Expectations:
* Hybrid work schedule
* Must be able to work additional hours as needed
Posting End Date:
20 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$42k-71k yearly est. 1d ago
Investment Consultant II - Merrill Premium
Bank of America 4.7
Chandler, AZ job
Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
**Required Qualifications:**
**-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
**Desired Qualifications:**
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$47k-76k yearly est. 60d+ ago
Loan Documentation Processor
Wells Fargo 4.6
Chandler, AZ job
About this role: Wells Fargo is seeking a Loan Documentation Processor in Auto as part of Consumer Lending. This role will be responsible for collecting, preparing, coordinate, and reviewing loan documents. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products
* Perform loan documentation for moderately complex loans
* Process and close for loan products
* Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups
* Receive direction from Loan Documentation supervisor and escalate non-routine questions
* Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals
* Interact with immediate Loan Documentation team and functional area on routine process
Required Qualifications:
* 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Knowledge and understanding of financial or loan document processing in a corporate environment
* Banking or finance experience
* Data entry experience
* Experience in data analysis and documentation
* Experience managing a pipeline of work from assignment to completion
* Strong analytical skills with high attention to detail and accuracy
* Ability to take initiative and work independently with minimal supervision in a structured environment
* Ability to develop partnerships and collaborate with other business and functional areas
* Ability to successfully meet or exceed goals with a results focus
* Experience navigating policies, procedures, and regulation requirements in alignment with role
Job Expectations:
* This position offers a hybrid work schedule
* Hours are Monday - Friday's, 9am - 6pm MST
Posting End Date:
20 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$31k-36k yearly est. 1d ago
Credit Specialist I - Global Fund Banking
First Citizens Bank 4.8
First Citizens Bank job in Phoenix, AZ
Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix office Global Fund Banking (GFB) Credit Specialists enable a highly efficient commercial loan approval package production process for the GFB portfolio management team. The Credit Specialist is responsible for producing all loan approval packages for GFB's Venture Capital and Private Equity clients, ensuring they are completed and booked timely and with practices that meet SVB policies/procedures in terms of timeliness, completeness, consistency, and accuracy. Responsibilities The Credit Specialist is an entry level role and will utilize critical thinking skills to complete the credit data elements and basic underwriting information, compile required exhibits, and complete other tasks required to ensure a complete credit package. The role will collaborate daily with colleagues in GFB Portfolio Management to ensure an effective and seamless workflow. Primary Duties: *
Creation of all credit packages for new and existing facilities, including compilation of exhibits. * Creation of all amendments to in-flight credit packages. * Engage with internal partners for all credit actions and serve as the liaison if questions or issues arise. * Basic credit projections. Qualifications Bachelor's degree with 1 year of financial services or professional experience OR High School diploma or GED with 2 years of financial services experience. Preferred Qualifications: * Strong written and verbal communication skills with an ability to communicate effectively across business levels. * Salesforce/CRM experience preferred. * Self-starter, proactive and results oriented. * Ability to identify and correct errors in data. * Ability to collaborate with others in a fast-paced environment. * Proficiency in using Microsoft Office Suite Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$39k-54k yearly est. 2d ago
Business Banker
First Citizens Bank 4.8
First Citizens Bank job in Chandler, AZ
Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals.
Business Bankers are responsible for acquiring and managing a portfolio of business banking relationships, and the primary contact for borrowing needs up to $5MM. This associate engages bank partners to provide a full range of deposit and related business services. Larger relationships may be managed with manager approval and/or appropriate partner support. Develops and maintains an active prospect list, customer outreach plan and quality referral sources in accordance with a sales plan to achieve production goals and profitability objectives.
#LI-JR1
Responsibilities
In this role, you will get to:
Make an impact by contributing to the growth of the bank through business and commercial loans, deposits and fee income
Exercise your creativity and entrepreneurial spirit to engage with business owners in the community
Work in a supportive environment encouraging community and business development activities
Work within a streamlined, timely and efficient credit approval process
Be a part of a collaborative team with various business services partners to support the full client relationship
"This position may be filled as a Business Banker II or III based on the skills and experience of the selected candidate."
Qualifications
Bachelor's degree with a minimum of 4 years experience in business lending, credit or business development.
* Or-
High school diploma or GED with a minimum of 8 years experience in business lending, credit or business development.
Additional Requirements:
Business development experience
Preferred Qualifications:
Established COI's and referral sources
Financial analysis and credit underwriting skills
Knowledge of business lending, deposit and cash management solutions
Ability to provide financial guidance and expertise
Sales planning and forecasting experience
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$32k-61k yearly est. 19d ago
Client Service Specialist I
First Citizens Bank 4.8
First Citizens Bank job in Phoenix, AZ
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. We are looking for candidates who live within a drivable distance to our Phoenix, AZ office. Acts as the primary contact for the servicing of commercial client requests with a focus on Phone Servicing. Requests may consist of various task types inclusive of account opening, account servicing, bank transaction inquiries, and technical support. May also be responsible for influencing client adoption of online tools. Requests are received through a variety of channels and resolutions are generated by navigating, researching, executing, or escalating issues typically guided by precedent and/or established procedures. Accountable for facilitating and positively influencing the client experience by effectively delivering accurate and timely resolutions. Performs assigned functions under regular supervision and ensures adherence to all regulations, procedures, policies, and job-aids.
The schedule for this role is typically Monday-Friday covering the closing shift 8:30am-5:30pm PST (subject to change based upon business needs)
Responsibilities
* Daily Operations - Provides client support for onboarding and servicing requests received through various channels to inquiries that may be a general or routine bank request or action; assistance with bank products and/or technical support. Formulates responses or implements action under supervision which may result in the inquiry being resolved during initial contact or may perform additional research, problem solving, or escalation to other internal partners. Problem solving is guided by precedent. Solution generation may result in the recommendation of additional action and/or bank products or programs; the execution of account maintenance requests, quality assurance monitoring and account reviews to mitigate risk. Onboard new clients/accounts in adherence to regulatory standards.
* Collaboration - Participates in meetings, trainings and other duties or special projects as assigned by management.
Qualifications
Bachelor's Degree and 1 year of experience in Banking/Financial Services, Customer Service or Operations Support OR High School Diploma or GED and 2 years of experience in Banking/Financial Services, Customer Service or Operations Support
Preferred Education: Bachelor's Degree may be considered as 2 years overall experience
Preferred Qualifications:
* Inbound call center experience
* Experience supporting commercial banking customers
* Strong written and oral communication skills
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
#EJC - To restrict postings on Indeed and Appcast
#LI-DNI - To restrict postings on LinkedIn