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  • Dispute Initiation Associate

    First National Bank Texas 4.5company rating

    First National Bank Texas job in Killeen, TX

    * Properly handle customer incoming calls withing department service level agreement, ensuring Reg. E compliance * Accurately record customer reason for disputing transactions * Properly respond to customer inquiries regarding existing disputes * Research transaction entry modes and additional data * Meet assigned deadlines and goals * Regular and predictable attendance and punctuality * Other duties as assigned Position level will be dependent upon internal and external experience Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds FCBI is an equal opportunity employer. * At least 18 years of age * High school diploma or equivalent * Working knowledge of Microsoft Office and general office equipment * Able to communicate in a professional manner verbally and in writing * Able to work independently to meet deadlines but remain flexible * Well-organized, with sharp attention to detail * Ability to maintain productivity, focus, and meet strict deadlines amid frequent interruptions * Strong customer service skills (both internal and external customers) * Must successfully pass background investigation according to company policy * Must be able to get along with co-workers and work effectively in a team environment
    $27k-32k yearly est. 16d ago
  • IT Support Technician

    First National Bank Texas 4.5company rating

    First National Bank Texas job in Carrollton, TX

    * Responsible for maintaining all PC Systems, peripheral devices and associated infrastructure used by First Community Services and supported organizations. * Responsible for life-cycle management of the desktop and branch infrastructure ensuring adequate inventories and service levels are maintained. * Perform hardware diagnostics and execute or coordinate repairs in a timely fashion to ensure customer satisfaction. * Effectively translate user requests, business needs and technical specifications into formal written documentation. * Provide second level support for all hardware and software escalations from the helpdesk. * Responsible for hardware procurement; including placing orders though purchasing tools for PCs and hardware peripherals and management inventory of those items. * Conduct independent research on computer products (trends in technology) in support of PC procurement and development efforts. Evaluate cost benefit analysis of products and recommend hardware and installation products for purchase. * Maintain vendor relationship for contact/troubleshooting purposes serving as a liaison with third-party support and PC equipment vendors. * Use discretionary judgment in planning, scheduling and executing computer equipment installations, imaging, upgrades and replacement projects. * Proactively assess employee capacity to ensure appropriate level of hardware inventory to meet business needs. * Act as liaison between the other support groups within the IT infrastructure to ensure proper communication about new user services and/or problems with existing user services is taking place. * Effectively translate user requests, business needs and technical specifications into formal written documentation. * Must be available to participate in off hours support activities and on-call rotation. * Assignments and position level based on experience * Travel up to 50% to meet the needs of the business (to include overnight travel). * Regular and predictable attendance and punctuality * Other duties as assigned. Physical Requirements: * Must be able to position self to maintain computers in tight spaces and perform overhead and under desk work. * Occasionally use a ladder. * Ability to lift up to 75 pounds. FCBI is an equal opportunity employer. * Associate in computer science or PC related certification preferred. * At least 18 years of age * 3-5 years of PC Support related experience. * Must have knowledge of commonly used concepts, practices, and procedures for the PC/LAN Support Department. * Strong working knowledge of Microsoft Operating Systems and Microsoft Office products. * Ability to effectively and professionally communicate and collaborate with all levels of the organization and peers to reach common goals. * Experience leading various desktop related projects. * A working knowledge of x86 computer hardware and peripheral devices. * Knowledge of networking principles, cabling, and TCPIP protocol. * Experience with installation of Operating Systems and PCs * Must have basic knowledge of inventory systems, LAN/WAN technology, and PC/Printer maintenance * Must understand Binay and Hex numbering systems * Must be able for travel, including some overnights and weekends. * Must successfully pass background investigation according to company policy. * Must be able to get along with co-workers and work effectively in a team environment.
    $35k-41k yearly est. 20d ago
  • Houston Lending Admin Asst IV

    Midfirst Bank 4.8company rating

    Houston, TX job

    Provides support to Commercial banking by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties include, but are not limited to; Assist Commercial banking customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan fundings, ordering title reports, UCC filings, and various inquires. Assist customers with deposit related activities, such as but not limited to: wire transfers, account transfers, and various inquires. Assist Bankers with administrative responsibilities, such as but not limited to: phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information. Loan application input, ordering appraisals, opening title and escrow, requesting background checks and credit reports. Prepare various monthly activity monitoring reports. Interaction with customers and bank officers to collect various documents and financial information as reflected as exceptions. Other duties and projects as assigned. Three years of loan processing or loan servicing experience in a similar financial environment; High school diploma or equivalent required with some college business course preferred; Bachelor Degree desired; Excellent customer service skills; general knowledge of bank processes; excellent written and oral communication skills; excellent PC skills; working knowledge of commercial loan documentation.
    $29k-36k yearly est. 60d+ ago
  • Data Analyst, Cloud & Snowflake

    Santander 4.8company rating

    Dallas, TX job

    Data Analyst, Cloud & SnowflakeCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Data Analyst serves as a data analyst for multiple application initiatives. This role will be instrumental in leveraging data to support strategic initiatives, streamline operations, and ensure regulatory compliance. The ideal candidate combines deep data analysis experience with strong SQL, machine learning knowledge, automation capability, and familiarity with modern cloud platforms (e.g., AWS, Azure, GCP). Develop complex SQL queries to analyze and extract insights from large-scale datasets across cloud and on-premises systems. Create intuitive dashboards and reporting solutions using BI tools integrated with cloud data platforms. Apply machine learning techniques to support use cases such as fraud detection, credit scoring, and customer segmentation. Design and implement automated workflows and data pipelines, with awareness of orchestration tools and cloud-native data services. Collaborate with engineering, risk, compliance, and business units to deliver data-driven projects. Ensure high standards of data governance, integrity, and compliance, including working with cloud-based data lakes or warehouses. Troubleshoot and analyze data quality issues, ensuring alignment with banking and cloud security regulations. Ensure security, performance, and regulatory compliance of applications within a banking context. Good knowledge of data quality & data management platforms (Informatica is a plus ). What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent quantitative field. 5+ Years Relevant work experience. Strong command of SQL and experience with relational databases (e.g., PostgreSQL, MySQL, Oracle, Snowflake) Knowledge of automation frameworks such as Power Automate, Python scripting, or equivalent Hands-on experience with cloud platforms (e.g., AWS, Azure, or GCP) including services such as Lambda, S3, Azure Functions, or BigQuery Familiar with the Power BI/Tableau for building governance dashboards Proficient in Python or R for data analysis and model development Domain knowledge in banking areas such as regulatory reporting, risk analytics, or operational efficiency. Experience working with Snowflake, Databricks, or similar cloud-native data platforms. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $71,250.00 USD Maximum: $120,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
    $71.3k-120k yearly Auto-Apply 9d ago
  • Associate or AVP - Portfolio Manager, Commercial (Diversified Industries)

    BMO Harris Bank 4.1company rating

    Dallas, TX job

    Application Deadline: 12/30/2025 Address: 200 Crescent Court Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio. Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral. Supports credit-granting decisions by making recommendations to manager. Supports portfolio monitoring and compliance, within the portfolio to identify deteriorating credit conditions and ensure compliance. Analyses metrics and assesses industry trends to spot risks and opportunities. Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies. Develops proposals to capture new business and expand client relationships. Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. Identifies revenue and cross-selling opportunities to enhance portfolio growth. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Preferred 3 - 4 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Technical proficiency gained through education and/or business experience. Intermediate level of proficiency: Problem Solving Collaboration Detail-Oriented Analytical Thinking Loan Structuring Regulatory Compliance Portfolio Management Credit Risk Assessment Banking Operations Microsoft Office Advanced level of proficiency: Data analysis tools Financial analysis Salary: $69,000.00 - $127,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $69k-127.8k yearly Auto-Apply 16d ago
  • Bilingual Unauthorized Disputes Investigations Specialist

    First National Bank Texas 4.5company rating

    First National Bank Texas job in Killeen, TX

    * Investigate and resolve EFT cases, ensuring Reg. E compliance * Ability to review and analyze bank archival records, public records, and non-public records * Interview customers to obtain additional or clarifying information * Contact merchants to obtain necessary information to investigate disputed transactions * Properly handle customer inquiries regarding an existing or previous dispute * Request chargebacks on applicable transactions to minimize bank loss / retrieve merchant documentation * Review merchant documents and conduct additional research to validate information provided by the merchant against customer information and transaction details to determine liability * Properly submit requests to escalate chargebacks for Pre-Arbitration * Write detailed and concise notes to justify case decisions * Meet daily deadlines and goals * Perform assigned tasks in accordance with regulations, company policies and procedures * Regular and predictable attendance and punctuality * Other duties as assigned Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds * Position level dependent upon experience FCBI is an equal opportunity employer. * At least 18 years of age * High School Diploma or Equivalent * Customer service experience preferred * Prior case management, collection, or investigation experience preferred * Professional written and verbal communication skills * Working knowledge of Microsoft office and general office equipment * Ability to maintain productivity, focus, and meet strict deadlines amid frequent interruptions with minimal supervision * Detail oriented and ability to organize and prioritize * Must be able to get along with co-workers and work effectively in a team environment * Must successfully pass background investigation according to company policy Must be bilingual in English/Spanish
    $41k-47k yearly est. 16d ago
  • QA Test Automation Lead, Data Warehouse

    Huntington 4.4company rating

    Remote or Dallas, TX job

    Huntington Bank is looking for a QA Test Automation Lead in our Data Lake and Data Warehouse team. In this role you will be part of a team working to develop solutions enabling the business to leverage data as an asset at the bank. As a QA Test Automation Lead, you will work to develop automation test strategies and frameworks ensuring all IT SDLC processes are documented and practiced, working closely with multiple technologies teams across the enterprise. Key technologies include Azure DevOps, Python, AWS S3, Snowflake, Zena, and DataStage. If you consider data as a strategic asset, evangelize the value of good data and insights, have a passion for learning and continuous improvement, this role is for you. Responsibilities: Lead quality assurance efforts for multiple concurrent projects focused on data ingestion and integration, ensuring alignment with banking regulatory standards. Design, implement, and maintain automated testing frameworks and CI/CD pipelines to support scalable and secure data operations. Develop and execute comprehensive test strategies covering System Integration Testing (SIT) and closely partner with the team for User Acceptance Testing (UAT). Collaborate with data engineers, developers, project managers, and compliance teams to ensure data quality, integrity, and traceability throughout the ingestion lifecycle. Drive continuous improvement in QA processes Design and implement a scalable test automation framework and strategy. Create daily/weekly test execution metrics and status reporting. Assist the Project Managers/Scrum Masters to drive project team to defect resolution. Leverage existing tools/techniques to streamline and automate wherever possible. Actively participate in walk-through, inspection, review and user group meetings for quality assurance. Actively participate in the review of project requirements, data mappings and technical design specifications. Analyze data, troubleshoot data issues, and create action plans to address data quality issues. Collaborate with project team on defect analysis and triage. Participate in production implementation verification and being accountable for validating system quality Basic Qualifications: Bachelor's degree 5+ years of ETL testing experience in data warehouse environment 3+ years of test automation experience 2+ years of experience with Snowflake and AWS 2+ Experience leading QA Analysts on a project team Preferred Qualifications: Experience in financial services (banking) industry. Strong experience with SQL, ETL testing, and data warehouse concepts (e.g., star/snowflake schema, OLAP) Proficiency in test automation tools such as Cucumber, Selenium, PyTest, or DBT tests. Experience with cloud data platforms (Snowflake, AWS). Familiarity with CI/CD tools (Azure DevOps). Excellent verbal and written communications skills. Ability to effectively prioritize and execute tasks. Detail oriented and highly motivated with strong organizational, analytical and problem-solving skills. #LI-MH1 #LI-BM1 #LI-Hybrid #Texas Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000.00 - 140,000.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $91k-108k yearly est. Auto-Apply 10d ago
  • Loan Processing Associate

    First National Bank Texas 4.5company rating

    First National Bank Texas job in Killeen, TX

    * Assist customers with consumer loan inquiries * Maintain a basic working knowledge of lending products and services * Maintain a satisfactory service level regarding call volumes and document preparation * Interview customers regarding loan details and answer questions * Type loan contracts * Prepare reports * Process loan applications * Assist in loan closings * Process loan transactions * Research history on current loans * Other duties as assigned Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift 25 pounds FNBT is an equal opportunity employer. * At least 18 years of age * High School Diploma or equivalent * Must have strong and accurate typing and data entry skills * Must have strong PC knowledge * Must have good phone etiquette and customer service skills * Ability to organize and prioritize * Able to effectively work with employees at all levels * Must be able to get along with co-workers and work effectively in a team environment * Must successfully pass background investigation and drug screen according to company policy
    $31k-36k yearly est. 22d ago
  • Commercial Real Estate Portfolio Manager - AVP

    Associated Bank 4.6company rating

    Dallas, TX job

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. At Associated Bank, we pride ourselves on building strong relationships, delivering smart solutions, and driving growth for our clients and communities. We're looking for a Commercial Real Estate Portfolio Manager to join our team and play a critical role in managing and growing client relationships while ensuring the highest standards of credit quality and portfolio performance. What You'll Do In this role, you'll partner closely with Relationship Managers and clients to provide expertise in credit underwriting, portfolio management, and risk monitoring. You'll analyze financial and property data, prepare credit presentations, and ensure that every client relationship is managed with precision and care. Your work will directly support client retention, new business growth, and the bank's reputation as a trusted partner in the commercial real estate space. Underwrite and evaluate new loan requests, renewals, and modifications. Monitor portfolio performance, repayment activities, property conditions, and borrower financials. Proactively identify and minimize portfolio exceptions, ensuring compliance with bank policy and regulatory standards. Collaborate with Relationship Managers as a key client contact, providing credit insights and solutions. Participate in loan approval processes and make presentations on credit requests. Engage in special projects and support initiatives to improve processes and client experience. Represent Associated Bank in community and business functions to strengthen our presence in the market. Requirements Education Bachelor's Degree or equivalent combination of education and experience in Finance or Accounting. Required Experience 3+ years of experience with commercial real estate or credit approval. Required 3+ years of experience with handling complex credit. Preferred Sales experience. Preferred Formal Credit Training. Preferred Licenses and Certifications CFA-Charted Financial Analyst by start date. Preferred Must have access to reliable transportation and the ability to lawfully drive. In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $62,440.00 - $107,040.00 per year
    $62.4k-107k yearly Auto-Apply 60d+ ago
  • Team Lead, Healthcare Commercial Banking

    Commerce Bancshares 4.4company rating

    Dallas, TX job

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $189,375.00 - $225,625.00 (Amount based on relevant experience, skills, and competencies.) About This Job The Commercial Banking Healthcare Banker's primary role will be to grow and retain profitable relationships within the healthcare segment, which will include large health systems and middle market entities. Responsible for soliciting new business opportunities with existing customers and targeted prospects. This position will be the focal point of the client relationship and will orchestrate client meetings with product partners and credit support staff. This position manages a group of relationship officers and will work with management to develop and execute a plan to deliver loan portfolio and ancillary solutions objectives are achieved. This role will also ensure that the department is adequately staffed and trained to meet current and future bank needs. Essential Functions Create plan for team to achieve goals by establishing new client relationships and identifying opportunities with existing clients and coach direct reports on targeted sales activities to maximize new business opportunities Ability to develop and coach team members with proven ability to achieve results through collaboration and teamwork Manage a team of Relationship Managers who serve the banking needs for a particular territory and/or industry, to ensure a high level of customer satisfaction and retention Ensure that the department is adequately staffed and trained to meet current and future needs Provide career counseling and ensure that succession planning is addressed for critical roles Review and analyze portfolio to reduce risk and enhance profitability Review credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyze industry/credit risk Participate in community and business functions and activities to ensure a positive image for the bank and to establish referral contacts Ensure compliance with all bank policies, procedures, regulations, and laws Oversee department workflow and effectively communicate decisions, priorities and relevant information to team members Provide guidance to employees on departmental projects/issues, coach and develop training plans, lead development conversations and answer day-to-day questions for team members Perform other duties as assigned Knowledge, Skills & Abilities Required Strong knowledge of full range of commercial products, credit policies, procedures and terminology Goal oriented with well-developed sales skills Strong strategic, analytical, and problem-solving skills Strong credit analysis skills, persuasive and negotiation skills Self-starter with strong decision-making skills and the ability to effectively communicate and interact with all levels of the company, clearly expressing ideas and concepts, both verbally and in writing Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements. Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required. Master's degree in Business preferred 5+ years of commercial banking experience required Lending experience in the healthcare industry preferred 1+ years leadership experience required Experience with structuring complex credit requests preferred For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Team Lead, Commercial Banking job and contemplates a wide range of factors that are considered in compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $189,375 to $225,625 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 200 Crescent Court, Dallas, Texas 75201 Time Type: Full time
    $189.4k-225.6k yearly Auto-Apply 60d+ ago
  • Treasury Management Advisor III- Corporate

    Huntington Bancshares Inc. 4.4company rating

    Remote or Farmers Branch, TX job

    As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities * Strategic Business Development: Target and win opportunities with large, complex clients using advanced consultative selling techniques * Existing Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs * Customized Solution Design: Lead the design of complex treasury solutions, coordinating with product specialists to address client needs * Product Pricing and Structuring: Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs * Negotiation & Deal Closing: Handle negotiations on pricing, contracts, and service-level agreements * Implementation Oversight: Ensure seamless transition from sales to implementation, coordinating with various teams * Client Portfolio Leadership: Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions * Risk Management & Compliance: Manage risk and ensure compliance with relevant regulations * Sales Performance Management: Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targets * Strategic Contribution: Contribute to high-level sales strategy and product development feedback Basic Qualifications: * 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint. * 8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment. * Bachelor's degree in business or related field Preferred Qualifications: * Proven leadership and mentoring capabilities * Strong understanding of risk management and regulatory awareness * Certified Treasury Professional (CTP) or equivalent high-level treasury certification * Master's degree (MBA or similar) in a relevant field * Recognition for outstanding performance in treasury services sales or corporate banking * Established network of industry contacts and involvement in industry associations * Deep knowledge of treasury services/products and industry applications * Proven high sales performance and client relationship growth * Excellent communication, negotiation and presentation skills * Strong analytical and strategic planning abilities * Proficient in treasury technology and systems #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 12/12/2025 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $32k-47k yearly est. Auto-Apply 19d ago
  • Community Development and Economic Equity Specialist

    BMO Harris Bank 4.1company rating

    Texas job

    The CD and EE Activities Specialist is an important role within the CRA Governance Team. This role will act as a Subject Matter Expert for Community Development (CD) Activities with a focus on Community Development Services and will partner with internal lines of business to qualify CD services for the bank's CRA exam. The position will also play a key role in driving business development strategy and execution within BMO's Commercial Banking team focused on companies owned and/or operated by individuals of underserved communities. The analyst will support relationship managers and leadership in identifying new business opportunities, analyzing market trends, preparing client presentations, and developing insights that advance equitable access to capital and advisory solutions. This role offers the opportunity to work at the intersection of finance, strategy, and community impact - helping strengthen BMO's mission to boldly grow the good in business and life. Supports an assigned senior leader in executing strategic priorities for the business/group. Works with stakeholders to interpret business results, understands the operating environment & emerging trends and provides planning, support and recommendations to improve operational effectiveness and tracks achievement of objectives. Supports the effective management of risk, including operational and compliance risk and management of the attestation/reporting process specific to the business. Supports the development of effective, consistent communications for the business/group senior leader and for the leadership team. Provides advice and guidance to assigned business/group on implementation of solutions. Monitors and tracks performance and addresses any issues. Designs and produces regular and ad-hoc reports Builds effective relationships with internal/external stakeholders. Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Self-directed and detail oriented Key Accountabilities CD Activities Capture, qualification and documentation of community development services for CRA and other internal initiatives as needed: Identify, qualify and document community development services within the volunteerism management system Review and decision volunteer activities for CRA qualification Gather documentation that supports the qualification in a consistent and thorough format Track CD services within internal data repository ensuring data accuracy Streamline internal processes and technology keeping in mind current CRA rule Provide reporting stream to lines of businesses. Develop CD Services reporting, including development of annual goals in collaboration with the CRA Outreach Team Responsible for the development and fulfillment of ad hoc reporting as needed Responsible for the development and maintenance of CD Services procedures Other tasks as assigned by manager Direct Examination Support Coordinate and develop examination documentation; respond to examiner inquiries; work with lines of business to produce data documentation; and work with the CRA Governance team to coordinate exam specific information as it relates to CRA. Develop the CD Services Performance Contexts for each identified assessment area in partnership with the CRA Strategy and Initiatives Manager Economic Advisory Activities Conduct market and industry research to identify prospective clients and growth segments within the diverse business community. Track and analyze pipelines, referral sources, and deal flow to help optimize business development performance. Support prospect outreach through preparation of client profiles, pitch materials, and opportunity summaries. Maintain a database of diverse-owned businesses and community partners to drive targeted engagement. Assist in evaluating financial statements and credit metrics for prospective clients. Prepare dashboards and reports that track client activity, portfolio diversity, and relationship manager performance. Partner with analytics and credit teams to model potential revenue, deposits, and lending outcomes. Support execution of the team's annual business plan and community engagement goals. Collaborate on the development of programs and partnerships that expand banking access for underrepresented entrepreneurs. Create presentation materials for internal and external meetings, including leadership updates and client proposals. Coordinate meetings, follow-ups, and documentation to ensure efficient project and relationship management. Additional duties may include: Act as a backup and quality reviewer for CD Loan and Investment Activities Qualifications: Strong attention to detail Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem-solving skills - In-depth. Relationship management support Data driven decision making - In-depth. Strong understanding of the Community Reinvestment Act with a focus on Community Development Activities and qualification Thorough knowledge of risk/compliance/audit practices Strong Excel, Word and PowerPoint skills Knowledgeable in PowerBI, Tableau, Salesforce and other reporting technologies preferred Salary: $51,800.00 - $95,900.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $51.8k-95.9k yearly Auto-Apply 3d ago
  • Director of Loan Operations

    First National Bank Texas 4.5company rating

    First National Bank Texas job in Killeen, TX

    * Oversee and provide active management of the Bank's loan operations function * Initiate, develop, and implement appropriate operating policies and procedures * Leverage expertise to optimize and maintain the Bank's loan operating systems * Lead loan operations team to achieve maximum level of performance * Manage and provide guidance, leadership, and coaching to personnel on the loan operations team * Oversee the preparation of monthly reports related to the Bank's lending function * Ensure departmental compliance with bank policies, procedures, laws, and regulations * Participate in the development and implementation of the Bank's strategic objectives * Assist with special projects and perform other duties as assigned Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds FCBI is an equal opportunity employer. * Bachelors Degree or equivalent related work experience * 10+ years experience in loan operations, loan servicing, or equivalent preferred * 5+ related management experience preferred * At least 18 years of age * Must be detail oriented with the ability to multi-task * Must be analytical and organized * Must be a self-starter and able to meet all deadlines * Must communicate effectively, both verbal and written, with good presentation skills * Proficient in Microsoft Office * Possesses clear understanding and complies with all bank procedures, laws, and regulations * Must be able to get along with co-workers and work effectively in a team environment * Must successfully pass background investigation and drug screen according to company policy
    $37k-46k yearly est. 52d ago
  • Loan Originator - San Antonio

    First National Bank Texas 4.5company rating

    First National Bank Texas job in San Antonio, TX

    * Originate high quality loans which meet FCMC guidelines * Develop business relationships with local Real Estate agents and Builders * Manage territory of First National Bank Texas and First Convenience banks; educate employees of FCM mortgage programs * Develop contacts with Banks partner store management team * Take customer loan applications, including pulling credit * Conduct presentations to include First Time Home Buyer Seminars, realtor sales meetings, product training, etc. * Communicate with borrowers and real estate agents throughout the loan process * Issue and explain pre-qualification letters, disclosures and all other initial compliance documentation for borrower; includes Good Faith Estimates, Truth-In-Lending and APR * Depending on location and business need, this position may serve as a general office manager. Responsibilities would include, but not be limited to, general correspondence, supply maintenance, and clerical staff schedules. * This position may also serve as acting liaison between position locations and corporate management regarding office incidents, business needs, and client concerns. * Travel as needed to meet business needs * Other duties as assigned Position level will be dependent upon internal and external experience Physical Requirements: * Must be able to remain in a sitting and/or standing position for extended periods of time * Requires ability to operate a computer and other office machinery * Ability to lift up to 25 pounds FCBI is an equal opportunity employer. * At least 18 years of age * High School Diploma or Equivalent * 2 or more years of recent mortgage origination experience * Knowledge of VA, FHA and conventional mortgage loan programs * Knowledge of running LP, DU Underwriting Systems * Experience with Ellie Mae mortgage originating and processing software * Self motivation and capable of working from a home office with limited supervision * Ability to review and understand credit reports * Ability to organize and prioritize * Good communication and presentation skills * Comfortable working in a commission only environment * Must successfully pass background investigation according to company policy * Must be able to get along with co-workers and work effectively in a team environment
    $26k-31k yearly est. 52d ago
  • Customer Experience Banker - Westchester Dallas, TX

    Huntington 4.4company rating

    Dallas, TX job

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in understanding and educating customers on consumer deposit products. Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: 1 year or more in customer service in banking, financial services or goal driven retail sales. Cash handling skills. Comfort with technology such as mobile services and online banking services. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $34k-45k yearly est. Auto-Apply 31d ago
  • Virtual Banker

    First National Bank Texas 4.5company rating

    First National Bank Texas job in Brownsville, TX

    * Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency * Must display ability to toggle between multiple applications while assisting customers in the various channels * Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority. * Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact * Cross-sell bank services and products * Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task * Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels * Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures * Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures * Establish and maintain solid working relationships with all levels, departments, and locations within FCBI * Consistently meets critical deadlines and other performance targets or requirements * Must be available to work all weekdays and holidays, within Bank operating hours * Perform other tasks requested by supervisors as they relate to the bank and its functions Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds FNBT is an equal opportunity employer. * At least 18 years of age * High School Diploma or equivalent required * 6-12 months of banking or call center experience (preferably in a customer service capacity) * Proven professional writing ability * Ability to type 30-45 wpm * Working knowledge of Microsoft Office including Excel and Word * Excellent oral, written, phone etiquette and interpersonal communication skills * Superior customer service (internal and external) with a compassionate customer service mindset * Flexible, open-minded and solution-oriented with the ability to adapt to a fast-paced and changing environment * Demonstrate good judgment, analytical and problem solving skills when making decisions * Detail oriented and ability to multi-task and manage multiple projects and difficult situations or individuals, all simultaneously while consistently meeting deadlines * Regular and punctual attendance is a must * Must successfully pass background investigation according to company policy * Must be able to get along with co-workers and work effectively in a team environment * Must be authorized to work in the United States
    $34k-39k yearly est. 16d ago
  • Financial Advisor

    BMO Harris Bank 4.1company rating

    Remote or Arizona job

    Application Deadline: 12/13/2025 Address: VIRTUAL(U)13 - HomeRes - IL Job Family Group: Wealth Sales & Service This is a 100% remote opportunity! Work Schedule: Monday - Friday, Operating hours are 10 am - 7 pm Central Time (schedule is mostly flexible throughout the week, however you must be available to work the 10-7pm CST shift as needed) Licensed Position : Active Series 7, 66 or 7,63+65 and Life and Health are Required for this role Financial Advisor This role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial goals are met. You will provide a superior client onboarding experience, actively reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank. Being the first point of client contact, the Financial Advisor's core mandate is to provide investment recommendations based of client suitability, time frame and goals. The Financial Advisor has the ultimate goal of building and solidifying customer loyalty while deepening client relationships. Customer Understanding financial markets and recognize when to provide clients advice Builds trust and strong customer relationships by educating them on acceptable risks and performance expectations that help them achieve their financial goals. Maintains excellent client relationships and creates customized action plans to assist customers to achieve their financial goals. Investment product subject matter expert (15 product categories) Mutual Funds Annuities Managed Accounts Marked Linked CDs Unit Investment Trust Retirement planning Fee Based Account annual reviews Financial Responsible for the continued growth of the portfolio Meet monthly sales goal Outside Asset Gathering (i.e., prospecting from existing and net new clients) Advice on Maturities Uncovering uninvested opportunities Asset Retention Manage direct client relationships and maintaining a group of clients with total assets of $100MM Risk Adhering to internal and FINRA (Financial Industry Regulatory Authority) Audit requirements The Advisor is to act as the gatekeeper and is responsible for various approvals in order to satisfy industry regulators Financial Advice Investment Reviews Developing Financial Plans Solution Positioning Protecting client Personal Information AML (Anti Money Laundering) Implementing further AML requirements on house and assigned accounts Trading Accuracy Discipline order/confirmation Determine need for the trade Adhere to (BIC) Best Interest Contract for every recommendation Be current and adapting the constantly changing regulatory environment Possess strong knowledge and act as resource on software including LPL's ClientWorks, SalesForce, and Moneyguide-Pro Accountabilities / Decision Making / Scope & Impact Decision Making -- Provide investment recommendations based off client suitability, time frame, and goals Provides wealth and investment-related sales and service to BMO customers or prospects. Understands customer needs to provide wealth and investment advice, strategies, and products in the best interest of the customer. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups. Understanding and ability to explain Cost Basis, Tax documents, IRA (Individual Retirement Account) RMD (Required Minimum Distribution) withdrawals and early withdrawal penalties Attest to client accounts and all regulatory sign offs Influence - Authority to impact Investment Advice in accordance with the BIS offer and applicable securities regulations This role has direct impact on the achievement of key business unit objectives Knowledge and Skills University Degree with a minimum of 3-5 years of financial industry experience Series 7 and 66 or (7, 63 and 65) and insurance licenses (life and health) U4 clear background check requirements Continuing Education - FINRA and BMO administered Why you'll love growing your career here Customizable benefits, and performance bonuses Work in a digitally focused environment where you'll use innovative tools Strengthen your skillsets with access to professional tools, resources, in-depth training and ongoing manager support As North American's eighth largest bank serving customers for 200+ years, connect with thousands of employees to build your professional network and explore more opportunities Salary: $46,000.00 - $85,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $46k-85.2k yearly Auto-Apply 8d ago
  • IS Application Manager/ServiceNow Product Owner

    Huntington National Bank 4.4company rating

    Houston, TX job

    + We are seeking a strategic and experienced Product Owner to lead the development and optimization of solutions on the ServiceNow platform. This role requires a deep understanding of ServiceNow capabilities, agile product management, and strong leadership skills to manage cross-functional teams and stakeholders. The ideal candidate will be a proactive problem-solver with a passion for delivering high-impact digital solutions that drive business value. Key Responsibilities + Product Ownership & Strategy + Define and communicate the product vision, roadmap, and backlog for ServiceNow initiatives. + Translate business needs into clear, actionable user stories and acceptance criteria. + Prioritize features and enhancements based on business value, technical feasibility, and user impact. + ServiceNow Expertise + Serve as the subject matter expert for the ServiceNow platform and applications, including HRSD, FSO, WSD, CSM, GRC/IRM, and custom applications. + Collaborate with architects and developers to ensure scalable, secure, and maintainable solutions. + Stay current with ServiceNow releases and recommend adoption of new features. + Team & Stakeholder Management + Lead and mentor a scrum team of business analysts, developers, and testers. + Facilitate agile ceremonies (e.g., sprint planning, reviews, retrospectives). + Act as the primary liaison between business stakeholders and technical teams. + Delivery & Continuous Improvement + Ensure timely delivery of high-quality solutions that meet or exceed expectations. + Monitor product performance and user feedback to drive continuous improvement. + Champion best practices in agile development, DevOps, and ITIL processes. Qualifications + Bachelor's degree in Information Technology, Business, or related field. + 7+ years of experience in IT product management or business analysis. + 5+ years of hands-on experience with the ServiceNow platform. + 3+ years of experience managing or leading teams. + Skills & Competencies + People Manager experience . + Deep knowledge of ServiceNow modules and capabilities. + Strong understanding of agile methodologies (Scrum, SAFe). + Excellent communication, facilitation, and stakeholder management skills. + Proven ability to lead cross-functional teams and drive consensus. + ServiceNow certifications (e.g., Certified System Administrator, Certified Implementation Specialist) are a plus. Preferred Qualifications: + 5+ years leading others in the development of software in a team environment. + Work well in a team environment. + Ability to take on issues and bring them to completion making sure a consistent delivery process is followed. + Self-motivated and able to lead others. + Able to work well under pressure when required + Available for on-call production support as needed Why Join Us? + Work with cutting-edge technology in a collaborative, forward-thinking environment. + Lead impactful projects that transform enterprise service delivery. + Enjoy a flexible work culture with opportunities for growth and development. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000.00 - 140,000.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $97k-124k yearly est. 60d+ ago
  • Pricing & Credit Model Analyst (Hybrid Position)

    Santander 4.8company rating

    Remote or Dallas, TX job

    ) Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Specialist, Pricing & Credit Model Analyst is responsible for developing pricing and risk-based models to optimize Auto loan pricing strategies. This role also involves development and maintenance of sophisticated empirical models - including credit scoring models. The position is highly quantitative in nature and requires an individual capable of taking a "hands-on" approach to data analysis. You will work closely with credit risk, finance, data science, and product teams to deliver actionable insights that balance risk, profitability, and competitiveness. This position blends strategic business problem solving with quantitative modeling expertise. You will work closely with leadership to translate complex data insights into clear business actions. Develops a thorough understanding of the firm's operations and business practices. Applies statistical techniques to analyze trends and uncover risks and opportunities relative to portfolio management and originations. Utilizes data mining and statistical techniques to develop analytic insights, sound hypotheses, and informed recommendations. Develop pricing frameworks that balance yield, risk, and volume objectives. Incorporate credit risk, customer behavior, collateral trend and market data into pricing algorithms. Develop actionable recommendations to improve underwriting strategy, portfolio performance, and credit policies. Explore opportunity to enhance Dealer Management program to grow our business with top-performing partners. Participates in the construction of complex mathematical models - including credit origination and customer behavior scorecards - which directly support critical decision-making processes. Contribute to continuous process improvements in data quality, reporting, and automation. Liaisons with IT and other internal teams to define requirements and ensure the timely and accurate delivery of data elements for analytic projects, changes to Pricing & Policy. Encapsulates analytic findings into executive-level summary documents to support senior management decision-making. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Statistics, Economics, Operations Research, Applied Mathematics, or a related quantitative discipline required or equivalent experience - Required. Master's Degree Statistics, Economics, Operations Research, Applied Mathematics, or a related quantitative discipline required or equivalent experience. - Preferred. Ph.D. Statistics, Economics, Operations Research, Applied Mathematics, or a related quantitative discipline required or equivalent experience - Preferred. 3+ Years Analytics in Financial Services Industry or equivalent. - Required. 3+ Years Indirect subprime Auto Financial Services Industry experience. - Preferred. 3+ Years Prior experience developing credit scoring models preferred. - Preferred. Familiarity with logistic regression models, segmentation and variable reduction techniques, hypothesis testing, neural networks, design of experiments, ANOVA, decision trees, and linear regression. Prior experience working with credit bureau data preferred. Demonstrated ability to use SQL and SAS to extract data from multiple data sources. Working knowledge of Python/R preferred. Demonstrated ability to merge, concatenate, and prepare extremely large datasets for statistical analysis and mathematical model development. Demonstrated ability to create complex pivot tables in MS Excel. Ability to effectively explain advanced mathematical concepts, techniques, and analyses to a business audience. Ability to translate analysis into a clear business plan. Strong written and verbal communication skills. Ability to maintain confidentiality. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. **Location: Dallas, Texas. Hybrid role requiring up to 3 days/week in the office.** What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $67,500.00 USD Maximum: $140,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
    $67.5k-140k yearly Auto-Apply 56d ago
  • Virtual Banker

    First National Bank Texas 4.5company rating

    First National Bank Texas job in Brownsville, TX

    * Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency * Must display ability to toggle between multiple applications while assisting customers in the various channels * Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority. * Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact * Cross-sell bank services and products * Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task * Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels * Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures * Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures * Establish and maintain solid working relationships with all levels, departments, and locations within FCBI * Consistently meets critical deadlines and other performance targets or requirements * Must be available to work all weekdays and holidays, within Bank operating hours * Perform other tasks requested by supervisors as they relate to the bank and its functions Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds FNBT is an equal opportunity employer.
    $34k-39k yearly est. 5h ago

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