It's about helping others establish a financial foundation and build their dreams.
Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? If so, the Central Associate Advisor role might be for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Central Associate Advisor,
you
will be responsible for the servicing of smaller Frost Brokerage accounts. You enjoy interacting with clients and look forward to answering questions regarding what actions they could take given your investment advice. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you'll do:
Service existing small accounts (generally less than $50,000 in assets) within Frost Brokerage
Assist house account customers as needed, providing investment recommendations based on client risk tolerance, goals, objectives, and preferences
Maintain in-depth knowledge of systems that provide financial advice to customers; answer questions from clients regarding what actions they could take given this investment advice
Communicate with house account customers to facilitate the buying or selling of appropriate mutual funds, stocks, bonds, and annuities. Monitor and execute trades
Perform all other duties as assigned
What you'll need:
2+ years Investment Services experience, or an equivalent combination of relevant education and experience
FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; or, the ability to obtain necessary licenses within 120 days.
General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days.
Excellent written and verbal communication skills
Proficient in Microsoft computer applications
Our Benefits
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$65k-93k yearly est. Auto-Apply 16d ago
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FIA Employee Benefits Account Manager
Frost Bank 4.9
Frost Bank job in San Antonio, TX
It's about supporting people.
Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Employee Benefits Account Manager could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As an Employee Benefits Account Manager with Frost Insurance Agency,
you
are our insurance experience champion. In this role, you will be responsible for acting as main point of contact for employee benefits customers. You will use your collaborative mindset, analytical skills, and desire for constant improvement to ensure policy renewal processes are managed for all assigned accounts.
What you'll do:
Lead the gathering of all census requirements for renewal process and quote preparation for assigned accounts
Review and analyze client/policy information in order to prepare Requests for Proposals
Present findings and recommendations to clients, Producers, and prospective
Review client certificates of coverage and other policy materials for accuracy; escalate any issues to insurance carrier
Research and resolve participant related matters
Communicate customer plan administration documentation requirements and assist customers in complying with applicable government regulations, such as ACA and HIPAA
Maintain current knowledge of healthcare related changes and of Federal and State regulations as they apply to employee benefits in order to counsel clients of their employer level compliance responsibilities
Oversee internal invoicing processes
Conduct client consultations and enrollment meetings either on-site or at their place of business
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
3+ years of experience in the insurance, healthcare, or human resources field, or a Bachelor's degree with 1+ year of related business experience
Texas General Lines Agent License: Life, Accident, Health and HMO or attainment within 90 days of employment
Ability to manage accounts with a revenue up to $500,000 and average annualized commissions per customer up to $10,000
Organizational skills and the ability to multitask
Excellent written and verbal communication skills
Proficient in Microsoft applications
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$86k-116k yearly est. Auto-Apply 60d+ ago
Associate Customer Service Representative Spanish Bilingual Everyday Banking
Wells Fargo 4.6
Irving, TX 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 an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
* Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication 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 team on basic information, plus internal or external customers
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
* Bilingual reading, speaking, and listening proficiency in Spanish/English
Desired Qualifications:
* 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
* Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
* 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
* This position is not eligible for Visa sponsorship
* Ability to work additional hours as needed
* Schedule may be eligible for a shift differential under the terms of the shift differential policy
* Must work on-site at the location posted
* Must complete and pass required language assessment
Training Schedule:
* Training class starts on 3/9 for 7 weeks. Training hours for weeks 1-4 are 8:30 a.m. - 5:30 p.m. Monday - Friday and weeks 5-7 training hours are 8:30 a.m. - 5 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
* We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
Posting Location:
* 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039
@RWF22
Posting End Date:
6 Feb 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-38k yearly est. 15d ago
Professional Liability Adjuster
Berkshire Hathaway 4.8
Dallas, TX job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
The Professional Liability Adjuster is responsible for conducting office investigations and adjusting Professional Liability and Error & Omission (E&O), Employment Practices Liability Insurance (EPLI), and Directors & Officers (D&O) Liability claims. The Adjuster is also responsible for, but not limited to:
Investigating losses and identifying coverage issues across Professional Liability, E&O, EPLO, and D&O lines
Obtaining and reviewing evidence, reports, and medical records
Establishing damages and reserves
Processing payments
Taking statements from insured's, claimants, and witnesses
Participating in Mediations
Qualifications
Active attorney license with at least 5 years of professional liability experience
Prior experience adjusting Professional Liability, E&O, EPLI, and D&O claims
Experience with Legal Malpractice preferred
Active Adjuster license is preferred
Strong understanding of employment law and corporate governance as it relates to EPLI and D&O exposures
Excellent written and verbal communication skills
Strong organizational and computer skills
Excellent time management skills with the ability to prioritize
$36k-43k yearly est. Auto-Apply 9d ago
Compliance Advisor - Lending
Frost Bank 4.9
Frost Bank job in San Antonio, TX
It's about giving people a sense of security.
Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you enjoy identifying potential risk and finding a solution? If so, being a Compliance Advisor with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.
Who you are:
As a Compliance Advisor - Lending, you are a key collaborator. You'll partner with our lending-focused lines of business, providing advice and strategic compliance guidance on regulatory requirements, including those related to consumer protection and fair lending, including Reg. Z, Reg. B, UDAAP, HMDA, and other applicable laws and regulations. You'll provide proactive compliance guidance to help our business partners mitigate regulatory risks while enabling Frost's business objectives. You'll work closely with Frost's legal and lending business teams to ensure that our lending products and services comply with applicable laws and regulations, ensuring a safe and secure experience for our customers. You welcome a challenge and strive to continuously improve processes with integrity, caring and excellence in mind.
What you'll do:
Provide subject matter expertise on applicable laws, regulations, and internal policies, ensuring business activities align with compliance requirements.
Monitor regulatory developments, assess their impact on business operations, and support implementation of necessary changes to ensure proactive and ongoing compliance with applicable laws and regulations.
Inform line of business teams on compliance requirements, best practices, and emerging regulatory risks.
Identify potential compliance issues, escalate concerns as necessary, and collaborate with stakeholders on remediation efforts.
Assist in the development, review, and enhancement of compliance policies, procedures, and governance frameworks.
Collaborate with business units to identify and assess existing and emerging compliance risks.
Partner with business units, risk management, legal, and other internal teams to integrate compliance considerations into decision-making and operational processes.
Maintain accurate records of compliance activities, assist in the periodic creation of leadership reports as needed, and support regulatory examinations or audits.
Maintain a current knowledge of consumer protection laws, regulations, emerging risks, and how they impact Frost products, processes, systems, and internal controls
Support compliance training initiatives by developing and delivering guidance to employees on regulatory obligations and best practices.
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes.
What you'll need:
Bachelor's degree in Business Administration, Finance, Accounting, in a related field, or equivalent experience
3+ years of relevant experience in compliance
Demonstrated ability to interpret and assess risks and their potential impact to lines of business
Demonstrated ability to prioritize risks and create the appropriate action plan to mitigate risks effectively
Demonstrated knowledge of applicable laws and regulations
Basic understanding of how the Compliance department functions to support the Bank
Proven ability to collaborate and establish partnerships with non-technical stakeholders
Proven ability to interpret laws and regulations to disseminate information in non-technical terms
Additional Preferred Skills:
CRCM, CFIRS, or equivalent professional certification
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Training classes and leadership development
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$32k-50k yearly est. Auto-Apply 60d+ ago
Model Validation Analyst II
Frost Bank 4.9
Frost Bank job in San Antonio, TX
It's about insights that are out of sight.
Does deciphering a secret code and discovering its hidden meaning excite you? Would you consider math to be your second language? Do you want the autonomy to improve processes and find solutions? If so, being a Model Validation Analyst II with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Model Validation Analyst II with Frost,
you
are our monitor. In this role, you monitor and validate aggregate model risk in alignment with Frost's risk strategy. You will provide recommendations on how to adjust model risk. By turning data into insights, you will help us discover the accuracy of the most complex and significant financial, statistical, and behavioral models that are used within the organization. More than that, this role is about constant improvement and doing so with our signature all-win approach in mind.
What you'll do:
Perform independent validations of financial, statistical, and behavioral models commensurate with their criticality ratings. Focus on the most complex and significant models used within the organization. Ensure a thorough review by challenging key aspects of each model
Validate and review models regarding their theoretical soundness, testing design, and points of weakness
Interpret data to recognize any potential risk exposure; additionally, identify opportunities to use data in ways that enhance the strategic and tactical decisions made by management.
Develop challenger models that help validate existing models and assist with outcome analysis
Ensure compliance with the model risk monitoring framework
Evaluate governance for Model Risk Management by reviewing policies, controls, risk assessments, documentation standards, and validation standards that are required to manage modeling processes throughout the organization
Evaluate the Bank's compliance with SR 11-7 regulatory guidance
Provide guidance and direction to less experienced analysts
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Master's degree in a quantitative field such as Mathematical Finance, Financial Engineering, Statistics, Physics, Management Science, Operations Research, or Economics
2+ years of experience in the development or validation of financial, statistical, or mathematical models, preferably within the financial services industry
Mastery of statistics and numerical techniques
Demonstrated experience with documenting technical aspects of a model as well as presenting results/findings
Proficient in either SQL, SAS, R, or Python
Advanced knowledge of Microsoft Excel
Proficient in Microsoft computer applications
Excellent written and verbal communication skills
Additional Preferred Skills:
Ph.D. degree in a quantitative field such as Mathematical Finance, Financial Engineering, Statistics, Physics, Management Science, Operations Research, or Economics
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$99k-120k yearly est. Auto-Apply 34d ago
Senior Private Client Relationship Manager
First Horizon Corp 3.9
Dallas, TX job
The Prive Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
* Performs all other duties as assigned.
QUALIFICATIONS
* Ten plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
PREFERRED QUALIFICATIONS
* Series 7, 66 and Insurance licenses preferred, but can be obtained after employment
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
As part of the employment process for this position, you will have to meet the requirements of a background credit check.
This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
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$76k-103k yearly est. 22d ago
Administrative Assistant II - Training Program Support
Frost Bank 4.9
Frost Bank job in San Antonio, TX
It's about supporting people, our people.
Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Administrative Assistant II role may be right for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services.
Who you are:
As an Administrative Assistant II,
you
provide support to managers and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you'll do:
Independently perform administrative work specific to the established department processes
Rely on detailed knowledge of department procedures to accurately perform reconciliation duties
Pull, calculate, and format data in an easily digestible way upon request
Maintain contacts within multiple lines of business to appropriately escalate issues and inquiries
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Strong organizational skills
Demonstrated ability to perform administrative tasks
Working knowledge of business specific programs and applications
Excellent written and verbal communication skills
Ability to communicate with all levels of personnel
Demonstrated attention to detail
Proficient in Microsoft computer applications
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$30k-33k yearly est. Auto-Apply 8d ago
Producer - Life Advisor - Frost Insurance Agency
Frost Bank 4.9
Frost Bank job in Austin, TX
It's about giving people a sense of security.
Do you like helping others understand the tools of today? A passionate salesperson with an affinity for helping others and building relationships? Do you have a background in insurance sales and the ability to drive new business? If so, the Producer - Life Advisor role might be for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Producer - Life Advisor, you'll screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs. This is a sales-oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through Frost Insurance Agency. You'll use your skills, outgoing personality, and competitive nature to stay up to date on the latest trends and products to best serve our customers and meet goals.
What you'll do:
Achieve objectives established in the annual producer - life insurance sales plan
Identify potential new business opportunities among current clients and specific target groups, with a focus on promoting life insurance
Contact prospects for the purpose of providing life insurance quotes and arranging sales appointments
Assess prospects needs and financial situations to recommend life insurance coverage and solutions
Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information
Collaborate with agency colleagues to finalize company submissions and identify potential markets for life insurance coverage
Conduct client and prospect appointments to discuss life insurance proposals, renewals, and explanations of coverage details
Take an active role in addressing claims or service issues, participating in their resolution as needed to ensure client satisfaction with their life insurance coverage
Maintain production reports and attend all sales meeting as required to stay up to date with life insurance sales targets and strategies
Promote the growth of agency and insurance sector within the community, emphasizing the significance of life insurance
Stay current with industry advancements by reviewing trade publications and participating in insurance carrier training sessions focused on new life insurance products and developments
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
2+ years' experience in advanced life sales
Texas General Lines Agents License: Life, Accident, or Health
FINRA Series 66 (or 63 and 65)
Excellent written and verbal communication skills, as well as strong organization skills
Proven ability to pursue and close sales
Proficiency in Microsoft applications
Additional Preferred Skills:
FINRA Series 7
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$85k-112k yearly est. Auto-Apply 10d ago
Financial Advisor Assistant - Investment Services
Frost Bank 4.9
Frost Bank job in Fort Worth, TX
It's about supporting people, our people.
Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Financial Advisor Assistant role may be right for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services.
Who you are:
As a Financial Advisor Assistant,
you
provide support to financial advisors and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you'll do:
Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication
Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases
Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience
Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Demonstrated customer service skills
Excellent written and verbal communication skills
Proficiency in Microsoft computer applications
Additional Preferred Skills:
Have an active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$48k-65k yearly est. Auto-Apply 11d ago
Operations Engineering Support Specialist
Bank of America 4.7
Plano, TX job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include performing initial investigations, mitigating impacts through routines and engaging in triages, responding to user requests, and working with technology teams to identify, troubleshoot, and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration.
Overview:
Engineering Ops L1 Support Specialist provides first-level support for test environments used in integrated testing of applications. This role ensures smooth operation of test environments, monitors stability and escalates issues to higher-level support when necessary.
Responsibilities:
Monitors and supports application components and related infrastructure, acts as the first point of contact for users, and responds to alerts regarding potential production incidents
Interprets and monitors dashboards, tools, and reports in order to proactively identify and address potential issues prior to production impact, escalating issues to senior team members or subject matter experts as needed
Performs environment routing and cycling, implements splash pages, and conducts user ID administration access provisioning/deprovisioning (additions, modifications, deletions) for applications
Works with technical partners to generate status updates, create technical detail for awareness communications, such as infrastructure, application and client impact, and component points of failure, and schedules follow up meetings
Partners with change and release teams to support implementations and proactively identify potential issues resulting from changes
Tracks incidents and requests in a defined system, executes procedures reliably, fulfills requests from business users and operations, and escalates issues as needed to solve incidents quickly
Keeps operational procedures updated and provides data that adheres to documentation requirements and audits
Environment Monitoring & Maintenance
Perform routine health checks and basic troubleshooting
Critical/High priority defect handling
Act as the first point of contact for environment-related issues
Log, categorize, and resolve critical/High-priority defects
Escalate complex issues to next level of supports and SMEs
Document and Reporting
Maintain accurate records of defects, resolutions and possible postmortem
Provide daily/weekly status updates on environment health
Define and stand-up new service capability
Define the services and capabilities
Document marketing points for the services with values
Collaboration
Collaborate with cross-functional and multi-location teams to resolve complex issues.
Required Skills:
2-5+ years of relevant work experience in IT support, QA support or environment management
Application Development or Support Experience
Strong analytical, triage and issue resolution skills
Excellent communication and teamwork abilities.
Customer-service mindset
Ability to work in cross functional and multi-location teams.
Experience/Ability with working in complex, highly integrated, fast paced and high-volume environment
Ability coordinates multiple troubleshooting calls
Ability to generate daily useful Metrics and email reporting
Ability to learn and adapt quickly with application and technology changes
May be required to work in shifts
Experience with the following technical skills:
Excel, Jira, PowerPoint, Kanban
SDLC methodologies
Linux/Unix Commands and Shell Scripting
RDBMS and SQL experience in MS SQL Server
Desired Skills:
Financial Industry Experience
Strong understanding of SDLC concepts
Familiarity with automation scripts using PowerShell
Ideal Candidate Profile:
A proactive, detail-oriented professional with strong technical acumen and the ability to work effectively in complex, high-volume environments. The candidate should demonstrate adaptability, collaboration, and a commitment to continuous learning.
Skills:
Adaptability
Analytical Thinking
Influence
Production Support
Risk Management
Automation
Collaboration
Result Orientation
Solution Delivery Process
Solution Design
Business Acumen
DevOps Practices
Innovative Thinking
Project Management
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$80,700.00 - $128,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$80.7k-128.3k yearly Auto-Apply 44d ago
Private Real Estate Administrator II
Frost Bank 4.9
Frost Bank job in Dallas, TX
It's about being there and building trust.
Do you consider yourself to be a self-starter? Are you ready to facilitate all the moving pieces to help deliver a seamless experience? Are you known for your ability to adapt in everchanging fast paced environments? If so, being a Private Real Estate Administrator II with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.
Who you are:
As a Private Real Estate Administrator II, it's all about communication, collaboration, and building relationships. You have a keen attention to detail and will utilize it when reviewing legal documents and determining account ownership. You will partner with account administrators to provide assistance so we can best serve our customers. You welcome a challenge and are eager to use your expertise to help others. More than that, this role is about ensuring efficient and effective collaboration and doing it with integrity, caring and excellence in mind.
What you'll do:
Review legal documents and determine account ownership for initial setup, review TREM files for accuracy
Identify assets to be liquidated based on market conditions and trends in the localized area, market the asset either through direct marketing or selecting and working with a local real estate agent/broker to market the property effectively
Negotiate purchase agreement/contracts, review and execute sales documents, and make appropriate recommendations to the executive committee
Conduct inspections of real estate assets to assess use, condition, environmental/liability hazards, and possible damage on or of the property
Estimate asset market value by way of ordering and reviewing real estate appraisals or conducting direct real estate market research including networking with professionals in the local market and conducting sales research
Negotiate and evaluate real estate leases on both city and agricultural assets, proper selection and researching of tenants, prepare and/or review of lease documents, monitoring performance of each asset and making appropriate recommendations to the executive committee
Maintain a working relationship with and provide assistance to account administrators
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
3+ years Real Estate management experience
Bachelor's degree in related field
Excellent verbal and written communication skills
Ability to travel
Proficient in Microsoft computer applications
Additional Preferred Skills:
Real Estate Sales or Broker's license
Appraisal License
Master's degree
5+ years direct real estate management experience
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$39k-48k yearly est. Auto-Apply 24d ago
College Intern - Enterprise Payments
Frost Bank 4.9
Frost Bank job in San Antonio, TX
It's about finding a job that feels like home.
Are you a natural go-getter who loves a challenge? Do you have a thirst for knowledge inside and outside the classroom? Are you ready to put theory into practical application? Does exploring numerous career possibilities excite you? If so, our College Intern - Technology & Digital role might be a great fit!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.
Who you are:
As our College Intern - Enterprise Payments, you'll be exposed to various executives and lines of business throughout the organization. By building relationships and tackling numerous projects you will gain various skills and connections to add to your resume. Here, you'll have the freedom and flexibility to experience life in the corporate world while continuing your education.
What you'll do:
Gain experience with a corporation that provides a full range of services in banking, brokerage and investments to acquire a deeper understanding of the financial industry
Perform meaningful work to get valuable experience and further Frost as an organization
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Junior or Senior enrolled in a four-year degree program or a graduate student
Currently pursuing an undergraduate degree or graduate degree in computer science or a related field
Ability to work in a part-time capacity year-round
Minimum GPA of 3.0 confirmed by transcript
Strong organizational skills
Time management skills
Strong written and verbal communication skills
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$31k-36k yearly est. Auto-Apply 8d ago
Loan Post Closing Specialist II - Mortgage
Frost Bank 4.9
Frost Bank job in San Antonio, TX
It's about interactions more than transactions.
Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Loan Post Closing Specialist II with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.
Who you are:
As a Loan Post Closing Specialist II - Mortgage,
you
are key support. You will be responsible for reviewing Real Estate Loans after funding. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.
What you'll do:
Perform system check back, including verifying information on the note and loan memorandum against the information input into the Empower system
Post collateral on the Mortgage loan system
Perform adjustments and maintenance to the Shaw loan system
Prep loan packages for imaging
Perform various corrections to Deeds of Trust with the county
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Minimum 1 year Real Estate loan documentation experience
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$39k-56k yearly est. Auto-Apply 39d ago
Residential Review Appraiser
Frost Bank 4.9
Frost Bank job in San Antonio, TX
It's about interactions more than transactions.
Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Residential Review Appraiser with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.
Who you are:
As a Residential Review Appraiser,
your
opinion matters. You will provide opinions of value on residential real estate within the requirements of bank regulations and profession appraisal standards. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.
What you'll do:
Receives appraisal requests and determines the type of appraisal and report required based on bank regulations and the degree of credit risk
Reviews residential appraisal reports by independent fee appraisers and reports findings and conclusions in written format
Orders original and updated appraisals from fee appraisers; monitors status of orders, communicates with fee appraisers and bank officers to solve any order problems.
Forms a final opinion of value on the properties appraised
Attends related real estate appraisal courses, seminars and meetings for the purpose of maintaining current market knowledge of real estate values and appraisal procedures and techniques
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Licensed residential appraiser
Additional Preferred Skills:
Bachelor's Degree
SRA Designation from the Appraisal Institute
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$41k-64k yearly est. Auto-Apply 6d ago
Business Banker I
Frost Bank 4.9
Frost Bank job in Midland, TX
It's about helping small businesses achieve big goals.
Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapts quickly to fast-paced environments? Do you enjoy being active in your community and believe in selfless service?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Business Banker I, you'll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. You'll also be responsible for delivering products to designated segments of the small business market. Prospecting and cold-calling are a part of the job, but to you, it's an opportunity to build long-lasting relationships with folks who can benefit from your financial expertise. You welcome a challenge and are always ready to support others on their journey toward financial success.
What you'll do:
Become familiar with your clients and their business to understand and act on their needs
Achieve monthly call and product sales goals set by the sales manager
Report weekly activity and marketing results to the sales manager of business banking
Manage and support loan commitments with accuracy and efficiency
You champion Frost's philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you're asked because it's the right thing to do, and doing so with excellence
Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services
Support specific financial centers' defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened
Stay up to date on bank products and services by regularly attending training classes
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Have a background in banking and lending solutions
Have prior experience with cold-calling and analyzing credit reports and financial statements
Have knowledge of business loan center procedures
Excellent written and verbal communication skills
Strong organizational and time-management skills
Proficiency in Microsoft applications
Additional Preferred Skills:
Bachelor's degree
Previous banking experience and knowledge of bank products
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$75k-104k yearly est. Auto-Apply 51d ago
Business Support Manager II - Global AML Ops Strategic Content Manager
Bank of America Corporation 4.7
Fort Worth, TX job
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
$80k-109k yearly est. 34d ago
Imaging Specialist
Frost Bank 4.9
Frost Bank job in San Antonio, TX
It's about expecting great things and making them happen.
Are you known for your attention to detail and exceptional organizational skills? Do you have a knack for moving things forward? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being an Imaging Specialist with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As an Imaging Specialist with Frost,
you
are our quality control. In this role, you will be responsible for performing all aspects of imaging and ensuring accuracy of all files. You are a self-starter and take the initiative to efficiently prepare and process all documents to be scanned or imported to ensuring high quality control. Serving as a mentor is your passion and you enjoy having the responsibility of training less tenured staff members.
What you'll do:
Prepare and process all documents to be scanned or imported by achieving quality control
Index documents after they have been scanned
Researches and corrects any errors found during the scanning or prepping phases
Communicate with other specialists to ensure the exactness and integrity of images
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Loan documentation experience
Time management skills
Ability to communicate effectively and professionally
Strong communication skills
Detail-Oriented
Proficient in Microsoft computer applications
Additional Preferred Skills:
SHAW Loan System experience
Working knowledge of back office loan imaging systems
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$26k-40k yearly est. Auto-Apply 18d ago
Fraud Analytics and Innovation Lead Analyst
Bank of America Corporation 4.7
Plano, TX job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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
$54k-89k yearly est. 20d ago
Commercial Associate - Global Commercial Banking - Houston, TX
Bank of America 4.7
Houston, TX job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Global Commercial Banking is the Middle Market segment of Bank of America - serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior teammates who will build their business development skills and develop a high level of proficiency in the financial services solutions and capabilities that Bank of America delivers to our Commercial clients.
This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions.
Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years.
Responsibilities:
Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals
Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products
Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes
Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction
Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities
Required Qualifications:
Minimum 3 years of previous business experience
Demonstrates initiative/self-motivation
Possesses strong interpersonal skills
Possesses strong analytical and financial modeling skills
Understanding of corporate financial statements
Demonstrates strong critical thinking skills
Demonstrates the ability to independently make decisions
Desired Qualifications:
Bachelor's Degree in Accounting, Finance, or related area
Formal Commercial Credit Training
Skills:
Financial Analysis
Market Analysis
Client Management
Capital Structure Analysis
Negotiating and Influencing
Relationship Building
Pipeline Management
Client Solutions Advisory
Referral Identification
Data and Trend Analysis
Risk Management
Business Development
Data Visualization
Continuous Improvement
Project Management
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
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Frost Bank may also be known as or be related to Cullen Frost Bankers Inc., Cullen/Frost Bankers Inc, Cullen/Frost Bankers, Inc., Frost, Frost Bank, Frost Bankers Inc and Frost Investment Advisors.