Relationship Banker jobs at Grandbridge Real Estate Capital - 515 jobs

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for achieving expected levels of client service quality, balance sheet quality, profitability, growth, and risk management for Not for Profit/Government Banking clients and prospects. Deliver a consistent client experience that positions Truist as the Premier Advisory Bank in the Not for Profit/Government segment. Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Not for Profit/Government segment. Responsible for meeting loan, deposit, fee-based revenue expectations. 2. Deliver a differentiated client experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources. 3. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in call planning and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work). 4. Assume responsibility for the profitability, quality, liquidity, and growth of the assigned Not for Profit/Government loan portfolio by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives. 5. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. 6. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. QUALIFICATIONS Required Qualifications: 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. 1. Bachelor's degree or equivalent education and related training 2. More than eight (8) years of experience in financial services, preferably with NFP/Government clients 3. Ability to grasp large complex Not for Profit/Government credits clearly 4. Strong command of credit and finance 5. Excellent verbal and written communication skills 6. Excellent negotiation skills 7. Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ************** or email ***********************. Please refer to the job title and job location when you contact us. INCO: “Cushman & Wakefield”

Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Queensbury, NY - 183 Quaker Rd Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank's main point of customer contact; maintains working knowledge of established policies and operating procedures. Key Accountabilities: Customer Service - 50% Creates an exceptional client experience by demonstrating Berkshire Bank's “BeFIRST” values displaying energy and spirit to create a positive and collaborative work environment. Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client's needs Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty. Explains Bank policy and procedures to clients and resolves routine service concerns. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Is proficient in the digital banking space and can assist clients with adoption. Client Service Line Duties - 50% Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures. Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures. Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines. Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client. Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings. Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work Saturday hours and travel to nearby offices as required. Percentage of time spent on each area of key accountabilities will vary from branch to branch. Education: High school diploma or equivalent Banking courses a plus Experience: Proven experience in a goal-oriented sales or customer service environment Cash handling experience preferred Sales experience preferred Skills & Knowledge: Superior customer service skills Strong communication (verbal/written) skills, with ability to conduct face-to-face interaction Ability to identify customer needs and make appropriate sales Basic computer skills Interpersonal skills We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.

Full-time Description At Intracoastal Bank, we value professionals who know what it means to deliver exceptional service and build lasting relationships. If you've built a solid foundation in retail through years of dependable customer service, problem-solving, and teamwork, we want to help you take the next step. Your steady retail background can translate into success in a career where trust, consistency, and client care make all the difference. Intracoastal Bank is seeking a Relationship Banker to join our dynamic banking team. Over the years, we at Intracoastal Bank have established ourselves as a market leader in community banking. You will be inspired by the stability and integrity of our community bank and proud of the relationships you build that help our clients succeed. Why Intracoastal Bank? Local business and established market leader in community banking. Innovative and entrepreneurial approach to business. Diverse team of top performers. Passionate about providing exceptional service and banking solutions to our communities to help them thrive. Involved in our community. Employees are empowered to impact change. A company that invests in you! Exceptional Benefits Package! Employee Stock Ownership Program (ESOP) : Reap the rewards of company growth through this prestigious profit-sharing program. 401k Retirement Plan : Grow your future with our 401(k) and matching contributions. Professional Development : Receive tuition assistance for your professional development. Paid Time Off : 11 paid holidays, paid birthday/flex day, and minimum of 15 PTO days per year. Health Insurance : Fully paid employee-only health insurance with options to choose from. Other Insurance and Benefits : Group insurance benefits such as dental, vision, life, disability, pet insurance, legal aid, auto/home insurance, identity theft protection, other supplemental benefits, and an Employee Assistance Program (EAP). And there's more! You get a free checking and savings account and a free safety deposit box. As a Relationship Banker, you'll do more than process transactions - you'll build meaningful connections. You'll deliver personalized, courteous service while helping customers navigate their financial journey. You'll spot opportunities to connect them with the right specialists and make sure every interaction ends with confidence and satisfaction. How You'll Contribute to Our High Impact Team (aka Your Essential Duties and Responsibilities) Show up on time and ready to help our customers. Handle everyday banking tasks like deposits, withdrawals, and loan payments. Spot opportunities to connect customers with the right bank specialists or services. Use your knowledge of our products and processes to solve customer questions quickly and confidently. Share what you know about Intracoastal Bank's services - including online and mobile options - to make banking easier for our customers. Make smart, careful decisions that support our culture of safety and sound risk management. Help keep branch operations running smoothly and securely. Use our Lobby Management tools to provide great service and manage customer flow. Join in on daily team huddles to share updates and stay connected. Follow company policies and procedures to ensure great service and compliance. When a customer issue needs extra attention, pass it along to the right person so it gets handled quickly. Intracoastal Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. s assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed s are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. Requirements What You'll Need to Help Us Do Great Things Together Required Experience:· Highschool diploma or equivalent (e.g. GED). At least 12 months in financial services, sales, retail, or service industry with a proven track record. Experience being evaluated or surveyed by customers is preferred. Skills and Abilities: Cross-sell products and services. Demonstrate a high level of courtesy and efficiency with customers, exceeding expectations with servicing skills. Keen awareness of the environment, the situation, and the customer. Excellent communication skills. Learn and demonstrate a strong understanding of industry trends and how they impact customers. Attributes: Gets people and is good with people. Sensitive to and respectful of others' feelings. Emotionally aware and tuned into others. Able to handle own emotions and remain calm in situations. Exertion and Physical Requirements: Use of Hands and Fingers: For tasks like typing, writing, using a computer. Speaking/Communication: Clearly, often sharing detailed or complex information with others. Vision and Hearing: Normal for reviewing documents, using equipment, and taking part in conversations. Physical Strength: Most of the work is done while sitting, with some standing and walking. Occasionally, you may need to lift or move items weighting up to about 20 pounds. Salary Description Minimum $22 per hour

Description: At Intracoastal Bank, we value professionals who know what it means to deliver exceptional service and build lasting relationships. If you've built a solid foundation in retail through years of dependable customer service, problem-solving, and teamwork, we want to help you take the next step. Your steady retail background can translate into success in a career where trust, consistency, and client care make all the difference. Intracoastal Bank is seeking a Relationship Banker to join our dynamic banking team. Over the years, we at Intracoastal Bank have established ourselves as a market leader in community banking. You will be inspired by the stability and integrity of our community bank and proud of the relationships you build that help our clients succeed. Why Intracoastal Bank? Local business and established market leader in community banking. Innovative and entrepreneurial approach to business. Diverse team of top performers. Passionate about providing exceptional service and banking solutions to our communities to help them thrive. Involved in our community. Employees are empowered to impact change. A company that invests in you! Exceptional Benefits Package! Employee Stock Ownership Program (ESOP) : Reap the rewards of company growth through this prestigious profit-sharing program. 401k Retirement Plan : Grow your future with our 401(k) and matching contributions. Professional Development : Receive tuition assistance for your professional development. Paid Time Off : 11 paid holidays, paid birthday/flex day, and minimum of 15 PTO days per year. Health Insurance : Fully paid employee-only health insurance with options to choose from. Other Insurance and Benefits : Group insurance benefits such as dental, vision, life, disability, pet insurance, legal aid, auto/home insurance, identity theft protection, other supplemental benefits, and an Employee Assistance Program (EAP). And there's more! You get a free checking and savings account and a free safety deposit box. As a Relationship Banker, you'll do more than process transactions - you'll build meaningful connections. You'll deliver personalized, courteous service while helping customers navigate their financial journey. You'll spot opportunities to connect them with the right specialists and make sure every interaction ends with confidence and satisfaction. How You'll Contribute to Our High Impact Team (aka Your Essential Duties and Responsibilities) Show up on time and ready to help our customers. Handle everyday banking tasks like deposits, withdrawals, and loan payments. Spot opportunities to connect customers with the right bank specialists or services. Use your knowledge of our products and processes to solve customer questions quickly and confidently. Share what you know about Intracoastal Bank's services - including online and mobile options - to make banking easier for our customers. Make smart, careful decisions that support our culture of safety and sound risk management. Help keep branch operations running smoothly and securely. Use our Lobby Management tools to provide great service and manage customer flow. Join in on daily team huddles to share updates and stay connected. Follow company policies and procedures to ensure great service and compliance. When a customer issue needs extra attention, pass it along to the right person so it gets handled quickly. Intracoastal Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. s assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed s are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. Requirements: What You'll Need to Help Us Do Great Things Together Required Experience:· Highschool diploma or equivalent (e.g. GED). At least 12 months in financial services, sales, retail, or service industry with a proven track record. Experience being evaluated or surveyed by customers is preferred. Skills and Abilities: Cross-sell products and services. Demonstrate a high level of courtesy and efficiency with customers, exceeding expectations with servicing skills. Keen awareness of the environment, the situation, and the customer. Excellent communication skills. Learn and demonstrate a strong understanding of industry trends and how they impact customers. Attributes: Gets people and is good with people. Sensitive to and respectful of others' feelings. Emotionally aware and tuned into others. Able to handle own emotions and remain calm in situations. Exertion and Physical Requirements: Use of Hands and Fingers: For tasks like typing, writing, using a computer. Speaking/Communication: Clearly, often sharing detailed or complex information with others. Vision and Hearing: Normal for reviewing documents, using equipment, and taking part in conversations. Physical Strength: Most of the work is done while sitting, with some standing and walking. Occasionally, you may need to lift or move items weighting up to about 20 pounds.

Division: Retail Banking Department: Various - Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Whitesboro, NY - 34 Oriskany Blvd Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank's main point of customer contact; maintains working knowledge of established policies and operating procedures. Key Accountabilities: Customer Service - 50% Creates an exceptional client experience by demonstrating Berkshire Bank's “BeFIRST” values displaying energy and spirit to create a positive and collaborative work environment. Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client's needs Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty. Explains Bank policy and procedures to clients and resolves routine service concerns. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Is proficient in the digital banking space and can assist clients with adoption. Client Service Line Duties - 50% Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures. Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures. Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines. Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client. Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings. Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work Saturday hours and travel to nearby offices as required. Percentage of time spent on each area of key accountabilities will vary from branch to branch. Education: High school diploma or equivalent Banking courses a plus Experience: Proven experience in a goal-oriented sales or customer service environment Cash handling experience preferred Sales experience preferred Skills & Knowledge: Superior customer service skills Strong communication (verbal/written) skills, with ability to conduct face-to-face interaction Ability to identify customer needs and make appropriate sales Basic computer skills Interpersonal skills We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.

Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Delmar, NY - 255 Delaware Ave Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank's main point of customer contact; maintains working knowledge of established policies and operating procedures. Key Accountabilities: Customer Service - 50% Creates an exceptional client experience by demonstrating Berkshire Bank's “BeFIRST” values displaying energy and spirit to create a positive and collaborative work environment. Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client's needs Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty. Explains Bank policy and procedures to clients and resolves routine service concerns. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Is proficient in the digital banking space and can assist clients with adoption. Client Service Line Duties - 50% Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures. Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures. Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines. Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client. Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings. Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work Saturday hours and travel to nearby offices as required. Percentage of time spent on each area of key accountabilities will vary from branch to branch. Education: High school diploma or equivalent Banking courses a plus Experience: Proven experience in a goal-oriented sales or customer service environment Cash handling experience preferred Sales experience preferred Skills & Knowledge: Superior customer service skills Strong communication (verbal/written) skills, with ability to conduct face-to-face interaction Ability to identify customer needs and make appropriate sales Basic computer skills Interpersonal skills We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.

At Children's Wisconsin, we believe kids deserve the best. Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country. We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today. Please follow this link for a closer look at what it's like to work at Children's Wisconsin: *********************************** Job Summary: Responsible for answering a high volume of inbound daily telephone calls within Patient Financial Services department, a cross-functional department supporting all areas of Children's Hospital and Children's Specialty Group (MCW) revenue cycle. As the front line of CHW and MCW/CSG's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization. Essential Functions: Works as part of a cross-functional team that must maintain knowledge of all hospital billing, physician billing, coding, medical records, and financial clearance functions across multiple service areas. Acts as a patient resource for navigating through the various departments of our health system. Works in a fast-paced call center environment, promptly and professionally answering inbound telephone calls, meeting department service standards and expectations. Negotiates payment plan arrangement and screens for financial assistance needs. Responds to patient's questions in a timely, professional manner Multi-tasks by working accounts in work queues to resolve self-pay balance issues while answering inbound calls. Utilizes patient billing software, which includes adding appropriate documentation of steps taken to obtain payment, respond to inquiries or resolve accounts Educates and supports parents, families, and representatives with questions regarding CHW account balances. Educates families on insurance and revenue cycle processes. Determines when rebilling is appropriate and takes necessary steps in billing system to complete. Legacy Essential Functions: Reviews in-coming correspondence and respond accordingly. Updates billing information Reviews and updates return mail with new addresses Utilizes Forward Health eligibility website to search for coverage for uninsured patients and takes necessary steps in billing system to complete eligibility check Investigates and resolves straight forward credit balances. Determines appropriate next steps; transferring funds, requesting patient refund Collaborates with Financial Counseling, Social Services, Patient Relations, Account Resolution Reps or other department members to resolve patient concerns, and patient balances Works within the Medical College of WI service area in billing system to resolve shared services account balances Escalates situations to leadership when appropriate for service recovery and timely resolution Education: High School graduate or Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED) Required Experience: 1+ years related experience in insurance, collections, or customer service experience preferably in a healthcare setting. Required Knowledge, Skills and Abilities: Knowledge of claims processing and computerized systems desirable. Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues. Ability to hold composure and poise in escalated situations. Strong multi-tasking, organizational and time management skills. Ability to verbally communicate effectively in a professional manner to families, physicians and outside agencies. Ability to work as part of a team, demonstrating collaboration and flexibility. Must have knowledge of all revenue cycle operations and processes. Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems Required for All Jobs: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be requested in the performance of this job. Employment is at-will. This document does not create an employment contract, implied or otherwise. Full Remote Work Opportunity! Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law. Certifications/Licenses:

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our client's needs while ensuring a positive customer experience. High School diploma, general education degree (GED), or equivalent required; Bachelor's degree or some college a plus. Two or more years of relevant customer sales or service or banking experience. Previous Cash Handling experience a plus. Must be able to maintain an in-depth knowledge of the Bank's products and services Must demonstrate excellent verbal, written and interpersonal communication skills Strong computer skills including proficiency with Microsoft Office suite of products (specifically Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment. Good analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. Ability to cooperate and work within a team and across the organization. Practices excellent customer service which includes prompt acknowledgment of customers, friendly and courteous disposition, customer satisfaction on transaction requests, and consistently maintaining a professional and pleasant image and communications whether in-person, via phone, or via e-mail. Establishes new client relationships through the new account process while uncovering potential multi-product opportunities through a customer-needs based approach. Explain various account options and services based on uncovering the client's particular needs. Maintain a conversational approach to uncover pertinent financial needs for relationship growth. Maintains a proactive approach with customer follow-up. Review and explain required account documentation with customer and complete customer onboarding process. Maintains a thorough knowledge of the Bank's product suite. Completes customer transactions which may include, but are not limited to: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming assorted savings bonds, performing cash advances, selling money orders, and adding stop payments to accounts. Actively participates in huddles by engaging in discussions, assisting in leading huddles, or leading huddles, as assigned. Must also attend branch meetings and be available to work assigned hours. Maintains a thorough knowledge of and adheres to all applicable policies, procedures, and regulatory practices. Follow and excel at Bank's relationship management and customer service excellence programs. Responsive to both internal and external clients on inquiries regarding bank products, services, and operations. Inquiries may be conducted in person, via the telephone or by mail. Perform routine maintenance requests or fulfillment needs for clients. Complete all assigned training requirements on time. Actively participate in one-on-one coaching and feedback on performance for personal and career growth on a regular basis. Other duties and responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

Benefit highlights: 11 Paid Holidays, 15 days of PTO, 401k Matching, Health Benefits, and more! The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our clients� needs while ensuring a positive customer experience. NOTE: This position is currently based in Frisco but will be moving to a new branch location in Prosper (75078) in Q4 2026. High School diploma, general education degree (GED), or equivalent required; Bachelor's degree or some college a plus. Two or more years of relevant customer sales or service or banking experience. Previous Cash Handling experience a plus. Must be able to maintain an in-depth knowledge of the Bank's products and services Must demonstrate excellent verbal, written and interpersonal communication skills Strong computer skills including proficiency with Microsoft Office suite of products (specifically Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment. Good analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. Ability to cooperate and work within a team and across the organization. Practices excellent customer service which includes prompt acknowledgment of customers, friendly and courteous disposition, customer satisfaction on transaction requests, and consistently maintaining a professional and pleasant image and communications whether in-person, via phone, or via e-mail. Establishes new client relationships through the new account process while uncovering potential multi-product opportunities through a customer-needs based approach. Explain various account options and services based on uncovering the client's particular needs. Maintain a conversational approach to uncover pertinent financial needs for relationship growth. Maintains a proactive approach with customer follow-up. Review and explain required account documentation with customer and complete customer onboarding process. Maintains a thorough knowledge of the Bank's product suite. Completes customer transactions which may include, but are not limited to: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming assorted savings bonds, performing cash advances, selling money orders, and adding stop payments to accounts. Actively participates in huddles by engaging in discussions, assisting in leading huddles, or leading huddles, as assigned. Must also attend branch meetings and be available to work assigned hours. Maintains a thorough knowledge of and adheres to all applicable policies, procedures, and regulatory practices. Follow and excel at Bank's relationship management and customer service excellence programs. Responsive to both internal and external clients on inquiries regarding bank products, services, and operations. Inquiries may be conducted in person, via the telephone or by mail. Perform routine maintenance requests or fulfillment needs for clients. Complete all assigned training requirements on time. Actively participate in one-on-one coaching and feedback on performance for personal and career growth on a regular basis. Other duties and responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our client's needs while ensuring a positive customer experience. High School diploma, general education degree (GED), or equivalent required; Bachelor's degree or some college a plus. Two or more years of relevant customer sales or service or banking experience. Previous Cash Handling experience a plus. Must be able to maintain an in-depth knowledge of the Bank's products and services Must demonstrate excellent verbal, written and interpersonal communication skills Strong computer skills including proficiency with Microsoft Office suite of products (specifically Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment. Good analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. Ability to cooperate and work within a team and across the organization. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Practices excellent customer service which includes prompt acknowledgment of customers, friendly and courteous disposition, customer satisfaction on transaction requests, and consistently maintaining a professional and pleasant image and communications whether in-person, via phone, or via e-mail. Establishes new client relationships through the new account process while uncovering potential multi-product opportunities through a customer-needs based approach. Explain various account options and services based on uncovering the client's particular needs. Maintain a conversational approach to uncover pertinent financial needs for relationship growth. Maintains a proactive approach with customer follow-up. Review and explain required account documentation with customer and complete customer onboarding process. Maintains a thorough knowledge of the Bank's product suite. Completes customer transactions which may include, but are not limited to: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming assorted savings bonds, performing cash advances, selling money orders, and adding stop payments to accounts. Actively participates in huddles by engaging in discussions, assisting in leading huddles, or leading huddles, as assigned. Must also attend branch meetings and be available to work assigned hours. Maintains a thorough knowledge of and adheres to all applicable policies, procedures, and regulatory practices. Follow and excel at Bank's relationship management and customer service excellence programs. Responsive to both internal and external clients on inquiries regarding bank products, services, and operations. Inquiries may be conducted in person, via the telephone or by mail. Perform routine maintenance requests or fulfillment needs for clients. Complete all assigned training requirements on time. Actively participate in one-on-one coaching and feedback on performance for personal and career growth on a regular basis. Other duties and responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

The Universal Banker with PlainsCapital Bank serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our clients needs while ensuring a positive customer experience. High School diploma, general education degree (GED), or equivalent required; Bachelor's degree or some college a plus. Two or more years of relevant customer sales or service or banking experience. Previous Cash Handling experience a plus. Must be able to maintain an in-depth knowledge of the Bank's products and services Must demonstrate excellent verbal, written and interpersonal communication skills Strong computer skills including proficiency with Microsoft Office suite of products (specifically Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment. Good analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. Ability to cooperate and work within a team and across the organization. Practices excellent customer service which includes prompt acknowledgment of customers, friendly and courteous disposition, customer satisfaction on transaction requests, and consistently maintaining a professional and pleasant image and communications whether in-person, via phone, or via e-mail. Establishes new client relationships through the new account process while uncovering potential multi-product opportunities through a customer-needs based approach. Explain various account options and services based on uncovering the client's particular needs. Maintain a conversational approach to uncover pertinent financial needs for relationship growth. Maintains a proactive approach with customer follow-up. Review and explain required account documentation with customer and complete customer onboarding process. Maintains a thorough knowledge of the Bank's product suite. Completes customer transactions which may include, but are not limited to: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming assorted savings bonds, performing cash advances, selling money orders, and adding stop payments to accounts. Actively participates in huddles by engaging in discussions, assisting in leading huddles, or leading huddles, as assigned. Must also attend branch meetings and be available to work assigned hours. Maintains a thorough knowledge of and adheres to all applicable policies, procedures, and regulatory practices. Follow and excel at Bank's relationship management and customer service excellence programs. Responsive to both internal and external clients on inquiries regarding bank products, services, and operations. Inquiries may be conducted in person, via the telephone or by mail. Perform routine maintenance requests or fulfillment needs for clients. Complete all assigned training requirements on time. Actively participate in one-on-one coaching and feedback on performance for personal and career growth on a regular basis. Other duties and responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $21.0000 - $25.9562 Personal Financial Rep ll: $22.6756 - $28.3445 Personal Financial Rep lll: $25.2199 - $31.5249

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. 2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. 5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc). 6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions. 7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. QUALIFICATIONS Required Qualifications: 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. 1. Bachelor's degree or equivalent education and related training 2. Ten (10) or more years of experience in commercial banking 3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more 4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services 5. Ability to grasp complex credits clearly; is insightful in all aspects of finance 6. Excellent verbal and written communication skills 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Responsible for achieving expected levels of client service quality, balance sheet quality, profitability, growth, and risk management for Not for Profit/Government Banking clients and prospects. Deliver a consistent client experience that positions Truist as the Premier Advisory Bank in the Not for Profit/Government segment. Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners.ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Not for Profit/Government segment. Responsible for meeting loan, deposit, fee-based revenue expectations. 2. Deliver a differentiated client experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources. 3. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in call planning and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work). 4. Assume responsibility for the profitability, quality, liquidity, and growth of the assigned Not for Profit/Government loan portfolio by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives. 5. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. 6. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.QUALIFICATIONS Required Qualifications: 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. 1. Bachelor's degree or equivalent education and related training 2. More than eight (8) years of experience in financial services, preferably with NFP/Government clients 3. Ability to grasp large complex Not for Profit/Government credits clearly 4. Strong command of credit and finance 5. Excellent verbal and written communication skills 6. Excellent negotiation skills 7. Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. 2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. 5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc). 6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions. 7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. QUALIFICATIONS Required Qualifications: 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. 1. Bachelor's degree or equivalent education and related training 2. Ten (10) or more years of experience in commercial banking 3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more 4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services 5. Ability to grasp complex credits clearly; is insightful in all aspects of finance 6. Excellent verbal and written communication skills 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion.ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. 2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. 5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc). 6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions. 7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. QUALIFICATIONS Required Qualifications: 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. 1. Bachelor's degree or equivalent education and related training 2. Ten (10) or more years of experience in commercial banking 3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more 4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services 5. Ability to grasp complex credits clearly; is insightful in all aspects of finance 6. Excellent verbal and written communication skills 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products The annual base salary for this position is $200,000 - $240,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. 2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. 5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc). 6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions. 7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. QUALIFICATIONS Required Qualifications: 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. 1. Bachelor's degree or equivalent education and related training 2. Ten (10) or more years of experience in commercial banking 3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more 4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services 5. Ability to grasp complex credits clearly; is insightful in all aspects of finance 6. Excellent verbal and written communication skills 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products The annual base salary for this position is $200,000 - $240,000. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. 2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. 5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc). 6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions. 7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. QUALIFICATIONS Required Qualifications: 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. 1. Bachelor's degree or equivalent education and related training 2. Ten (10) or more years of experience in commercial banking 3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more 4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services 5. Ability to grasp complex credits clearly; is insightful in all aspects of finance 6. Excellent verbal and written communication skills 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products The annual base salary for this position is $200,000 - $240,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work