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  • Director, Innovation & AI SME, US & Americas

    CrÉDit Agricole CIB 4.9company rating

    New York, NY jobs

    This position has been established to support CA-CIB Americas in developing and driving the innovation and AI portfolio. The AI SME will be tasked with defining and executing the AI Americas strategy, which includes establishing effective governance with the AI factory team based in Paris, Headquarters. Locally, the AI SME will be responsible for fostering strong collaborations with executive leadership across the Bank to identify AI opportunities. Additionally, they will work closely with various teams to achieve business goals and enhance client experiences. The ideal candidate will drive the implementation of AI solutions, ensuring the Bank adheres to best-in-class delivery approaches for safe and scalable methods. This role requires a solid understanding of the banking sector, expertise in AI/ML technologies, and the ability to integrate AI into banking processes effectively. The candidate must also be able to influence stakeholders while prioritizing and executing strategic initiatives successfully. The AI SME will act as a leading authority on AI within CA-CIB Americas and report directly to the Americas Chief Information Officer/Head of Global IT (GIT) and functionally to the Head of the AI factory in Head office. Key Responsibilities • Serve as a key representative of the AI Factory, promoting and implementing AI solutions and culture throughout CA-CIB Americas • Cultivate strong relationships with local C-suite executives to align AI strategies with broader organizational objectives, ensuring support and advocacy for AI initiatives • Communicate local requirements and insights to the head office and the AI Factory, and generate relevant use cases • Oversee local AI governance and reporting to ensure compliance and transparency in AI usage across Americas operations • Build and manage the local portfolio of AI use cases in collaboration with business and IT teams, ensuring alignment with local needs • Manage the “New Service & Usage” process related to AI solutions in collaboration with local support functions (Risk, Compliance, Legal, IT Security…). • Develop a comprehensive training plan: identifying target audiences, training requirements, and priority areas. • Establish the practice as a thought leader in the AI space through active industry participation, publications, and advocacy for ethical AI practices. • Stay abreast of local AI market trends, including competitor activities and innovation, and provide regular insights to inform strategic decisions. Communication Key Internal Contacts Regional and local management, Central AI factory and GIT IT lines. Control functions in particular RPC, CPL, LGL and ISS, COO Office. Business lines Key External Contacts Local innovative and AI ecosystem. Education Advanced degree in AI, Data Science, Computer Science, Business, or a related field. Experience Practice Building: Proven ability to establish and scale a practice or team, including acquiring new clients and developing innovative service offerings. Strategic Leadership: Expertise in defining and executing AI strategies that deliver significant business outcomes. C-suite Engagement: Experience working with senior executives to drive alignment and communicate the value of AI initiatives. AI and Machine Learning Knowledge: Strong understanding of AI models, frameworks, and analytics, with the ability to bridge technical and business perspectives. Demonstrated ability to deliver large-scale training sessions to diverse audiences with varying levels of expertise on the subject matter Required skills Be passionate about AI & Innovation - focused on defining the broad AI strategy and how to bring to life within the Bank. Naturally curious and logically minded Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence Highly self-motivated and ability to remain calm under intense pressure Team oriented Analytical and data-driven with knowledge of KPI frameworks such as OKRs or HEART to communicate measures of success. IT literate Good understanding of bank products Extensive market knowledge
    $154k-216k yearly est. 5d ago
  • Senior Regional Manager, Schwab Wealth Advisory

    Charles Schwab 4.8company rating

    Jersey City, NJ jobs

    Regular Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager. What you are good at- Motivating - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture. Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division. Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals. Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: CFP designation or CFA designation required (may consider 24 month condition of employment) Bachelor's Degree required Active and valid FINRA Series 7 license required Active and valid FINRA 66 license required (may consider a 120-day COE) Active and valid FINRA 9/10 required (may consider a 120-day COE) Five plus years' experience in the financial services industry Minimum of 2 years supervisory experience strongly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $112k-153k yearly est. 3d ago
  • Sales Director

    Alleghany Services 4.8company rating

    Alabama, NY jobs

    An exciting opportunity to take the lead of our dynamic sales team and drive strategic growth! The Sales Director is a key leadership position responsible for driving revenue growth at Alleghany Services. This role oversees the development and execution of the company's sales strategy, supports Account Executives in meeting and exceeding targets, and strengthens customer relationships to ensure long-term business success. The ideal candidate brings a results-oriented mindset, strong team leadership, and deep understanding of strategic sales planning in agricultural or construction industries. Strategic Leadership Lead and implement Alleghany's national sales strategy in alignment with aggressive growth targets. Develop market penetration plans to expand into new regions and customer segments. Identify and monitor industry trends, competitor activities, and customer insights to refine strategy. Team Management & Development Directly manage, coach, and support a team of Account Executives across multiple territories. Set, communicate, and track individual and team KPIs; provide regular performance feedback. Design and deliver onboarding, training, and mentorship programs for new sales hires. Sales Execution & Reporting Oversee execution of territory-level sales plans to ensure monthly, quarterly, and annual goals are achieved. Lead weekly sales meetings, pipeline reviews, and forecasting sessions. Prepare and deliver monthly sales performance reports and insights to executive leadership. Customer Engagement & Business Development Serve as a senior resource for Account Executives in high-stakes sales, including attending key client meetings. Represent Alleghany Services at trade shows, industry events, and client forums. Work closely with marketing to align messaging, lead generation, and client outreach strategies. Foster strong, enduring relationships with current and prospective clients. Knowledge, Skills, and/or Abilities Required: Minimum 5 years of experience in sales management, preferably in construction, engineering, or agricultural sectors Proven ability to lead high-performing sales teams and consistently meet or exceed revenue targets Strong analytical and strategic thinking skills, with experience translating data into action Exceptional communication, negotiation, and presentation abilities High attention to detail and organizational strength Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) Valid driver's license and ability to travel regionally, including overnight as required This description reflects the core duties of the Sales Director position but is not intended to be all-inclusive. Responsibilities may evolve based on business needs and growth.
    $109k-143k yearly est. 4d ago
  • Regional Manager, Director - Commercial (Emerging Middle Market)

    BMO (Bank of Montreal 4.7company rating

    Lake Oswego, OR jobs

    Application Deadline: 12/11/2025 Address: 4949 Meadows Rd. Job Family Group: Commercial Sales & Service We are seeking a highly motivated Regional Manager to lead a team of relationship managers in our Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies generating $10MM - $50MM in revenue and has established relationships with customers, COIs, and key stakeholders in these geographies. The Regional Manager will be responsible for the overall growth in market share within the area of their responsibility, leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal Regional Manager will actively recruit, develop, and coach the team around managing critical middle market relationships with the primary focus of gaining market share and driving top decile overall client satisfaction. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. * Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. * Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. * Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. * Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. * Manages high-value client portfolios, driving cross-selling, retention, and profitability. * Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales. * Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. * Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. * Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. * Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. * Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. * Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. * Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. * Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. * Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. * Identifies share of wallet opportunities. * Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. * Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. * Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. * Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. * Implements changes in response to shifting trends. * Broader work or accountabilities may be assigned as needed. Qualifications: * 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. * Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. * If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. * Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency: * Project Management * Change Management Expert level of proficiency: * Product Knowledge * Regulatory Compliance * Structuring Deals * Portfolio Management * Credit Risk Assessment * Customer Service * Stakeholder Management * Negotiation * Customer Relationship Building Salary: $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $122.4k-228k yearly Auto-Apply 32d ago
  • Regional Manager, Director - Commercial (Emerging Middle Market)

    BMO Financial Group 4.7company rating

    Lake Oswego, OR jobs

    We are seeking a highly motivated Regional Manager to lead a team of relationship managers in our Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies generating $10MM - $50MM in revenue and has established relationships with customers, COIs, and key stakeholders in these geographies. The Regional Manager will be responsible for the overall growth in market share within the area of their responsibility, leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal Regional Manager will actively recruit, develop, and coach the team around managing critical middle market relationships with the primary focus of gaining market share and driving top decile overall client satisfaction. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. + Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. + Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. + Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. + Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. + Manages high-value client portfolios, driving cross-selling, retention, and profitability. + Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales. + Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. + Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. + Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. + Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. + Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. + Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. + Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. + Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. + Identifies share of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. + Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. + Implements changes in response to shifting trends. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. + If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. + Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency: + Project Management + Change Management Expert level of proficiency: + Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Customer Service + Stakeholder Management + Negotiation + Customer Relationship Building **Salary:** $122,400.00 - $228,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $122.4k-228k yearly 31d ago
  • Regional Manager

    East West Bank 4.7company rating

    New York, NY jobs

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview Regional Manager has overall responsibility for the leadership and management of assigned branches in an assigned Region. The Regional Manager is responsible for the performance objectives and procedures for the region's consumer banking function and managing the teams' goals and objectives of their business lines. Job Duties Responsibilities Provides leadership in driving the overall performance of the branches in all scorecard areas Responsible for managing the sales, service and operations across Consumer Banking and Retail Branches Works directly with teams to drive growth in deposits, commercial loans, mortgage loan, fee income, while cross selling the bank's other products and services including Commercial Real Estate, Commercial Banking, Small Business, Wealth Management, Investment, Treasury Management Services, Foreign Exchange and Insurance) Responsible for selecting, coaching and developing high performing talent Champion innovation in process and products to achieve goals and to identify new areas of business opportunity Develop and deploy consumer sales and service training and support managers in outbound business development May perform other duties as assigned Qualifications Bachelors' degree required, Masters or above preferred. 10 Years of experience in Consumer Banking with strong Management experience Must have knowledge of BSA/AML/OFAC Laws/Regulations, understand how these obligations relate to his/her role, and comply with these laws and regulations Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $125,000.00/Yr. - USD $220,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $125k-220k yearly Auto-Apply 45d ago
  • Surety Regional Manager - Upstate NY

    Westfield Insurance 4.6company rating

    Buffalo, NY jobs

    The Surety Regional Manager is responsible for representing the company in an assigned field territory, with responsibility for the marketing and profitable production of surety business through the agency distribution system and carrying out people management activities. The role takes ownership of growing and managing business including territory planning, performance analysis including agency and customer management to maximize production, profit and retention. The role also leads efforts to analyze new and existing business opportunities from an exposure, service and sales perspective. The role works with Surety Sales Leadership to create and implement both short- and long-term growth strategies and ensures competitive positioning, robust marketing plans, and ongoing continuous improvement efforts. Salary Range: $153,898-$230,847 Territory: Upstate New York Job Responsibilities Represents the company in the assigned area, being responsible for the distribution of Surety business and profitable production through the company's distribution channels. Drives revenue through quality risk selection and risk management while working with the underwriting team to ensure departmental service standards and appropriate risk selections are maintained. Submits all risks that exceed authority for approval. Handles the sourcing and developing new agencies in assigned area and building and maintaining strong agency and client relationships. Leads efforts to analyze new and existing business opportunities from a visibility, service and sales perspective. Executes sales and underwriting to balance office and/or customer visits, attend industry events and be visible, and dedicates time to securing and maintaining a risk portfolio suitable for profitable growth. Works with the Surety Sales Leadership to create and execute both short-term and long-term profitable growth strategies, prepares budgets, ensures cost control and provides relevant marketing and insurance information to develop the business plan. Ensures the company's competitive position, strong marketing plans and constant continuous improvement. Sets goals for insurance and support staff in the areas of insurance business, agency and customer relations, and marketing. Creates and maintains effective external (between agents and corporate) internal communications (with underwriters and insurance management team) regarding underwriting procedures and practices, growth/profit goals and objectives, country/territory issues and regulations, industry activities and trends, and agency relations. Owns accountability for talent management and navigation of employee related issues that impact morale and work environment to ensure a high performing team including hiring and selection, succession planning, performance and compensation management, and employee development and career coaching as required. Manages priorities and workload distribution and removes barriers that impede progress. Travels as often as needed including regular utilization of assigned fleet vehicle in order to cover assigned territory. This may involve traveling on short notice or other daily driving duties as assigned. Job Qualifications 10+ years of experience in Sales, Underwriting, Business Analysis, or a related field. Bachelor's degree in Business, Sales or a related field and/or commensurate work experience. Valid driver's license and a driving record that conforms to company standards. Behavioral Competencies Directs work Collaborates Develops talent Customer focus Communicates effectively Ensures accountability Decision quality Business insight Nimble learning Builds effective teams Manages complexity Drivers License Technical Skills Sales Strategy Networking Sales Planning Growth Strategy Sales Development Sales Acceleration Budget Management Sales Operations KPI Tracking People & Performance Management Sales Management This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
    $153.9k-230.8k yearly Auto-Apply 60d+ ago
  • Regional Manager

    Equity Lifestyle Properties 4.3company rating

    Eugene, OR jobs

    With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career! of Regional Manager in Eugene, Oregon. What you'll do: The Regional Manager ensures that our properties are run efficiently and meet or exceed goals. This position collaborates with property managers, team members and the Vice President to provide an enjoyable and memorable experience for residents and guests. The Regional Manager develops and executes optimally designed business plans and obtains support from the sales, marketing, asset management, lease administration and other relevant teams. Your job will include: Coordinate with the asset management team to prepare annual budgets and re-forecasts. Ensure that budgeted capital improvements are completed in a timely manner and within the budget. Minimize delinquencies and work to achieve or exceed budgeted revenues and occupancy goals. Review and approve annual rent increase proposals and ensure that rent increase letters are distributed in accordance with local and state regulations. Ensure that the condition and appearance of the property's facilities are maintained to company standards. Train staff to maintain good guest and resident relations through ongoing communications, responsiveness and promotion or appropriate events and programs. Collaborate with managers to encourage residents to comply with community rules, attend to home maintenance and maintain appropriate landscaping. Coach and mentor more junior members of your team and teach them to do the same for their staff members. Build a collaborative team environment to support sales efforts that combine sales and operations activities. Skills & experience you need: Bachelor's degree, or a combination of education and equivalent experience. 5+ years of regional-level property management experience, preferably in multi-family or resort operations. Supervisory and leadership experience. Strong financial acumen. Excellent communication and interpersonal skills. Ability to travel up to 60% of the time. Valid driver's license, good driving record and current auto insurance. In return for your excellent skills and abilities, we offer a comprehensive benefits package including: medical, dental, and vision plans, a generous 401(k) employer match, and paid vacations, holidays, and sick time. We invite you to visit our web site at ********************************* for additional information regarding our exceptional resort communities. As an Equal Opportunity Employer, we welcome and thank all applicants. Estimated compensation for this position in the states of BC, CA, CO, IL, MA, MD, MN, NJ, NY, VT and WA is: Annual Salary: $95,000.00 - $100,000.00 The salary listed is an estimate and not guaranteed. A salary offer will vary based on applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data. In addition to the base pay and our benefits, some positions are eligible for bonuses, sales commissions, or incentive pay.
    $95k-100k yearly Auto-Apply 51d ago
  • Commercial Loan Regional Manager

    Columbia Bank 4.5company rating

    Voorhees, NJ jobs

    Summary: Oversees the commercial lending operations within one of the Bank's regions. Supervises commercial lenders and staff. Coordinates the commercial lending activities and business development for the region. Calls on commercial accounts to promote existing relationships and to develop new ones. Reviews commercial loans for adherence to Bank guidelines. Approves loans within lending authority. Job Responsibilities: Operational Oversight Oversees the commercial lending operations within a region of the Bank. Ensures all commercial lending activities in the region adhere to established guidelines and are in direct coordination with the Bank's policies. Resolves any unusual problems that may occur. Reviews all commercial loans within the region to ensure conformity and adherence to Bank guidelines. Approves loans within lending authority or recommends actions to be taken, approval or declination, to the SVP, Commercial Lending. Leadership and Team Development Supervises commercial lenders and staff. Ensures all work is completed accurately and according to schedule. Assists commercial lenders with complex accounts and provides guidance to less experienced lenders. Assists less experienced lenders and credit analysts with development and analysis of financial data for new and renewed loans. Exercises the usual authority of a manager including, performance evaluation, training, scheduling, salary recommendations and discipline. Demonstrates a commitment and responsibility to Affirmative Action planning and Equal Employment Opportunity. Business Development Coordinates the business development activities of the regional commercial loan area. Calls on commercial accounts to promote existing relationships and to develop new ones. Cross sells Bank's products and services. Maintains an involvement with regional civic organizations to further promote the Bank. Provides business development guidance to commercial lenders within the region. Portfolio Management Works with the largest commercial accounts within the region. Interviews applicants to develop information concerning their businesses, needs, abilities, and earnings to determine risk of potential loan. Maintains own assigned Commercial Loan Portfolio and corresponding loan, deposit, and fee production goals; including but not limited to: Portfolio Growth (Loans and Deposits); Asset Quality maintenance; Financial Exceptions, etc. Compliance Maintains a current knowledge of all laws and regulations concerning commercial lending and the bank's policies and guidelines. Implements any changes. Other Responsibilities Performs other job-related duties as assigned. Job Requirements: Bachelor's degree required. Master's degree or formal credit underwriting training and/or certifications desirable. 10 years+ of Commercial Lending Experience, with at least 7 years of experience across all asset classes (e.g. C&I, Middle Market, Construction, and CRE). 5-7 years management experience of a Commercial Lending Team Knowledge of systems and software (e.g. Salesforce, NCino, Nautilus, etc.); PC skills required (Word, Excel, PowerPoint). Excellent customer service skills. Excellent verbal and written communications skills, including the skills necessary to deal tactfully and professionally with customers, employees, senior management, auditors, and regulators. Good organizational skills, a high level of accuracy and strong attention to detail Effective time management and the ability to work independently in a team environment. Ability to handle sensitive information with complete confidentiality and professionalism. Strong knowledge of commercial lending products, credit policy, loan documentation and administration requirements, and legal and regulatory guidelines. Strong knowledge of commercial rate changes, billing processes, reading transaction histories, explaining late fees, and interpreting the technical details of the loan system for Customers and Relationship Team. Commitment to civic engagement including personal involvement with not-for-profit organizations inclusive of Officer and/or Board of Trustee positions, and supportive of overall Columbian Bank Foundation charitable activities. Applicants in Southern NJ: Extensive COI Network in the Southern New Jersey Market. Active in Southern New Jersey Community, including serving in board seats of community-based organizations, such as hospitals, not for profits, Chamber of Commerce, etc. Columbia Bank offers the following benefits: Medical, Dental, Vision and Rx which are contributory. Bonus programs. Employee Stock Option Program (ESOP). Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D). Paid Time Off (PTO) which includes Personal and Vacation Time. Paid Sick Time. Bank Holidays. Employees may participate in the 401k program. Schedule: This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.
    $90k-122k yearly est. Auto-Apply 60d+ ago
  • Branch Manager - Central New York Region

    State Employees Federal Credit Union 3.3company rating

    Syracuse, NY jobs

    If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM To lead a retail banking branch team to deliver our mission to benefit every member, every time, every day. Responsible for in-branch member experience, team member development, branch operations, and achievement of team performance. Provide outstanding member service and dynamic leadership, while creating a productive and engaging work environment. This role will be assigned to one of our branches within our Central New York Region which includes our Midler Ave, Cicero, Dey's & South Crouse Branch locations. WHAT YOU'LL DO * Bring Broadview's mission to life, ensuring member experience is second to none * Model and coach branch team on deepening member relationships, member advocacy, and business development * Build relationships with commercial clients, partnering with Commercial Lending and Business Development * Collaborate with other departments and CUSOs on delivery of exceptional concierge member service * Advance employee development and succession planning through regular performance appraisals, feedback, and by creating individual development plans * Ensure ongoing training and development of staff through direct observations, meetings, reviewing dashboards, development plan progress, goals, and overall performance to yield strong individual and team results * Maintain knowledge of all current Credit Union products, services, policies, procedures, and NCUA regulations * Achieve branch operational objectives and take accountability for the team's compliance with all Credit Union policies, procedures, and audits * Monitor internal and external building and grounds maintenance to ensure positive and safe member and staff experience * Assist in the recovery and restoration of tasks assigned in a disaster recovery situation, as well as regular disaster recovery testing * Establish, model, and lead a positive presence within the community by delivering the Broadview brand with every member interaction, including any community/volunteer events, committees, and council representation LET'S TALK IF YOU * Have an Associate degree in Business or related field preferred and a minimum of three years of Branch Management experience, or equivalent combination of experience and education * Have a minimum of three years' service experience with proven results * Are an enthusiastic leader with proven record of success in a leadership role * Have strong organizational and multi-tasking skills * Have effective interpersonal, verbal, written, and auditory communication skills * Have the ability to adapt to change, and think strategically * Are flexible to work out of any location at any time, based on business needs * Are able to lift at least 10 pounds and stand for long periods of time Compensation: $72,000 - $88,400, plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************
    $72k-88.4k yearly Auto-Apply 27d ago
  • Branch Manager - Central New York Region

    State Employees Federal Credit Union 3.8company rating

    Cicero, NY jobs

    If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM To lead a retail banking branch team to deliver our mission to benefit every member, every time, every day. Responsible for in-branch member experience, team member development, branch operations, and achievement of team performance. Provide outstanding member service and dynamic leadership, while creating a productive and engaging work environment. This role will be assigned to one of our branches within our Central New York Region which includes our Midler Ave, Cicero, Dey's & South Crouse Branch locations. WHAT YOU'LL DO * Bring Broadview's mission to life, ensuring member experience is second to none * Model and coach branch team on deepening member relationships, member advocacy, and business development * Build relationships with commercial clients, partnering with Commercial Lending and Business Development * Collaborate with other departments and CUSOs on delivery of exceptional concierge member service * Advance employee development and succession planning through regular performance appraisals, feedback, and by creating individual development plans * Ensure ongoing training and development of staff through direct observations, meetings, reviewing dashboards, development plan progress, goals, and overall performance to yield strong individual and team results * Maintain knowledge of all current Credit Union products, services, policies, procedures, and NCUA regulations * Achieve branch operational objectives and take accountability for the team's compliance with all Credit Union policies, procedures, and audits * Monitor internal and external building and grounds maintenance to ensure positive and safe member and staff experience * Assist in the recovery and restoration of tasks assigned in a disaster recovery situation, as well as regular disaster recovery testing * Establish, model, and lead a positive presence within the community by delivering the Broadview brand with every member interaction, including any community/volunteer events, committees, and council representation LET'S TALK IF YOU * Have an Associate degree in Business or related field preferred and a minimum of three years of Branch Management experience, or equivalent combination of experience and education * Have a minimum of three years' service experience with proven results * Are an enthusiastic leader with proven record of success in a leadership role * Have strong organizational and multi-tasking skills * Have effective interpersonal, verbal, written, and auditory communication skills * Have the ability to adapt to change, and think strategically * Are flexible to work out of any location at any time, based on business needs * Are able to lift at least 10 pounds and stand for long periods of time Compensation: $72,000 - $88,400, plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************
    $72k-88.4k yearly Auto-Apply 27d ago
  • Regional Manager of Commercial Banking

    First National Bank (FNB Corp 3.7company rating

    Charlotte, NC jobs

    Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. Regional Manager of Commercial Banking Business Unit: Commercial Banking Reports To: Varies by Assignment Position Overview: This position is primarily responsible for managing an assigned Banking Region to meet the financial service needs of customers residing within the region, achieving asset growth goals established through the strategic plan, developing, implementing and achieving annual goals and objectives as established in the Region's annual operating plan and achieving these goals in a profitable manner by creating a sales culture which ensures Superior Customer Service while aggressively soliciting current and prospective clientele for additional business. Primary Responsibilities: Leads and manages an assigned Banking Region to meet the financial services needs of customers residing in the area. Develops regional marketing and sales plans including customer service, sales objectives and strategies and implements sales plans including officer calling plans, branch solicitation efforts and referral programs carried out by staff within the specific area. Negotiates various balance sheet growth goals with subordinates consistently with achieving results set forth in the Bank's strategic plan. Reviews ongoing market research to determine customer needs, volume potential, competitive strategies, etc. Works with Marketing and management to develop advertising and promotional campaigns. Coordinates customer service and sales efforts with area management and staff personnel to attain specific goals and objectives including joint sales calls with staff. Conducts regularly scheduled (at least monthly) sales and customer service meetings. Achieves profitability goals and impacts profitability through sale of commercial and small business loans, expansion of loan fees and management of related expenses. Evaluates the effectiveness of staff based on sales growth, leads and coaches sales personnel and makes certain that product and sales training is in place. Administers personnel policies and procedures as established by bank policy. Actively participates in actions designed to support credit quality and the Bank's credit culture, serves as liaison between staff and Credit Administration ensuring business is processed timely. Assists in loan structuring and related activities. Supports the lending activities by approving or rejecting loans within lending authority, performing tasks to use lending authority including all appropriate types of credit while maintaining the bank's credit quality and culture. Assists in the development of the annual budget and adheres to budget parameters. Analyzes and controls expenditures to meet budgetary limits. Provides periodic reports to the EVP of Community Commercial Banking and President of Northwest Region, senior management and other groups, committees or individuals as required throughout the organization. Coordinates the preparation of periodic and sales reports and forms as required Develops resources as appropriate to improve efficiency and productivity. Allocates the region's resources toward tasks required to achieve goals and objectives. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience associated with interpreting and implementing marketing and sales strategies Understanding of commercial, retail lending and of the credit process from application through documentation Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $56k-64k yearly est. Auto-Apply 60d+ ago
  • Regional Operations Manager (North Carolina)

    Oppenheimer & Co 4.7company rating

    Greensboro, NC jobs

    Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Regional Operations Manager to join Private Client Division in our North Carolina Region. This position will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Managers in their region. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include but are not limited to the following responsibilities. Responsibilities: * All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules * All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions * Account opening * Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements * Train and lead operational support staff * Acts as liaison between the Branch and all Firm infrastructure areas * Support Financial Professional onboarding * Provides any special support as requested by Branch Manager Qualifications: * At least 5+ years of brokerage/financial services experience along with management experience * FINRA Registrations: Series 7, 63 required; in addition to 8 or 9 & 10 * Strong attention to detail and accuracy * Ability to navigate multiple computer systems, applications, and utilize search tools to find information * Excellent verbal, written, and interpersonal communication skills * Effective organizational, multi-tasking, and prioritizing skills * Able to work independently, proactively and innovatively while exercising sound judgment * Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members * High ethical standards * Excellent time management conflict resolution skills * Strong working knowledge of Microsoft Office Suite
    $67k-85k yearly est. 59d ago
  • Regional Operations Manager (North Carolina)

    Oppenheimer & Co. Inc. 4.7company rating

    Greensboro, NC jobs

    Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Regional Operations Manager to join Private Client Division in our North Carolina Region. This position will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Managers in their region. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include but are not limited to the following responsibilities. Responsibilities: All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions Account opening Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements Train and lead operational support staff Acts as liaison between the Branch and all Firm infrastructure areas Support Financial Professional onboarding Provides any special support as requested by Branch Manager Qualifications: At least 5+ years of brokerage/financial services experience along with management experience FINRA Registrations: Series 7, 63 required; in addition to 8 or 9 & 10 Strong attention to detail and accuracy Ability to navigate multiple computer systems, applications, and utilize search tools to find information Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skills Able to work independently, proactively and innovatively while exercising sound judgment Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members High ethical standards Excellent time management conflict resolution skills Strong working knowledge of Microsoft Office Suite
    $67k-85k yearly est. 29d ago
  • Regional Operations Manager (North Carolina)

    Oppenheimer & Co. Inc. 4.7company rating

    Asheville, NC jobs

    Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Regional Operations Manager to join Private Client Division in our North Carolina Region. This position will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Managers in their region. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include but are not limited to the following responsibilities. Responsibilities: All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions Account opening Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements Train and lead operational support staff Acts as liaison between the Branch and all Firm infrastructure areas Support Financial Professional onboarding Provides any special support as requested by Branch Manager Qualifications: At least 5+ years of brokerage/financial services experience along with management experience FINRA Registrations: Series 7, 63 required; in addition to 8 or 9 & 10 Strong attention to detail and accuracy Ability to navigate multiple computer systems, applications, and utilize search tools to find information Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skills Able to work independently, proactively and innovatively while exercising sound judgment Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members High ethical standards Excellent time management conflict resolution skills Strong working knowledge of Microsoft Office Suite
    $67k-85k yearly est. 5d ago
  • Regional Operations Manager (North Carolina)

    Oppenheimer & Co 4.7company rating

    Winston-Salem, NC jobs

    Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Regional Operations Manager to join Private Client Division in our North Carolina Region. This position will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Managers in their region. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include but are not limited to the following responsibilities. Responsibilities: * All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules * All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions * Account opening * Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements * Train and lead operational support staff * Acts as liaison between the Branch and all Firm infrastructure areas * Support Financial Professional onboarding * Provides any special support as requested by Branch Manager Qualifications: * At least 5+ years of brokerage/financial services experience along with management experience * FINRA Registrations: Series 7, 63 required; in addition to 8 or 9 & 10 * Strong attention to detail and accuracy * Ability to navigate multiple computer systems, applications, and utilize search tools to find information * Excellent verbal, written, and interpersonal communication skills * Effective organizational, multi-tasking, and prioritizing skills * Able to work independently, proactively and innovatively while exercising sound judgment * Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members * High ethical standards * Excellent time management conflict resolution skills * Strong working knowledge of Microsoft Office Suite
    $67k-85k yearly est. 59d ago
  • Regional Operations Manager (North Carolina)

    Oppenheimer & Co. Inc. 4.7company rating

    Winston-Salem, NC jobs

    Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Regional Operations Manager to join Private Client Division in our North Carolina Region. This position will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Managers in their region. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include but are not limited to the following responsibilities. Responsibilities: All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions Account opening Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements Train and lead operational support staff Acts as liaison between the Branch and all Firm infrastructure areas Support Financial Professional onboarding Provides any special support as requested by Branch Manager Qualifications: At least 5+ years of brokerage/financial services experience along with management experience FINRA Registrations: Series 7, 63 required; in addition to 8 or 9 & 10 Strong attention to detail and accuracy Ability to navigate multiple computer systems, applications, and utilize search tools to find information Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skills Able to work independently, proactively and innovatively while exercising sound judgment Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members High ethical standards Excellent time management conflict resolution skills Strong working knowledge of Microsoft Office Suite
    $67k-85k yearly est. 29d ago
  • Retail Market Manager - Central Carolinas

    First Horizon Corp 3.9company rating

    Greensboro, NC jobs

    Schedule: Monday through Friday, 8:00AM to 5:00PM The Retail Market Manager will be responsible for building a high performing Banking Center team and deliver well balanced results in all aspects of Retail Banking. Responsibilities include growing profitability, advice driven sales, associate coaching, operational excellence, customer experience, and workforce management. An effective Retail Market Manager demonstrates a high level of emotional intelligence, effective change management, and strong communication skills. Ideal candidate must be available to effectively support a broad number of banking centers within the market. Specific responsibilities to include: Strategic leadership * Coaches, leads and manages Banking Center Managers and teams to ensure all strategic initiatives are executed effectively. * Implement the vision for driving growth and profitability by executing on Retail Banking strategy within the Market. * Provide visionary leadership to the Retail Banking team, fostering a culture of customer focus. * Collaborate with peers and Retail Banking Executive to align goals with the overall organizational strategy. * Models and demonstrates First Horizon Bank (Firstpower) culture. Promotes a positive work culture by increasing and supporting associate engagement and develops plans to improve associate experience scores. Creates a winning culture through consistent recognition. * Involved in the community and actively serves in a leadership capacity in support of bank programs. Sales and business development * Implement and coach advice driven sales process. * Drive business growth by establishing and achieving goals and priorities. * Use sales management tools and data to proactively identify performance gaps and puts action plans in place for improvement. * Consistently visits banking centers to provide one-on-one coaching, inspect, and recognize sales activities and behaviors. * Establish and nurture relationships with key clients and partners to expand the client base. * Identify cross-selling opportunities and collaborate with partner lines of business to maximize revenue generation. * Deliver expected balance sheet and income statement results for the Market. Client experience * Ensure exceptional client experiences across all banking centers. * Implement strategies to enhance client engagement, satisfaction, and loyalty. * Resolve escalated client issues and ensure prompt resolution to maintain a positive reputation. Team management * Recruit, train, develop, and retain a high-performing Retail Banking team. * Provide regular coaching, feedback, and performance evaluations to team members. * Foster a collaborative and inclusive work environment that promotes teamwork and professional growth. * Create and support a healthy climate and culture, including inspiring trust, motivating associates, influencing behaviors, and fostering associate engagement. * Communicate and explain critical changes in the business environment and assist banking center associates in understanding and embracing change. * Create and support a healthy climate and culture, including inspiring trust, motivating associates, influencing behaviors, and fostering associate engagement Compliance and risk management * Ensures the operational integrity of the banking centers and ensures team compliance with bank regulations, policies, and procedures. Partners with Retail Operations team to address operational concerns. * Manage loan pricing exceptions and credit exception requests. * Implement effective risk management practices to minimize potential financial and operational risks. * Lead internal audits and assessments to ensure adherence to policies and procedures. Operational efficiency * Manage processes and workflows within Retail Banking for efficiency and cost-effectiveness. * Monitor operational metrics and implement improvements as needed. * Supervisory Responsibilities - Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: * Bachelor (4-year college) degree and 4-6 of experience or equivalent combination of education and experience and 3+ years of high sales performance. About Us First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $86k-110k yearly est. 7d ago
  • Retail Market Manager - Central Carolinas

    First Horizon Corp 3.9company rating

    Cary, NC jobs

    Schedule: Monday through Friday, 8:00AM to 5:00PM The Retail Market Manager will be responsible for building a high performing Banking Center team and deliver well balanced results in all aspects of Retail Banking. Responsibilities include growing profitability, advice driven sales, associate coaching, operational excellence, customer experience, and workforce management. An effective Retail Market Manager demonstrates a high level of emotional intelligence, effective change management, and strong communication skills. Ideal candidate must be available to effectively support a broad number of banking centers within the market. Specific responsibilities to include: Strategic leadership * Coaches, leads and manages Banking Center Managers and teams to ensure all strategic initiatives are executed effectively. * Implement the vision for driving growth and profitability by executing on Retail Banking strategy within the Market. * Provide visionary leadership to the Retail Banking team, fostering a culture of customer focus. * Collaborate with peers and Retail Banking Executive to align goals with the overall organizational strategy. * Models and demonstrates First Horizon Bank (Firstpower) culture. Promotes a positive work culture by increasing and supporting associate engagement and develops plans to improve associate experience scores. Creates a winning culture through consistent recognition. * Involved in the community and actively serves in a leadership capacity in support of bank programs. Sales and business development * Implement and coach advice driven sales process. * Drive business growth by establishing and achieving goals and priorities. * Use sales management tools and data to proactively identify performance gaps and puts action plans in place for improvement. * Consistently visits banking centers to provide one-on-one coaching, inspect, and recognize sales activities and behaviors. * Establish and nurture relationships with key clients and partners to expand the client base. * Identify cross-selling opportunities and collaborate with partner lines of business to maximize revenue generation. * Deliver expected balance sheet and income statement results for the Market. Client experience * Ensure exceptional client experiences across all banking centers. * Implement strategies to enhance client engagement, satisfaction, and loyalty. * Resolve escalated client issues and ensure prompt resolution to maintain a positive reputation. Team management * Recruit, train, develop, and retain a high-performing Retail Banking team. * Provide regular coaching, feedback, and performance evaluations to team members. * Foster a collaborative and inclusive work environment that promotes teamwork and professional growth. * Create and support a healthy climate and culture, including inspiring trust, motivating associates, influencing behaviors, and fostering associate engagement. * Communicate and explain critical changes in the business environment and assist banking center associates in understanding and embracing change. * Create and support a healthy climate and culture, including inspiring trust, motivating associates, influencing behaviors, and fostering associate engagement Compliance and risk management * Ensures the operational integrity of the banking centers and ensures team compliance with bank regulations, policies, and procedures. Partners with Retail Operations team to address operational concerns. * Manage loan pricing exceptions and credit exception requests. * Implement effective risk management practices to minimize potential financial and operational risks. * Lead internal audits and assessments to ensure adherence to policies and procedures. Operational efficiency * Manage processes and workflows within Retail Banking for efficiency and cost-effectiveness. * Monitor operational metrics and implement improvements as needed. * Supervisory Responsibilities - Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: * Bachelor (4-year college) degree and 4-6 of experience or equivalent combination of education and experience and 3+ years of high sales performance. About Us First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $86k-110k yearly est. 7d ago
  • Retail Market Manager - Central Carolinas

    First Horizon Bank 3.9company rating

    Chapel Hill, NC jobs

    **Schedule:** Monday through Friday, 8:00AM to 5:00PM The Retail Market Manager will be responsible for building a high performing Banking Center team and deliver well balanced results in all aspects of Retail Banking. Responsibilities include growing profitability, advice driven sales, associate coaching, operational excellence, customer experience, and workforce management. An effective Retail Market Manager demonstrates a high level of emotional intelligence, effective change management, and strong communication skills. Ideal candidate must be available to effectively support a broad number of banking centers within the market. **Specific responsibilities to include:** **Strategic leadership** + Coaches, leads and manages Banking Center Managers and teams to ensure all strategic initiatives are executed effectively. + Implement the vision for driving growth and profitability by executing on Retail Banking strategy within the Market. + Provide visionary leadership to the Retail Banking team, fostering a culture of customer focus. + Collaborate with peers and Retail Banking Executive to align goals with the overall organizational strategy. + Models and demonstrates First Horizon Bank (Firstpower) culture. Promotes a positive work culture by increasing and supporting associate engagement and develops plans to improve associate experience scores. Creates a winning culture through consistent recognition. + Involved in the community and actively serves in a leadership capacity in support of bank programs. **Sales and business development** + Implement and coach advice driven sales process. + Drive business growth by establishing and achieving goals and priorities. + Use sales management tools and data to proactively identify performance gaps and puts action plans in place for improvement. + Consistently visits banking centers to provide one-on-one coaching, inspect, and recognize sales activities and behaviors. + Establish and nurture relationships with key clients and partners to expand the client base. + Identify cross-selling opportunities and collaborate with partner lines of business to maximize revenue generation. + Deliver expected balance sheet and income statement results for the Market. **Client experience** + Ensure exceptional client experiences across all banking centers. + Implement strategies to enhance client engagement, satisfaction, and loyalty. + Resolve escalated client issues and ensure prompt resolution to maintain a positive reputation. **Team management** + Recruit, train, develop, and retain a high-performing Retail Banking team. + Provide regular coaching, feedback, and performance evaluations to team members. + Foster a collaborative and inclusive work environment that promotes teamwork and professional growth. + Create and support a healthy climate and culture, including inspiring trust, motivating associates, influencing behaviors, and fostering associate engagement. + Communicate and explain critical changes in the business environment and assist banking center associates in understanding and embracing change. + Create and support a healthy climate and culture, including inspiring trust, motivating associates, influencing behaviors, and fostering associate engagement **Compliance and risk management** + Ensures the operational integrity of the banking centers and ensures team compliance with bank regulations, policies, and procedures. Partners with Retail Operations team to address operational concerns. + Manage loan pricing exceptions and credit exception requests. + Implement effective risk management practices to minimize potential financial and operational risks. + Lead internal audits and assessments to ensure adherence to policies and procedures. **Operational efficiency** + Manage processes and workflows within Retail Banking for efficiency and cost-effectiveness. + Monitor operational metrics and implement improvements as needed. 1. **Supervisory Responsibilities -** Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. **Qualifications:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: + Bachelor (4-year college) degree and 4-6 of experience or equivalent combination of education and experience and 3+ years of high sales performance. **About Us** First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** **Qualifications** **Behaviors** **Required** + **Enthusiastic:** Shows intense and eager enjoyment and interest + **Team Player:** Works well as a member of a group + **Leader:** Inspires teammates to follow them + **Dedicated:** Devoted to a task or purpose with loyalty or integrity **Motivations** **Required** + **Self-Starter:** Inspired to perform without outside help + **Goal Completion:** Inspired to perform well by the completion of tasks + **Ability to Make an Impact:** Inspired to perform well by the ability to contribute to the success of a project or the organization Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $86k-110k yearly est. 7d ago

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