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Heritage Bank NA jobs - 81 jobs

  • Collector

    Consumers Credit Union 3.5company rating

    Remote or Lake Forest, IL job

    At Consumers Credit Union, we're not just "The People in Your Corner," we're a certified Great Place to Work! We're currently looking for a Collector to join the team. We're looking for a Collector to support members who are experiencing all stages of delinquency or default. In this role, you'll combine empathy, education, and professionalism to guide members toward smart payment solutions and financial success. You'll also help safeguard credit union assets by assessing accounts and determining appropriate next steps, such as initiating repossession, while also supporting members through the redemption process when applicable. Schedule/Location: Ability to work between the hours of Monday - Friday 8:00 am - 6:00 pm; Saturdays up to twice per month from 9:00 am-1:00 pm. This is a hybrid position with work from home days along with onsite days based at our Lake Forest corporate office. Local Northern IL/Southeastern WI candidates only! What you'll do as a Collector: Assisting members with their financial hardships through inbound and outbound calls or emails. Analyzing the financial situation of delinquent borrowers, educating them on their payment assistance options, offering payment arrangements, or assigning accounts for further action when appropriate. Maintaining accurate, and up to date documentation on all collections activity. Sharing insights, trends, and collaborate with team members and management on daily processes to drive efficiency and support continuous improvement. Collaborating with other departments and assist with other tasks as CCU or member needs evolve. What we are looking for: High school diploma or equivalent 1+ years' experience in Banking, Collections or Related Verbal and written professional communication skills; Bilingual in Spanish preferred Computer proficiency and high comfort level working in/toggling between multiple programs simultaneously Ability and desire to educate members on credit union tools and resources Positive, helpful, team-oriented focus and adaptable to change Compensation: The salary range for this role is $20.16 to $30.24 per hour. This role is eligible for an annual bonus opportunity. A specific salary offer considers factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the salary range and compensation decisions are dependent on the facts and circumstances of each case. Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20. For more information about benefit offerings, please visit our careers page: about/what-we-do/careers About CCU: Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union (CCU) has $4.3 billion in assets and serves more than 272,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. To learn more, visit myconsumers.org Equal Opportunity Employer: CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities. We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Human Resources team at: or . Equal Opportunity Employer 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.
    $20.2-30.2 hourly 3d ago
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  • Corporate Trust Administrator - Portland or Seattle

    Zions Bancorporation 4.5company rating

    Remote or Seattle, WA job

    Did you know Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? We have local operations and management teams in 11 western states and we are dedicated to making a difference in our local communities and we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees! The possibilities are endless - come for a job, stay for a career! We are currently looking for a Corporate Trust Administrator to join our Corporate Trust group. In this role, you will work with an experienced team dedicated to providing excellent service to their clients and business partners. As part of the Zions Corporate Trust team you will provide support to Trust Administrators and learn about the interesting corporate trust industry, with opportunities for career advancement. Ideal candidates will have the skills and experience necessary to: * Manage and administer a portfolio of corporate trust accounts, including municipal bonds, escrows, and other fiduciary relationships. * Review and interpret governing documents to ensure compliance with terms and conditions. * Work closely with clients and business partners to maintain a high level of customer service, communication, and satisfaction. * Prepare calculations, such as rates, debt service, accrued interest, etc. * Prepare and settle investment trades. * Generate internal reports and complete audit confirmations as requested. * Open and close accounts, monitor account compliance, and file all account related documents. * Adhere to details and multiple daily deadlines while working well under pressure. * Perform other duties as requested. What you need to bring to the table: * College degree with banking experience, preferably in trust administration. * Advanced knowledge of corporate trusts, trust regulations, agencies, escrows, banking. * Excellent problem resolution, analysis, document review and sales skills. * Clear communication, strong problem solving and critical thinking skills. * Exceptional organizational, time management and communications skills, both verbal and written, to build customer relationships and prepare and document audits and reports. * Highly detail oriented. * Proficient in MS Office programs, especially Excel. A combination of education and experience may meet job requirements. Salary: This position is eligible to earn a base annual salary in the range of $80,000 - $110,000 depending on job-related factors such as level of experience and location. Location: This position is fully in-office if the employee resides in Seattle area and 100% remote if employee resides in Portland. Hours: Position is full-time (40 hours) 8 AM - 5 PM, Monday through Friday excluding Banking Holidays. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, 20 days of Paid Time Off (PTO) (PTO covers both sick and vacation days without distinguishing between them), 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products * Employees may, at the company's discretion, be eligible to receive a cash bonus award
    $80k-110k yearly 1d ago
  • Pharmacy Contracts Agent - Remote or in-office in Midvale, Utah

    Zions Bancorporation 4.5company rating

    Remote or Phoenix, AZ job

    340BDirect, a business line of Procuity*, a rapidly growing healthcare technology company, is seeking a self-motivated Pharmacy Contracts Agent. The position is located remote or in-office in Midvale, UT. This position will assist with management of the contract lifecycle for our clients, including template setup, contract generation, facilitation of execution, maintenance, and termination. Pharmacy contract experience is crucial to this role. This position will assist with ensuring the accuracy, quality, and completeness of all contracts, contract configurations, and historical documents; create reports and monitor quality control checkpoints; and look for ways to drive automation and efficiency. This position will report to the VP of Contracting and will support and coordinate with multiple business areas. The successful candidate will have experience with handling pharmacy contracts, managed care contracts, or other contract background; be able to juggle multiple clients with multiple priorities, have a keen attention to detail while keeping the big picture in mind; have a proficiency for observation, accuracy, and error elimination, have a sense of business awareness, and have sound business ethics. Responsibilities: * Generate, review, refine, and facilitate execution of complex client contracts. * Assist with ensuring that contracts meet all compliance regulations, internal policies, and technical requirements. * Assist with managing the contract lifecycle from new contract requests, contract approval, contract maintenance, and contract termination. * Assist with coordinating contract environment set up for new customers and assist with maintaining existing contract environments for established customers. * Ensure that contractual records and documentation for all clients and projects are accurate and historically maintained. * Establish and maintain strong business relationships with internal and external stakeholders to effectively manage contract inquiries, issues, and disputes. * Assist with analyzing significant and/or unique contract requirements, special provisions, terms, and conditions to ensure compliance with appropriate laws, regulations, corporate policies, business unit procedure; validating findings with legal as required. * Assist with processing contract redlines. * Assist with evaluating contract performance with existing rates and models. * Maintain deadlines on deliverables and communicate on an ongoing basis with internal and external stakeholders about contractual issues. * Assist in identification, development, and implementation of new contract policy and processes. * Provide guidance to internal and external stakeholders on both routine and special projects and objectives relating to contract activity. * Convert contract documentation into technical specifications. * Perform other duties as assigned. Qualifications: * Professional experience in 340B, pharmacy, healthcare, or contract related. * Degree in Healthcare Administration, Business, or a related field preferred. * Experience with Pharmacy contract administration, maintenance, or management. * Knowledge of Pharmacy contract documentation, storage, and maintenance. * Must be a self-starter/self-motivated. * Highly organized, detail-oriented, and excellent internal and external customer service skills. * Good problem solving and internal/external customer relationship management skills. * Ability to thrive in a cyclical environment that will have fast-paced, high pressure times and low intensity, temperate times. * Ability to multi-task and communicate with all levels of the organization. * Good prioritization and effective communication skills, both verbal and written. * Ability to take initiative and make sound decisions. * A team player with strong business ethics. * Basic familiarity with MS Word; understanding of MS Excel, Access, Outlook, and Teams preferred. * Procuity is a division of Zions Bancorporation Website: 340bdirect.com Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, 15 days of Paid Time Off (PTO). (PTO covers both sick and vacation days without distinguishing between them), 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products Pay (depending on experience and location): $68,000-$75,000
    $68k-75k yearly 1d ago
  • Private Client Banker

    Keybank 4.4company rating

    Columbus, OH job

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 01/23/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $24.5-37.5 hourly Auto-Apply 60d+ ago
  • ServiceNow Developer - IT Asset Management

    Zions Bancorporation 4.5company rating

    Remote or Midvale, UT job

    Zions Bancorporation's Enterprise Technology and Operations (ETO) team is transforming what it means to work for a financial institution. With a commitment to technology and innovation, we have been providing our community, clients and colleagues the best experience possible for over 150 years. Help us transform our workforce of the future, today. Zions Bancorporation is seeking an experienced **ServiceNow Developer** with strong knowledge in the ServiceNow Software Asset Management and Hardware Asset Management modules. This **ServiceNow Developer** will be on the IT Asset Management team. The **ServiceNow Developer** will support design, execute, and maintain SAM Pro and HAM Pro modules as well as ServiceNow integrations across multiple modules. Liaising with technology teams, process owners and counterparts to define, execute and manage application sustainment, enhancement, and/or new development. This **ServiceNow Developer** is critical in supporting the development and implementation of the overall ServiceNow Asset Management tools. This role will also have cross functional collaboration with other areas of ServiceNow Platform, including but not limited to being the first point of contact for defect management, and new enhancements development for Asset Management. **Responsibilities:** + Implement and customize ServiceNow Asset Management modules. + Create and modify catalog items, portals, workflows, flow designer, and other ServiceNow development functions. + Support, edit, and create integrations to other products and services. + Design and build dynamic dashboards with data visualization + Document and annotate scripts, process flows, update sets, and other workflows associated with ServiceNow development. + Work with project team and analysts to document and/or review project requirements, implementation plans, and test plans and be able to work in both a waterfall and agile project methodology setting. + Other duties as assigned. **Qualifications:** + 4+ years development/administration experience within the ServiceNow platform. + Strong understanding of IT Asset Management principles, specifically software and hardware lifecycle management. + Strong troubleshooting and problem solving skills related to asset data quality, integrations and workflow logic. + Strong scripting skills using JavaScript, flow designer, and business rules within service now. + Experience integrating service now with 3rd party tools such as SCCM, JAMF, or procurement and CMDB data sources. + Expert analysis, trouble shooting, technical and non-technical communication skills, both verbal and written. + Hands on experience with ServiceNow Itan modules, including hardware asset management and software asset management. + ServiceNow certified System Administrator (CSA) and/or Certified Implementation Specialists (CIS-HAM or CIS-SAM) preferred. + Bachelors degree in information technology, computer science, or related field.A combination of education and experience may meet qualifications. **Location:** This position has a hybrid work from home schedule with a minimum of three days per week in the office at the new Zions Technology Center in Midvale, UT. The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus is the company's primary technology and operations center. This modern and environmentally friendly technology center enables Zions to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as: + Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station. + At least 75% of the building is powered by on-site renewable solar energy. + Access to outdoor recreation, parks, trails, shareable bikes and locker rooms. + Large modern cafe with a healthy and diverse menu. + Healthy indoor environment with ample natural light and fresh air. + LEED-certified sustainable building that features include the use of low VOC-emitting construction materials. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits including coaching and therapy sessions + Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products **Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.** **Req ID:** 068783 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $103k-133k yearly est. 60d+ ago
  • Loan Closing Supervisor - Midvale, UT (Remote)

    Zions Bancorporation 4.5company rating

    Remote or Midvale, UT job

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. A Loan Closing Supervisor at the Business Banking Loan Center (BBLC) has the opportunity to directly impact our ability to meet the financial needs of our customers. Closing owns the processes between an approval of a small business loan, until ready for closing documents. During this phase which is considered the Due Diligence phase of a loan, the loan closer is responsible for creating an amazing client experience through accurately consistently and efficiently performing all job functions. Responsibilities: · Responsible for supervising lending personnel for loan closing activities responsible for completing all due diligence activities associated with the preparation of loan closing documents. · Responsibilities may include requesting, reviewing and interpretation of third-party documents needed to provide the clear to close, and in coordinating efforts to prepare loan closing documents for loans. · Responsible for the daily workflow to ensure operating schedules are met and staff is adequately trained. · Supervises staff, sets work schedules, allocates and monitors work. · Has authority concerning staffing, performance evaluations, promotions, salary recommendation and terminations. · Assists manager in providing efficient and effective services to customers. · Reviews and analyses existing procedures and recommends changes when necessary to make area is efficient. · May includes verification and quality control of loan documents. · Other duties as assigned. Qualifications: · Requires a college degree in business, finance or a related field and 2+ years experience in lending process and procedures, loan operations, loan closing, banking, finance or other directly related experience. · A combination of education and experience may meet requirements. · Requires supervisory and/or office management experience preferred. · Working knowledge of loan operations, closing processes and procedures, due diligence requirements by product and/or collateral type including the ordering, review, and handling of appropriate third-party vendor documents as required. · Solid understanding of loan products. · Solid understanding of regulatory requirements and lending policies, guidelines and procedures including loan documentation, collateral evaluation, lien perfection and third-party documents. · Strong working knowledge of the loan accounting and deposit systems. · Working knowledge of the loan accounting systems, i.e. RIMS, LaserPro or other applicable systems. · Ability to make timely decisions in a fast paced, production environment. · Solid negotiation, problem solving and communication skills, both verbal and written. · Ability handle a variety of loan closing/documentation issues. · Solid organizational and time management skills. · Strong computer skills including enterprise applications and PC skills - Word, Excel, PowerPoint, etc. · Strong supervisory and leadership skills. Benefits\: · Medical, Dental and Vision Insurance - START DAY ONE! · Life and Disability Insurance, Paid Parental Leave and Adoption Assistance · Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts · Paid Training, Paid Time Off (PTO) and Paid Federal Holidays, and any applicable state holidays · 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience · Mental health benefits including coaching and therapy sessions · Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire · Employee Ambassador preferred banking products ABOUT OUR COMPANY Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices. For more information, click here Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state or local law, including but not limited to genetic information of employee or family member. If you are an individual with disabilities who needs accommodation or you are having difficulty using our Web site to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Learn more Learn more about employee rights and responsibilities under the Family and Medical Leave Act (FMLA). Learn More about Equal Employment Opportunity Rights.
    $23k-35k yearly est. Auto-Apply 2d ago
  • Senior SBA Loan Closer

    First Business Bank 4.2company rating

    Remote job

    at First Business Bank Join the growing team at First Business Bank as a Senior SBA Loan Closer - Pacific Time Zone At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! The Senior SBA Loan Closer manages complex SBA loan closings from approval to completion, ensuring accuracy and compliance. This role works directly with borrowers to collect documents, satisfy credit requirements, and resolve issues, while reviewing files for adherence to SBA and bank policies. Work Model: This is a fully remote position, requiring the employee to be in Pacific Time Zone, preferably California. Core Objectives:Loan Processing Manage multiple SBA loan files and meet tight closing deadlines. Close complex SBA commercial loans independently. Maintain organized, accurate loan files and prepare required SBA forms. Create and share borrower closing checklist; host kickoff calls. Act as SME for various SBA loan types (Acquisitions, Construction, CRE, Refinances, Start-ups, ROBS). Verify closing conditions comply with SBA SOPs and update Material Change Form. Coordinate Landlord Waiver approvals and order necessary searches. Prepare collateral descriptions, file UCCs, and work with attorneys to meet legal requirements. Input data into origination systems (Etran, Salesforce) and clear compliance exceptions. Review attorney documentation, ensure proper execution, and prepare for funding. Disburse funds per SBA approval and complete post-closing review for submission. Communication Clearly communicate closing requirements and changes to borrowers and stakeholders. Escalate issues promptly and manage communication among all involved teams. Send due diligence items for approval and communicate realistic closing timelines. Quality Maintain accurate client and Salesforce files. Review documentation for SBA compliance and address pre-closing review findings. Collaborate with Compliance Team to improve processes as SBA guidelines evolve. Lender Support Provide weekly pipeline updates to SBA team. Work with BDOs and Credit Team to ensure documentation and requirements are met. Qualifications Associate degree required, Bachelor's degree preferred. 5-7 years specific SBA closing experience in a heavy-volume closing department. 5-7 years of general banking/finance industry experience, preferably in the commercial lending area. Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation. Strong organizational skills; high level of accuracy and attention to detail. Ability to work in fast-paced, high intensity work environment. Excellent time management and multi-tasking skills and ability to set goals, prioritize work, meet deadlines, and handle interruptions while maintaining focus on results and quality. Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include: Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 1 day paid volunteer time 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit sharing contribution Performance based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Plus many other perks and benefits! Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [email protected].
    $33k-42k yearly est. Auto-Apply 14d ago
  • Merchant Senior Client Service Specialist, Installation & Technical Support

    Keybank 4.4company rating

    Remote job

    Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, they are expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location). Remote Option: If the selected candidate lives outside of KeyBank's geographic footprint, the position will be considered fully remote. Job Summary The Installation and Technical Support Team is part of the Commercial Onboarding & Servicing (COS) ecosystem. COS consists of five functions: Commercialization & COS Capabilities, Commercial Digital, Employee Experience & Issue Resolution, Onboarding and Servicing. We strive for seamless, transparent, accountable client experiences, enabling and deepening client relationships and retention. (COS) is building a sustainable, scalable, and digitally enabled operating model, all while empowering, promoting, and enhancing client and employee experience. At Key Bank, our client relationships are our top priority. We are looking for a dedicated and personable Installation & Technical Support (ITS) advisor to implement, activate and service our clients who are utilizing gateway solutions. The ideal candidate will have a passion for driving results while providing exceptional customer service. Essential Functions Able to train clients during the onboarding process on all aspects of the following third party gateways: Authorize.net, CardConnect, Cybersource, CoreCommerce, Bridgepay, Tempest, Freedom Pay Create and manage servicing tickets, including updating demographic information across Fiserv and KeyBank systems, assisting merchants with DDA changes, and supporting other account maintenance tasks. Assist client through fraud/risk protocol updates on gateway to protect client/bank from fraud losses Create, update and follow client playbook for complete training Provide ongoing client support for payment gateways and terminal devices, ensuring smooth operation, troubleshooting issues, and assisting with configuration and usage. Partner with Product owner on updates and observations; assist in enhancing sales training and value to clients through feedback and reporting Handle escalated servicing requests related to third party gateways; including pricing, downgrades, processing errors, security velocity and appropriate product upgrades/enhancements Create, update and provide appropriate reporting to validate results and value added to clients Create and deliver ad hoc reporting as requested Work Experience Minimum 3 years Merchant Services and/or Acquirer experience required Minimum 3 years of experience working within onboarding, client escalation management, sales experience, specifically customer facing required Knowledge of payment gateway, features and functionalities required Project Management skills, including ability to multitask and prioritize several responsibilities simultaneously Strong written and verbal communication skills Good attention to detail and organizational skills Excellent time management skills An ability to change, influence others, and foster teamwork A team player with proven ability to build strong collaborative relationships with internal partners Dedicated to exceeding the expectations of clients Ability to identify inefficient processes, recommend solutions Preferred Qualifications Experience working with Fiserv and/or Elavon Training clients on Merchant or reseller gateway Proficiency with software like Excel Physical Demands General office environment: Prolonged sitting, ability to communicate face-to-face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel/Driving Requirements May need to travel to corporate office Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. About Commercial Bank and Merchant Services The Commercial Bank, now inclusive of Payments, is the heart of KeyBank's business segment and is targeted for rapid growth. Comprised of commercial client relationship teams, commercial risk, onboarding and servicing, Institutional Bank payments business development and payments products and solutions. The Commercial Bank caters to a wide breadth of industry verticals and client segments, and our portfolio of solutions is positioned to support commercial entities of all sizes - from a mom-and-pop restaurant, to a publicly traded company. Key Merchant Services supports over 30,000 businesses with secure, scalable payment solutions. We offer flexible processing tools, integrated gateways, industry-specific solutions tailored to client needs, and compliance support to reduce risk and ensure PCI-DSS standards. This position is NOT eligible for employment visa sponsorship for non-U.S. citizens COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/26/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $51k-78k yearly Auto-Apply 13d ago
  • Commercial/Small Business Banking Underwriter - Midvale, UT (Remote)

    Zions Bancorporation 4.5company rating

    Remote or Midvale, UT job

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This position is eligible for remote work. The ideal candidate for the Commercial Small Business Banking Underwriter position will have the skills and experience necessary to: · Responsible for compilation of data as it relates to preparation of credit packages (or pre-screens) incorporating spreads, cash flow, value of related collateral, appraisals, audits and other data. · Interpret outcome of analysis and prepares summary, recommendations and may make joint presentations with Relationship Manager (RM) to Credit Approvers on renewals and new loans submitted. · Evaluate, analyze and form opinions for the approving or denying of commercial, commercial RE, and/or business banking loan applications. · Spread financial statements, identify credit strengths and weaknesses, provide detailed and documented analysis of credit worthiness. · Ensure credit requests are processed in accordance with bank policies, banking regulations and laws. · Identify risk and mitigating factors related to conducting a thorough credit analysis for approval. · Respond to internal and external customer inquiries. · Recommend exceptions based on findings. · May work closely with Relationship Manager on the more complex aspects of loan structuring, including long term, fixed vs. variable rates, pre-payment penalty and other variables. · May have authority to approve loans beyond the organizations guidelines. · Senior most level may function as a lead and be responsible for second level approvals. · Other duties as assigned. Qualifications: · Requires a Bachelor's in Finance, Business, Accounting or a related field and 1+ year commercial, commercial real estate credit or small business underwriting, spread analysis, lending, underwriting concepts, practices and procedures or other directly related experience. · A combination of education and experience may meet qualifications. · Basic knowledge of commercial, commercial RE and/or small business credit underwriting, spread analysis, lending, underwriting concepts, practices and procedures. · Basic knowledge of C&I and CRE loan requirements with the ability to identify risk and mitigating factors related to conducting a thorough credit analysis for approval. Knowledge of balance sheets, income and cash flow statements. · Good understanding of commercial and/or small business lending policies and procedures and general banking laws and regulations. · Ability to analysis and research financial statements, business plans, credit reports, debt ratios and loan to value information. · Possess good judgment, ability to make sound decisions. · Ability to accept responsibility and handle confidential information. · Must have good customer relations and communication skills. · Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail and organizational skills. · Working knowledge of a various related software applications, including spreadsheets, word processing, etc. Benefits: · Medical, Dental and Vision Insurance - START DAY ONE! · Life and Disability Insurance, Paid Parental Leave and Adoption Assistance · Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts · Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays · 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience · Mental health benefits including coaching and therapy sessions · Tuition Reimbursement for qualifying employees · Employee Ambassador preferred banking products · Employees may, at the company's discretion, be eligible to receive a cash bonus award
    $32k-40k yearly est. 26d ago
  • Pricing & Credit Model Analyst (Hybrid Position)

    Banco Santander 4.4company rating

    Remote or Dallas, TX job

    ) Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Specialist, Pricing & Credit Model Analyst is responsible for developing pricing and risk-based models to optimize Auto loan pricing strategies. This role also involves development and maintenance of sophisticated empirical models - including credit scoring models. The position is highly quantitative in nature and requires an individual capable of taking a "hands-on" approach to data analysis. You will work closely with credit risk, finance, data science, and product teams to deliver actionable insights that balance risk, profitability, and competitiveness. This position blends strategic business problem solving with quantitative modeling expertise. You will work closely with leadership to translate complex data insights into clear business actions. Develops a thorough understanding of the firm's operations and business practices. Applies statistical techniques to analyze trends and uncover risks and opportunities relative to portfolio management and originations. Utilizes data mining and statistical techniques to develop analytic insights, sound hypotheses, and informed recommendations. Develop pricing frameworks that balance yield, risk, and volume objectives. Incorporate credit risk, customer behavior, collateral trend and market data into pricing algorithms. Develop actionable recommendations to improve underwriting strategy, portfolio performance, and credit policies. Explore opportunity to enhance Dealer Management program to grow our business with top-performing partners. Participates in the construction of complex mathematical models - including credit origination and customer behavior scorecards - which directly support critical decision-making processes. Contribute to continuous process improvements in data quality, reporting, and automation. Liaisons with IT and other internal teams to define requirements and ensure the timely and accurate delivery of data elements for analytic projects, changes to Pricing & Policy. Encapsulates analytic findings into executive-level summary documents to support senior management decision-making. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Statistics, Economics, Operations Research, Applied Mathematics, or a related quantitative discipline required or equivalent experience - Required. Master's Degree Statistics, Economics, Operations Research, Applied Mathematics, or a related quantitative discipline required or equivalent experience. - Preferred. Ph.D. Statistics, Economics, Operations Research, Applied Mathematics, or a related quantitative discipline required or equivalent experience - Preferred. 3+ Years Analytics in Financial Services Industry or equivalent. - Required. 3+ Years Indirect subprime Auto Financial Services Industry experience. - Preferred. 3+ Years Prior experience developing credit scoring models preferred. - Preferred. Familiarity with logistic regression models, segmentation and variable reduction techniques, hypothesis testing, neural networks, design of experiments, ANOVA, decision trees, and linear regression. Prior experience working with credit bureau data preferred. Demonstrated ability to use SQL and SAS to extract data from multiple data sources. Working knowledge of Python/R preferred. Demonstrated ability to merge, concatenate, and prepare extremely large datasets for statistical analysis and mathematical model development. Demonstrated ability to create complex pivot tables in MS Excel. Ability to effectively explain advanced mathematical concepts, techniques, and analyses to a business audience. Ability to translate analysis into a clear business plan. Strong written and verbal communication skills. Ability to maintain confidentiality. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. **Location: Dallas, Texas. Hybrid role requiring up to 3 days/week in the office.** What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $65,625.00 USD Maximum: $145,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
    $44k-64k yearly est. Auto-Apply 2d ago
  • Senior Databricks Solution Architect - Remote

    Zions Bancorporation 4.5company rating

    Remote or Midvale, UT job

    Zions Bancorporation's Enterprise Technology and Operations (ETO) team is transforming what it means to work for a financial institution. With a commitment to technology and innovation, we have been providing our community, clients, and colleagues the best experience possible for over 150 years. Help us transform our workforce of the future, today. We are seeking an experienced Senior Databricks Solution Architect to join our data architecture team, focusing on architecting cloud solutions in Databricks. This role involves architecting state-of-the-art data integration and analytics solutions, as well as assisting with the migration of on-premises Data Lakes, ODSs, and other solutions to Databricks. This position is critical in establishing a solid foundation for data management within our organization, ensuring that data is organized, accessible, secure, governed, and aligned with business objectives. If you're passionate about data and eager to make a significant impact, we want to hear from you! The Architect will: * Help establish a cloud-based data management platform (focusing on Databricks) that supports the Medallion Architecture and integrates operational processes, data integration, data warehousing, business intelligence, and advanced analytics (e.g., AI/ML) * Work directly with multiple engineering teams to: * Mentor and educate them on proper methods to process, store and access data in the cloud. * Establish a migration path to modernize their data centric solutions in the cloud and coach them through the process. * Establish the standards, principles, patterns, guidelines, and processes necessary for successful cloud adoption. * Ensure solutions have data security, governance, consistency, accessibility, and high quality. * Partner with other Data and AI architects on solutions - as well as the rest of EA. * Collaborate with product owners and managers to ensure a robust architectural runway that can support future business requirements throughout the product life cycle. * Evaluate and recommend emerging technologies for data management, storage, analytics, and related tools. * Develop future state roadmaps for products and technologies that align with and enable business objectives. Technical Experience and Qualifications: * Databricks proficiency: In-depth, hands-on experience using the Databricks platform and its tools like Delta Lake, Delta Live Tables, Databricks SQL, etc. * Cloud platform expertise: Proven experience with Google Cloud Platform (GCP) or another major provider like AWS or Azure * Data-centric solutions: At least five years of experience in architecting, designing, and implementing data-centric solutions such as Data Lakes, Operational * Data Stores and Data Warehouses using industry best-practice architectural patterns. * Data engineering: Strong understanding of the methods and tools used for data ingestion, cleaning, augmenting and transformation like ETL/ELT tools, programming languages (i.e. Python, Spark), streaming technologies and leveraging APIs. * Solution architecture experience: Solid experience as a solution architect, actively promoting and utilizing industry best-practice architectural patterns in designs and implementations. * Educational background: A bachelor's degree in Computer Engineering, Computer Science, Management Information Systems, or a related field. * Problem-solving skills: Strong analytical, troubleshooting, and problem-resolution skills related to information architecture concepts that support well-architected and integrated transactional, analytical, and collaborative systems. * Engineering practices: Understanding of engineering practices such as IaC, CI/CD, automated testing, and the Scaled Agile Framework (SAFe). * Financial industry experience: Banking or other Financial Services experience is a plus. * A combination of education and experience may meet requirements. Pay Range: $127,000 - $185,000 (Based upon relatable skills/experience) Work Location: This position can be located 100% remote within the United States or will be a hybrid work schedule (3 days a week in office) if you are within 50 miles of the Zions Technology Center in Midvale, UT. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, XX days of Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $127k-185k yearly 1d ago
  • Key Private Bank Associate Relationship Manager

    Keybank 4.4company rating

    Columbus, OH job

    Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned to the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Responsibilities Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team. If needed engages the Market Leader or other Relationship Manager based upon complexity of the client relationship. Develops a comprehensive understanding of clients' needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client's goals in a financial plan. Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Prepares and delivers client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact. Participates in Community organizations to demonstrate Key's commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree in business related field or equivalent work experience (required) Experience Qualifications Minimum of 3 years of financial services related experience required Licenses and Certifications FINRA 7 and 66 (or 63 & 65) (preferred) Tactical Skills Excellent client relationship and superior partnering skills. Deep knowledge of financial products and banking regulations. Established excellent written and verbal communication skills. Experience in working with high-net-worth individuals and their financial issues preferred. Experience working in credit teams and have a proven understanding of the importance of asset quality and exceptional customer service preferred. Sales or customer service experience. Personal Skills Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Job Posting Expiration Date: 05/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $36k-68k yearly est. Auto-Apply 60d+ ago
  • Software Engineer - AI Integration - Midvale

    Zions Bancorporation 4.5company rating

    Remote or Midvale, UT job

    Zions Bancorporation's Enterprise Technology and Operations (ETO) team is transforming what it means to work for a financial institution. With a commitment to technology and innovation, we have been providing our community, clients and colleagues with the best experience possible for over 150 years. Help us transform our workforce of the future, today. We are seeking a Software Engineer to join our Enterprise Architecture Governance team at Zions Bancorporation. As a Software Engineer, you will play a pivotal role in developing innovative software solutions that drive our business forward. You will guide testing and configuration management processes, collaborate with cross-functional partners, and ensure the reliability and scalability of our systems. This position offers the opportunity to work with cutting-edge technologies, including cloud platforms and microservices, while supporting and maintaining mission-critical applications. Your expertise will help shape the future of our technology landscape and deliver impactful results for our organization. As a member of the Enterprise Architecture Governance team, you will be positioned in a centralized and high-profile group whose activities serve the entire Bancorp. We are seeking a curious and industrious self-starter to help design and develop solutions that deliver automation and efficiency utilizing AI, systems integration, and modern programming languages and methodologies that serve the needs of the team and the department. Responsibilities * Develop and implement innovative software solutions to meet business needs. * Guide testing and configuration management processes to ensure quality and consistency. * Collaborate with internal and external partners to deliver integrated technology solutions. * Support and maintain existing systems, troubleshooting and resolving issues as needed. * Participate in code reviews and provide constructive feedback to team members. * Design, develop, and optimize database technologies for performance and reliability. * Utilize version control systems to manage codebase and deployment processes. * Apply DevOps practices to streamline development and operational workflows. * Integrate cloud platforms and microservices architectures into software projects. * Other duties as assigned. Qualifications * 4+ years of experience in software development, database technologies, version control systems, DevOps tools, cloud computing platforms (e.g., AWS, Azure, Google Cloud), and microservices architecture or other directly related experience (required). * Experience with AI Platform(s) (Gemini or Copilot preferred) and AI Prompt Engineering * Proven experience in software development, including proficiency in relevant programming languages (e.g., Java, C#, Python). * Hands-on experience with database technologies (e.g., SQL, NoSQL). * Familiarity with version control systems (e.g., Git). * Experience with SAFe or other agile frameworks * Experience with AI Platform(s) (Gemini or Copilot preferred) and AI Prompt Engineering * Bachelor's degree in Computer Science or a related field (required). * Strong problem-solving and analytical skills. * Excellent communication and collaboration abilities. * Financial or Banking services experience a plus. Desired Qualifications Experience administering, developing, or integrating with * M365 applications * Sharepoint * Confluence * ServiceNow * BizzDesign * PowerAutomate * Google Gemini Enterprise * Microsoft Copilot A combination of education and experience may meet job requirements. Visa Sponsorship This Software Engineer position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. Work Location: This position has a hybrid work from home schedule with a minimum of three days per week in the office at the new Zions Technology Center in Midvale, UT. The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus will be the company's primary technology and operations center. This modern and environmentally friendly technology center will enable Zions to continue to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as: * Electric vehicle charging stations and proximity to Historic Gardner Village UTA TRAX station. * At least 75% of the building is powered by on-site renewable solar energy. * Access to outdoor recreation, parks, trails, shareable bikes and locker rooms. * Large modern cafe with a healthy and diverse menu. * Healthy indoor environment with ample natural light and fresh air. * LEED-certified sustainable building that features include the use of low VOC-emitting construction materials. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $100k-121k yearly est. 1d ago
  • Systems Engineer - Middleware (Houston or Salt Lake)

    Zions Bancorporation 4.5company rating

    Remote or Midvale, UT job

    Zions Bancorporation's Enterprise Technology and Operations (ETO) team is transforming what it means to work for a financial institution. With a commitment to technology and innovation, we have been providing our community, clients and colleagues the best experience possible for over 150 years. Help us transform our workforce of the future, today. We are seeking a **Systems Engineer** to join Zions Bancorporation. As part of the Middleware Engineering team, you will work collaboratively with application engineers, integration engineers, system administrators/engineers, database administrators, network engineers, security engineers along with project and business management to implement, maintain and enhance existing middleware infrastructure. The computer network consists of a heterogeneous mix of computing hardware and software platforms, including a mainframe, servers and workstations, using off-the-shelf as well as custom software applications. This role provides the opportunity to interact with skilled individuals, gain additional skills and grow your career within the team and enterprise. **Responsibilities:** + Ensure operational stability, implementation, lifecycle management, vulnerability remediation, and administration for middleware application servers and web servers. + Handle new implementations, break/fix incidents, and upgrade projects. + Manage automation and tooling, system integration, vulnerability remediation, and security patching. + Maintain runbooks and wikis. + Troubleshoot and collaborate with others on problems with root cause analysis. + Create and follow standard processes, plan effectively to complete tasks on schedule, and clearly document results. + Work flexible hours, including on-call rotation, to support and manage our dynamic 24x7 production and other testing environments. + Perform day-to-day middleware administration, application run-time support, upgrades, installation of new systems, vulnerability review and remediation. + Support process definition and implementation, server/JVM tuning, troubleshooting, and cybersecurity. + Leverage automation and AI to unlock new capabilities. **Required Skills and Experience** + At least 4+ years of advanced knowledge of middleware architectures, system design, analysis, java application tuning and performance management + Application servers- Red Hat JBoss (JWS/EAP), Tomcat, IBM WebSphere + Web Servers- Windows IIS, Apache, JBCS Apache, IBM HTTP Server + Linux/Unix/Microsoft skills (Command line, troubleshooting and networking) + Working knowledge of Information Technology infrastructure components (firewall, database, operating system, network) + Effectively communicate problems and solutions both verbally and in writing to internal customers and management + Problem solving skills and the ability to work collaboratively with other departments to resolve complex issues with innovative solutions **Desired Skills and Experience** + Automation Technologies (Ansible, Chef, TrueSight, RunDeck, Digital.ai, Terraform) + Cloud Infrastructure and Containers + Monitoring and Logging Technologies (Nimsoft, SPLUNK, AppDynamics, Grafana) + DevOps principles (ADO, Kanban, Git) + Knowledge and/or experience of any scripting language like Bash, Perl, Python, Java, YAML, Node.js or similar + Java Development Skills (Ability to deep dive into application issues) **Visa Sponsorship:** This Systems Engineer (Middleware) position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. **Work Location:** This position has a hybrid work from home schedule with a minimum of three days per week in the office at the Zions Technology Center - 7860 S Bingham Junction Blvd, Midvale, UT 84047 or the Amegy Operations Center - 1801 Main, Houston, TX 77002. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits including coaching and therapy sessions + Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products **Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.** **Req ID:** 069321 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $100k-122k yearly est. 3d ago
  • Private Client Banker

    Keybank 4.4company rating

    Upper Arlington, OH job

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma , GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. #LI-CF1 COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $24.5-37.5 hourly Auto-Apply 60d+ ago
  • Pharmacy Contracts Agent - Remote or in-office in Midvale, Utah

    Zions Bancorporation 4.5company rating

    Remote or Midvale, UT job

    340BDirect, a business line of Procuity*, a rapidly growing healthcare technology company, is seeking a self-motivated Pharmacy Contracts Agent. The position is located remote or in-office in Midvale, UT. This position will assist with management of the contract lifecycle for our clients, including template setup, contract generation, facilitation of execution, maintenance, and termination. Pharmacy contract experience is crucial to this role. This position will assist with ensuring the accuracy, quality, and completeness of all contracts, contract configurations, and historical documents; create reports and monitor quality control checkpoints; and look for ways to drive automation and efficiency. This position will report to the VP of Contracting and will support and coordinate with multiple business areas. The successful candidate will have experience with handling pharmacy contracts, managed care contracts, or other contract background; be able to juggle multiple clients with multiple priorities, have a keen attention to detail while keeping the big picture in mind; have a proficiency for observation, accuracy, and error elimination, have a sense of business awareness, and have sound business ethics. Responsibilities: * Generate, review, refine, and facilitate execution of complex client contracts. * Assist with ensuring that contracts meet all compliance regulations, internal policies, and technical requirements. * Assist with managing the contract lifecycle from new contract requests, contract approval, contract maintenance, and contract termination. * Assist with coordinating contract environment set up for new customers and assist with maintaining existing contract environments for established customers. * Ensure that contractual records and documentation for all clients and projects are accurate and historically maintained. * Establish and maintain strong business relationships with internal and external stakeholders to effectively manage contract inquiries, issues, and disputes. * Assist with analyzing significant and/or unique contract requirements, special provisions, terms, and conditions to ensure compliance with appropriate laws, regulations, corporate policies, business unit procedure; validating findings with legal as required. * Assist with processing contract redlines. * Assist with evaluating contract performance with existing rates and models. * Maintain deadlines on deliverables and communicate on an ongoing basis with internal and external stakeholders about contractual issues. * Assist in identification, development, and implementation of new contract policy and processes. * Provide guidance to internal and external stakeholders on both routine and special projects and objectives relating to contract activity. * Convert contract documentation into technical specifications. * Perform other duties as assigned. Qualifications: * Professional experience in 340B, pharmacy, healthcare, or contract related. * Degree in Healthcare Administration, Business, or a related field preferred. * Experience with Pharmacy contract administration, maintenance, or management. * Knowledge of Pharmacy contract documentation, storage, and maintenance. * Must be a self-starter/self-motivated. * Highly organized, detail-oriented, and excellent internal and external customer service skills. * Good problem solving and internal/external customer relationship management skills. * Ability to thrive in a cyclical environment that will have fast-paced, high pressure times and low intensity, temperate times. * Ability to multi-task and communicate with all levels of the organization. * Good prioritization and effective communication skills, both verbal and written. * Ability to take initiative and make sound decisions. * A team player with strong business ethics. * Basic familiarity with MS Word; understanding of MS Excel, Access, Outlook, and Teams preferred. * Procuity is a division of Zions Bancorporation Website: 340bdirect.com Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, 15 days of Paid Time Off (PTO). (PTO covers both sick and vacation days without distinguishing between them), 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products Pay (depending on experience and location): $68,000-$75,000
    $68k-75k yearly 1d ago
  • Corporate Trust Administrator - Portland or Seattle

    Zions Bancorporation 4.5company rating

    Remote or Portland, OR job

    Did you know Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? We have local operations and management teams in 11 western states and we are dedicated to making a difference in our local communities and we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees! The possibilities are endless - come for a job, stay for a career! We are currently looking for a Corporate Trust Administrator to join our Corporate Trust group. In this role, you will work with an experienced team dedicated to providing excellent service to their clients and business partners. As part of the Zions Corporate Trust team you will provide support to Trust Administrators and learn about the interesting corporate trust industry, with opportunities for career advancement. Ideal candidates will have the skills and experience necessary to: * Manage and administer a portfolio of corporate trust accounts, including municipal bonds, escrows, and other fiduciary relationships. * Review and interpret governing documents to ensure compliance with terms and conditions. * Work closely with clients and business partners to maintain a high level of customer service, communication, and satisfaction. * Prepare calculations, such as rates, debt service, accrued interest, etc. * Prepare and settle investment trades. * Generate internal reports and complete audit confirmations as requested. * Open and close accounts, monitor account compliance, and file all account related documents. * Adhere to details and multiple daily deadlines while working well under pressure. * Perform other duties as requested. What you need to bring to the table: * College degree with banking experience, preferably in trust administration. * Advanced knowledge of corporate trusts, trust regulations, agencies, escrows, banking. * Excellent problem resolution, analysis, document review and sales skills. * Clear communication, strong problem solving and critical thinking skills. * Exceptional organizational, time management and communications skills, both verbal and written, to build customer relationships and prepare and document audits and reports. * Highly detail oriented. * Proficient in MS Office programs, especially Excel. A combination of education and experience may meet job requirements. Salary: This position is eligible to earn a base annual salary in the range of $80,000 - $110,000 depending on job-related factors such as level of experience and location. Location: This position is fully in-office if the employee resides in Seattle area and 100% remote if employee resides in Portland. Hours: Position is full-time (40 hours) 8 AM - 5 PM, Monday through Friday excluding Banking Holidays. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, 20 days of Paid Time Off (PTO) (PTO covers both sick and vacation days without distinguishing between them), 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products * Employees may, at the company's discretion, be eligible to receive a cash bonus award
    $80k-110k yearly 1d ago
  • Commercial/Small Business Banking Underwriter - Midvale, UT (Remote)

    Zions Bancorporation 4.5company rating

    Remote or Midvale, UT job

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This position is eligible for remote work. **The ideal candidate for the Commercial Small Business Banking Underwriter position will have the skills and experience necessary to:** · Responsible for compilation of data as it relates to preparation of credit packages (or pre-screens) incorporating spreads, cash flow, value of related collateral, appraisals, audits and other data. · Interpret outcome of analysis and prepares summary, recommendations and may make joint presentations with Relationship Manager (RM) to Credit Approvers on renewals and new loans submitted. · Evaluate, analyze and form opinions for the approving or denying of commercial, commercial RE, and/or business banking loan applications. · Spread financial statements, identify credit strengths and weaknesses, provide detailed and documented analysis of credit worthiness. · Ensure credit requests are processed in accordance with bank policies, banking regulations and laws. · Identify risk and mitigating factors related to conducting a thorough credit analysis for approval. · Respond to internal and external customer inquiries. · Recommend exceptions based on findings. · May work closely with Relationship Manager on the more complex aspects of loan structuring, including long term, fixed vs. variable rates, pre-payment penalty and other variables. · May have authority to approve loans beyond the organizations guidelines. · Senior most level may function as a lead and be responsible for second level approvals. · Other duties as assigned. **Qualifications:** · Requires a Bachelor's in Finance, Business, Accounting or a related field and 1+ year commercial, commercial real estate credit or small business underwriting, spread analysis, lending, underwriting concepts, practices and procedures or other directly related experience. · A combination of education and experience may meet qualifications. · Basic knowledge of commercial, commercial RE and/or small business credit underwriting, spread analysis, lending, underwriting concepts, practices and procedures. · Basic knowledge of C&I and CRE loan requirements with the ability to identify risk and mitigating factors related to conducting a thorough credit analysis for approval. Knowledge of balance sheets, income and cash flow statements. · Good understanding of commercial and/or small business lending policies and procedures and general banking laws and regulations. · Ability to analysis and research financial statements, business plans, credit reports, debt ratios and loan to value information. · Possess good judgment, ability to make sound decisions. · Ability to accept responsibility and handle confidential information. · Must have good customer relations and communication skills. · Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail and organizational skills. · Working knowledge of a various related software applications, including spreadsheets, word processing, etc. **Benefits:** · Medical, Dental and Vision Insurance - START DAY ONE! · Life and Disability Insurance, Paid Parental Leave and Adoption Assistance · Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts · Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays · 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience · Mental health benefits including coaching and therapy sessions · Tuition Reimbursement for qualifying employees · Employee Ambassador preferred banking products · Employees may, at the company's discretion, be eligible to receive a cash bonus award **Req ID:** 068831 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $32k-40k yearly est. 60d+ ago
  • Loan Processor - Hybrid!

    First Business Bank 4.2company rating

    Remote or Madison, WI job

    at First Business Bank Join the growing team at First Business Bank as a Loan Processor - Hybrid! At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! This position has a Hybrid Work Model: 3 days per week at our Madison, WI location. CORE OBJECTIVES Customer Service Timely and professional response to emails and telephone calls to the loan department. Loan Activities Post loan payments and advances on loans Perform address changes and risk rating changes Loan reports Credit Verifications Follow up on items in monthly tickler reports Prepare loan payoff statements Timely and professional response to emails and telephone calls to the loan department Loan Documentation Determine loan request has appropriate approval as required by loan policy. Prepare loan documents as requested for loan officers, as assigned. Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy. Book Loans Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner. Prepare FTM transactions, wire funds and request cashier's checks in order to distribute funds as requested by the loan officer. Loan Filing Create or add to existing loan file and forward documents to other Review Representatives for editing and final review. Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner. Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions. Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner. QUALIFICATIONS: Banking experience in loan processing preferred Ability to work independently and use independent judgment with minimal supervision Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented Strong desire to be curious and inquisitive, and self-confidence to ask questions Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include: Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 1 day paid volunteer time 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit sharing contribution Performance based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Plus many other perks and benefits! Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [email protected].
    $27k-34k yearly est. Auto-Apply 60d+ ago
  • Systems Engineer - Middleware (Houston or Salt Lake)

    Zions Bancorporation 4.5company rating

    Remote or Houston, TX job

    Zions Bancorporation's Enterprise Technology and Operations (ETO) team is transforming what it means to work for a financial institution. With a commitment to technology and innovation, we have been providing our community, clients and colleagues the best experience possible for over 150 years. Help us transform our workforce of the future, today. We are seeking a Systems Engineer to join Zions Bancorporation. As part of the Middleware Engineering team, you will work collaboratively with application engineers, integration engineers, system administrators/engineers, database administrators, network engineers, security engineers along with project and business management to implement, maintain and enhance existing middleware infrastructure. The computer network consists of a heterogeneous mix of computing hardware and software platforms, including a mainframe, servers and workstations, using off-the-shelf as well as custom software applications. This role provides the opportunity to interact with skilled individuals, gain additional skills and grow your career within the team and enterprise. Responsibilities: * Ensure operational stability, implementation, lifecycle management, vulnerability remediation, and administration for middleware application servers and web servers. * Handle new implementations, break/fix incidents, and upgrade projects. * Manage automation and tooling, system integration, vulnerability remediation, and security patching. * Maintain runbooks and wikis. * Troubleshoot and collaborate with others on problems with root cause analysis. * Create and follow standard processes, plan effectively to complete tasks on schedule, and clearly document results. * Work flexible hours, including on-call rotation, to support and manage our dynamic 24x7 production and other testing environments. * Perform day-to-day middleware administration, application run-time support, upgrades, installation of new systems, vulnerability review and remediation. * Support process definition and implementation, server/JVM tuning, troubleshooting, and cybersecurity. * Leverage automation and AI to unlock new capabilities. Required Skills and Experience * At least 4+ years of advanced knowledge of middleware architectures, system design, analysis, java application tuning and performance management * Application servers- Red Hat JBoss (JWS/EAP), Tomcat, IBM WebSphere * Web Servers- Windows IIS, Apache, JBCS Apache, IBM HTTP Server * Linux/Unix/Microsoft skills (Command line, troubleshooting and networking) * Working knowledge of Information Technology infrastructure components (firewall, database, operating system, network) * Effectively communicate problems and solutions both verbally and in writing to internal customers and management * Problem solving skills and the ability to work collaboratively with other departments to resolve complex issues with innovative solutions Desired Skills and Experience * Automation Technologies (Ansible, Chef, TrueSight, RunDeck, Digital.ai, Terraform) * Cloud Infrastructure and Containers * Monitoring and Logging Technologies (Nimsoft, SPLUNK, AppDynamics, Grafana) * DevOps principles (ADO, Kanban, Git) * Knowledge and/or experience of any scripting language like Bash, Perl, Python, Java, YAML, Node.js or similar * Java Development Skills (Ability to deep dive into application issues) Visa Sponsorship: This Systems Engineer (Middleware) position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. Work Location: This position has a hybrid work from home schedule with a minimum of three days per week in the office at the Zions Technology Center - 7860 S Bingham Junction Blvd, Midvale, UT 84047 or the Amegy Operations Center - 1801 Main, Houston, TX 77002. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $100k-122k yearly est. 1d ago

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Heritage Bank NA may also be known as or be related to Heritage Bancshares Group, Heritage Bancshares Group Inc and Heritage Bank NA.