Branch Manager jobs at Huntington National Bank - 83 jobs

Corporate Mortgage Finance -Sr. Relationship Manager
Huntington 4.4
Branch manager job at Huntington National Bank
Senior Relationship Manager for CSG - Corporate Mortgage Finance, will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer's needs, meeting them through the seamless delivery of the bank's products, services and associated resources. You will personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group's RM Team Lead, other Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. The Senior Relationship Manager requires a proven track record of success in industry relevant commercial business development and cross-bank relationship building, strong client relationship risk management experience with deep and specific knowledge of the industry and sub-sectors assigned to be covered for the group; proven negotiation and communication skills, strong evidence of collaboration, and the ability to thrive in a fast-paced environment, managing a portfolio of clients while generating new business. This position reports to the RM Team Lead, or another senior leader determined by the Head of the group. Note: This position is open to remote work. In this role, as a Senior Relationship Manager, you will be performing the following responsibilities: Deliver on team and personal growth strategies to attract and retain an increasing number of clients for Corporate Mortgage Finance and across the bank. Execute upon senior management approved team strategy to meet assigned goals, mitigate and maintain risk oversight of the assigned credit relationships; operate at a level of proficiency to become a critical member of the CMF group. Ensure all team members, relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and credit policies of the Bank, including all front-end guidance and senior management directives. Initiate and deepen client relationships by leveraging capabilities in other areas of the bank (e.g., CSG, commercial banking, capital markets), thereby gaining market share and developing new areas of opportunity across the bank's footprint. Monitor and provide needed analysis, action plans and successful implementation of new and existing credit portfolio to identify trends and opportunities, including but not limited to: Sourcing additional cross-sell and relationship deepening opportunities Stress Testing/Forecasting/Concentration Analysis Macroeconomic and industry evaluations Conduct portfolio reviews with RM Team Lead and portfolio management Manage special projects as assigned in coordination with management Maintain up-to-date knowledge of market/industry trends and keep management fully informed on all key factors of the bank, the portfolio, client relationships, market trends and the competitive environment. Credit Performance: Responsible for maintaining acceptable levels of credit quality of an assigned portfolio consistent with the Bank and CMFG credit policies, procedures, and guidelines. The Sr. RM will ensure the following: Satisfactory loan review, audit and OCC review results of all assigned credit relationships. Immediate and concise communication of actual or potential counter-party performance, compliance or facility level credit or operational problems. Effective oversight and active surveillance of assigned facilities, potential or identified deteriorating credit risk profile situations, and actively remain engaged in working through any problem accounts, along with other internal and external parties at management's direction. Non-credit risk management and mitigation, including effective and proper collaboration with other internal team members involved with each specific client relationship Ensure the Risk Grading accuracy of assigned portfolio and provide timely recommendations of potential re-grades when appropriate. Additional Responsibilities: Build relationships and deliver new business development results in the CMFG space. Coverage areas include: Mortgage Servicing Assets(“MSAs), ie. MSR financing, Servicing Advance Facilities, Early Buyout lines and related collateral/financing structures. Mortgage Warehouse Financing, including residential agency, non-agency, Non-QM; business purpose and multi-family collateral/financing structures Originate and participate in the structure, underwrite, the closing processes for direct lend bilateral and/or syndicated, complex MSA credit facilities, as well as warehouse lines and other mortgage related asset-backed and SPE collateralized credit facilities. Be a key member of an assigned deal team with responsibility for the preparation and successful presentation of credit approval memorandums and recommendations in compliance with CMFG and bank requirements, acceptable to CMFG leadership and the appropriate level of first- and second-line credit administration. This includes new credit requests, modification requests, annual reviews, renewals, portfolio reviews and criticized asset reviews Review and negotiate loan documentation in consultation with legal counsel, the RM Team Lead Underwriter/Portfolio Manager and CMFG leadership Manage a portfolio of commercial customers in partnership with the assigned UW/Portfolio Manager Manage risk on an ongoing basis by monitoring customer creditworthiness and facility covenant and compliance, adherence to loan terms and general business conditions, etc. Originate, analyze, structure and close profitable loan transactions. Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Make appropriate decisions on matters within own authority levels and appropriately escalate matters needing higher level involvement. Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, analyzing financial statements, conducting credit checks and assuring loan meets all policy and regulatory requirements. Promote and cross-sell other bank products and services as appropriate to customer requirements. Keep management fully informed on all key factors of the bank, the portfolio, client relationships, and the competitive environment. Ensure timely and accurate upline communication and visibility of material market and current and prospective client related topics Promote the organization's values, encourage superior performance, and reward revenue growth and productivity through appropriate incentives. Basic Qualifications: Bachelor's Degree or 5 or more years industry equivalent experience 5+ years' experience in mortgage related asset-backed lending experience. Preferred Qualifications: Proven ability to lead strategic client dialogue and business development/relationship management. 7+ years' experience working directly as a Mortgage Finance Relationship Manager with deep subject matter expertise, with experience with complex Mortgage Warehouse and MSA-related transactions Extensive network of relationships with middle market and large target market clients and referral sources Proven ability to generate revenue growth through new client acquisition and cross-selling other banking services, including capital markets, treasury management, wealth management Excellent communication, organization and project management skills and ability to articulate and demonstrate thoughtful rationale in design decisions Ability to analyze corporate financial statements, client business needs and make appropriate recommendations on credit structure and facility terms. Must have knowledge of the Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$93k-189k yearly Auto-Apply 28d ago

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Corporate Mortgage Finance -Sr. Relationship Manager
Huntington Bancshares Inc. 4.4
Branch manager job at Huntington National Bank
Senior Relationship Manager for CSG - Corporate Mortgage Finance, will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer's needs, meeting them through the seamless delivery of the bank's products, services and associated resources. You will personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group's RM Team Lead, other Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. The Senior Relationship Manager requires a proven track record of success in industry relevant commercial business development and cross-bank relationship building, strong client relationship risk management experience with deep and specific knowledge of the industry and sub-sectors assigned to be covered for the group; proven negotiation and communication skills, strong evidence of collaboration, and the ability to thrive in a fast-paced environment, managing a portfolio of clients while generating new business. This position reports to the RM Team Lead, or another senior leader determined by the Head of the group. Note: This position is open to remote work. In this role, as a Senior Relationship Manager, you will be performing the following responsibilities: * Deliver on team and personal growth strategies to attract and retain an increasing number of clients for Corporate Mortgage Finance and across the bank. * Execute upon senior management approved team strategy to meet assigned goals, mitigate and maintain risk oversight of the assigned credit relationships; operate at a level of proficiency to become a critical member of the CMF group. * Ensure all team members, relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and credit policies of the Bank, including all front-end guidance and senior management directives. * Initiate and deepen client relationships by leveraging capabilities in other areas of the bank (e.g., CSG, commercial banking, capital markets), thereby gaining market share and developing new areas of opportunity across the bank's footprint. * Monitor and provide needed analysis, action plans and successful implementation of new and existing credit portfolio to identify trends and opportunities, including but not limited to: * Sourcing additional cross-sell and relationship deepening opportunities * Stress Testing/Forecasting/Concentration Analysis * Macroeconomic and industry evaluations * Conduct portfolio reviews with RM Team Lead and portfolio management * Manage special projects as assigned in coordination with management * Maintain up-to-date knowledge of market/industry trends and keep management fully informed on all key factors of the bank, the portfolio, client relationships, market trends and the competitive environment. Credit Performance: Responsible for maintaining acceptable levels of credit quality of an assigned portfolio consistent with the Bank and CMFG credit policies, procedures, and guidelines. The Sr. RM will ensure the following: * Satisfactory loan review, audit and OCC review results of all assigned credit relationships. * Immediate and concise communication of actual or potential counter-party performance, compliance or facility level credit or operational problems. * Effective oversight and active surveillance of assigned facilities, potential or identified deteriorating credit risk profile situations, and actively remain engaged in working through any problem accounts, along with other internal and external parties at management's direction. * Non-credit risk management and mitigation, including effective and proper collaboration with other internal team members involved with each specific client relationship * Ensure the Risk Grading accuracy of assigned portfolio and provide timely recommendations of potential re-grades when appropriate. Additional Responsibilities: * Build relationships and deliver new business development results in the CMFG space. Coverage areas include: * Mortgage Servicing Assets("MSAs), ie. MSR financing, Servicing Advance Facilities, Early Buyout lines and related collateral/financing structures. * Mortgage Warehouse Financing, including residential agency, non-agency, Non-QM; business purpose and multi-family collateral/financing structures * Originate and participate in the structure, underwrite, the closing processes for direct lend bilateral and/or syndicated, complex MSA credit facilities, as well as warehouse lines and other mortgage related asset-backed and SPE collateralized credit facilities. * Be a key member of an assigned deal team with responsibility for the preparation and successful presentation of credit approval memorandums and recommendations in compliance with CMFG and bank requirements, acceptable to CMFG leadership and the appropriate level of first- and second-line credit administration. This includes new credit requests, modification requests, annual reviews, renewals, portfolio reviews and criticized asset reviews * Review and negotiate loan documentation in consultation with legal counsel, the RM Team Lead Underwriter/Portfolio Manager and CMFG leadership * Manage a portfolio of commercial customers in partnership with the assigned UW/Portfolio Manager * Manage risk on an ongoing basis by monitoring customer creditworthiness and facility covenant and compliance, adherence to loan terms and general business conditions, etc. * Originate, analyze, structure and close profitable loan transactions. * Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Make appropriate decisions on matters within own authority levels and appropriately escalate matters needing higher level involvement. * Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, analyzing financial statements, conducting credit checks and assuring loan meets all policy and regulatory requirements. * Promote and cross-sell other bank products and services as appropriate to customer requirements. * Keep management fully informed on all key factors of the bank, the portfolio, client relationships, and the competitive environment. * Ensure timely and accurate upline communication and visibility of material market and current and prospective client related topics * Promote the organization's values, encourage superior performance, and reward revenue growth and productivity through appropriate incentives. Basic Qualifications: * Bachelor's Degree or 5 or more years industry equivalent experience * 5+ years' experience in mortgage related asset-backed lending experience. Preferred Qualifications: * Proven ability to lead strategic client dialogue and business development/relationship management. * 7+ years' experience working directly as a Mortgage Finance Relationship Manager with deep subject matter expertise, with experience with complex Mortgage Warehouse and MSA-related transactions * Extensive network of relationships with middle market and large target market clients and referral sources * Proven ability to generate revenue growth through new client acquisition and cross-selling other banking services, including capital markets, treasury management, wealth management * Excellent communication, organization and project management skills and ability to articulate and demonstrate thoughtful rationale in design decisions * Ability to analyze corporate financial statements, client business needs and make appropriate recommendations on credit structure and facility terms. * Must have knowledge of the Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$93k-189k yearly Auto-Apply 54d ago
Dealer Commercial Services - Senior Relationship Manager (WI/IL/MN)
M&T Bank 4.7
Remote
Responsible for developing and managing a portfolio of auto, boat, and RV dealers/dealer group(s) with highly complex lending and financial requirements. Establishes/strengths relationships with these major large dollar amount dealership/dealer groups while promoting financial products, services and opportunities intended to improve their profitability with minimal risk to M&T Bank. Adheres to pricing and credit policies while soliciting new business, and servicing existing business. Location: This position will cover a territory in Wisconsin, Minnesota, and Illinois. The selected candidate must sit within this market or must be willing to relocate as this role will require regular travel to new and existing clients within the market. Primary Responsibilities: Services customers seeking loan and/or deposit relationships with the Bank, interviewing applicants to develop information concerning their businesses and requirements, evaluating credit information and making relationship recommendations. Participates and assesses the effectiveness of formal call program(s) targeting new loan and deposit business. Evaluate requests for dealer commercial services, commercial real estate, and commercial loan financing for auto, boat, and RV dealers. Also evaluates loan requests for dealer principals and partners. Analyze each applicant's financial condition, cash flow, and credit history in order to make appropriate loan decisions within lending guidelines. Approve loans up to maximum lending authority; prepares and presents loan requests to senior credit officers and credit committees when appropriate. Keep abreast of the industry, follows market trends and developments etc. and develop/implement strategies that will increase the Bank's business in saturated, developing and emerging markets. Establish and maintain contacts in the professional services community (accountants, attorneys) and within industry organizations (NADA, etc). Work with Sales Managers and Credit Managers to gather information and receive recommendations on potential customers. Works closely with Sales Managers and Credit Manager to structure and price credits in order to maximize the bank's return while minimizing risk. Maximizes the Department's profitability through the maintenance of a high quality loan portfolio. Follows current loans to ensure conformity with terms; maintains current and complete credit file. Has credit authority within established limit. Responsible for assisting Sales Managers and Credit Manager with the renewal of credits. Monitor customer deposit accounts. Monitor Dealer commercial services audits and dealer commercial services statements to ensure compliance. Understand product pricing and cost structure, as well as understand and manage product risk. Provide guidance and technical knowledge to less experiences dealer commercial services relationship managers. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: Results and/or actions impact the Bank's annual operations, revenues or profitability. Scope of Responsibilities: May mentor and/or supervise lower level Relationship Managers. Education and Experience Required: Bachelor's Degree and minimum of 7 years Dealer Commercial Services and/or Commercial Lending experience or in lieu of a degree, a combined minimum of 11 years higher education and/or work experience to include a minimum of 7 years Dealer Commercial Services and/or Commercial Lending experience. Education and Experience Preferred: Master's degree. Superior relationship management, sales, and business development skills required. Must possess strong credit analysis and commercial lending skills. Strong knowledge of financial statements, tax returns, and credit reports. Thorough knowledge of bank/PC software programs utilized by the department. Excellent presentation skills. Strong negotiation skills. Superior organizational, written and verbal communication, and presentation skills. Strong ability to handle conflict without alienating people. Ability to work with peers and gain their cooperation. Must possess the ability to interact professionally with all levels of personnel. Demonstrated leadership skills in prior roles. Self-motivated, well-organized individual. Ability to work under critical time constraints. #LI-111 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $123,600.00 - $206,000.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
$123.6k-206k yearly Auto-Apply 42d ago
Relationship Manager, Commercial OR Sr. Relationship Manager, Commercial
Keybank 4.4
Columbus, OH jobs
THIS POSIITON CAN BE FILLED AS RELATIONSHIP MANAGER OR SR. RELATIONSHIP MANAGER BASED ON SELECTED INIDIVIDUALS SKILLS/EXPERIENCE. Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bankers are expected to demonstrate strong risk management acumen including credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Responsibilities Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client related matters Drives a focused growth and business development effort by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry Provides and educates the client on Key's capabilities and knowledge in key product areas (cash management, derivatives, equipment finance, etc.) Maintains active prospecting effort, including identification, qualification and calling; develops active Center of Influence (COI) referral network Assembles cross- functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members; partners effectively with Credit Officers, as the first level sponsor for credit decisions Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; directs the preparation of all Asset Quality Reports and new Risk Rating models to assure accurate risk assessment of assigned portfolio 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 Education Qualifications Bachelor's Degree Bachelor's Degree or equivalent experience in accounting, finance, or related field (preferred) Experience Qualifications: Relationship Manager: Minimum of 5 years established business development skills. Extensive knowledge of bank products. Proven outstanding credit skills, analytical skills and financial acumen. (required) Sr. Relationship Manager: Minimum of 7 years Commercial bank direct lending or related experience with a focus on business development and relationship management (required) Minimum of 1-year Formal Commercial credit training & experience from a bank or financial institution (required) Tactical Skills Trusted Advisor: Ability to build trust by taking a client centric approach Strategic Thinking: Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions Technical Expertise: Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set Revenue Driver: Exhibits a relentless focus on creating and driving revenue growth and generating results Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank Effective Sales Approach: Uses structured sales methodologies, principles and practices without losing sight of the client and environment Risk Management: Understands Key's risk culture and effectively manages risk/reward trade-offs 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 May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 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. Job Posting Expiration Date: 12/31/2025 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, 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_**********************.
$112k-210k yearly Auto-Apply 60d+ ago
Key Private Bank Senior Relationship Manager
Keybank 4.4
Akron, OH jobs
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. Develops a comprehensive understanding of the client's 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. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. Actively participates in Community organizations to source business development opportunities and 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 Bachelor's Degree in business related field or equivalent work experience (preferred) Master's Degree in business related field (preferred) OR equivalent experience (required) Work Experience Minimum of 7 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications FINRA License S7 and FINRA License S66 (preferred) or FINRA License S63 and FINRA License S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Licensed Attorney/JD (varies by state) (preferred) Certified Wealth Strategist (CWS) (preferred) Skills Ability to build trust by taking a proactive client centric approach Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise Demonstrated expert knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements Proven experience with and comprehensive understanding of consumer or commercial lending Excellent verbal and written communication skills Proficient in personal computer applications to drive results Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. 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. Work Location Category Hybrid (Sales) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 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: 01/16/2026 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
$112k-210k yearly Auto-Apply 60d+ ago
Manager-LEAF Operations
M&T Bank 4.7
Remote
Manages multiple teams within LEAF (LEAF Commercial Capital) Operations, overseeing a staff including Operations Managers to drive strategy and maintain high standards of operational excellence in direct correlation with business focus and new program specifications. Works with other managers regarding servicing, compliance, and risk to identify and resolve operational issues. Ensures superior service with dealers to build and grow these relationships to support attaining projected sales volumes. Primary Responsibilities: Oversee, train, and evaluate teams responsible for reconciling and resolving all customer requests, inquiries, and discrepancies as they arise, including issues related to the portfolio serviced by, and for, third-party lenders. Implement procedures to ensure the customer and/or vendor program is receiving the best possible service. Develop innovative initiatives to enhance internal efficiency and effectiveness; establish departmental goals, objectives, policies, and operating procedures and foster, through mentoring and leadership, critical and independent thinking skills and behaviors in staff to ensure their potential is maximized and utilized as a resource pool for other areas of the organization. Serve as escalation point for management to resolve issues; provide advice and guidance to staff members on all aspects of team management pre- and post-booking. Manage preparation of amendment, modification, assignment, and assumption agreements including UCC (Uniform Commercial Code) amendments and partial releases, as well as related changes to the system. Monitor skill development of team members, set department goals and objectives, measure, and incent accordingly. Approve funding on all transactions within assigned authority; review and approve departmental work to ensure compliance with credit approval and loan closing conditions. Execute loans, leases, assignments and/or related documentation on behalf of the organization. Utilize understanding of requirements to purchase third-party paper as needed. Develop and maintain relationships with sales and management as required to promote lease products to vendors and end users. Provide support for projects identified by upper management. Evaluate procedures and policies on a regular basis and drive changes to increase operational efficiency, maximize resources, and minimize expenditures. Act on behalf of assigned managers as required by absence. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Design, implement, maintain, and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: LEAF is a leasing company focused on providing superior dealer/customer service while attaining projected sales volumes. This position is responsible for managing multiple operational teams and portfolio of responsibilities with a significant amount of complexity. The position works with internal contacts, including upper management, and external contacts, including customers, vendors, and outside agencies. Supervisory/Managerial Responsibilities: No. of Staff - 40 - 60 Education and Experience Required: Bachelor's degree and a minimum of 7 years' related experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' related experience Minimum of 2 years' managerial, supervisory, and/or work leadership experience Strong knowledge of the leasing industry including concepts, contract types, and terminology Excellent verbal and written communication skills Strong customer service skills Strong motivational skills Strong interpersonal skills Proficiency with personal computers as well as pertinent word processing, spreadsheet, and industry-specific software Strong organizational skills Strong prioritization skills Strong ability to inform, educate, and influence employees to support corporate goals and objectives Education and Experience Preferred: Minimum of 4 years' managerial experience Experience managing large and complex teams Prior leadership experience at a customer-centered organization Physical Requirements: N/A M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
$107.5k-179.1k yearly Auto-Apply 1d ago
Branch Manager
Keybank 4.4
Cleveland, OH jobs
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to in-person branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team in-person through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. 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. Essential Functions 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 Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business both in branch and on site with small business owners. Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations. Leads and develops the in-person branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's vision and values with branch team Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates Facilitates in-person morning huddles and end of day debriefs Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks Work on Saturdays as directed by management. 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 High School Diploma GED, or equivalent experience (required) or Bachelor's Degree (preferred) Work Experience Minimum of 3 years' experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required) Minimum of 3 years demonstrated small business deposit/credit experience and familiarity with small business operations (required) General understanding of financial statements and concepts (required) Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required) Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required) Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required) Demonstrated ability to effectively communicate and possess strong public speaking skills (required) Licenses and Certifications Notary License (preferred) Skills Lead by example and ensure consistent delivery of distinctive service for all clients; Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships. Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts. Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact. Strong work ethic and high level of integrity. Excellent time management skills with ability to lead team through multiple priorities. Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans. Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty. Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals. Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships. Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones. Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships. Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records. Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money Strong leadership skills are essential for motivating and guiding teammates effectively The ability to encourage and inspire the team to achieve company goals and improve productivity Managing budgets, analyzing performance, and making informed decisions based on financial data Tackling unexpected challenges and improving branch operations Setting long-term goals and identifying opportunities for growth Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail Management - Ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 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. Work Location Category COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 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. Job Posting Expiration Date: 03/20/2026 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_**********************.
$68k-103k yearly Auto-Apply 28d ago
Mortgage Operations Manager I (Safe Act) (D)
M&T Bank 4.7
Remote
Responsible for the management, planning and coordination of assigned Mortgage/Consumer Lending unit of approximately 10 employees, either directly or indirectly. Provide technical, functional and operational expertise in department work policies and procedures. Make recommendations concerning staffing, performance appraisals, promotions, salary recommendations and terminations. Primary Responsibilities: Responsible for the planning, leadership, problem resolution, analysis and reporting for assigned Mortgage/Consumer Lending unit of approximately 10 employees, either directly or indirectly. Ensure that the unit managed is adequately staffed and personnel are trained. Review and recommend new methods and procedures to make daily operations more efficient. Provide recommendations for department policy changes and creates new unit policy and procedures. Consults and communicates with operations staff. Provide input to tactical planning and short-term initiatives. Responsible for unit contingency planning and regulatory compliance. Participate in projects at the department level. Support annual Budget process. Continuing responsibility for expense control. Make recommendations concerning staffing, performance appraisals, promotions, salary recommendations and terminations. Administer Human Resource recommended actions. Oversee training and development of direct reports. Interview prospective employees and make recommendations for hire. Scope of Responsibilities: This position requires a thorough knowledge of business, applicable regulations and affiliated technology. The position works with some uncertainty with established parameters for solutions, possesses moderate risk to organization. Supervisory/ Managerial Responsibilities: Responsible for multiple direct reports at the supervisor level. Oversee a unit or small department of 10+ employees. Education and Experience Required: Bachelors Degree, OR in lieu of degree, Four to five years relevant work experience. Minimum three years operations experience. Minimum three years supervisory experience. SAFE Act registration required. Education and Experience Preferred: Masters degree M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
$62.2k-103.6k yearly Auto-Apply 37d ago
Indirect Auto Business Development Officer - Ohio
Associated Bank 4.6
Cincinnati, OH jobs
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. The Indirect Auto BDO drives growth for Associated Bank's Indirect Auto Finance program by building strong dealer relationships and expanding loan originations across an assigned territory in Ohio. You'll be a trusted partner to auto dealers, helping them succeed while growing a high-impact portfolio. This role offers meaningful visibility, autonomy, and opportunity to shape market growth. Key Accountabilities Grow indirect auto loan volume and application quality through ongoing dealer relationship management. Develop new automobile dealer partnerships through proactive outreach, presentations, and referrals. Educate dealer partners on program features, processes, and compliance requirements. Serve as the primary point of contact to resolve underwriting, documentation, servicing, and compliance issues. Analyze dealer performance using scorecards to identify opportunities for improvement and growth. Partner with internal teams to deliver a consistent, high-quality dealer experience. Monitor industry and competitor trends to inform business development strategies. Education & Experience Required Bachelor's degree or equivalent combination of education and experience 3+ years experience in auto lending or consumer lending sales Preferred Experience managing dealer relationships within an assigned territory Strong knowledge of indirect auto lending processes and compliance Why You'll Love Working Here At Associated Bank, you'll join a collaborative, relationship-driven culture that values integrity, growth, and community impact. We invest in your development and empower you to build meaningful partnerships that drive real results. Apply today to make an impact. In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $82,600.00 - $141,600.00 per year
$82.6k-141.6k yearly Auto-Apply 9d ago
Portfolio Manager
First Bank 4.6
Haubstadt, IN jobs
Thank you for your interest in joining First Bank. If you're looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, you've come to the right place. At First Bank we believe in offering opportunities to help individuals build a long and lasting career, and we are currently seeking a Portfolio Manager. The Portfolio Manager helps the bank to fulfill its vision by by maximizing the client experience and expanding client relationships Duties and Responsibilities Through a deep understanding of bank products and services, uncovers needs and makes recommendations to clients and prospects. Conducts weekly meetings with Commercial Sales Manager to manage loans in pipeline, past due loans, maturing loans, exceptions, and client needs. Communicates with clients and third parties to ensure all information/documentation is received. Provides excellent internal customer service by assisting Relationship Managers completing administrative tasks related to origination of new loans and ongoing management of portfolio. Develops and builds relationships with clients and serves as primary contact for clients for loan servicing and administrative matters. Assists with pre-call plan preparation for existing clients and prospective clients through internal and external research. Ensures quality of loan portfolio through report monitoring and tracking and communicating findings to designated RM when applicable. Updates company history, current operations, and management portion of the write up on renewal credits. Using tax returns or financial statements, identifies opportunities to deepen deposit relationships. Protects the bank and clients by following company policies and procedures and completing required BSA and compliance courses. Performs other duties as assigned. Qualifications Skill Requirements: Knowledge: Bank products, rules, and regulations Work experience: 2 years financial services industry or related experience Certifications: None required Management experience: None required Education: Bachelor's degree in business or related field preferred Motivations: Desire to grow in career Skills Problem solving Computer usage Verbal and written communication Detail orientation Critical thinking Sales Complaint resolution Work Environment Work Hours: Monday through Friday, 8:00-5:00 (Additional hours may be required for company meetings or training.) Job Arrangement: Full-time, permanent Travel Requirement: The job may requires for training and other work-related duties. Remote Work: The job role is primarily in-person. A personal or work crisis could prompt the role to become temporarily remote. Physical Effort: May require sitting for prolonged periods. Requires standing for periods of time for filing. Environmental Conditions: No adverse environmental conditions expected. The position offers a competitive salary, 401K-retirement plan, and other benefits. EO / M /F/ Vet / Disability. First Bank is an equal opportunity employer. It is our policy to provide opportunities to all qualified persons without regard to race, creed, color, religious belief, sex, sexual orientation, gender identification, age, national origin, ancestry, physical or mental handicap, or veteran's status. Equal access to programs, service, and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources. This application will be given every consideration, but its receipt does not imply that the applicant will be employed. Applications will be considered for vacancies which arise during the 60-day period following submission. Applicants should complete an updated application if not contacted and/or hired during this 60-day evaluation period. Replies to all questions will be held in strictest confidence. In order to be considered for employment, this application must be completed in full. APPLICANT'S STATEMENT By submitting an application I agree to the following statement: (A) In consideration for the Bank's review of this application, I authorize investigation of all statements contained in this electronic application. My cooperation includes authorizing the Bank to conduct a pre-employment drug screen and, when requested by the Bank, a criminal or credit history investigation. (B) As a candidate for employment, I realize that the Bank requires information concerning my past work performance, background, and qualifications. Much of this information may only be supplied by my prior employers. In consideration for the Bank evaluating my application, I request that the previous employers referenced in my application provide information to the Bank's human resource representatives concerning my work performance, my employment relationship, my qualifications, and my conduct while an employee of their organizations. Recognizing that this information is necessary for the Bank to consider me for employment, I release these prior employers and waive any claims which I may have against those employers for providing this information. (C) I understand that my employment, if hired, is not for a definite period and may be terminated with or without cause at my option or the option of the Bank at any time without any previous notice. (D) If hired, I will comply with all rules and regulations as set forth in the Bank's policy manual and other communications distributed to employees. (E) If hired, I understand that I am obligated to advise the Bank if I am subject to or observe sexual harassment, or other forms of prohibited harassment or discrimination. (F) The information submitted in my application is true and complete to the best of my knowledge. I understand that any false or misleading statements or omissions, whether intentional or unintentional, are grounds for disqualification from further consideration of employment or dismissal from employment regardless of when the false or misleading information is discovered. (G) I hereby acknowledge that I have read the above statement and understand the same.
$74k-102k yearly est. 22d ago
SBA Business Development Officer - NJ / PA
Valley National Bank 4.9
Remote
Responsibilities include but are not limited to: Solicit new SBA business from present and prospective clients. Conduct calls and other marketing efforts focused on prospects, clients, internal referral sources, and external referral sources. Establish strong referral network and relationships with internal partners as well as commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's). Call on potential SBA customers with business partners. Educate the borrower on SBA process, structure, and set expectations. Analyze, determine eligibility, originate, and structure SBA loan requests. Submit complete documentation packages to the credit and packaging departments. Assist in the credit analysis and underwriting process. Attend business partner meetings, to develop strong relationships with internal partners and to discuss SBA Lending and possible SBA prospects. Coordinate with lenders, SBA Administration, Loan assistant/closer, and closing attorney to insure loan closings are in compliance with bank policy, banking regulations, and SBA SOP. Stay actively involved in NAGGL and other forms of SBA training in order to be current on policies and procedure. Develop and maintain intimate knowledge of the SBA SOP and subsequent changes. Refer conventional lending opportunities, treasury solutions, insurance, residential mortgage, and deposit relationships to bank partners. Participate in civic and community activities to promote the SBA Program and Valley National Bank.
$44k-67k yearly est. 16h ago
Corporate Mortgage Finance -Sr. Relationship Manager
Huntington Bancshares Inc. 4.4
Branch manager job at Huntington National Bank
Senior Relationship Manager for CSG - Corporate Mortgage Finance, will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer's needs, meeting them through the seamless delivery of the bank's products, services and associated resources. You will personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group's RM Team Lead, other Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. The Senior Relationship Manager requires a proven track record of success in industry relevant commercial business development and cross-bank relationship building, strong client relationship risk management experience with deep and specific knowledge of the industry and sub-sectors assigned to be covered for the group; proven negotiation and communication skills, strong evidence of collaboration, and the ability to thrive in a fast-paced environment, managing a portfolio of clients while generating new business. This position reports to the RM Team Lead, or another senior leader determined by the Head of the group. Note: This position is open to remote work. In this role, as a Senior Relationship Manager, you will be performing the following responsibilities: * Deliver on team and personal growth strategies to attract and retain an increasing number of clients for Corporate Mortgage Finance and across the bank. * Execute upon senior management approved team strategy to meet assigned goals, mitigate and maintain risk oversight of the assigned credit relationships; operate at a level of proficiency to become a critical member of the CMF group. * Ensure all team members, relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and credit policies of the Bank, including all front-end guidance and senior management directives. * Initiate and deepen client relationships by leveraging capabilities in other areas of the bank (e.g., CSG, commercial banking, capital markets), thereby gaining market share and developing new areas of opportunity across the bank's footprint. * Monitor and provide needed analysis, action plans and successful implementation of new and existing credit portfolio to identify trends and opportunities, including but not limited to: * Sourcing additional cross-sell and relationship deepening opportunities * Stress Testing/Forecasting/Concentration Analysis * Macroeconomic and industry evaluations * Conduct portfolio reviews with RM Team Lead and portfolio management * Manage special projects as assigned in coordination with management * Maintain up-to-date knowledge of market/industry trends and keep management fully informed on all key factors of the bank, the portfolio, client relationships, market trends and the competitive environment. Credit Performance: Responsible for maintaining acceptable levels of credit quality of an assigned portfolio consistent with the Bank and CMFG credit policies, procedures, and guidelines. The Sr. RM will ensure the following: * Satisfactory loan review, audit and OCC review results of all assigned credit relationships. * Immediate and concise communication of actual or potential counter-party performance, compliance or facility level credit or operational problems. * Effective oversight and active surveillance of assigned facilities, potential or identified deteriorating credit risk profile situations, and actively remain engaged in working through any problem accounts, along with other internal and external parties at management's direction. * Non-credit risk management and mitigation, including effective and proper collaboration with other internal team members involved with each specific client relationship * Ensure the Risk Grading accuracy of assigned portfolio and provide timely recommendations of potential re-grades when appropriate. Additional Responsibilities: * Build relationships and deliver new business development results in the CMFG space. Coverage areas include: * Mortgage Servicing Assets("MSAs), ie. MSR financing, Servicing Advance Facilities, Early Buyout lines and related collateral/financing structures. * Mortgage Warehouse Financing, including residential agency, non-agency, Non-QM; business purpose and multi-family collateral/financing structures * Originate and participate in the structure, underwrite, the closing processes for direct lend bilateral and/or syndicated, complex MSA credit facilities, as well as warehouse lines and other mortgage related asset-backed and SPE collateralized credit facilities. * Be a key member of an assigned deal team with responsibility for the preparation and successful presentation of credit approval memorandums and recommendations in compliance with CMFG and bank requirements, acceptable to CMFG leadership and the appropriate level of first- and second-line credit administration. This includes new credit requests, modification requests, annual reviews, renewals, portfolio reviews and criticized asset reviews * Review and negotiate loan documentation in consultation with legal counsel, the RM Team Lead Underwriter/Portfolio Manager and CMFG leadership * Manage a portfolio of commercial customers in partnership with the assigned UW/Portfolio Manager * Manage risk on an ongoing basis by monitoring customer creditworthiness and facility covenant and compliance, adherence to loan terms and general business conditions, etc. * Originate, analyze, structure and close profitable loan transactions. * Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Make appropriate decisions on matters within own authority levels and appropriately escalate matters needing higher level involvement. * Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, analyzing financial statements, conducting credit checks and assuring loan meets all policy and regulatory requirements. * Promote and cross-sell other bank products and services as appropriate to customer requirements. * Keep management fully informed on all key factors of the bank, the portfolio, client relationships, and the competitive environment. * Ensure timely and accurate upline communication and visibility of material market and current and prospective client related topics * Promote the organization's values, encourage superior performance, and reward revenue growth and productivity through appropriate incentives. Basic Qualifications: * Bachelor's Degree or 5 or more years industry equivalent experience * 5+ years' experience in mortgage related asset-backed lending experience. Preferred Qualifications: * Proven ability to lead strategic client dialogue and business development/relationship management. * 7+ years' experience working directly as a Mortgage Finance Relationship Manager with deep subject matter expertise, with experience with complex Mortgage Warehouse and MSA-related transactions * Extensive network of relationships with middle market and large target market clients and referral sources * Proven ability to generate revenue growth through new client acquisition and cross-selling other banking services, including capital markets, treasury management, wealth management * Excellent communication, organization and project management skills and ability to articulate and demonstrate thoughtful rationale in design decisions * Ability to analyze corporate financial statements, client business needs and make appropriate recommendations on credit structure and facility terms. * Must have knowledge of the Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$93k-189k yearly Auto-Apply 54d ago
Assistant Bank Manager
Associated Bank 4.6
Rawson, OH jobs
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Role Summary Join Associated Bank as an Assistant Bank Manager and help lead a team dedicated to delivering exceptional customer experiences. In this role, you'll manage day-to-day branch operations, coach bankers to achieve performance goals, and build strong customer relationships that drive growth. This is a great opportunity to expand your leadership skills and advance your career within a supportive, community-focused organization. Key Accountabilities Lead, coach, and develop a team of bankers to achieve sales, service, and operational goals. Support the Branch or Market Manager in driving branch performance and ensuring a superior customer experience. Manage daily branch operations, ensuring compliance with policies, procedures, and regulatory standards. Assist customers with transactions, account openings, and financial solutions that meet their needs. Identify and deepen customer relationships through proactive outreach and cross-selling. Collaborate with the Teller Supervisor and Bank Manager on scheduling, hiring, training, and performance management. Advocate for digital banking adoption by educating customers and colleagues on available tools and channels. Serve as acting branch leader in the absence of the Branch or Market Manager. Education & Experience Required High school diploma or equivalent combination of education and experience 1-3 years Sales 1-3 years Leadership and/or financial branch management Ability to successfully pass required credit and regulatory checks Preferred Experience in retail banking or financial services management Other Business Certification within 2 years Why You'll Love Working Here At Associated Bank, we invest in your success with comprehensive training, leadership development, and opportunities for career advancement. You'll be part of a collaborative team that values integrity, inclusion, and community engagement. Make an impact every day by helping customers reach their financial goals. Apply today to grow your career and lead with purpose at Associated Bank! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $18.54 - $31.79 per hour
$18.5-31.8 hourly Auto-Apply 10d ago
Operations Servicing Manager - Income Property Group
Keybank 4.4
Brooklyn, OH jobs
Responsible for managing a team of professional staff servicing a portfolio consisting of a variety of products primarily for the Income Property Group Line of Business, supporting multiple production offices. Responsible for providing superior client service to both internal and external clients while maintaining risk management, compliance, bank policies and regulatory requirements as well as internal procedures and controls. Strong focus on continuous improvement and collaboration with closing manager and REC Sr. Manager. Client segment focus is local and regional private developers and some public companies. Independently manage all aspects of team management, and portfolio needs. Strength and experience also required for problem solving and loan system processing including loan boarding, maintenance, data integrity etc. Essential Functions Daily supervision of a team of Servicing Officers including assignment of duties, pipeline tracking and responsible for hiring, training and development Provides expertise to team, lending team and others to support staff and may engage in client meetings, review of credit approvals, loan documents, etc. Proven ability to prioritize and handle multiple tasks in a high-volume environment Provides backup for servicing for team members. Analyzes the appropriateness of waiver requests, negotiates accommodations for exceptions, and uses judgment to determine acceptability of requirements Assimilates and analyzes information necessary to establish moderate to high complexity loans and disbursement controls on bank systems, including borrowing base availability. Identifies exceptions and obtains appropriate approvals as necessary Analyzes and facilitates rate, commitment, and collateral changes, loan payments, tax and insurance escrows, flood zone monitoring requirements, DDA/Cash management services, and payoff instruction Maintain all aspects of DDA Restricted Collateral Accounts including account opening, disbursements, reconciliations, hold level maintenance and account closing. Maintains data integrity of system of record including timely posting of transactions, on-boarding of new loans, processing modifications and amendments, and data information maintenance. Clearly and immediately communicates problems/issues to Manager and/or RM Forms alliance with RMs and lending team leadership to provide superior service to client base Provides expertise to RMs on system requirements. Proactively identifies and assists in resolving issues affecting client service and risk management Provides expertise to others by thorough understanding of business requirements of clients and loan related transactions Active participation in projects as needed including procedures, audits, training, initiatives Delivers on successful outcomes of small and mid-size continuous improvement or technology driven projects. Support ongoing initiatives to enhance commercial lending platform and servicing structure Some travel will be required Education 4-year College Degree or equivalent work experience Work Experience Minimum 5 years supervisory/leadership experience preferred Strong knowledge of bank operations, bank compliance, and have experience with servicing commercial real estate and syndication portfolio Expert knowledge of commercial real estate including commitment/loan structures, title/liens, documentation, and industry practices Familiarity with Commercial Loan Systems, Deposit Systems, and syndication systems such as Debt Domain and LoanIQ (preferred) Experience with and ability to independently manage the team's portfolio of multi-bank loan participations and syndications Ability to handle multiple tasks in a high-volume environment including participating in and leading projects Demonstrate ability to negotiate and make decisions on non-standard loan structures, documentation, industry specific contracts, and title policy issues - achieving balance between client service and risk mitigation PC proficiency including familiarity with Microsoft Excel and Word Skills Problem Solving Identifies issues, analyzes root causes, and develops effective solutions; includes mentoring and coaching others. Leadership Guides, influences, and inspires others toward achieving goals; includes managerial courage and leading change. Business Acumen Understands the financial services industry, competition, and how decisions impact strategy and profitability. Analytical Thinking Applies systems thinking, data analysis, and mathematical reasoning to solve complex problems. Communication Skills Demonstrates strong written and verbal communication; includes open, honest dialogue and active listening. Accountability Takes ownership of actions, honors commitments, and learns from mistakes. Client Focus Prioritizes client satisfaction, listens to feedback, and delivers appropriate solutions while balancing business needs. Personal & Team Development Seeks growth opportunities, shares knowledge, and supports others' development to improve team performance. Drive for Results Consistently meets or exceeds goals with energy, focus, and personal accountability. Collaboration Works effectively with others by sharing information, involving stakeholders, and leveraging team strengths. Change Management Adapts to new situations, embraces continuous improvement, and makes timely decisions under pressure. Managerial Courage Provides candid, constructive feedback, handles conflict positively, and fosters cooperation. Vision & Purpose Alignment Understands and aligns work with the department's and organization's vision to prioritize tasks and drive improvement. 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. Work Location Category Hybrid (2+ days) - Qualified candidate must be able to report to one of the office sites listed 2 days per week #LI-JK1 COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 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: 01/23/2026 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_**********************. #LI-Remote
$71k-122k yearly Auto-Apply 52d ago
Branch Manager
Huntington 4.4
Branch manager job at Huntington National Bank
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Branch Manager, you are responsible for management of the branch; leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program. Duties & Responsibilities: Managing portfolio of high value consumer and business customers. Leads the process of referring customers to other areas of the bank to meet customer needs, deepen relationships and build strong internal partnerships pursuant to OCR guidelines for the branch. Leading team to provide excellent customer service and effectively resolve customer issues. Leveraging available tools and technology to identify and present sales and service opportunities. Maintaining knowledge and educates team on all products, services, technology and policies. Maintaining active involvement in the community, and develops key business and community relationships. Developing key internal partnerships to drive business in market area. Actively overseeing the recruitment / hiring process ensuring assigned market is staffed with colleagues suitable for Huntington's culture. Garnering resources required to support team. Managing the overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures. Understanding branch sales, service, operations and financial performance. Demonstrating acumen in banking, investments, consumer lending, business banking, business lending, sales, sales leadership, customer service, process management, coaching, colleague development, communication and presentation. Performing other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year or more in a goal driven retail sales leadership role or a Bachelor's Degree. Preferred Qualifications: Bachelor's Degree and previous management experience. Ability to understand, drive, and lead branch sales, service, operations and financial performance within the branch and digital channels. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, sales leadership, customer service, process management, coaching and colleague development and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of consumer and business deposit products. Ability to develop, influence, inspire and motivate colleagues to increase retention. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$67k-84k yearly est. Auto-Apply 2d ago
Branch Manager
Huntington 4.4
Branch manager job at Huntington National Bank
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Branch Manager, you are responsible for management of the branch; leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program. Duties & Responsibilities: Managing portfolio of high value consumer and business customers. Leads the process of referring customers to other areas of the bank to meet customer needs, deepen relationships and build strong internal partnerships pursuant to OCR guidelines for the branch. Leading team to provide excellent customer service and effectively resolve customer issues. Leveraging available tools and technology to identify and present sales and service opportunities. Maintaining knowledge and educates team on all products, services, technology and policies. Maintaining active involvement in the community, and develops key business and community relationships. Developing key internal partnerships to drive business in market area. Actively overseeing the recruitment / hiring process ensuring assigned market is staffed with colleagues suitable for Huntington's culture. Garnering resources required to support team. Managing the overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures. Understanding branch sales, service, operations and financial performance. Demonstrating acumen in banking, investments, consumer lending, business banking, business lending, sales, sales leadership, customer service, process management, coaching, colleague development, communication and presentation. Performing other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year or more in a goal driven retail sales leadership role or a Bachelor's Degree. Preferred Qualifications: Bachelor's Degree and previous management experience. Ability to understand, drive, and lead branch sales, service, operations and financial performance within the branch and digital channels. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, sales leadership, customer service, process management, coaching and colleague development and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of consumer and business deposit products. Ability to develop, influence, inspire and motivate colleagues to increase retention. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$68k-84k yearly est. Auto-Apply 60d+ ago
Regulatory Reporting Manager
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. not available for immigration sponsorship. GENERAL FUNCTION: Responsible for establishing policies and implementing procedures to ensure accurate, timely and compliant completion of External Regulatory Reports. Manage staff to ensure the development of personnel with the required skill set, knowledge and experience to meet reporting standards. Provide guidance throughout the Bancorp as regulatory matters are applied to the various business activities. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Manage staff to ensure the requisite knowledge is developed to ensure Regulatory Reports are completed in compliance with Regulatory Standards. + Recruit new staff from internal and external sources. + Monitor and encourage continuing education specific to the essential duties and skills required for staff. + Develop work assignments that are challenging, meet established goals and improve work processes. + Ensure ongoing communication of organizational activities so that issues are identified and addressed. + Provide clear communication on performance evaluation and career development. + Ensure that policy/procedural changes are clearly communicated to staff on a proactive and timely basis. + Develop policies and implement procedures to ensure External Regulatory Reports are prepared in compliance with reporting standards and filed in a timely manner. + Coordinate the compilation of regulatory report instructions, guidance and reference materials. + Develop reporting policies that ensure compliance with reporting instructions, identify reporting sources and outline procedures used to complete the reporting process. + Implement procedures that ensure compliance with the rules and standards issued by the regulatory agencies for accurate completion of regulatory reports. + Review completed reports for technical accuracy, completeness and historical comparability. + Consult with organization members to provide technical regulatory guidance and gain an understanding of new business activities that may impact Regulatory Reporting. + Participate in organizational projects related to new business activities and proactively engage others to gain an understanding of existing business processes. + Provide Regulatory Reporting guidance to organizational projects and to seek automation in the reporting process. + Review technical regulatory subject matter to serve as the organization's Regulatory Reporting subject-matter expert. + Monitor the regulatory agencies websites for emerging issues, regulatory and supervisory updates and new regulatory opinion letters. + Review proposed regulatory reporting changes in order to provide comments on the application of the proposals to the organization. + Responsible for developing and maintaining appropriate relationships with the Regulatory Agencies. + Ensure effective communication is maintained between the regulatory staff and the Agencies. + Ensure that Agency inquiries are promptly responded to and technical issues are communicated to the Agencies for interpretation and opinion. + Assist in Regulatory Examinations by providing historical data, work-papers and detailed explanations when applicable. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's Degree in Accounting, Finance or Economics, or equivalent work experience required. + CPA Required. + Minimum of 10 years of accounting related experience. + Banking or accounting related experience required. + Supervisory experience preferred. + Proficient in spreadsheet applications such as Excel, Microsoft Word, etc. Demonstrate ability to learn and understand mainframe systems. + Excellent communications, organization and follow up skills. + Excellent people/relationship building skills. #LI-BP1 Regulatory Reporting Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$97k-114k yearly est. 60d+ ago
Regulatory Reporting Manager
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. not available for immigration sponsorship. GENERAL FUNCTION: Responsible for establishing policies and implementing procedures to ensure accurate, timely and compliant completion of External Regulatory Reports. Manage staff to ensure the development of personnel with the required skill set, knowledge and experience to meet reporting standards. Provide guidance throughout the Bancorp as regulatory matters are applied to the various business activities. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Manage staff to ensure the requisite knowledge is developed to ensure Regulatory Reports are completed in compliance with Regulatory Standards. * Recruit new staff from internal and external sources. * Monitor and encourage continuing education specific to the essential duties and skills required for staff. * Develop work assignments that are challenging, meet established goals and improve work processes. * Ensure ongoing communication of organizational activities so that issues are identified and addressed. * Provide clear communication on performance evaluation and career development. * Ensure that policy/procedural changes are clearly communicated to staff on a proactive and timely basis. * Develop policies and implement procedures to ensure External Regulatory Reports are prepared in compliance with reporting standards and filed in a timely manner. * Coordinate the compilation of regulatory report instructions, guidance and reference materials. * Develop reporting policies that ensure compliance with reporting instructions, identify reporting sources and outline procedures used to complete the reporting process. * Implement procedures that ensure compliance with the rules and standards issued by the regulatory agencies for accurate completion of regulatory reports. * Review completed reports for technical accuracy, completeness and historical comparability. * Consult with organization members to provide technical regulatory guidance and gain an understanding of new business activities that may impact Regulatory Reporting. * Participate in organizational projects related to new business activities and proactively engage others to gain an understanding of existing business processes. * Provide Regulatory Reporting guidance to organizational projects and to seek automation in the reporting process. * Review technical regulatory subject matter to serve as the organization's Regulatory Reporting subject-matter expert. * Monitor the regulatory agencies websites for emerging issues, regulatory and supervisory updates and new regulatory opinion letters. * Review proposed regulatory reporting changes in order to provide comments on the application of the proposals to the organization. * Responsible for developing and maintaining appropriate relationships with the Regulatory Agencies. * Ensure effective communication is maintained between the regulatory staff and the Agencies. * Ensure that Agency inquiries are promptly responded to and technical issues are communicated to the Agencies for interpretation and opinion. * Assist in Regulatory Examinations by providing historical data, work-papers and detailed explanations when applicable. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's Degree in Accounting, Finance or Economics, or equivalent work experience required. * CPA Required. * Minimum of 10 years of accounting related experience. * Banking or accounting related experience required. * Supervisory experience preferred. * Proficient in spreadsheet applications such as Excel, Microsoft Word, etc. Demonstrate ability to learn and understand mainframe systems. * Excellent communications, organization and follow up skills. * Excellent people/relationship building skills. #LI-BP1 Regulatory Reporting Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$97k-114k yearly est. Auto-Apply 60d+ ago
Customer Experience Banker - Glenville Branch Cleveland, OH (32-35 hrs/wk - Full Benefits Eligibility)
Huntington 4.4
Branch manager job at Huntington National Bank
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in understanding and educating customers on consumer deposit products. Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: 1 year or more in customer service in banking, financial services or goal driven retail sales. Cash handling skills. Comfort with technology such as mobile services and online banking services. Compensation Range: $21.00 Hourly The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$21 hourly Auto-Apply 15d ago
Customer Experience Banker - Ellet Branch Akron, OH (32-35 hrs/wk - Full Benefits Eligibility)
Huntington 4.4
Branch manager job at Huntington National Bank
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in understanding and educating customers on consumer deposit products. Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: 1 year or more in customer service in banking, financial services or goal driven retail sales. Cash handling skills. Comfort with technology such as mobile services and online banking services. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$29k-34k yearly est. Auto-Apply 17d ago