Portfolio Manager
Remote or Haubstadt, IN job
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.
Contact Center Representative (Bilingual Spanish)
Remote or Saint Louis, MO job
Bilingual Spanish, Contact Center Rep Our Bilingual Spanish, Contact Center Representatives are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from our phone channel. What You Will Be Doing
* Serve as the first point of contact for Tier 1 support issues and service requests for our clients and make sound decisions quickly
* Be a friendly voice/representative of First Bank, analyzing client requests, setting appropriate expectations and forwarding clients to specialized Service Representative experts (Tier-2 and above) if needed
* Be resourceful in searching for answers through documentation, knowledge base, communities and provide informational request resolutions
* Contributing to the accomplishment of individual, team and First Bank performance goals
* Learn internal systems, processes and master quality service standards
* Make connections with First Bank team members with whom you will be interacting most frequently
* Hours for this position are: Monday, Tuesday, Thursday, Friday and Saturday 9:00 AM - 5:30 PM CST.
Note: This position is a remote role, however only applicants in the following states will be considered: MO and IL
* High school diploma or general education degree (GED) required
* Must be able to communicate verbally and in writing in both Spanish and English.
* A minimum of one year client service experience and/or training; or equivalent combination of education and experience
* Previous contact call center experience strongly preferred
* Intermediate to advanced comprehensive knowledge and experience with Microsoft Office and business-related software required
Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
Diversity
At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.
First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.
This is a fully remote position.
The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay is $18.00 - $22.00.
Securities and Derivatives Associate Analyst Hybrid
Remote or Tampa, FL job
The Securities & Derivatives Associate Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Responsibilities:
Individual mapped to this job description is responsible for securities transaction processing execution
Typically related to Securities Clearance Settlement and Derivative Operations
This may include providing analytic support to traders and support review of derivative products
Supports an expansive and or diverse array of products services
Follows established procedures to identify problems related to securities and derivatives settlement that require investigation or research
Assists in resolving problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents
Delivers reports to satisfy management requirements, support control activities, and the launch of products services
Provides assistance in the implementation of process improvements
Minimizes risk to the bank through increased knowledge of procedural requirements - understands and monitors errors to adhere to audit and control policies. (incl. reconciliation, payment and other processing systems)
Timely management and escalation of all requests inquiries issues errors, (mostly, but not limited to, post settlement)
Demonstrates an intermediate level of understanding of products and processes, and of how duties relate integrate with others in the team and closely related teams
Demonstrates an excellent knowledge of bank related systems
Utilizes strong communication, interpersonal and diplomacy skills to interact with colleagues and stakeholders, and to exchange potentially complex sensitive information, while being sensitive to audience diversity
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
0-2 years of experience working in Operations, Reference Data or Middle Office
Ability to work in a structured, high volume, time sensitive, high risk and demanding environment
Good analytical skills and positive attitude
Knowledge of Macros
Education:
Bachelor's/University degree or equivalent experience
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Job Family Group:
Operations - Transaction Services
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Job Family:
Securities and Derivatives Processing
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Time Type:
Full time
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Primary Location:
Tampa Florida United States
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Primary Location Full Time Salary Range:
$49,010.00 - $68,390.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Dec 19, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-ApplyBusiness Systems Consultant - API (Remote)
Remote or Raleigh, NC job
This is a remote role that may be hired in several markets across the United States. This position provides consultative technical expertise for middleware and integration solutions within the Bank. This individual will play a critical role in driving stakeholder alignment, accelerating momentum across cross-functional teams, and supporting the development of common practices and governance frameworks that enable application teams to focus on delivery.
Responsibilities
Stakeholder Engagement & Momentum Building
* Act as a catalyst for progress by fostering alignment across business, technology, and architecture teams.
* Drive traction on enterprise initiatives by facilitating workshops, clarifying priorities, and removing blockers.
* Translate complex architectural goals into digestible, actionable plans for diverse stakeholder groups.
Enterprise Middleware and Integrations
* Partner with product owners, developers, architects and cross-functional teams to identify, understand and business capability needs and associated roadmap
* Support the rollout of middleware solutions and platforms/tools, ensuring alignment with enterprise architecture principles in support of business capability needs.
Enterprise Architecture Alignment
* Collaborate with enterprise architecture leadership to implement common practices and governance models.
* Ensure business systems analysis efforts and associated solutions are aligned with the enterprise's Target Operating Models (TOMs) and strategic goals.
Requirements Gathering & Analysis
* Elicit, document, and validate business and technical requirements for middleware-related initiatives and broader architectural efforts.
* Analyze current-state systems and processes to identify gaps, inefficiencies, and opportunities for improvement.
Documentation & Communication
* Create clear, concise documentation including process flows, use cases, data mapping and business requirements.
* Communicate effectively with technical and non-technical audiences to ensure shared understanding and buy-in.
Qualifications
Bachelor's Degree and 10 years of experience in Information Technology
OR
High School Diploma or GED and 14 years of experience in Information Technology
Preferred qualifications:
* Demonstrated technical acumen with prior hands-on experience as a developer/Senior Analyst, enabling effective navigation of technical requirements and conversations.
* Strong understanding of middleware technologies (e.g., API platforms, messaging tools, API gateways) and associate integration patterns.
* Proven ability to drive stakeholder engagement and build momentum in complex, matrixed organizations.
* Strong understanding of enterprise architecture principles and frameworks.
* Exceptional communication and facilitation skills-able to translate technical concepts for non-technical audiences.
* Experience supporting large-scale transformation initiatives is a plus.
This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.
If hired in North Carolina, the base pay for this position is generally between $137,640 and $180,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
This job posting has been extended until January 23, 2026.
#LI-JM1
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
Fixed Income Cash and Derivative Sales Support Senior Vice President Hybrid
Remote or New York job
The Securities & Derivatives Group Manager is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to process orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team.The overall objective of this role is to ensure the seamless delivery of securities and derivatives transactions.
Responsibilities:
Manage a complex critical large professional disciplinary area within securities or derivative settlement, short- to medium-term planning of actions and resources, and exercise control over resources, budget, policy formulation and planning
Serve as an analytical and/or procedural expert in the settlement cycle while supporting a wide range of internal and external clients
Manage complex and variable settlement related issues, liaise with multiple teams and departments on varying matters, define problems, develop innovative solutions, streamline processes and lead change-the-bank settlement projects
Closely follow trends in the industry, identify cost savings opportunities and build effective relationships with clients and key stakeholders
Increase productivity and efficiencies by presenting data and analyzing validates to develop added solutions and oversee the integrity of process, operations and end results
Assist with overseeing the risk control environment, compliance efforts to follow policies and procedures and keep abreast of Citi's operational processes and best practices in business strategy
Filter, prioritize and validate potentially complex material from multiple sources, including external clients and internal operations groups
Serve as an advisor and coach to new or junior level staff on procedures and work processes across multiple departments
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
10+ years of relevant experience
Senior to advanced level experience in a related role with commensurate experience in people management preferred
Experience in management with Banking and Financial Institutions preferred
In-depth understanding of opportunities that exist within Financial Services and significant experience in Corporate Banking
Demonstrated success coordinating with senior leadership and in managing others
Proven ability to manage various concurrent activities/projects in a high-risk environment
Effective project management and negotiation skills
Consistently demonstrated clear and concise written and verbal communication
Required Licensing/Registration: Series 7, Series 9, Series 10, Series 63
Education:
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
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Job Family Group:
Operations - Transaction Services
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Job Family:
Securities and Derivatives Processing
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Time Type:
Full time
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Primary Location:
Getzville New York United States
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Primary Location Full Time Salary Range:
$115,840.00 - $173,760.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Dec 18, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-ApplyCash and Trade Processing Associate Analyst Hybrid 9pm - 6am
Remote or New York job
The Cash & Trade Proc Assoc Analyst 2 is an entry level role responsible for assisting the function with any projects and initiatives related to cash management in coordination with the Transaction Services team. The overall objective is to facilitate multiple complex transaction types from end to end, including escalation as needed.
Responsibilities:
Assist with operational processes and process improvements
Ensure transactions or processes are executed correctly and are compliant with internal policies and controls
Facilitate the investigation, documentation and corrective action implementation of transaction services issues
Aid with the transition, alignment, and stabilization efforts of critical operations functions
Cross-train for various internal roles within the department, and provide back-up coverage for those roles as needed
Assist as required for control, risk, daily activities, and transaction services projects
Perform all required tasks within established procedures and controls to minimize losses
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
0-2 years of relevant experience preferred
Demonstrated cash and trade operations experience & knowledge
Effective verbal and written communication skills
Education:
Bachelor's/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job is during overnight hrs (9 PM EST - 6AM EST)
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Job Family Group:
Operations - Transaction Services
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Job Family:
Cash Management
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Time Type:
Full time
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Primary Location:
Getzville New York United States
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Primary Location Full Time Salary Range:
$55,341.00 - $68,270.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Dec 11, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-ApplyTreasury Management Advisor III- Corporate
Remote or Denver, CO job
As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation.
In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations.
Duties & Responsibilities
+ Strategic Business Development : Target and win opportunities with large, complex clients using advanced consultative selling techniques
+ Existing Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs
+ Customized Solution Design : Lead the design of complex treasury solutions, coordinating with product specialists to address client needs
+ Product Pricing and Structuring : Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs
+ Negotiation & Deal Closing : Handle negotiations on pricing, contracts, and service-level agreements
+ Implementation Oversight : Ensure seamless transition from sales to implementation, coordinating with various teams
+ Client Portfolio Leadership : Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions
+ Risk Management & Compliance : Manage risk and ensure compliance with relevant regulations
+ Sales Performance Management : Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targets
+ Strategic Contribution : Contribute to high-level sales strategy and product development feedback
Basic Qualifications:
+ 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.
+ 8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment.
+ Bachelor's degree in business or related field
Preferred Qualifications:
+ Proven leadership and mentoring capabilities
+ Strong understanding of risk management and regulatory awareness
+ Certified Treasury Professional (CTP) or equivalent high-level treasury certification
+ Master's degree (MBA or similar) in a relevant field
+ Recognition for outstanding performance in treasury services sales or corporate banking
+ Established network of industry contacts and involvement in industry associations
+ Deep knowledge of treasury services/products and industry applications
+ Proven high sales performance and client relationship growth
+ Excellent communication, negotiation and presentation skills
+ Strong analytical and strategic planning abilities
+ Proficient in treasury technology and systems
#LI-Hybrid
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Applications Accepted Through:
01/02/2026
Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled.
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.
Community Lending Officer San Francisco California - Hybrid
Remote or San Francisco, CA job
The Community Mortgage Lending Officer is an entry level position responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team. The role is directly responsible for the sale of a specific product or product set directly to clients.
Responsibilities:
* Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
* Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
* Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
* Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives
* Advise customers about the consequences, risks, and benefits of alternative lending solutions.
* Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
* Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
* Work as a team with all internal partners to support and grow our customers.
* Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
* Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
* Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
* Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank.
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
* Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc.
* Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals
* Attend a minimum of 2 - 3 Diverse Realtor and/or affordable housing nonprofit events per month.
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
* 2-5 years relevant experience
* Residential Mortgage experience required
* 3+ years previous mortgage sales experience required
* Established relationships with diverse realtor organizations and affordable lending nonprofits in origination territory
* Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs.
* Established book of business
* FHA/VA & conventional loan experience is preferred
* The ability to comprehend and explain financial calculations and pricing alternatives.
* The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
* Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
* Demonstrated customer service skills
* Self-motivated and able to work independently
* Strong relationship development and management skills
* Expertise of general lending products and overall mortgage industry.
* This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing
* System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities.
* Originate minimum of 3 loans per month with a minimum mix of 50% being either CRA eligible or within minority tracts.
Education:
* Bachelor's/University degree or equivalent experience
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
* -----------------------------------------------------
Job Family Group:
Consumer Sales
* -----------------------------------------------------
Job Family:
Consumer Product Sales
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
San Francisco California United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$90,000.00 - $90,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
* -----------------------------------------------------
Anticipated Posting Close Date:
Jan 16, 2025
* -----------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
Sr Client Service Specialist, Merchant Servicing
Remote job
Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, they are expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location).
Remote Option: If the selected candidate lives outside of KeyBank's geographic footprint, the position will be considered fully remote.
Hours: 8-5pm EST
Job Summary
The Senior Client Service Specialist is is responsible for handling various escalated and complex requests surrounding the day to day servicing of clients (Payments, Embedded Banking, Healthcare, Issuing). The Senior Client Service Specialist will handle escalated client requests or concerns to include conversations with the client, document detail in bank complaint tracking system and presenting root cause findings to leadership for improvement of overall experience with the customer. They will assist with client conversions and implementations, updating equipment, rate reviews and be the escalation point for Relationship Managers, as appropriate, and provide overall support business as needed.
ESSENTIAL JOB FUNCTIONS
Support client acquisition, cross-sell, and/or retention initiatives through providing tracking information as well as insights based on client escalation analysis.
Handle, resolve and track all client escalations determining root cause and reporting issues to manager to prevent future issues.
Review daily security (PTS, funds held) reporting from processing vendor. Provide bank reference as appropriate and work with leadership as needed to approve release of funds and ticket limit increases.
Partner effectively with internal partners to validate success of processing relationship and provide process improvement guidance to enhance efficiencies to leadership.
Handle client service requests with efficiency and accuracy keeping the client's needs in mind.
Review and analyze and action daily call reporting from vendor to verify procedures are being followed and clients' needs were met, additional outreach to the client, if appropriate.
Speak with clients to assist with escalated issues to determine best next steps for client and resolve client issues. Includes tracking and reporting on root causes to manager. Document escalated issues in bank complaint tracking system.
Assist with equipment training and implementation for clients that have escalated through processing partner or internal partner.
Be point of escalation for Relationship Managers.
Handle communication around lease declinations, buy backs, DDA changes and managed client engagement to ensure merchant contacts vendor directly.
Create and deliver ad hoc report as requested and appropriate.
REQUIRED QUALIFICATIONS
Minimum 5 + years in financial services
Experience in client escalation management
Experience at an acquiring bank/acquirer/ merchant services, direct working experience or understanding from banking of merchant services
Strong analytical skills. Excellent problem solving and quantitative skills.
Strong internal and external communication skills.
Organizational skills, including ability to prioritize work.
Must be able to handle fast paced, ever changing work environment.
Excellent time management skills.
Attention to detail.
A team player with proven ability to build strong collaborative relationships with internal partners.
Dedicated to exceeding the expectations of clients.
Ability to identify inefficient processes, recommend solutions.
An ability to change, influence others, and foster teamwork.
Proficiency with PCs and standard Microsoft Office software.
PREFERRED QUALIFICATIONS
Experience in Healthcare vendor services (i.e.. Guidehouse, Revspring, RMS, Zelis Payments, Etc.)
Card issuing
Experience with Payments / Embedded Banking, direct working experience or understanding
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.
This position is NOT eligible for employment visa (e.g., H-1B) sponsorship. Applicants must be currently authorized to work in the United Stated on a full-time basis.
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 12/30/2025 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_**********************.
#LI-Remote
Auto-ApplyBusiness Specialist II (Columbus/Dayton)
Worthington, OH job
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.
Develops and maintains profitable small business banking relationships within the Consumer Bank by focusing on the holistic and long-term needs of business owners and their business. As a specialist and trusted advisor, responsibilities include identifying needs, recommending deposit, treasury, loan products, negotiating deposit and loan terms, coordinating loan approvals and closings, opening and managing deposit accounts, and referring clients to key partners within the company. In addition, the Business Specialist is tasked with developing core client relationships with existing clients and finding new opportunities for First Financial in the small business segment. Business Specialists manage an existing portfolio of clients, seeks opportunities to work with employees of clients, introduces client to partners as needed, and prospects for new clients through networking and external calling efforts with internal and external partners. Provide training, coaching, and guidance to assigned districts and banking centers to promote the development and growth in the small business segment.less than br>As part of the Consumer Bank, the Small Business Segment team is responsible for developing, defining, and executing the strategy that positions First Financial as ‘The' community bank for small business owners, their families, and employees. Responsible for attracting, retaining, and growing core client relationships by fostering a trusted business advisor relationship that leverages all that First Financial has to offer business clients.less than br>The Small Business Segment, Business Specialist I, reports into the Retail Bank and serves in multiple capacities. This individual contributor will work in a designated banking center, district and region, and will be held accountable for the following: less than br>Responsible for executing against and achieving the stated goals and objectives of the retail bank and consumer bank strategy, the Business Specialist will proactively engage in and pursue activities that support this effort, working directly with retail teams, district and region leadership, other segment specialists and advisors, and external partners.
Essential Functions/Responsibilities
Partner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core small business segment relationships, fulfill client's financial needs and provide a fIRST Class Client Experience.
Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the small business segment, achieving established individual production and growth goals, district and region goals and objectives.
Responsibility to manage, deepen and grow client relationships with a primary focus on business relationships with credit and deposit exposure assigned to the small business segment.
Initiate and maintain client and prospect contact through timely and relevant contact strategy, including but not limited to client interaction in the banking center, telemarketing, digital and/or participating in various activities and events outside of normal working hours.
Establishes personal sales plans/strategies for assigned districts and region to achieve success in the small business space, leveraging and following up on leads and campaigns to deepen and win new core small business relationships, anchored with a small business checking account.
Coordinates new loan origination requests, conducts loan closings, opens new Small Business Banking deposit account relationships, and takes on a holistic approach when discussing client needs by referring other Bank products and services as necessary throughout the bank.
Supports Business Program Manager and Retail Leadership by consulting with other Small Business Bankers and Banking Center teams on challenging/complex situations with small business clients and working to identify new introductions and opportunities.
Serves as a liaison and knowledge resource for financial center teams and associates with respect to small business products, services, promotions, program enhancement, etc. that impacts how we succeed in the small business segment.
Assists program manager with providing leadership, feedback and guidance within the small business segment that leads to improving the program and long-term success in the small business segment within the assigned districts and region.
Participates bank marketing and sales promotions focused on the small business segment, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities.
Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio.
Identify and develop the small business client segment book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities.
Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
Participate and lead in the First Financial Bank Experience by being active in site center huddles, district and region meetings to support sales and service activities across the markets they serve.
Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their dedicated financial needs.
Provide coaching and feedback to the financial center teams in the referral and sales activities with a specific focus on the small business client segment.
Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions.
Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs in the small business space within the communities we serve. Build relationships that will allow us to create opportunities for FFB to partner with organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners.
Leverage connections within the communities assigned to actively market campaigns, promotions, and products that are applicable to small businesses and their owners/employees.
Accountable for performance of the district and region from a small business development perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results.
Be knowledgeable and proactive with assisting clients seeking an SBA loan with First Financial. Lead the process with clients, partnering with the SBA team and processors to properly service and work the SBA claims. Be involved with ensuring proper policies, procedures, servicing activities, and internal controls are being performed to the satisfaction of the SBA, as well as Risk Management.
Time spent in activities will fluctuate as needed to support the achievement of the customer segment goals and objectives
This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot ActPartner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core small business segment relationships, fulfill client's financial needs and provide a fIRST Class Client Experience.
Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the small business segment, achieving established individual production and growth goals, district and region goals and objectives.
Responsibility to manage, deepen and grow client relationships with a primary focus on business relationships with credit and deposit exposure assigned to the small business segment.
Initiate and maintain client and prospect contact through timely and relevant contact strategy, including but not limited to client interaction in the banking center, telemarketing, digital and/or participating in various activities and events outside of normal working hours.
Establishes personal sales plans/strategies for assigned districts and region to achieve success in the small business space, leveraging and following up on leads and campaigns to deepen and win new core small business relationships, anchored with a small business checking account.
Coordinates new loan origination requests, conducts loan closings, opens new Small Business Banking deposit account relationships, and takes on a holistic approach when discussing client needs by referring other Bank products and services as necessary throughout the bank.
Supports Business Program Manager and Retail Leadership by consulting with other Small Business Bankers and Banking Center teams on challenging/complex situations with small business clients and working to identify new introductions and opportunities.
Serves as a liaison and knowledge resource for financial center teams and associates with respect to small business products, services, promotions, program enhancement, etc. that impacts how we succeed in the small business segment.
Assists program manager with providing leadership, feedback and guidance within the small business segment that leads to improving the program and long-term success in the small business segment within the assigned districts and region.
Participates bank marketing and sales promotions focused on the small business segment, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities.
Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio.
Identify and develop the small business client segment book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities.
Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
Participate and lead in the First Financial Bank Experience by being active in site center huddles, district and region meetings to support sales and service activities across the markets they serve.
Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their dedicated financial needs.
Provide coaching and feedback to the financial center teams in the referral and sales activities with a specific focus on the small business client segment.
Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions.
Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs in the small business space within the communities we serve. Build relationships that will allow us to create opportunities for FFB to partner with organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners.
Leverage connections within the communities assigned to actively market campaigns, promotions, and products that are applicable to small businesses and their owners/employees.
Accountable for performance of the district and region from a small business development perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results.
Be knowledgeable and proactive with assisting clients seeking an SBA loan with First Financial. Lead the process with clients, partnering with the SBA team and processors to properly service and work the SBA claims. Be involved with ensuring proper policies, procedures, servicing activities, and internal controls are being performed to the satisfaction of the SBA, as well as Risk Management.
Time spent in activities will fluctuate as needed to support the achievement of the customer segment goals and objectives
This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
5-7 years client experience in Retail Banking and/or in the financial services industry with experience working with business owners.
5-7 years sales and service experience with previous success in achieving sales and service goals in retail environment or in a retail or business banking role within First Financial.
Bachelor's Degree or equivalent experience combination of education and work experience in sales preferred.
Familiarity with consumer and small business credit
Demonstrated success with consultative, needs-based selling
Experience working with senior levels of organizations with strategic planning and execution.
Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills.
Well-developed customer relations skills; ability to influence without authority
Ability to manage multiple tasks/projects and deadlines simultaneously.
The ability to work well independently with limited direct supervision.
Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management.
Demonstrated ability to work both independently and as part of a team.
Preferred Knowledge and Skills
Level of Complexity and Scope
Degree of Independence and Decision-Making
Required Supervisory Responsibilities
Physical Requirements
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Compensation Pay Range
74,000.00 - 98,000.00
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
Auto-ApplyKey Private Bank Associate Relationship Manager
Columbus, OH job
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned to the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process.
Responsibilities
Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions.
Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team. If needed engages the Market Leader or other Relationship Manager based upon complexity of the client relationship.
Develops a comprehensive understanding of clients' needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client's goals in a financial plan.
Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards.
Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Prepares and delivers client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
Participates in Community organizations to demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree in business related field or equivalent work experience (required)
Experience Qualifications
Minimum of 3 years of financial services related experience required
Licenses and Certifications
FINRA 7 and 66 (or 63 & 65) (preferred)
Tactical Skills
Excellent client relationship and superior partnering skills.
Deep knowledge of financial products and banking regulations.
Established excellent written and verbal communication skills.
Experience in working with high-net-worth individuals and their financial issues preferred.
Experience working in credit teams and have a proven understanding of the importance of asset quality and exceptional customer service preferred.
Sales or customer service experience.
Personal Skills
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints
Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding
Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities
Practical Skills
Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Job Posting Expiration Date: 05/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyAVP; Client Quantitative Analytics Manager
Remote or Charlotte, NC job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
RESPONSIBILITIES:
Drive the planning and execution of GTPP's data and reporting visualization and building framework to measure Third Party Data Risk Exposure.
Drive the tools and reporting required to enable the transformation of Third-Party Program from an enabling function to a control function.
Ensure consistent quality of activities, efficient processes and outputs by establishing effective review practices across teams.
Drive rapid data acquisition of disparate data sets required for Third Party Health measurement and produce crisp and efficient data visualizations for MTM and senior leaders leveraging Power BI and/or Tableau.
Work with technology partners to document, test and implement into production.
Conduct monthly, quarterly, and yearly evaluations of vendors' financial data using SQL tools and Alteryx for analysis and comparison.
Present findings to inform decisions at ACL working group and credit committee meetings using Tableau dashboards and SQL.
Analyze end-to-end data flow and data model results, diagnosing issues, and identifying gaps or potential changes to architecture or service-level agreements (SLAs) to ensure business requirements are met.
Use Tableau, Alteryx, and SQL to analyze and manipulate large and complex data sets, supporting reporting and addressing user requests.
Apply expertise in Data Warehouse and Data Model structures to enable Global Third Party Program to source and manage data effectively for various reporting and analytics projects.
Investigate data to identify root causes of issues or trends, collaborating with subject matter experts for insights.
Define and document procedures for automated and semi-automated data control checks for dashboards, reports, and other critical governed reports including Risk Data Aggregation and Policy compliance.
Remote work may be permitted within a commutable distance from the worksite.
REQUIRED SKILLS & EXPERIENCE:
Master's degree or equivalent in Finance, Mathematics, Economics, Statistics, or related: and
2 years of experience in the job offered or a related Quantitative occupation.
Must include 2 years of experience in each of the following:
Analyzing end-to-end data flow and data model results, diagnosing issues, and identifying gaps or potential changes to architecture or service-level agreements (SLAs) to ensure business requirements are met;
Using Tableau, Alteryx, and SQL to analyze and manipulate large and complex data sets, supporting reporting and addressing user requests;
Applying expertise in Data Warehouse and Data Model structures to enable Global Third Party Program to source and manage data effectively for various reporting and analytics projects;
Investigating data to identify root causes of issues or trends, collaborating with subject matter experts for insights; and,
Defining and documenting procedures for automated and semi-automated data control checks for dashboards, reports, and other critical governed reports including Risk Data Aggregation and Policy compliance.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: Bank of America N.A.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Auto-ApplySenior Lead Counsel, IP & Technology Transactions - Bilingual English/Spanish (Hybrid)
Remote or New York, NY job
The Citi Corporate Legal department seeks to fill an attorney role in the Technology Transactions team, within the global Technology, Operations, & Privacy law group. The Technology Transactions Attorney - LATAM is a senior level position responsible for providing Citi businesses and functions with legal counsel and thought leadership on all matters related to Technology Transactions, with a focus on the LATAM located business. This attorney will provide a broad range of commercial legal support for operational and corporate services issues, negotiate and draft a range of general commercial contracts, including technology agreements, outsourcings, and other services arrangements. The role will collaborate with business and function colleagues (Legal, Risk, Compliance, Finance, HR and Enterprise Operations & Technology) globally across Citi: e.g., Institutional Client Bank; Global Consumer Bank; and Corporate Functions, and provide a broad range of commercial legal support across Citi business areas, including HR; Advertising & Marketing; Facilities; Travel; Technology; and Professional Services, and be the primary liaison for global deals impacting the LATAM region.
This role requires a pragmatic, proactive attorney with thorough understanding of Technology Transactions, combined with a solid conceptual / practical grounding in the laws and regulations for the geographies in which we operate, particularly LATAM. This counsel will provide input into strategic decisions while exercising sound legal judgement to develop proactive, risk-appropriate, and commercially business-oriented solutions.
Responsibilities:
* Responsible for providing Citi businesses and functions with legal counsel; supporting strategic initiatives and product/service launches, providing subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices, and advising business management/leadership on all manners of legal matters related to Technology Transactions, with a focus on LATAM
* Objectively evaluate Technology Transactions business decisions by applying institutional knowledge against industry standard, widely accepted business practices, laws, rules, and regulatory guidelines, with a focus on LATAM, escalating as appropriate
* Collaborate across internal lines of business and control/support functions to achieve coordinated and efficient outcomes on matters related to Technology Transactions; coordinate closely with legal peers, particularly in the LATAM region, aligned to associated businesses
* Proactively identify, evaluate, and contribute to the appropriate management of legal, regulatory, and reputational risk by collaborating with ICRM & Risk, following relevant legal developments, participating in internal projects, and performing other related tasks
* Negotiate and draft a wide range of general commercial contracts, such as technology agreements, outsourcings, other services arrangements and other commercial contracts, for LATAM and Global enterprise use. Many agreements support global frameworks and require flexibility to adapt a global model to specific and varied local legal, regulatory and business requirements.
Qualifications:
* 7+ years of proven general commercial transactional experience. Experience working with financial services companies a plus
* Experience with legal work in LATAM region
* Fluency in both written and spoken English and Spanish is required, with ability to draft, review and negotiate legal agreements in English and Spanish
* Demonstrated expertise in the legal systems and regulatory frameworks of multiple Latin American countries, particularly civil law jurisdictions, is highly desirable
* Effective communication and negotiation skills and ability to build and maintain trusted relationships with the ability to convey complex legal concepts clearly to multi-national audiences
* Excellent leadership, interpersonal, organizational and relationship management skills and experience working effectively with stakeholders from different backgrounds.
* Proven ability to apply sound judgement while managing assignments in a demanding, fast-paced environment
* Member of a US bar in good standing
Education:
* Juris Doctor (J.D.) from an accredited U.S. law school, or an equivalent degree from a recognized foreign institution
Work Environment:
This is a hybrid role - the position can be based in either the New York City office (3 days/wk in office) or Tampa office (2 days/wk in office)
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Job Family Group:
Legal
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Job Family:
Legal - Enterprise
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Time Type:
Full time
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Primary Location:
New York New York United States
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Primary Location Full Time Salary Range:
$211,280.00 - $316,920.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Nov 19, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Project Consultant I - Practice Solutions
Westerville, OH job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Leads the effort in the pre-closing and closing process on complex real estate loans, including construction, term, lines of credit, and letters of credit, some of which may be syndicated. Independently reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Relationship Account Officer, borrower, counsel, construction consultants and title companies. Monitors documentation requirements. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, and ensuring loan is in balance in accordance with approval. Preferred three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills.
Responsibilities:
Manages backlog of startup healthcare clients during the project phase of loan process
Processes disbursements on behalf of clients
Communicates frequently with internal/external partners and clients
Identifies and delivers to client's needs through loan closing process
Collects required documentation from client based on loan conditions
Skills:
Client Experience Branding
Client Solutions Advisory
Collaboration
Customer and Client Focus
Record Keeping
Account Management
Adaptability
Required Qualifications:
Proficient computer skills
Strong decision-making skills and problem-solving skills
Excellent verbal and written communication skills
Strong customer service skills
Desired Qualifications:
Three or more years of previous real estate loan administration experience or real estate paralegal experience
Ability to learn and adapt to ongoing changes and new technology platforms
Experience in receiving and implementing performance feedback and coaching
Self-motivated and results-oriented with excellent organizational skills
Experience deepening relationships over the phone with clients
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Auto-ApplyLoan Processor
Remote or Carmi, IL job
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 Loan Processor.
The Loan Processor helps the bank to fulfill its vision by by maximizing the client experience and expanding client relationships
Duties and Responsibilities
Takes ownership of loan processing responsibilities within 10 minutes of receipt.
Processes loan documentation with 100% accuracy.
Ensures all tracking items are input into the collateral tracking system (exceptions and covenants).
Organizes files according to filing procedures immediately after scanning.
Performs account maintenance, research, and any additional responsibilities as needed to support Loan Operations functions.
Prepares extension agreements, addendums, or collateral substitutions as needed.
Performs daily, weekly, and monthly departmental tasks as assigned.
Books loans to core system within 24 hours of receipt or rescission.
Protects the bank and clients by following company policies and procedures and completing required BSA and compliance courses.
Qualifications
Work experience: 2 years of banking, accounting, or finance experience
Education: Bachelor's degree in business or related field preferred
Skills
Interpreting
Researching
Reporting
Problem solving
Computer usage
Verbal and written communication
Detail orientation
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 require travel on rare occasions for training or 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.
Client Onboarding Project Manager Hybrid
Remote or Tampa, FL job
The Client Onboarding Lead Analyst is a strategic professional responsible for project managing the onboarding of clients into the Securities Services organization. This individual must stay abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Developed communication, diplomacy, and innovative thinking skills are required in order to guide, influence others, and ensure adequate oversight, monitoring and control of our client and internal business partners. Provides advice and counsel related to the technology or operations of the business. Appropriately assess risk when business decisions are made. Demonstrate consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy. Apply sound ethical judgment regarding personal behavior, conduct and business practices, and escalating. Manage and reporting control issues with transparency. Demonstrates high level of diligence, motivation and organizational skills to ensure timely and accurate delivery of all project deliverables. This individual must deliver superior customer service and resolution of customer issues throughout the client onboarding
Responsibilities:
+ Responsible for the overall project management in the Securities Services space, and managing cross-functional relationships.
+ Responsible for ensuring appropriate stakeholder engagement and interaction throughout the client onboarding efforts , internally and externally
+ Determines overall project timeline, governance structure, and most efficient plan to onboard clients amidst variables to the deal won and requirements identified
+ Develop and maintain solid project communication plan
+ Collaborate with our operations partners to coordinate client onboarding due diligence
+ Partner with businesses and other support functions at senior levels in setting strategy and priorities.
+ Ability work with our business partners to analyze and solution complex and variable issues with significant departmental impact
+ Understands client requirements and ensure sound oversight, monitoring, control and reporting is in place as they are implemented.
+ Successfully manage, communicate and resolve issues, challenges and concerns raised during the onboarding effort. Serve as the escalation point of contact for project related deliverables. Maintain project risk management protocols and governance
+ Effectively manage scope creep. Ensure project changes management protocols and governance is leveraged
+ Ensure regular, accurate and transparent project status reporting, internally and with our client as phases of the project require
+ Completing post implementation review and handoff of the client relationship and service
+ Collaborate with our partners to document project lessons learned. Ensure key opportunities for improvement are implemented
+ Maintain robust knowledge in Securities Services industry, and Citi's services and solutions
+ Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients and ensures a strong and robust processing environment with effective controls.
+ Maintains a strong culture of risk and controls through various processes and check points. Identifies means to reduce transaction defects (internal and external). Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.
+ Builds strong relationships with internal and external constituents, influencing them to contribute to the success of the business.
Qualifications:
+ Experienced project and process management skill in complex, global environment
+ Previous experience in Custody or Fund Accounting and Administration
+ Excellent interpersonal communication skills. Able to communicate with internal and external business partners.
+ Consistently demonstrates clear and concise written and verbal communication skills.
+ Strong skills in Word, Excel, PowerPoint, MS Project, Visio, SharePoint
+ Proactive and able to work and learn independently
+ Flexible to work in accordance to demands a specific client onboarding requires.
+ Ability to focus on high quality delivery and priorities in stressful situations
+ Ability to achieve business objectives without compromising on controls and risk parameters established
Education:
+ Bachelor's/University degree or equivalent experience, potentially Master's degree
This job description and responsibilities provides a high level review of the types of work performed. Other job-related duties may be assigned as required
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**Job Family Group:**
Customer Service
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**Job Family:**
Institutional Client Onboarding
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**Time Type:**
Full time
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**Primary Location:**
Tampa Florida United States
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**Primary Location Full Time Salary Range:**
$93,440.00 - $140,160.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 19, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Client Relationship Associate - Practice Solutions
Westerville, OH job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for assisting with post-booking loan and banking servicing requests for a portfolio of Practice Solutions clients. Key responsibilities include working directly with clients as the primary point of contact, servicing day-to-day practice needs, and navigating the bank. Job expectations include timely follow up with clients, communication with internal partners across the bank, knowledge of loan and banking products, and communication with internal partners.
Responsibilities:
· Manages assigned Practice Solutions client territories
· Services online banking needs for clients
· Partners with various servicing teams to meet client expectations
· Creates and collects documentation to fulfill clients needs
· Performs outbound calling to existing portfolio to develop banking opportunities
Skills:
Account Management
Attention to Detail
Adaptability
Business Development
Record Keeping
Relationship Building
Required Qualifications:
Proficient in Microsoft Office Suite: Excel, PowerPoint and Word
Ability to operate in a phone-based sales environment
Excellent written and verbal communication skills
Familiarity with bank products, services operations, systems, policies, procedures for business/corporate clients
Strong client focus/direct client contact experience, excellent interpersonal, communication, presentation, organization and computer skills
Ability to multi-task and support various priorities
Desired Qualifications:
Possess a combination of Financial Center leadership or Small Business or Business Banking relationship management or support experience, as well as Credit and/or Treasury sales servicing, or operations management experience
4-year degree
Experience with the Practice Solutions line of business
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Auto-ApplyInfrastructure Senior Tech Analyst Assistant Vice President
Delaware, OH job
The Infrastructure Senior Technology Analyst is an intermediate level role responsible for assisting with LAN / WAN and help desk administration activities, including network maintenance, technical guidance, and security in coordination with the Technology Infrastructure team. The overall objective is to use infrastructure technology knowledge and identified policies to process data, resolve issues and execute administrative tasks.
**Responsibilities:**
+ Create complex project plans, perform impact analyses solve/work high impact problems/projects, and provide resolutions to restore services
+ Drive Root Cause Analysis (RCA) post restoration of service
+ Design testing approaches, complex processes, reporting streams, and create automation of repetitive tasks
+ Review requirement documents, define hardware requirements and examine and update processes and procedures as necessary
+ Provide technical/strategic direction and act as advisor/coach to lower level analysts
+ Develop projects required for design of metrics, analytical tools, benchmarking activities and best practices
+ Responsible for overall operating system applications
+ Contribute to technical direction and strategic decisions
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of experience in Infrastructure Technologies delivery with a proven track record of operational process change and improvement
+ Ability to communicate technical concepts to non-technical audience
+ Ability to work with virtual and in-person teams, and work under pressure or to a deadline
+ Experience in a Financial Services or large complex and/or global environment preferred
+ Effective written and verbal communication skills
+ Effective analytic/diagnostic skills
**Education:**
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Technology
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**Job Family:**
Infrastructure
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**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
Delaware Ohio United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$90,080.00 - $135,120.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 23, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Treasury Management Advisor III- Corporate
Remote or Denver, CO job
As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation.
In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations.
Duties & Responsibilities
* Strategic Business Development: Target and win opportunities with large, complex clients using advanced consultative selling techniques
* Existing Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs
* Customized Solution Design: Lead the design of complex treasury solutions, coordinating with product specialists to address client needs
* Product Pricing and Structuring: Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs
* Negotiation & Deal Closing: Handle negotiations on pricing, contracts, and service-level agreements
* Implementation Oversight: Ensure seamless transition from sales to implementation, coordinating with various teams
* Client Portfolio Leadership: Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions
* Risk Management & Compliance: Manage risk and ensure compliance with relevant regulations
* Sales Performance Management: Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targets
* Strategic Contribution: Contribute to high-level sales strategy and product development feedback
Basic Qualifications:
* 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.
* 8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment.
* Bachelor's degree in business or related field
Preferred Qualifications:
* Proven leadership and mentoring capabilities
* Strong understanding of risk management and regulatory awareness
* Certified Treasury Professional (CTP) or equivalent high-level treasury certification
* Master's degree (MBA or similar) in a relevant field
* Recognition for outstanding performance in treasury services sales or corporate banking
* Established network of industry contacts and involvement in industry associations
* Deep knowledge of treasury services/products and industry applications
* Proven high sales performance and client relationship growth
* Excellent communication, negotiation and presentation skills
* Strong analytical and strategic planning abilities
* Proficient in treasury technology and systems
#LI-Hybrid
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Applications Accepted Through:
01/02/2026
Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled.
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.
Auto-ApplyAVP; Client Quantitative Analytics Manager
Remote or Charlotte, NC job
Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**RESPONSIBILITIES:**
+ Drive the planning and execution of GTPP's data and reporting visualization and building framework to measure Third Party Data Risk Exposure.
+ Drive the tools and reporting required to enable the transformation of Third-Party Program from an enabling function to a control function.
+ Ensure consistent quality of activities, efficient processes and outputs by establishing effective review practices across teams.
+ Drive rapid data acquisition of disparate data sets required for Third Party Health measurement and produce crisp and efficient data visualizations for MTM and senior leaders leveraging Power BI and/or Tableau.
+ Work with technology partners to document, test and implement into production.
+ Conduct monthly, quarterly, and yearly evaluations of vendors' financial data using SQL tools and Alteryx for analysis and comparison.
+ Present findings to inform decisions at ACL working group and credit committee meetings using Tableau dashboards and SQL.
+ Analyze end-to-end data flow and data model results, diagnosing issues, and identifying gaps or potential changes to architecture or service-level agreements (SLAs) to ensure business requirements are met.
+ Use Tableau, Alteryx, and SQL to analyze and manipulate large and complex data sets, supporting reporting and addressing user requests.
+ Apply expertise in Data Warehouse and Data Model structures to enable Global Third Party Program to source and manage data effectively for various reporting and analytics projects.
+ Investigate data to identify root causes of issues or trends, collaborating with subject matter experts for insights.
+ Define and document procedures for automated and semi-automated data control checks for dashboards, reports, and other critical governed reports including Risk Data Aggregation and Policy compliance.
+ Remote work may be permitted within a commutable distance from the worksite.
**REQUIRED SKILLS & EXPERIENCE:**
+ Master's degree or equivalent in Finance, Mathematics, Economics, Statistics, or related: and
+ 2 years of experience in the job offered or a related Quantitative occupation.
+ Must include 2 years of experience in each of the following:
+ Analyzing end-to-end data flow and data model results, diagnosing issues, and identifying gaps or potential changes to architecture or service-level agreements (SLAs) to ensure business requirements are met;
+ Using Tableau, Alteryx, and SQL to analyze and manipulate large and complex data sets, supporting reporting and addressing user requests;
+ Applying expertise in Data Warehouse and Data Model structures to enable Global Third Party Program to source and manage data effectively for various reporting and analytics projects;
+ Investigating data to identify root causes of issues or trends, collaborating with subject matter experts for insights; and,
+ Defining and documenting procedures for automated and semi-automated data control checks for dashboards, reports, and other critical governed reports including Risk Data Aggregation and Policy compliance.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
**EMPLOYER** : Bank of America N.A.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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