IRD FX Capital Markets Director - Hybrid Sales Leader
First Citizens 4.8
Remote or Charlotte, NC job
A prominent financial institution in Charlotte is seeking a Director of Interest Rate Derivatives Sales. This hybrid role emphasizes client relationship management while driving revenue in the middle market segment. Candidates should possess a Bachelor's degree and substantial experience in Interest Rate Derivatives, along with strong negotiation and communication skills. The position offers a competitive benefits program as part of the total rewards.
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$109k-147k yearly est. 5d ago
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Quality Assurance, Monitoring & Testing Sr Analyst (Hybrid)
Citigroup Inc. 4.6
Remote or San Jose, CA job
Individuals in Quality Assurance, Monitoring & Testing are responsible for the assessment of outcomes from activities and processes against conformance with applicable requirements to strengthen risk management quality such as quality testing performed for business function quality control and transformation lead quality control post completion of an activity/process. This includes the development and execution of Monitoring and Testing for controls, such as control design assessment, design of operational effectiveness for monitoring & testing tools, monitoring/testing design assessment, and execution of monitoring/testing tools to assess the effectiveness of key controls designed to address defined risks.
Responsibilities:
* Help support for the assessment of activities and processes as per required Policies, Standards and Procedures to strengthen risk management quality
* Help conduct routine testing of internal activities and processes to ensure adherence to established quality standards and identify areas of risk or non-compliance
* Assist to review stakeholder/client feedback and respond to any quality assurance complaints or issues in a timely and efficient manner
* Support quality testing performed for business function quality control and transformation lead quality control post completion of an activity/process
* Help develop and execute Monitoring and Testing for controls, including control design assessment and design of operational effectiveness for monitoring & testing tools, monitoring/testing design assessment, and execution of monitoring/testing tool
* Support reporting on quality control outcomes and control effectiveness to top management and relevant stakeholders
* Have a good understanding of the Citi Risk & control framework and the underlying fundamentals on Risk Management
* Help teams involved in the end-to-end monitoring of the controls as defined in Risk Management policy
* Participate in strategic initiatives for control performance enhancements
* Participate in leadership meetings to analyze documentation and processes to ensure risks and control points are properly addressed
* Help in Control & Monitoring Design Assessment (CMDA) meetings
* Help to identify any monitoring breaks and suggest enhancements
* 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 teams and create accountability with those who fail to maintain these standards
Qualifications:
* Minimum of 5-8 years of experience in operational risk management, compliance, audit, or other control-related functions in the financial services industry.
* Ability to identify, measure, and manage key risks and controls.
* Strong knowledge in the development and execution for controls.
* Proven experience in control related functions in the financial industry.
* Proven experience in implementing sustainable solutions and improving processes.
* Understanding of compliance laws, rules, regulations, and best practices.
* Understanding of Citi's Policies, Standards, and Procedures.
* Strong analytical skills to evaluate complex risk and control activities and processes.
* Strong verbal and written communication skills, with a demonstrated ability to engage at the senior management level.
* Strong problem-solving and decision-making skills.
* Ability to manage multiple tasks and priorities.
* Proficiency in Microsoft Office suite, particularly Excel, PowerPoint, and Word.
Education:
Bachelor's/University degree or equivalent experience
* -----------------------------------------------------
Job Family Group:
Controls Governance & Oversight
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Job Family:
Quality Assurance, Monitoring & Testing
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
San Jose California United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$98,960.00 - $148,440.00
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
Analytical Thinking, Assurance Strategy, Communication, Constructive Debate, Controls Assessment, Controls Lifecycle, Policy and Procedure, Risk Remediation, Stakeholder Management.
* -----------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
* -----------------------------------------------------
Anticipated Posting Close Date:
Jan 13, 2026
* -----------------------------------------------------
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.
$99k-148.4k yearly 16d ago
Finance Segment Region Liaison - Customer Solution Center
Huntington National Bank 4.4
Columbus, OH job
Partnering closely with Customer Solution Center or other region colleagues, the Finance Segment/Region Liaison is responsible for continuous improvement on financial focus and performance expectations in an effort to deliver enhanced earnings to the organization.
Duties & Responsibilities:
Provides advanced, short & long-term financial forecasting, budgeting, reporting and financial analysis support to identified region or business segment.
Lead project workflows on a regular basis.
Performs other duties as assigned, like supporting finance and corporate operations
Working in fast paced environment with tight deadlines, while building strong relationships with segments
Create and interpret variance analysis, forecasts, and budgets
Translate operational metrics into financial insights.
Monitor and analyze performance against plan; provide actionable insights
Support workforce planning with financial impact analysis.
Prepare monthly reporting packages and executive summaries.
Identify cost-saving opportunities and efficiency improvements.
Basic Qualifications:
Bachelor's degree
5 + years of financial analyst/analytics experience in Financial Services
Preferred Qualifications:
Strong proficiency in Excel and Power Point and Essbase
Strong quantitative and analytical skills with attention to detail.
Self-motivated, forward thinking individual with a strategic mind-set who can drive performance
Strong interpersonal skills, with the ability to communicate complex material concisely and effectively across all layers of the organization
Strong quantitative, analytical, critical thinking, and writing skills
Proficiency in Excel, PowerPoint, and Word
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$93k-134k yearly est. Auto-Apply 14d ago
Asset Service Intermediate Associate Analyst Hybrid
Citi 4.6
Remote or New York job
The Asset Servicing Intermediate Associate Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the sub-function/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
This role will manage reconciling and processing positions related to Corporate Action events
These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events
Develops client specific service solutions and maintains quality control
Performs multiple transactions of moderate complexity to achieve operating efficiency and a high level of productivity
Minimizes risk to the bank through the appropriate application of procedural requirements and adherence to audit and control policies
Participates in compliance related procedures and controls activities
Continuously looks for and designs business required documents to reduce the number of manual touch points to process payments
Works closely with peers and product to develop solutions that will enable team to meet the mission statements of the department and create dynamic MIS
Participates in system testing
Maintains awareness of product changes and system enhancements
Assists team member during periods of high volume work, provides back-up coverage, and performs other duties as assigned by supervisor
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
Related industry experience
Operational knowledge within Finance industry
Experience in other financial products outside of asset service will be advantageous
Proven experience working within a team environment a must
Excel, Word, Outlook, Access
Analytical and numerate, ability to research and resolve complex issues
Good written and verbal communication skills
Good lateral thinking & common sense
Education:
Bachelor's/University degree or equivalent experience
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Job Family Group:
Operations - Transaction Services
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Job Family:
Asset Servicing
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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:
$55,440.00 - $77,360.00
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 25, 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.
$55.4k-77.4k yearly Auto-Apply 36d ago
Cash and Trade Processing Associate Analyst Two Hybrid
Citigroup 4.6
Remote or Tampa, FL 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.
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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:**
Tampa Florida United States
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**Primary Location Full Time Salary Range:**
$48,180.00 - $63,140.00
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.
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**Anticipated Posting Close Date:**
Dec 31, 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.
$48.2k-63.1k yearly 29d ago
Business Systems Consultant - API (Remote)
First Citizens Bank 4.8
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 ****************************************
$137.6k-180k yearly 26d ago
Research Specialist 5 Financial Services Investigations Hybrid
Citi 4.6
Remote or OFallon, MO job
The Research Specialist 5 performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.
Responsibilities:
Supports the function by responding to payment and reconciliation inquiries in a timely matter.
Utilizes judgment to process goodwill policy write-offs and have the ability to troubleshoot point of sale issues for merchants and processors.
Assists with the training of new hires or team members.
Make decisions with little assistance from lead or manager.
Works under little to no direct supervision.
May support an expansive and/or diverse array of products/services.
Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives; and, impacts the business by ensuring the quality of the tasks or services provided.
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:
2-4 years relevant experience
Education:
High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Ideal candidate will have check processing knowledge.
HOP to HOP eligible
Monday - Friday 7:30AM - 4:00PM CST
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Job Family Group:
Operations - Core
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Job Family:
Research & Investigation
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Time Type:
Full time
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Primary Location:
Ofallon Missouri United States
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Primary Location Full Time Salary Range:
$43,960.00 - $57,340.00
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:
Jan 21, 2026
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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.
$44k-57.3k yearly Auto-Apply 16d ago
Senior Business Risk & Controls Program Manager-Incident Management (Remote)
First Citizens Bank 4.8
Remote or Raleigh, NC job
This is a remote role that may be hired in several markets across the United States. The Senior Risk Program Manager position for Incident Management sits within First Citizens Bank's Enterprise, Technology & Operations (ET&O) organization. The role is a First Line Risk Management position with a primary focus on governing ET&O's Incident Management program. As a First Line risk professional, the role is responsible for managing business risks and controls across all risk types as required by risk policies, standards, procedures and/or program requirements. To provide effective governance, subject matter expertise is essential, and a successful candidate must possess strong knowledge of Incident Management processes preferably in both the First and Second Line.
Responsibilities
* The primary responsibility isto develop and execute a First Line Incident Management Governance Program that supports all business units within ET&O.
* Business Risk & Controls Knowledge and Expertise - Develops and maintainsa deep understanding of the complexities inherent in the organization's business environment, including industry markets, products, services, client-base and competitive landscape. Ability to analyze and interpret business trends and drivers to identify underlying patterns, interdependencies and emerging opportunities. Collaborates with cross-functional teams to assess the impact of external factors including regulatory changes, market disruptions or business operations and strategy.
* Risk Program Execution - Supports the implementation and maintenance of the BU's risk management framework. Assistsin the composition and regular maintenance of policies, standards and procedures that support risk program execution. Supports a book of work to identify gaps and assess capacity, ensuring alignment with strategic objectives, prioritization of risk management initiatives, and execute effective root cause analysis. Aids in the tracking and resolution of issues across the organization, ensuring timely escalation and remediation. Produces regular metric-focused and thematic updates that detail the effectiveness of issue remediation efforts. Coordinates with other functions (e. Compliance, 2LOD) to ensure alignment with broader risk management and governance objectives. Support other risk programs including but not limited to Issue Management, Operational Risk Events, and Model Risk Management.
* Regulatory Engagement - Supports regulatory inquires, examinations, and audits in collaboration with internal stakeholders. Coordinates regulatory submissions, response, and report requirements, ensuring accuracy, completeness, and timely
* Risk Governance & Reporting - Maintainsrisk reporting frameworks, dashboards and metrics to provide senior management with timely and actionable insights into risk profile and risk management activities. Prepares regular risk reports and presentations summarizing key risk indicators, risk trends, emerging risks, and risk mitigation efforts for financial and non-financial risk stripes.
* Foster a culture of teamwork, trust, respect, and inclusiveness.
Qualifications
Bachelor's Degree and 8 years of experience in Financial Services, First Line Risk Management, Enterprise Risk or Operational Risk
OR
High School Diploma or GED and 12 years of experience in Financial Services, First Line Risk Management, Enterprise Risk or Operational Risk
Preferred Area of Study: Finance or Risk Management
Preferred Area of Experience: Incident Management in financial industry
License or Certification Type: CRCM, CERP, CCIM, CISM, GCIP - Preferred
Preferred Qualifications:
* Incident Management in financial industry
* Experience in both First and Second Line program build and execution
* Experience with data mining
* Experience with project management
* Knowledge of risk techniques, practices, and control frameworks
* Knowledge of various banking and government regulatory requirements and processes
* Knowledge of regulatory guidance pertaining toenterprise risk and operational risk
* Ability to work effectively with associates, senior management, and various committees
* Preferred Large Financial Institution (LFI) experience.
#LI-JM1
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 $123978 and $165,000. 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.
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 ****************************************
$124k-165k yearly 10d ago
Business Specialist II (Columbus/Dayton)
First Financial Bancorp 4.2
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.
$40k-53k yearly est. Auto-Apply 15d ago
Key Private Bank Associate Relationship Manager
Keybank 4.4
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.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 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 which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/26/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
$36k-68k yearly est. Auto-Apply 60d+ ago
Front-End Developer - Remote
Citi Us 4.6
Remote or Virginia job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Overview
In support of modernizing and enhancing a loan origination and servicing system, we're seeking a skilled Front-End Software Developer to build responsive, user-friendly interfaces for cloud-native applications that adhere to security and software development standards. The ideal candidate will collaborate closely with business analysts, designers and backend developers to deliver seamless user experiences in a dynamic, agile delivery environment.
Work Authorization Requirement:
This position requires candidates to be authorized to work in the United States on a permanent basis.
Sponsorship is not available for this role now or in the future.
Role and Responsibilities
Develop and maintain web applications using Angular 21 or higher (others such as TypeScript, HTML5, and CSS3).
Implement responsive designs and ensure cross-browser compatibility.
Optimize front-end performance and accessibility.
Integrate front-end components with backend APIs.
Collaborate with business analysts, architects, backend developers, and QA testers for cohesive solutions.
Participate in code reviews, testing, and deployment processes.
Troubleshoot and resolve technical issues across the stack.
Minimum Qualification
Develop and maintain web applications using Angular 21 or higher.
Implement responsive designs and ensure cross-browser compatibility.
Optimize front-end performance and accessibility.
Integrate front-end components with backend APIs.
Collaborate with requirements analysts, designers and backend developers for cohesive solutions.
Participate in code reviews and maintain high-quality and security standards.
Preferred Qualification
Experience with AWS services for front-end hosting (e.g., S3, CloudFront).
AWS Certified Developer.
Knowledge of and experience using AI tools (e.g. GitHub Copilot).
Understanding of security best practices for web applications.
Experience with unit testing frameworks (e.g., Jasmine).
Familiarity with monitoring and logging tools (e.g., SonarQube, CloudWatch, X-Ray).
Experience in large scale information technology and database systems utilizing Java technologies.
Experience in developing and / or supporting loan origination and servicing systems.
$105k-136k yearly est. Auto-Apply 2d ago
Treasury Management Branch Solution Spec I
Huntington National Bank 4.4
Columbus, OH job
The Treasury Management Branch Solution Spec I is responsible for identifying, researching, analyzing, and resolving complex problems with regard to Treasury Management onboarding and servicing. Independently identifies cross-sale opportunities and assists the Treasury Management Advisors in the execution of additional sales across existing portfolio. Directly works with customers on annual renewals for ACH, wires, high risk remote deposit capture (RDC) , Commercial Card, and Controlled Disbursement accounts. Trains customers on new TM setups. Key contact for service and maintenance for Branch and Business Banking customers.
Duties and Responsibilities:
+ Responsible for identifying, researching, analyzing, and resolving problems with regard to the servicing of customers, as well as providing general product and service support to the Treasury Management segment.
+ Prioritizes service issues and ensures they are completed on time and with a recognized / accepted resolution by the customer.
+ May perform training or education for customers on specific products.
+ Acts as internal resource for inquiries.
+ May recommend process improvement and efficiencies for product and service workflows.
+ Performs other duties and projects as assigned.
Basic Qualifications:
+ Bachelor's Degree
+ 3+ years of banking experience with a focus on treasury management/cash management
Preferred Qualifications:
+ Very strong written and verbal communication skills
+ Strong knowledge of Microsoft Office applications
+ Strong technical and problem-solving skills
+ Excellent interpersonal skills to build and maintain effective relationships
+ Very strong organization skills and the ability to work on numerous tasks simultaneously
+ Ability to work with partners within the sales process
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$120k-147k yearly est. 8d ago
Project Consultant I - Practice Solutions
Bank of America 4.7
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
$75k-105k yearly est. Auto-Apply 60d+ ago
Loan Processor
First Bank 4.6
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.
$31k-37k yearly est. 60d+ ago
Client Onboarding Project Manager Hybrid
Citi 4.6
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.
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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:
Jan 27, 2026
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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.
$93.4k-140.2k yearly Auto-Apply 3d ago
Treasury Management Svcs Specialist 3
Huntington Bancshares Inc. 4.4
Remote or Birmingham, MI job
This Treasury Management Services Specialist 3 position in the ACH Department will assist with various functions that occur with day to day ACH processing. ACH processing is an electronic method for transferring credits and debits between financial institutions.
Work hours for this position are Monday-Friday from 10:00am- 6:30pm EST.
Duties & Responsibilities:
* Assist with processing inbound and outbound files meeting all established Federal Reserve deadlines. Meets Service Level Agreements for fraud, release date funding's, resets, risk, rejects, answering customer calls, research, GL entries, and inputs of ACH setup and maintenance in the PEP+ system.
* Fully cross trained and perform all department functions consistently meeting or exceeding established level of service level agreements and department standards for individual productivity and accuracy.
* Knowledge of ACH processing, understand NACHA rules to perform research function.
* Perform Quality Review on completed work.
* Ability to recognize and quickly fill production gaps as needed with minimal supervision.
* Ability to increase personal productivity levels as needed to meet the department processing deadlines.
* Communicates with internal colleagues and external customers via email or phone and written correspondence; exchange information and resolve ACH research issues by researching solutions and identifying the best plan of action. Manage changing priorities with ease and remain poised and professional when facing resistance or challenge.
* Provide excellent customer service.
* Adheres to Bank Policy and Procedures.
* Complies with Regulatory Requirements.
* Follows effective controls and processes to ensure risks are measured, monitored, and controlled.
* Ability to follow processes.
* Performs other duties as assigned.
Basic Qualifications:
* High School diploma
* 3+ years of experience in banking/financial services
Preferred Qualifications:
* Financial Institution related experience preferred.
* High degree of individual initiative and ability to work both independently and as a member of a team on multiple tasks and meet fast paced required deadlines.
* Excellent organization and prioritization skills with the ability to independently refocus based on changing workload.
* Experience working with other departments to quickly resolve outstanding items.
* Detail Oriented.
* Excellent written, verbal, and listening communication skills.
* MS Office Suite products (Excel, Word, Access), PEP+, TMIS, Passport, and Monarch experience preferred.
#LI-Hybrid
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$81k-104k yearly est. Auto-Apply 22d ago
Contact Center Representative (Bilingual Spanish)
First Bank 4.6
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.
$18-22 hourly 31d ago
Senior Lead Counsel, IP & Technology Transactions - Bilingual English/Spanish (Hybrid)
Citi 4.6
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 or Tampa office, both 3 days per week
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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:
Jan 22, 2026
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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.
$211.3k-316.9k yearly Auto-Apply 8d ago
Epic Prelude Analyst Consultant: - Remote
Citi Us 4.6
Remote or Virginia job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Role and Responsibilities
Work as an analyst with our Prelude analyst to implement these Waystar products for all components/tasks of the project including system decisions, design, system build in Epic and testing with Epic/Waystar.
Work with the Prelude and Project team to leverage the build and mapping in Epic/Experian for the Waystar implementation and assisting in the development of End User training/training material.
Candidate will also provide guidance for the Prelude team to optimize the maintenance for future insurance data/data mapping.
Minimum Qualification
Expertise and certification in Epic Prelude and RTE are required.
Experience with implementing Waystar's RTE, RTA and Coverage Insurance Verification products is highly preferred along with experience changing to Waystar's products from the comparable Experian products.
$87k-107k yearly est. Auto-Apply 23d ago
Branch Business Client Specialist
Huntington National Bank 4.4
Columbus, OH job
DescriptionJob Description
This position is responsible for the day-to-day interaction between Huntington and the client, coordinating the closing of loans for Community Lending customers with 3MM Revenue, 350M Loan Amount, and 500M Aggregate Exposure, generally. Processes loans in preparation for closing within expected service levels. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. This role requires customer interaction primarily through the Elite portal.
Duties and Responsibilities:
Partners with and supports Branch colleague on post-approval process by managing SBA Eligibility Review, Loan Closing, 3rd Party report ordering, due diligence collection, closing coordination, and managing customer expectations.
Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval.
Relays necessary due diligence items to customer via Elite Digital Lobby, orders required 3rd party reports (RIMS, title, etc.), and utilizes internal systems for pipeline management.
Manages an active pipeline of approximately 30 deals each month.
Partners with Sales Team, Credit Partners, Loan Servicing and 3rd party vendors to provide ensure efficient and timely closings.
Process Business Banking small business loans in preparation for closing within expected service levels.
Assist in providing exemplary service to lending customers of Huntington.
Performs other duties as assigned.
Basic Qualifications:
High School Diploma, GED, or equivalent education
Minimum of 2 years' experience financial services or credit sales, sales support, or operations and internet proficiency
Preferred Qualifications:
Small business lending experience
Business lending product knowledge
Excellent customer service and interpersonal skills
Must have excellent written and verbal (face-to-face, phone, and chat) communication skills including professional grammar and demeanor
Proven track record of working well in a team environment
Strong organizational skills with attention to detail
Sales Pipeline Management experience
Ability to multi-task
Experience with Salesforce MAX, ESS, AFS Vision, Velocity, RIMS, and HAWC
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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IBC Bank may also be known as or be related to IBC Bank, INTERNATIONAL BANCSHARES CORP, Ibc Bank, International Bancshares, International Bancshares Corp and International Bancshares Corporation.