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Bank Manager jobs at Landmark Natl Bank

- 981 jobs
  • Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)

    Capital One 4.7company rating

    McLean, VA jobs

    * Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
    $103k-127k yearly est. 4d ago
  • Mortgage Banking Officer - Halls and Fountain City (Hybrid/Remote)

    ORNL Federal Credit Union 4.8company rating

    Knoxville, TN jobs

    The deadline to apply for this opportunity is December 18, 2025. This position is hybrid/remote: 2 days/week in the office at our Halls or Fountain City Branch. Role: The Mortgage Banking Officer is responsible for originating residential first mortgage and equity loans while actively engaging in related business development activities. This position ensures members receive exemplary mortgage loan origination services in alignment with ORNL Federal Credit Union's lending policies, practices, and procedures. Additionally, the Mortgage Banking Officer counsels' members, gathers necessary information to evaluate credit applications, and submits loans to underwriting in accordance with established guidelines. A critical aspect of the role is fostering strong working relationships with retail bank partners, who serve as an extension of the Mortgage team within the branch environment. The Mortgage Banking Officer is responsible for providing education, support, and guidance to branch partners to enhance their growth and development, improving the quality and quantity of referrals and opportunities. This includes networking within branch areas, offering in-person support, and meeting minimum branch standards set by management. Essential Functions and Responsibilities: Travels to assigned branch and Call Center locations to originate residential mortgage loans, provide quality serivce to members and support Marketing initiatives. Conducts applicant interviews to counsel borrowers on loan products that meet their needs. Analyzes financial data, completes loan applications and sets clear expectations for the loan process, including timelines, disclosures and policies. Maintains communication with support staff to ensure smooth loan processing. Provides members with updates on their loan status and addresses any questions or concerns. Facilitates member engagement through branch sponsorships, sales meetings, and seminars (e.g., first-time homebuyer or buyer/seller seminars). Prepares content and acts as a Subject Matter Expert as needed. Collaborates with processors and closers to gather required documentation and ensure a seamless loan process. Proactively communicates loan status updates to members and other stakeholders, and attends mortgage closings to support members. Acts as the primary contact for refinance transactions, assign complex loan scenarios (e.g., jumbo loans, 80/10/10) to Mortgage Banking Officers, and directs nonmembers to branch staff to establish membership. Supports departmental goals by identifying process improvements, enhancing service quality, and increasing efficiency. Aligns efforts with credit union objectives and contribute to a culture of continuous improvement. Performs additional duties as assigned. Experience: Two or more years prior experience in the mortgage, consumer lending or commercial banking industry preferably. Familiarity with conventional, and equity loan financing as well as the knowledge of all regulations governing mortgage lending is preferred. Must pass National NMLS training and obtain NMLS # as well as maintain annual education requirements. Must have and maintain a valid driver's license. Education: An Associate's degree in a business-related field, or an equivalent combination of education and work experience is required. The employee must meet and maintain all the requirements as a registered mortgage loan originator employed by a Federally regulated Institution with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee must comply with all provisions of the Act as defined in the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act) and credit union S.A.F.E. Act Procedures. Continuing education via local conferences and workshops and membership in affiliated mortgage banking associations should be established as time and resources allow for updates on federal regulations and secondary market requirements. Other skills required: Must be able to generate enthusiasm for all ORNL Federal Credit Union products and services through the cross-selling process. Cross-sells other credit union services. Support ORNL Federal Credit Union's mission to become the primary financial institution of its members by providing service in an expeditious and courteous manner. Understand that educating members and informing them of the products and services available is the highest level of service we can provide and the key to accomplishing our mission and goals. Must have excellent communication skills including presentation skills and should have the ability to interface effectively with members, and potential clients to ensure smooth work flow and provide efficient service to members while staying abreast of changing policies and procedures. Must be self-disciplined and goal oriented worker with a demonstrated ability to work independently.
    $56k-71k yearly est. 7d ago
  • Private Banking Officer II

    City National Bank 4.9company rating

    New York, NY jobs

    WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported. WHAT WILL YOU DO? * Risk Management/Compliance * Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process deposit fee reversals. * Maintain up-to-date knowledge of account activity by reviewing various reports and systems. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank. * Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents and initiates ongoing communication with the client. * Complete KYCs for new clients/entities/loans . * Follow up with client for missing documentation on DARS report. * Respond timely and accurately to inquiries from the Bank's Financial Intelligence Unit (KYC/AML) and/or other Support Unit's regarding client transactions and account activity. * Comply with all Bank policies and procedures and ensure adherence to the Bank's regulatory requirements. * Client Services * Act as primary liaison between the client and all areas of the bank. Perform follow up with all client requests to ensure completion and satisfaction. * Resolve client inquiries and complaints and take appropriate action to prevent future problems. Contact clients regarding overdrafts (or other related problems) and perform follow-up necessary to resolve situation. Determine appropriate method of approach. * Cross Sell * Analyze client needs in order to cross-sell a wide variety of Bank services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain complete knowledge of all bank products and services. * Participate in cross sell activities independently or with the Private Banker, as appropriate. Channel referrals/warm leads from existing clients to the Private Banker or Private Banker Manager. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7 years of experience in client service, banking operations or Private Banking relationship management support required. * Minimum 5 years of experience in a banking or financial services environment required * Minimum 5 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required. *Additional Qualifications* * Bachelor's Degree preferred. * Strong risk management and operations knowledge. * Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels. * Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires). * Excellent analytical skills. * Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook). * Achieve digital mastery; demonstrates capabilities to adapt learn, and utilize evolving automation and technology to perform the job *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $65.3k-104.3k yearly 7d ago
  • Relationship Manager - SME BWC

    Standard Chartered 4.8company rating

    Delhi Hills, OH jobs

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: As a Standard Chartered Relationship Manager in SME Banking, you'll be responsible for managing and developing relationships with mid-sized and emerging corporates to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. Key Responsibilities * To achieve agreed individual financial and non-financial targets by acquiring, growing, and retaining profitable Medium Enterprise customers within acceptable risk parameters. * Contribute toward achieving the team's overall target and delivering optimal portfolio return. * Collaborate and build effective partnerships with other Relationship Managers, Credit Analysts, Team Managers, Segment Heads, colleagues in Client Due Diligence, and partners in Risk, Compliance, other support functions, and Product. Skills and Experience * Minimum 5 years of relevant experience in serving Business, Commercial and Corporate clients. * Experience servicing cross-border international businesses. * Proven track record in client relationship management and business development. * Demonstrates strong understanding of accounting principles, financial modelling, and financial statement analysis. * Able to assess client creditworthiness and provide key risk considerations and mitigations. * Sound product knowledge on trade, cash, lending, and FX. * Strong understanding of local industries, supply and value chains, and market environment. * Knowledge of operational procedures, documentation requirements, banking practices and regulations related to SME Banking. * Strong understanding in business guidelines and compliance issues. * Sound knowledge of financial markets and investment products. * Outstanding communication and presentation skills. * Motivated self-starter, identifying opportunities, providing innovative approaches to meet client needs. * Maintains a high standard of personal conduct and lives our valued behaviours. About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $78k-119k yearly est. 7d ago
  • Relationship Manager - SME BWC

    Standard Chartered 4.8company rating

    Delhi Hills, OH jobs

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: * As a Standard Chartered Relationship Manager in SME Banking, you'll be responsible for managing and developing relationships with mid-sized and emerging corporates to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. Key Responsibilities * To achieve agreed individual financial and non-financial targets by acquiring, growing, and retaining profitable Medium Enterprise customers within acceptable risk parameters. * Contribute toward achieving the team's overall target and delivering optimal portfolio return. * Collaborate and build effective partnerships with other Relationship Managers, Credit Analysts, Team Managers, Segment Heads, colleagues in Client Due Diligence, and partners in Risk, Compliance, other support functions, and Product. Skills and Experience * Minimum 5 years of relevant experience in serving Business, Commercial and Corporate clients. * Experience servicing cross-border international businesses. * Proven track record in client relationship management and business development. * Demonstrates strong understanding of accounting principles, financial modelling, and financial statement analysis. * Able to assess client creditworthiness and provide key risk considerations and mitigations. * Sound product knowledge on trade, cash, lending, and FX. * Strong understanding of local industries, supply and value chains, and market environment. * Knowledge of operational procedures, documentation requirements, banking practices and regulations related to SME Banking. * Strong understanding in business guidelines and compliance issues. * Sound knowledge of financial markets and investment products. * Outstanding communication and presentation skills. * Motivated self-starter, identifying opportunities, providing innovative approaches to meet client needs. * Maintains a high standard of personal conduct and lives our valued behaviours. About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $78k-119k yearly est. 10d ago
  • Relationship Manager - SME BWC

    Standard Chartered 4.8company rating

    Delhi Hills, OH jobs

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: * As a Relationship Manager, you'll be responsible for managing and developing relationships with clients of SME Banking to drive business growth and meet the bank's strategic objectives. You'll provide client needs-based solutions, structure appropriate credit facility, and execute various banking transactions. You'll identify prospects and convert to generate new business and proactively build trusted client relationships to maintain a portfolio of active and growing customers. * This is an opportunity for you to demonstrate your relationship management, sales, customer service and communications skills. Our Relationship Managers can advance their careers across client segments or explore roles across Wealth and Retail Banking. About our Wealth and Retail Banking business * We service more than 13 million individuals and small businesses, with a focus on the affluent segment which encompasses Private Banking, Priority Private, Priority Banking, and Premium. In the mass retail space, we're focused on emerging affluent clients who will progress in their wealth journey with us and form the pipeline of future affluent clients. * We're a leading wealth manager in Asia, Africa and the Middle East, and our deep local presence and international network enables us to capture the strong structural tailwinds which are driving cross-border wealth flows. Our comprehensive product propositions span across deposits, payments, financing, advisory, investments and bancassurance. * We're investing USD $1.5 billion in our Affluent banking business. Our investment focuses on affluent frontline teams, wealth and digital platforms, and client centres, as well as brand and marketing, to drive growth. You'll join a growing franchise within Standard Chartered Group Key Responsibilities * Identify prospects and convert in line with the Bank's direction. * Provide client-centric solutions, structure appropriate credit facility, and execute various banking transactions. * Maintain a portfolio of active and growing customers. * Market and sell broad range of products such as Trade Services, Lending, Cash Management and Wealth. * Prepare credit proposal and loan application of customers. * Work closely with credit team to ensure good quality lending decisions are made. * Implement agreed business plan to achieve sales/ revenue targets. Skills and Experience * 5+ years of relevant experience in serving business, commercial or corporate clients. * A track record in new client acquisition. * Sound product knowledge on Trade, Cash Management, Lending and FX and strong understanding of local industries, supply and value chains and market environment. * Experience servicing international businesses under the cross-border context. * Ability to speak Mandarin fluently is a plus. * Sound knowledge of wealth products. * Outstanding communication and presentation skills. About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $78k-119k yearly est. 2d ago
  • Relationship Manager - Employee Banking

    Standard Chartered 4.8company rating

    Delhi Hills, OH jobs

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: * Creates and conducts proposal presentations for the portfolio assigned. * Responsible to maintain cordial relationship with the corporate clients. * Drive revenue growth to the business with the existing and new corporate customers. * Ensure knowledge about the market all times to upgrade and rise up to the occasion. * Ensure that individual targets are met, along with group targets. * Ensure productivity and cross-sell various products. * Focus on acquiring new clients - identification of targets * Plan the client acquisition strategy. * Resolving customer queries and other service issues to maintain customer satisfaction and to meet client excellence. * Leveraging business from new and established client relationships. * Managing both assets and liabilities. Key Responsibilities Strategy * Meet the business objectives initiated by the respective country Retail Clients business * Customer focus need-based selling * Deepen customer relationship and maximize penetration * Fullfills corporate employees' banking needs including payroll and other retail products. Business * Achieve personal sales target * Segment focus, customer focus needs-based selling * Actively reducing Non- funding, Sales Error and Increase the Premium Sourcing. * Job requires generating referrals / cross-selling other products of the bank, such as investments, insurance, mortgages, credit cards ,personal loans etc All relevant internal and external certification to be completed prior to referring / selling wealth products. * Help Drive the Employee Banking one bank agenda Processes * Operational quality - Errors free customer application & documentation * Responsive and responsible selling * Practice appropriate sales and marketing Risk Management * Conduct CDD, MLP & TCF diligently * Zero tolerance - Fraud, Mis-selling * Attend training, acquire knowledge and apply to job function Governance * Adhere to all policies, guidelines and procedures, comply with local regulatory requirements * To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager Key stakeholders Direct Sales - Corporate Salary account Skills and Experience * Must be a graduate. MBA's will be preferred. * Sales experience of at-least 1 year in the FMCG, Office automation or Retail Banking industry would be an advantage. * Experience in handling Deposit and Asset Products of a Bank would be an advantage but not a pre-requisite. * Good knowledge of the selected market and customer segments would be an advantage. * Strong communication and negotiation skills with the ability to influence outcomes. * Strong inter-personal skills, which encourages and promotes enthusiasm and team spirit. * All relevant internal and external certification to be completed prior to referring / selling wealth products. About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $78k-119k yearly est. 3d ago
  • Priority Relationship Manager - Distribution Network

    Standard Chartered 4.8company rating

    Delhi Hills, OH jobs

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: * As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. About Wealth and Retail Banking * Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs. Key Responsibilities * Provide outstanding client experiences. * Organised, follow-up leads, complete and record appointments, close customer requests * Support our clients to meet their financial needs, as they progress through their career and life-stages. * Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions. * Keep abreast of market trends, new product offerings and the latest campaigns. Skills and Experience * Banking knowledge and sales experience. * Excellent communication, interpersonal and relationship building skills. * Ability to learn new products and services quickly. * Market awareness and benchmarking. * Management information. * Work in a flexible and agile way. * Courageous, creative, responsive, and trustworthy. * Thrives in an international environment. * Enjoys being in a team, engaging with co-workers. * Motivated self-starter, identifying opportunities. * Maintains a high standard of personal conduct and lives our valued behaviours. About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $78k-119k yearly est. 8d ago
  • Principal Relationship Managers

    Standard Chartered 4.8company rating

    Delhi Hills, OH jobs

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: * As a Relationship Manager, you'll be responsible for managing and developing relationships with clients of Priority Banking & Priority Private Banking to drive business growth and meet the bank's strategic objectives. You'll help clients set wealth goals, manage investments, and create portfolios for long-term growth and stability. You'll be supported by specialists in the areas of investment, insurance, products and treasury to provide clients with comprehensive solutions. * This is an opportunity for you to demonstrate your relationship management, sales, customer service and communications skills. Our Relationship Managers can advance their careers across client segments or explore roles across Wealth and Retail Banking. About our Wealth and Retail Banking business * We service more than 13 million individuals and small businesses, with a focus on the affluent segment which encompasses Private Banking, Priority Private, Priority Banking, and Premium. In the mass retail space, we're focused on emerging affluent clients who will progress in their wealth journey with us and form the pipeline of future affluent clients. * We're a leading wealth manager in Asia, Africa and the Middle East, and our deep local presence and international network enables us to capture the strong structural tailwinds which are driving cross-border wealth flows. Our comprehensive product propositions span across deposits, payments, financing, advisory, investments and bancassurance. * We're investing USD $1.5 billion in our Affluent banking business. Our investment focuses on affluent frontline teams, wealth and digital platforms, and client centres, as well as brand and marketing, to drive growth. You'll join a growing franchise within Standard Chartered Group. Key Responsibilities * Support our clients to meet their financial needs, as they progress through their career and life-stages. * Build relationships for the long-term and understand clients' financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions. * Stay ahead of the market and get regular market updates and investment insights from our Chief Investment Office (CIO) to share with clients. * Leverage my Wealth digital and help clients to create custom portfolios, check performance and asset allocation based on CIO's advice. * Provide outstanding client experiences. Skills and Experience * A minimum of 2 years of experience in client acquisition, relationship management and retail banking. * Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc.). * Excellent communication, interpersonal and relationship building skills. * Self-starter and team player who enjoys working in an international environment. * Local language skills, client networks and experience. About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $78k-119k yearly est. 10d ago
  • Branch Relationship Manager

    Telhio Credit Union 3.8company rating

    Columbus, OH jobs

    Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Branch Relationship Manager (BRM) is the key position that connects our branches to our community. With your leadership and expertise, the BRM role is a key part of the community and market that your branch represents. By meeting with new businesses and market chambers, you will drive the business back to your teams, allowing for opportunities for staff to create lasting relationships with our members. The Branch Relationship Manager is responsible for the day-to-day operations and activities at their Retail location(s). You are responsible for hiring and developing staff. You will lead your team to achieve performance excellence through effective coaching and development. With the help of your team, you will lead the branch to perform to goals set forth within Telhio's strategic goals. You will direct all aspects of branch operations, drive deposit growth, drive partner products and coach all employees towards member service excellence and sales success. Responsibilities Lead, plan and manage branch financial performance Direct, manage and develop Tellers, Relationship Bankers and other branch team members through effective coaching and training. Inspire each member of the branch team to achieve performance excellence and create lasting member relationships. Create a positive culture, where teamwork is paramount, excellent member service is achieved, and accountability is desired Recruit, retain and hire talent based on business needs Conduct quarterly and annual performance evaluations for all direct reports Build lasting member relationships internally and externally to contribute to achieving branch results Partners with Business Banking on joint business appointments, as needed, to build relationships with Small Businesses in the market. Attend community and volunteer events. Communicates openly with team and possesses the ability to make tough decisions. Manage and lead staff to conduct branch operations in accordance with our policy and procedures Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events Collaborating with Credit Union partners to elevate member experience, system processes and relationship building for members Manage and correct member complaints and handle all escalated items. Process member transactions accurately and efficiently (i.e. deposits, withdrawals, transfers and more) when applicable Open deposit and lending accounts and complete maintenance for existing and new members when applicable Other job duties and functions as assigned by leadership Responsible for all branch operations and audits. Ensure proper timekeeping for all branch staff. Manage & Lead Staff to conduct Branch Operations. Ensuring branch has all the necessary marketing and supplies to operate. Ensures proper branch cash levels are maintained by managing cash delivery/shipment. All scheduling done efficiently and effectively to accommodate member needs Responsible for branch performance in all metrics, including, but not limited to: Sales performance Member service Operational efficiencies Manage employee development and training effectively Ensure on-the-floor marketing materials are current. Ensure all necessary reporting is updated. Inform and update staff regarding new marketing promotions. Attend training/meetings as required by management. Lead meeting, as necessary, with branch employees. Complete all necessary reporting as required by management Mentor, coach, and motivate other team members (new and existing). Give regular feedback to staff on work performance by engaging in daily conversations with individuals and groups. Builds and maintains a dynamic culture. Completes performance reviews bi-annually, as directed by Telhio Leadership. Qualifications: High School Diploma/Equivalent (Required) Associates degree (Preferred) 3-5 years leadership experience (Required) 6-8 years of Retail Banking experience (Required) 1-3 years of Business Banking experience (Preferred) Notary License (Upon hire/ Required) NMLS Designation (Upon hire/ Required) Demonstrates in depth knowledge of financial products and banking regulations Demonstrates strong member advisory skills Demonstrates experience with/broad understanding of personal and commercial financial solutions Must be able to pass a background check including: Credit, Drug Screen, Criminal and bondability. What you will earn: Competitive salary Opportunity to earn incentive and bonus Benefits: several medical plan options, dental, free vision, free life and free disability insurance Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan Generous schedule for 14 paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer
    $69k-97k yearly est. 60d+ ago
  • Retail Banking Officer - Ottawa

    Wesbanco 4.3company rating

    Ottawa, OH jobs

    This position is eligible for a one time $500 sign on bonus. To be eligible to receive payout, the employee must successfully complete the 90 day assessment period and be actively working and in good standing. Please inquire with Human Resources if you have additional questions. SUMMARY: Promotes a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Provides leadership to the banking center for daily sales, service and operations. Retail Banking Officers are charged with ensuring the proper training and development of the staff, providing excellent customer service while identifying sales opportunities and performing account transactions. The Retail Banking Officer leads the consistent delivery of excellent customer service to all banking center customers, including the relationship building efforts for existing and prospective consumer and business customers. The Retail Banking Officer focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Retail Banking Officer is also expected to actively initiate outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promoting of new and existing Retail banking relationships. The Retail Banking Officer will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market. From an operational standpoint, the Retail Banking Officer is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities may include assisting in supervising, operating as a Customer Service Representative, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. ESSENTIAL FUNCTIONS: Excellent Customer Service Provides leadership to the banking center for daily sales, service and operations Assists with coaching, training and developing the staff Relationship building Successfully promotes Bank's products and services ESSENTIAL DUTIES AND RESPONSIBILITIES: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center through their sales-related activities demonstrating their ability to promote the Bank's products and services in order to reach individual and team sales goals. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promotes the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met and informally coaches others for positive results. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Encouraged to actively participate in various community activities (Boards, Executive Committees, Advisory roles, etc). Responsible for providing input into evaluating performance, coaching and training employees. May assist with interviewing. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply with the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Leads meetings as assigned. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Must have the working knowledge of all roles within a retail Banking Center. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Other duties as assigned. OTHER SKILLS AND REQUIREMENTS: Must be able to foster the partnerships that includes the banking center staff as well as employees from other lines of business. Responsible for assisting with evaluating performance, rewarding and disciplining employees, addressing complaints and resolving problems. Responsibilities include assisting with pro-active recruiting, interviewing, and assisting with hiring, coaching and training employees. Other responsibilities may involve planning, assigning and directing work. Ability to successfully promote, generate and deepen all financial relationships through outbound calling, internal business development and building a loyal customer base. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and cross selling performance expected with position. Must have excellent organizational skills and the ability to multi-task and to be flexible. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Sound mathematical and analytical skills preferred. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. The Retail Banking Officer is required to have a Nationwide Mortgage Licensing System (NMLS) registration within thirty days of hire. Must be available to work all hours of operations. High school diploma required. Banking, cash handling, sales, and customer service experience required. Supervisory or leadership skills required.
    $57k-83k yearly est. 31d ago
  • Business Relationship Manager

    Tata Consulting Services 4.3company rating

    Dublin, OH jobs

    The responsibilities for the BRM will include P&L growth, Customer Satisfaction, and Employee Satisfaction of the portfolio. All of the delivery and operations teams for the portfolio will belong to the BRM. * Define the long-term approach/ plan for the portfolio and execute the plan with quarterly and monthly KPIs. * Stakeholder Management - building and managing client relationships at the VP, and SVP level. * Accountable for quantified targets of Revenue growth, Order booking, Operating margin, Customer satisfaction, and Employee satisfaction * Work closely with customer-side decision makers for upselling and cross selling all service lines such as Data and Analytics, AI, Application Development and Maintenance Services, Digital, BPO, Enterprise Solutions (Pega, Salesforce, Oracle), Infrastructure & cloud. * Sales and demand generation/capture through rigor in regular review of Pipeline and performance against plan on weekly, monthly, quarterly, and annual basis. * Define and execute the portfolio specific plan for building new relationships and elevating the TCS brand. * Lead the teams in generating opportunities and presenting proposals (proactive as well as responses to RFP/RFIs) * Manage and escalate (when necessary) to ensure fulfillment of resources to meet the revenue and delivery commitments. * Identifying and mentoring team members into future leaders within the account and beyond. * Delivery management through scheduled engagement reviews between Customer(s) and Delivery leaders. * Interacting with Supplier relationship team from customer organization and maintain smoother flow of contracts, invoices, and payments. Qualifications: * Experience with rapid growth in accounts and experience in global delivery model. * Prior experience of managing a P&L in a leadership role is a must. * Experience of Sales role in Healthcare or distribution/Retail Industry * Ability to present at senior levels, and executive levels and navigating the multiple layers of organization of the customer. * Ability to work with different teams in various service lines and functions, across various time zones * Willingness to travel per business needs Salary Range: 117,600 - 162,400 a year #LI-MM6
    $70k-94k yearly est. 5d ago
  • Business Relationship Manager Senior Acquisition - Vice President

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
    $46k-68k yearly est. Auto-Apply 38d ago
  • Business Relationship Manager Senior Acquisition - Vice President

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. **Job Responsibilities** + Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed + Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses + Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners + Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects + Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship + Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions + Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience + Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards + Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done + Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently + Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate + Balance needs of clients with associated risks and interests of the firm + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field, or equivalent work experience + Minimum of 3 years' managing clients >$10+MM revenue + In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts + Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $46k-68k yearly est. 60d+ ago
  • Business Relationship Manager Senior Acquisition Vice President

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210673786 JobSchedule: Full time JobShift: Day : If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities * Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. * Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners * Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects * Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship * Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions * Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience * Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience * Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards * Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done * Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently * Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate * Balance needs of clients with associated risks and interests of the firm * Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field, or equivalent work experience * Minimum of 3 years' managing clients >$10+MM revenue * In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts * Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
    $46k-68k yearly est. Auto-Apply 60d+ ago
  • Remote Producing Branch Manager- Anywhere in US

    National Mortgage Staffing 3.9company rating

    Tampa, FL jobs

    Now Hiring: Producing Branch Managers - Remote | Multiple States Compensation: Customized per platform | W2 with benefits | Overrides + Self-Sourced Comp | Signing bonuses in select roles About the Role: We're representing multiple mortgage platforms nationwide that are seeking Producing Branch Managers ready to scale a team, transition existing volume, or establish a new branch with the right operational and leadership support in place. Whether you're running a $2M/month branch or producing $1M personally with plans to grow, we'll align you with the model that fits - from delegated correspondent lending to broker-direct setups with advanced marketing and technology. Branch Manager Compensation Summary: Branch-Level Comp: Overrides on team production: 25-75 bps Individual production: 100-150 bps for self-sourced volume Broker/Correspondent hybrid model: Up to 275 bps (delegated/non-delegated) Some platforms offer: Immediate stock options (TX-based lender) Quarterly stock bonuses Dedicated LOA for transition onboarding In-house ops and marketing support CRM, tech, and recruiting tools built in No P&L required in many models - override-only setups available Volume Expectations: Branch minimum: $1.5M-$2M+ monthly Individual LO minimum: Typically 1-2 units/month or $400K-$1M+ in volume Ideal Candidates: Proven Producing Branch Manager (or team lead) with active state NMLS Licensed in any of the states where opportunities are open Experience recruiting and leading originators Seeking a growth-forward platform with competitive pricing and flexibility Strong grasp of compliance and a team-focused mindset Interested? Submit your resume to confidentially explore which platforms best align with your goals, compensation expectations, and team needs. We'll only match you to opportunities that make sense for your structure - no spam, no pressure. Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
    $51k-67k yearly est. 60d+ ago
  • Assistant Branch Manager

    Telhio Credit Union 3.8company rating

    Reynoldsburg, OH jobs

    Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. Assistant Branch Managers are responsible for assisting and supporting the Branch Relationship Manager in the administration and efficient daily operation of their branch office, including the areas of operations, lending, product sales, member service, and security and safety in accordance with the Credit Union's objectives. They are the on-the-floor trainer for all new staff and lead by example in their sales and service activities. The focus of the Assistant Branch Manager is to assist the Branch Relationship Manager in creating a warm, friendly, and fun environment within the branch, believing that happy employees lead to happy members. Responsibilities: Identify opportunities for cross-selling various financial products and services. Provide leadership and guidance to branch staff, ensuring a positive work environment Oversee day-to-day branch operations, including customer service, staff scheduling, and problem resolution. Establish and maintain strong relationships with clients, providing exceptional service and financial guidance. Analyze clients' financial needs and offer personalized solutions Ensure client confidentiality and data security. Stay current with all banking regulations, policies, and procedures Maintain accurate records of sales activities, client interactions, and branch operations. Prepare and submit reports as required by the branch and regional management. Engage in community events in partnership with the Branch Relationship Manager and Marketing Team Other job duties and functions as assigned by leadership Mentor, coach and motivate other team members (new and existing) Inform and update staff regarding new marketing promotions Ensure on the floor marketing materials are current Follow up training for staff as needed Open and Close Branch Branch Audits Ability to review, correct and approve timecards Manage & Lead Staff to conduct Branch Operations except for: Performance Reviews and taking corrective action with employees Required Qualifications: High School Diploma/Equivalent (Required) Associates degree (Preferred) 1-3 years leadership experience (Required) 4-6 years of Retail Banking experience (Required) Notary License (Upon hire/ Required) NMLS Designation (Upon hire/ Required) Demonstrates in depth knowledge of financial products and banking regulations Demonstrates strong member advisory skills Demonstrates experience with/broad understanding of personal and commercial financial solutions What you will earn: Competitive salary Opportunity to earn incentive and bonus Benefits: several medical plan options, dental, free vision, free life and free disability insurance Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan Generous schedule for 14 paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; standing; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. Must drive occasionally. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer
    $44k-53k yearly est. 43d ago
  • Business Relationship Manager _ Large Aerospace Customer

    Tata Consulting Services 4.3company rating

    Cincinnati, OH jobs

    This position is part of TCS's IoT and Digital Engineering Service Line, focusing on Managing a arge relationship, ensure Customer Delight and mine account for driving business growth for arge Aerospace Customer. The candidate would build excellent Client Relationship, Manage rogram expectations in collaboration with Delivery teams, Engage in account mining activities to enable growth as per expectations and build partnerships for services spanning product engineering, manufacturing, supply chain, sustainability, etc. The ideal candidate will have over 15 years of industry experience shaping proposals, building strong client relationships, managing Account level P&L, Opportunities mining and shaping proposals while collaborating with cross-functional teams to identify / build solutions for business opportunities and enhance value for clients. Key Responsibilities: * Lead, Grow and Manage - Engineering, Manufacturing and IOT Solutions and Services across Industrial Machinery Customers including but not limited to Manufacturing transformation, Edge to Cloud IoT platforms/ applications and entire product life cycle management services. * Engage senior client executives, IT & Business leaders, and procurement stakeholders to build long-term partnerships. * Monitor account performance, lead business reviews, and support relationship management to expand service footprint, specifically in a Large Relationship. * Drive account mining, identify opportunities towards pipeline development and manage sales cycles to closure, contributing to revenue growth and market expansion positioning IOT and Digital engineering services to prospective and existing clients. * Build and maintain account maps, identify high-potential opportunities, and strategize go-to-market plans with technical and sales leadership. * Represent the company at industry events and build visibility through thought leadership and client engagements Must-Have Skills: * Strong domain experience in Aerospace Industry * Proven Account Management and Client relationship experience in US Region, specifically in managing a large relationship * Exceptional communication and stakeholder management skills. Qualifications: * Bachelor's in engineering/ Master in Engineering / Master in Business Administration with 15+ years of experience with at least 5+ years of large relationship and account management * Experience and deep domain knowledge in Aerospace Industry * Experience of positioning offerings, developing and presenting proposals, value propositions, business cases and complex deal structuring. * Strong technical skills with ability to engage customers with "consultative selling" is essential. * Ability to understand market/customer needs and work with solution teams to help develop innovative solutions for the industry. Salary Range: $130,000-$162,000 a year #LI-KR2
    $130k-162k yearly 39d ago
  • Business Relationship Manager I - Officer

    Jpmorgan Chase 4.8company rating

    New Albany, OH jobs

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 + Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses + Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio + Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed + Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships + Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs + Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements **Required qualifications, capabilities and skills** + Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience + General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market + Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners + Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently + Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment + Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field or equivalent work experience + Strong current business network Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $46k-68k yearly est. 30d ago
  • Business Banking Relationship Manager

    Telhio Credit Union 3.8company rating

    Ohio jobs

    Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. Position Summary: The Business Banking Relationship Manager (BBRM) - Is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening member relationships. Key responsibilities include supporting growth and profitability of the small business member base, working collaboratively with retail team members identifying, developing, and driving results, and acquiring new member opportunities through prospecting, networking, and developing external referral sources. Job expectations include selling and servicing business products including loan originations, deposit products, merchant services, business credit cards and ancillary services for business members under the following guidelines - Lend up to $750,000 aggregate exposure per relationship. A complete understanding of all loan products and operational procedures is essential. The BBRM, must be highly organized and detail oriented. Written and verbal communication skills are essential along with the ability to work under pressure within a deadline driven environment. Must be able to work independently with little supervision. Responsibilities: Review loan applications and forward to Underwriter within 24 hours Reviews loan application information for completeness Verifies receipt of Personal Financial Statement Verification of Personal Tax returns Verification of Corporate Tax returns Other documents as needed Submit the loan file to underwriting Business Lending Production and Cross Selling the following products: Merchant Services Business Credit Cards Mortgage/ Consumer Loan Referrals New Business Account and Deposit Growth Business/ Personal Insurance Policy Deposit Accounts and related Services Work with 3rd party vendors on product updates and training Properly document all referral services and member interactions in the following computer programs/system: Encompass Sageworks (Relationship and Portfolio Management) Workflow Management CIP Tickler review Participate in industry related meetings and events Represent the credit union in the community on various boards, committees, seeking out networking and other business opportunities Marketing, Prospective Cold Calling on Medium to Large Employers and/or Affinity Groups Performs other duties as assigned Complies with all policies and standards Qualifications: Bachelor's degree in Business Administration, Accounting or Finance (Preferred) 1+ years of experience as a Branch Manager or equivalent role with a focus on community relationship-building (Required) 1+ years of experience in any capacity within the lending process (Required) 1-3 years Business Loan Administration (Preferred) Ability to read and understand bank, financial statement and tax return documents. Will Need to travel to different branches and member locations for appointments - Estimated travel 30% (Typically all in Ohio) Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background. What you will earn: Competitive Pay (base salary + commission) Benefits: several medical plan options, dental, free vision, free life insurance and free disability insurance 100% paid paternity leave Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan 10 paid holidays and generous paid time off plan for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship program Volunteer opportunities impacting the local community Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; standing; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. Must drive occasionally. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer
    $65k-88k yearly est. 60d+ ago

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