Post job

Senior Relationship Manager jobs at Lincoln Financial Group - 23 jobs

  • Regional Banking Relationship Manager Senior

    Huntington National Bank 4.4company rating

    Pittsburgh, PA jobs

    The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal. Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking. Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size. Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Represents the bank within the community through representation on keyboards and at business and community functions. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Partner with more junior Regional Banking colleagues on more complex credits. Performs other duties as assigned. Basic Qualifications: Bachelor's degree or equivalent (4 year of education and Business Banking/ Commercial lending experience) 10+ years of Business Banking/Commercial Banking experience Preferred Qualifications: Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $106k-136k yearly est. Auto-Apply 10d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Business Banking Relationship Manager

    M&T Bank 4.7company rating

    Philadelphia, PA jobs

    Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank products. Primary Responsibilities: Develop new banking relationships with business prospects. Service existing business banking client base. Achieve established goals as outlined by manager. Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Network with centers of influence to develop business including accountants, attorneys and other referral sources. Evaluate credit information and requests and recommend appropriate loan structure to manage risk. Effectively negotiate with underwriters and clients to maximize revenue and minimize risk. Achieve sales goals with minimum expectations as follows: Revenue of $150M to $400M. Loan production of $4MM to $8MM. Deposit balance production of $400M to $2MM. Manage loan portfolio of $7.5MM to $20MM. Oversee approximately 15 to 40 relationship managed clients. Actively participate in all business banking and retail sales sprints. Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned. Participate in civic and cultural organizations and programs. Utilize prescribed selling techniques to maximize sales opportunities. Scope of Responsibilities: Ability to sell effectively to prospects and clients. Manage and retain existing clients. Work closely with internal contacts to service clients. Education and Experience Required: Bachelor's degree or in lieu of a degree, a minimum of 4 years of related sales/banking experience, or a combination thereof Knowledge of personal computers and the software utilized by the department Ability to read and analyze financial statements and tax returns. Sound credit skills necessary to evaluate loan requests. Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Strong interpersonal and presentation skills required. #LI-WR1 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $94,400.00 - $157,400.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationPhiladelphia, Pennsylvania, United States of America
    $94.4k-157.4k yearly Auto-Apply 3d ago
  • Fair Banking Quantitative Risk Manager

    M&T Bank 4.7company rating

    Remote

    The Fair Banking Qualitative Risk Manager is responsible for managing and overseeing a team of analytics professionals who perform modeling and qualitative assessments to identify, measure, and mitigate Fair Lending risk across the lending lifecycle. This role ensures compliance with regulatory expectations and internal risk management standards by providing credible challenge, analytical oversight, and governance of statistical methodologies used to evaluate underwriting, pricing, redlining and other aspects of Fair Banking performance. The manager collaborates with Compliance, Risk, and business partners to ensure results are accurately interpreted, communicated, and incorporated into fair and responsible banking practices. Primary Responsibilities: Manage and mentor a team of Fair Lending analysts performing regression modeling, matched-pair analysis, redlining analytics, and comparative file reviews. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Establish priorities, assign projects, and monitor progress to ensure timely, high-quality deliverables aligned with department goals. Foster a culture of analytical integrity, professional development and cross-team collaboration between analytics, and business partners. Oversee model development and maintenance processes to ensure adherence to regulatory and model-risk expectations. Review and approve analytical frameworks, variable selection methodologies, segmentation strategies, and model documentation, to ensure transparency and reproducibility. Provide credible challenge to assumptions, controls, and outcomes produced by analysts; ensure the findings are fully supported, statistically valid and risk contextualized. Coordinate with Model Risk Management and Internal Audit during validation, periodic reviews, and model inventory updates. Oversee development of written analyses, memo, dashboards, and reporting materials for Senior Management, Internal Audit, and regulators. Act as a liaison for all Quantitative Risk Management projects for Senior Management related to a diverse portfolio of bank wide divisional areas, external consultants, vendors, and peer banks on facets of quantitative risk management. Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Education and Experience Required: Bachelors' degree, OR in lieu of a degree, A combined minimum of 14 years' higher education and/or work experience, including a minimum of 10 years' related experience (inclusive of 4 years supervisory/management experience) -OR- Master's degree in mathematics, Statistics, Quantitative Analysis or another technical discipline and a minimum of 8 years' related experience (inclusive of 4 years supervisory/management experience), OR in lieu of a degree, A combined minimum of 14 years' higher education and/or work experience, including a minimum of 8 years' related experience and/or (inclusive of 4 years supervisory/management experience). Minimum of 10 years' related experience (inclusive of 4 years supervisory/management experience) Banking or Financial Services experience. Experience with SAS, SAS Enterprise Miner and other Statistical Software Packages. Advanced Knowledge of SQL and Microsoft Office. Ability to utilize analytics in a collaborative manner across business functions and product lines to derive optimum solutions. Demonstrated ability to communicate complex concepts. Demonstrated ability to manipulate and analyze data across large databases. Education and Experience Preferred: Credit Analysis experience. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $148,300.00 - $247,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
    $148.3k-247.1k yearly Auto-Apply 60d+ ago
  • Sr. Audit Manager

    M&T Bank 4.7company rating

    Remote

    Support the risk assessment and plan development process to determine audit coverage; Maintain ongoing awareness of current and proposed discretionary initiatives within assigned portfolios to utilize as input to resource allocation and to share with the audit team; Regularly interact with Senior, Middle, and Line Management in assigned portfolio(s) to remain aware of changing or emerging risks and proactively utilize this information in audit planning, to facilitate changes to the continuous auditing program, and to facilitate discussions with Executive Management when considered warranted; Represent IT Audit on discretionary project committees to provide input on control expectations or advise on best practices; Work with management to implement appropriate solutions to audit findings and engage with Senior Management on matters that will have a major impact on the area managed; Support and encourage integrated auditing concepts and use of technology to improve the efficiency and effectiveness of audit procedures; Apply an in-depth understanding of the inter relationships of business and support units throughout a financial institution and discuss potential impacts to the overall control environment and impacts to proposed audit approaches; Ensure comprehensive continuous auditing and validation procedures are in place on Internal Audit and regulatory issues; Provide appropriate level of oversight to IT Audit Management and staff. Provide coaching and developmental feedback and tailor approach based upon staff skills and experience. Provide advisory and consulting services to Bank management on risk and control matters; Manage multiple tasks concurrently in an efficient and effective manner with minimal oversight; Ensure the delivery of clear and concise Audit Reports to management; and Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Minimum requirements: Bachelor's degree, or foreign equivalent, in Computer Science, Information Technology, Information Management, Data Science, and Cybersecurity, or related field plus five (5) years of experience in the job offered or as IT Auditor, Systems Analyst, Software Engineer, or related occupation. Must have five (5) years of experience managing audit lifecycle from planning to reporting of complex technology implementations; auditing cloud technologies and large-scale implementations; auditing various aspects of identity and access management program including governance and technologies across the access lifecycle. Must have four (4) years of experience auditing cybersecurity and BCM (business continuity management) programs and underpinning frameworks, processes and technology. Must have two (2) years of experience auditing enterprise data management principles. Salary: $205,500.00 - $215,500.00 per year. LocationClanton, Alabama, United States of America
    $205.5k-215.5k yearly Auto-Apply 60d+ ago
  • Business Banking Relationship Manager

    M&T Bank 4.7company rating

    York, PA jobs

    Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank products. **Primary Responsibilities:** + Develop new banking relationships with business prospects. Service existing business banking client base. Achieve established goals as outlined by manager. + Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Network with centers of influence to develop business including accountants, attorneys and other referral sources. + Evaluate credit information and requests and recommend appropriate loan structure to manage risk. Effectively negotiate with underwriters and clients to maximize revenue and minimize risk. + Achieve sales goals with minimum expectations as follows: + Revenue of $150M to $400M. + Loan production of $4MM to $8MM. + Deposit balance production of $400M to $2MM. + Manage loan portfolio of $7.5MM to $20MM. + Oversee approximately 15 to 40 relationship managed clients. + Actively participate in all business banking and retail sales sprints. Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned. Participate in civic and cultural organizations and programs. Utilize prescribed selling techniques to maximize sales opportunities. **Scope of Responsibilities:** Ability to sell effectively to prospects and clients. Manage and retain existing clients. Work closely with internal contacts to service clients. **Education and Experience Required:** Bachelor's degree or in lieu of a degree, a minimum of 4 years of related sales/banking experience, or a combination thereof Knowledge of personal computers and the software utilized by the department Ability to read and analyze financial statements and tax returns. Sound credit skills necessary to evaluate loan requests. Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Strong interpersonal and presentation skills required. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $85,800.00 - $171,600.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** York, Pennsylvania, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $85.8k-171.6k yearly 16d ago
  • Business Banking Relationship Manager

    M&T Bank 4.7company rating

    York, PA jobs

    Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank products. Primary Responsibilities: * Develop new banking relationships with business prospects. Service existing business banking client base. Achieve established goals as outlined by manager. * Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Network with centers of influence to develop business including accountants, attorneys and other referral sources. * Evaluate credit information and requests and recommend appropriate loan structure to manage risk. Effectively negotiate with underwriters and clients to maximize revenue and minimize risk. * Achieve sales goals with minimum expectations as follows: * Revenue of $150M to $400M. * Loan production of $4MM to $8MM. * Deposit balance production of $400M to $2MM. * Manage loan portfolio of $7.5MM to $20MM. * Oversee approximately 15 to 40 relationship managed clients. * Actively participate in all business banking and retail sales sprints. Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned. Participate in civic and cultural organizations and programs. Utilize prescribed selling techniques to maximize sales opportunities. Scope of Responsibilities: Ability to sell effectively to prospects and clients. Manage and retain existing clients. Work closely with internal contacts to service clients. Education and Experience Required: Bachelor's degree or in lieu of a degree, a minimum of 4 years of related sales/banking experience, or a combination thereof Knowledge of personal computers and the software utilized by the department Ability to read and analyze financial statements and tax returns. Sound credit skills necessary to evaluate loan requests. Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Strong interpersonal and presentation skills required. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $85,800.00 - $171,600.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location York, Pennsylvania, United States of America
    $85.8k-171.6k yearly Auto-Apply 17d ago
  • Business Banking Relationship Manager

    M&T Bank 4.7company rating

    Harrisburg, PA jobs

    Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank products. **Primary Responsibilities:** + Develop new banking relationships with business prospects. Service existing business banking client base. Achieve established goals as outlined by manager. + Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Network with centers of influence to develop business including accountants, attorneys and other referral sources. + Evaluate credit information and requests and recommend appropriate loan structure to manage risk. Effectively negotiate with underwriters and clients to maximize revenue and minimize risk. + Achieve sales goals with minimum expectations as follows: + Revenue of $150M to $400M. + Loan production of $4MM to $8MM. + Deposit balance production of $400M to $2MM. + Manage loan portfolio of $7.5MM to $20MM. + Oversee approximately 15 to 40 relationship managed clients. + Actively participate in all business banking and retail sales sprints. Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned. Participate in civic and cultural organizations and programs. Utilize prescribed selling techniques to maximize sales opportunities. **Scope of Responsibilities:** Ability to sell effectively to prospects and clients. Manage and retain existing clients. Work closely with internal contacts to service clients. **Education and Experience Required:** Bachelor's degree or in lieu of a degree, a minimum of 4 years of related sales/banking experience, or a combination thereof Knowledge of personal computers and the software utilized by the department Ability to read and analyze financial statements and tax returns. Sound credit skills necessary to evaluate loan requests. Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Strong interpersonal and presentation skills required. \#LI-WR1 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $85,800.00 - $143,000.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Harrisburg, Pennsylvania, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $85.8k-143k yearly 60d+ ago
  • Business Banking Relationship Manager

    M&T Bank 4.7company rating

    Harrisburg, PA jobs

    Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank products. Primary Responsibilities: * Develop new banking relationships with business prospects. Service existing business banking client base. Achieve established goals as outlined by manager. * Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Network with centers of influence to develop business including accountants, attorneys and other referral sources. * Evaluate credit information and requests and recommend appropriate loan structure to manage risk. Effectively negotiate with underwriters and clients to maximize revenue and minimize risk. * Achieve sales goals with minimum expectations as follows: * Revenue of $150M to $400M. * Loan production of $4MM to $8MM. * Deposit balance production of $400M to $2MM. * Manage loan portfolio of $7.5MM to $20MM. * Oversee approximately 15 to 40 relationship managed clients. * Actively participate in all business banking and retail sales sprints. Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned. Participate in civic and cultural organizations and programs. Utilize prescribed selling techniques to maximize sales opportunities. Scope of Responsibilities: Ability to sell effectively to prospects and clients. Manage and retain existing clients. Work closely with internal contacts to service clients. Education and Experience Required: Bachelor's degree or in lieu of a degree, a minimum of 4 years of related sales/banking experience, or a combination thereof Knowledge of personal computers and the software utilized by the department Ability to read and analyze financial statements and tax returns. Sound credit skills necessary to evaluate loan requests. Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Strong interpersonal and presentation skills required. #LI-WR1 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $85,800.00 - $143,000.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location Harrisburg, Pennsylvania, United States of America
    $85.8k-143k yearly Auto-Apply 32d ago
  • Technical Diligence and Asset Manager

    Huntington Bancshares Inc. 4.4company rating

    Pittsburgh, PA jobs

    As a Technical Diligence and Asset Manager, you will play a pivotal role in driving the growth and success of our Renewable Energy Finance (REF) team at Huntington as we expand our products beyond renewables. You will be responsible for assisting the REF team in providing technical and commercial insight in (1) renewable energy debt and tax equity financing opportunities, (2) financing conventional power generation, midstream energy, public private partnerships (P3), and electrical transmission sectors, and (3) monitoring the operations of the REF's portfolio of financed projects. Types of projects include solar, battery storage, wind, geothermal, renewable natural gas (RNG), conventional natural gas (NG) power generation, liquid-natural gas (LNG) facilities, midstream facilities, and P3 projects. Technical Diligence and Asset Manager's advice will be a key factor in assessing financing opportunities and in making prudent investment decisions. In-depth knowledge of and experience with solar, wind, RNG, NG, and LNG technologies and projects regarding contracts, construction, production modelling, operations, and independent engineers is required. Duties and Responsibilities: * Technical and Commercial Diligence: Detailed technical assessments regarding project feasibility and technical risks to assess reasonableness and compliance with industry standards/practices. Includes reviews of project design, technologies, energy production, construction, operations and maintenance, contracts, environmental, and estimated useful life. * Financing Agreements: Assist in negotiating financing agreements from a technical and operational perspective. * Financing Models: Verify technical and economic assumptions and support sensitivity analyses. * Third Parties: Work with clients and independent engineers through the financing process, including providing commercially reasonable solutions to technical obstacles. Includes discussions with clients as they plan technology selection or work through design considerations for their projects. Hiring and managing independent engineers. * Asset Management: Monitor financed projects, maintain REF's portfolio performance database, monitor major technical issues. Monthly calls with clients reviewing performance and technical issues. Assist in monthly/quarterly portfolio performance reporting and presentations and other internal presentations. * Travel: Visit project sites during construction and/or operations. Attend team meetings and conferences. Basic Qualifications: * Bachelors degree in engineering or operational field. * 8+ years in renewable energy * Proficiency in Pvsyst reports * 4+ years in conventional power project construction and/or operation and maintenance reviews. * Experience in leading diligence and working with lenders on financing power projects. * Proficient in performance metrics. Preferred Qualifications: * Master's degree in mechanical or electrical engineering. * Strong interpersonal, verbal, written communication skills. * Proven critical thinking and negotiation skills. * Proven ability to manage workflow and deadlines, while effectively balancing competing priorities. * Proficient in Microsoft Excel, Word, and PowerPoint. #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 01/22/2026 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000 - $208,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $93k-208k yearly Auto-Apply 7d ago
  • Technical Diligence and Asset Manager

    Huntington National Bank 4.4company rating

    Pittsburgh, PA jobs

    As a Technical Diligence and Asset Manager, you will play a pivotal role in driving the growth and success of our Renewable Energy Finance (REF) team at Huntington as we expand our products beyond renewables. You will be responsible for assisting the REF team in providing technical and commercial insight in (1) renewable energy debt and tax equity financing opportunities, (2) financing conventional power generation, midstream energy, public private partnerships (P3), and electrical transmission sectors, and (3) monitoring the operations of the REF's portfolio of financed projects. Types of projects include solar, battery storage, wind, geothermal, renewable natural gas (RNG), conventional natural gas (NG) power generation, liquid-natural gas (LNG) facilities, midstream facilities, and P3 projects. Technical Diligence and Asset Manager's advice will be a key factor in assessing financing opportunities and in making prudent investment decisions. In-depth knowledge of and experience with solar, wind, RNG, NG, and LNG technologies and projects regarding contracts, construction, production modelling, operations, and independent engineers is required. Duties and Responsibilities: + Technical and Commercial Diligence: Detailed technical assessments regarding project feasibility and technical risks to assess reasonableness and compliance with industry standards/practices. Includes reviews of project design, technologies, energy production, construction, operations and maintenance, contracts, environmental, and estimated useful life. + Financing Agreements: Assist in negotiating financing agreements from a technical and operational perspective. + Financing Models: Verify technical and economic assumptions and support sensitivity analyses. + Third Parties: Work with clients and independent engineers through the financing process, including providing commercially reasonable solutions to technical obstacles. Includes discussions with clients as they plan technology selection or work through design considerations for their projects. Hiring and managing independent engineers. + Asset Management: Monitor financed projects, maintain REF's portfolio performance database, monitor major technical issues. Monthly calls with clients reviewing performance and technical issues. Assist in monthly/quarterly portfolio performance reporting and presentations and other internal presentations. + Travel: Visit project sites during construction and/or operations. Attend team meetings and conferences. Basic Qualifications: + Bachelors degree in engineering or operational field. + 8+ years in renewable energy + Proficiency in Pvsyst reports + 4+ years in conventional power project construction and/or operation and maintenance reviews. + Experience in leading diligence and working with lenders on financing power projects. + Proficient in performance metrics. Preferred Qualifications: + Master's degree in mechanical or electrical engineering. + Strong interpersonal, verbal, written communication skills. + Proven critical thinking and negotiation skills. + Proven ability to manage workflow and deadlines, while effectively balancing competing priorities. + Proficient in Microsoft Excel, Word, and PowerPoint. #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 01/22/2026 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000 - $208,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $93k-208k yearly 15d ago
  • Payments Segment Risk Manager Sr

    Huntington Bancshares Inc. 4.4company rating

    Pittsburgh, PA jobs

    The Segment Risk Manager Sr acts as a strategic partner for Enterprise Payments, overseeing the design, implementation, and ongoing management of Information Technology Risk & Control (ITRC) activities. This role drives identification, assessment, monitoring, and remediation of risks in alignment with regulatory requirements, industry standards, and internal frameworks, ensuring consistency with corporate risk appetite. The Segment Risk Manager Sr partners with Technology, Information Security, Data Management & Governance, and Compliance to ensure end-to-end control effectiveness and operational resilience across the payment ecosystem. This includes business-owned and vendor-managed platforms and data, as well as Business Continuity Planning (BCP) and Disaster Recovery (DR). Responsibilities include enabling informed decision-making, supporting business objectives in a dynamic, product-focused environment, and providing oversight for IT risk initiatives. This leader also manages the Segment Risk Manager responsible for Information Technology Risk Management (ITRM), fostering a culture of accountability and collaboration. Duties & Responsibilities: * Direct and oversee the Segment Risk Manager, ITRM, ensuring alignment of IT risk strategies with segment and corporate objectives. * Collaborate with Enterprise Payments leadership and cross-functional partners to align risk management with business objectives; escalate key risk issues to senior management related to ITRC and Service Continuity including Business Continuity Planning (BCP) and Disaster Recovery (DR). * Oversee and challenge the design, implementation, and effectiveness of controls, ensure timely remediation of business unit self-identified, audit and regulatory findings related to ITRC, BCP, and DR. * Lead development and monitoring of data management and governance frameworks for Enterprise Payments. * Provide risk management and governance oversite for Service Continuity and Disaster Recovery planning, testing, and incident response for Enterprise Payments, ensuring operational resilience. * Lead root-cause analysis (RCA) for control failures, payment delays, reconciliation issues, and technology breakdowns * Track issues and remediation plans to closure, ensuring accountability and sustainability fixes * Maintain and update risk registers, ensuring risks are accurately documented, scored, and tracked through remediation * Collaborate with vendor management teams to ensure vendor applications meet risk, compliance, and continuity requirements. * Monitor and report key risk indicators (KRIs) using dashboards and analytics; drive continuous improvement in risk reporting and automation. * Stay current on payments industry trends, emerging technology risks, and regulatory changes across real-time payments, card processing, fraud systems and API integrations; adjust strategies as needed. * Performs other duties as assigned by the Segment Risk Officer. Basic Qualifications: * Bachelor's degree * Minimum of 7 years of experience in Audit, Compliance, Risk Management or Operational Risk, preferably in Banking, Payments or Information Technology * In lieu of a Bachelor's degree 4 additional years of segment-specific or risk related experience may be considered Preferred Qualifications: * Experience supporting product development or rapid product launches in payments or fintech * Familiarity with Agile/Scrum methodologies and project management tools * Technical knowledge of payment platforms, APIs, and risk analytics * Experience in vendor risk management, particularly in evaluating and overseeing third-party applications. * Knowledge of service continuity and disaster recovery principles, including business impact analysis and recovery planning. * Understanding of regulatory requirements (FFIEC, PCI DSS, AML/BSA, card brand/network rules) * Strong external engagement-industry forums, benchmarking, and best practice sharing * Advanced knowledge of risk management principles and regulatory compliance requirements. * Strong analytical and problem-solving skills. * Strong interpersonal skills and ability to build strong partnerships. * Ability to deal with ambiguity and navigate through complex situations. * Demonstrated ability to influence change, prioritize competing priorities, and work in a fast-paced environment. #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000 - $189,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $93k-189k yearly Auto-Apply 2d ago
  • Senior Commercial Portfolio Manager - Technology Finance

    Huntington Bancshares Inc. 4.4company rating

    Pittsburgh, PA jobs

    The Senior Commercial Portfolio Manager - Technology Finance underwrites credit exposure for large, complex customer relationships and circumstances. Includes day-to-day interaction with assigned Sales Reps, management of portfolio risk, and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: * Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. * Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. * Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader and Regional Credit Officer. * Underwrites complex and large credit requests for prospects and clients. Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. * Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. * Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. * Responsible for financial statement spreading, risk rating integrity, compliance, and regulatory review. * Responsible for maintaining an extensive level of knowledge of corporate banking, investment banking, and commercial banking solutions, in addition to market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. * Mentor Credit Analysts and junior-level Portfolio Managers. * Performs other duties as assigned. Required Qualifications: * Bachelor's Degree in Accounting, Finance, or related field. * Experience conducting cash flow analysis for large, complex publicly traded companies. * Intermediate proficiency with MS Office Desktop applications. * 7+ years of experience in commercial credit analysis. * Proficiency with Moody's spreading software. Preferred Qualifications: * Previous equipment finance underwriting experience. * Strong interpersonal skills and solid written/verbal communication. * Ability to prioritize workflow and multi-task in a fast-paced environment. * Strong interpersonal skills and solid written/verbal communication. * RMA-CRC designation. * CLFP designation. #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000 - $154,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $70k-154k yearly Auto-Apply 60d+ ago
  • Branch Manager

    Ameriprise 4.5company rating

    Sewickley, PA jobs

    The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch's unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth. Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. Lead the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client. Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work. Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice. Required Qualifications: Bachelors degree or equivalent 3 - 5 years of relevant work experience Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training Active FINRA Series 7 or ability to obtain within 150 days Active FINRA Series 24, or 9/10 or ability to obtain within 90 days Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days Active State IAR registration (S65 or S66) or ability to obtain within 150 days Active Life and Accident/Health insurance license or ability to obtain within 150 days Proven success driving business growth Proven leadership skills and ability to drive and motivate an organization to achieve results Demonstrated sales success with proven ability to acquire clients and close business Self driven and achievement oriented Ability to execute a playbook to drive results Strong presentation skills P&L expense management and ability to analyze data and reports to determine business opportunities. Knowledgeable and able to develop networks within the community Excellent compliance record Preferred Qualifications: Masters degree and/or relevant industry designations preferred (e.g. CFP) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group
    $52k-73k yearly est. Auto-Apply 51d ago
  • Branch Manager

    M&T Bank 4.7company rating

    Delta, PA jobs

    Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. **Primary** **Responsibilities** **:** + Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual goals. + Leads team through coaching, performance management, and setting priority. Builds and develops branch staff. + Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers with short and long term solutions. + Proactively prospects and grows Business Banking relationships through outreach. Builds the bank's presence in the community + Conducts interviews and selects employees based on staffing model. + Actively models and coaches customer service and needs determination behaviors. Reinforces and maintains accountability for execution of Retail strategy. + Ensures operational and requirements are maintained, to include consumer and business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. + Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers. Provide coaching and guidance to improve and reduce future problem resolution/escalations. + Engages with all team members and business partners as appropriate. + Independently processes all Business Banking loan requests up to $100,000. Proactively bundle products and services as appropriate. + Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Promotes an environment that supports a culture of belonging and reflects the M&T Bank brand. + Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Completes other related duties as assigned. + Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. **Scope of Responsibilities:** This position reports to a Retail Regional Manager and leads the branch team to achieve annual sales and profitability goals, and has a sound working knowledge of the overall operations of the branch. Branch Managers have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Branch Managers must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions. In addition, Insurance licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the Branch and Retail Regional Manager. Branch Managers will typically spend some of their time servicing existing customers, and the majority of the time growing the business through proactive sales and outside calling activities. Branch Managers are responsible for building productive partnerships with appropriate areas of the bank to ensure customer needs, service issues, and employee issues are resolved timely and accurately. Branch Managers are responsible for taking full ownership of customer issues until they are completely resolved. **Supervisory/ Managerial Responsibilities:** Branch Managers generally have direct reporting responsibility for branch staff. **Education and Experience Required:** Bachelor's degree, OR, in lieu of degree, Four (4) years' relevant experience. Minimum three years sales experience Minimum two years' managerial experience or proven leadership abilities. At Market Manager discretion/branch need, Life/Accident and Health Insurance licensing required within 18 months of entry into position. Note: branch provides training for licensing within 6 months. M&T Business Banking Specialist within 18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified Bi-lingual/Spanish preferred Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets. Experience with Internet and email preferred. **Education and Experience Preferred:** Demonstrated sales/business development experience and success. Has fundamental understanding of profitability. Excellent communication and interpersonal skills. Proven ability to demonstrate and coach exceptional customer service. Ability to communicate and function professionally with all levels of personnel and business partners across the organization. Strong financial services product knowledge preferred. Strong organization, time management, and prioritization skills. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Delta, Pennsylvania, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $62.2k-103.6k yearly 10d ago
  • Branch Manager

    Huntington National Bank 4.4company rating

    Pittsburgh, PA jobs

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Branch Manager, you are responsible for management of the branch; leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program. Duties & Responsibilities: Managing portfolio of high value consumer and business customers. Leads the process of referring customers to other areas of the bank to meet customer needs, deepen relationships and build strong internal partnerships pursuant to OCR guidelines for the branch. Leading team to provide excellent customer service and effectively resolve customer issues. Leveraging available tools and technology to identify and present sales and service opportunities. Maintaining knowledge and educates team on all products, services, technology and policies. Maintaining active involvement in the community, and develops key business and community relationships. Developing key internal partnerships to drive business in market area. Actively overseeing the recruitment / hiring process ensuring assigned market is staffed with colleagues suitable for Huntington's culture. Garnering resources required to support team. Managing the overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures. Understanding branch sales, service, operations and financial performance. Demonstrating acumen in banking, investments, consumer lending, business banking, business lending, sales, sales leadership, customer service, process management, coaching, colleague development, communication and presentation. Performing other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year or more in a goal driven retail sales leadership role or a Bachelor's Degree. Preferred Qualifications: Bachelor's Degree and previous management experience. Ability to understand, drive, and lead branch sales, service, operations and financial performance within the branch and digital channels. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, sales leadership, customer service, process management, coaching and colleague development and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of consumer and business deposit products. Ability to develop, influence, inspire and motivate colleagues to increase retention. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $80k-100k yearly est. Auto-Apply 2d ago
  • Branch Manager

    M&T Bank 4.7company rating

    Dillsburg, PA jobs

    Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. Primary Responsibilities: * Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual goals. * Leads team through coaching, performance management, and setting priority. Builds and develops branch staff. * Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers with short and long term solutions. * Proactively prospects and grows Business Banking relationships through outreach. Builds the bank's presence in the community * Conducts interviews and selects employees based on staffing model. * Actively models and coaches customer service and needs determination behaviors. Reinforces and maintains accountability for execution of Retail strategy. * Ensures operational and requirements are maintained, to include consumer and business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. * Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers. Provide coaching and guidance to improve and reduce future problem resolution/escalations. * Engages with all team members and business partners as appropriate. * Independently processes all Business Banking loan requests up to $100,000. Proactively bundle products and services as appropriate. * Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. * Promotes an environment that supports a culture of belonging and reflects the M&T Bank brand. * Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. * Completes other related duties as assigned. * Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Scope of Responsibilities: This position reports to a Retail Regional Manager and leads the branch team to achieve annual sales and profitability goals, and has a sound working knowledge of the overall operations of the branch. Branch Managers have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Branch Managers must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions. In addition, Insurance licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the Branch and Retail Regional Manager. Branch Managers will typically spend some of their time servicing existing customers, and the majority of the time growing the business through proactive sales and outside calling activities. Branch Managers are responsible for building productive partnerships with appropriate areas of the bank to ensure customer needs, service issues, and employee issues are resolved timely and accurately. Branch Managers are responsible for taking full ownership of customer issues until they are completely resolved. Supervisory/ Managerial Responsibilities: Branch Managers generally have direct reporting responsibility for branch staff. Education and Experience Required: Bachelor's degree, OR, in lieu of degree, Four (4) years' relevant experience. Minimum three years sales experience Minimum two years' managerial experience or proven leadership abilities. At Market Manager discretion/branch need, Life/Accident and Health Insurance licensing required within 18 months of entry into position. Note: branch provides training for licensing within 6 months. M&T Business Banking Specialist within 18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified Bi-lingual/Spanish preferred Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets. Experience with Internet and email preferred. Education and Experience Preferred: Demonstrated sales/business development experience and success. Has fundamental understanding of profitability. Excellent communication and interpersonal skills. Proven ability to demonstrate and coach exceptional customer service. Ability to communicate and function professionally with all levels of personnel and business partners across the organization. Strong financial services product knowledge preferred. Strong organization, time management, and prioritization skills. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location Dillsburg, Pennsylvania, United States of America
    $62.2k-103.6k yearly Auto-Apply 32d ago
  • Branch Manager

    M&T Bank 4.7company rating

    Hummelstown, PA jobs

    Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. **Primary** **Responsibilities** **:** + Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual goals. + Leads team through coaching, performance management, and setting priority. Builds and develops branch staff. + Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers with short and long term solutions. + Proactively prospects and grows Business Banking relationships through outreach. Builds the bank's presence in the community + Conducts interviews and selects employees based on staffing model. + Actively models and coaches customer service and needs determination behaviors. Reinforces and maintains accountability for execution of Retail strategy. + Ensures operational and requirements are maintained, to include consumer and business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. + Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers. Provide coaching and guidance to improve and reduce future problem resolution/escalations. + Engages with all team members and business partners as appropriate. + Independently processes all Business Banking loan requests up to $100,000. Proactively bundle products and services as appropriate. + Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Promotes an environment that supports a culture of belonging and reflects the M&T Bank brand. + Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Completes other related duties as assigned. + Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. **Scope of Responsibilities:** This position reports to a Retail Regional Manager and leads the branch team to achieve annual sales and profitability goals, and has a sound working knowledge of the overall operations of the branch. Branch Managers have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Branch Managers must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions. In addition, Insurance licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the Branch and Retail Regional Manager. Branch Managers will typically spend some of their time servicing existing customers, and the majority of the time growing the business through proactive sales and outside calling activities. Branch Managers are responsible for building productive partnerships with appropriate areas of the bank to ensure customer needs, service issues, and employee issues are resolved timely and accurately. Branch Managers are responsible for taking full ownership of customer issues until they are completely resolved. **Supervisory/ Managerial Responsibilities:** Branch Managers generally have direct reporting responsibility for branch staff. **Education and Experience Required:** Bachelor's degree, OR, in lieu of degree, Four (4) years' relevant experience. Minimum three years sales experience Minimum two years' managerial experience or proven leadership abilities. At Market Manager discretion/branch need, Life/Accident and Health Insurance licensing required within 18 months of entry into position. Note: branch provides training for licensing within 6 months. M&T Business Banking Specialist within 18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified Bi-lingual/Spanish preferred Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets. Experience with Internet and email preferred. **Education and Experience Preferred:** Demonstrated sales/business development experience and success. Has fundamental understanding of profitability. Excellent communication and interpersonal skills. Proven ability to demonstrate and coach exceptional customer service. Ability to communicate and function professionally with all levels of personnel and business partners across the organization. Strong financial services product knowledge preferred. Strong organization, time management, and prioritization skills. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Hummelstown, Pennsylvania, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $62.2k-103.6k yearly 60d+ ago
  • Branch Manager

    M&T Bank 4.7company rating

    Hummelstown, PA jobs

    Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. Primary Responsibilities: * Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual goals. * Leads team through coaching, performance management, and setting priority. Builds and develops branch staff. * Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers with short and long term solutions. * Proactively prospects and grows Business Banking relationships through outreach. Builds the bank's presence in the community * Conducts interviews and selects employees based on staffing model. * Actively models and coaches customer service and needs determination behaviors. Reinforces and maintains accountability for execution of Retail strategy. * Ensures operational and requirements are maintained, to include consumer and business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. * Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers. Provide coaching and guidance to improve and reduce future problem resolution/escalations. * Engages with all team members and business partners as appropriate. * Independently processes all Business Banking loan requests up to $100,000. Proactively bundle products and services as appropriate. * Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. * Promotes an environment that supports a culture of belonging and reflects the M&T Bank brand. * Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. * Completes other related duties as assigned. * Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Scope of Responsibilities: This position reports to a Retail Regional Manager and leads the branch team to achieve annual sales and profitability goals, and has a sound working knowledge of the overall operations of the branch. Branch Managers have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Branch Managers must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions. In addition, Insurance licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the Branch and Retail Regional Manager. Branch Managers will typically spend some of their time servicing existing customers, and the majority of the time growing the business through proactive sales and outside calling activities. Branch Managers are responsible for building productive partnerships with appropriate areas of the bank to ensure customer needs, service issues, and employee issues are resolved timely and accurately. Branch Managers are responsible for taking full ownership of customer issues until they are completely resolved. Supervisory/ Managerial Responsibilities: Branch Managers generally have direct reporting responsibility for branch staff. Education and Experience Required: Bachelor's degree, OR, in lieu of degree, Four (4) years' relevant experience. Minimum three years sales experience Minimum two years' managerial experience or proven leadership abilities. At Market Manager discretion/branch need, Life/Accident and Health Insurance licensing required within 18 months of entry into position. Note: branch provides training for licensing within 6 months. M&T Business Banking Specialist within 18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified Bi-lingual/Spanish preferred Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets. Experience with Internet and email preferred. Education and Experience Preferred: Demonstrated sales/business development experience and success. Has fundamental understanding of profitability. Excellent communication and interpersonal skills. Proven ability to demonstrate and coach exceptional customer service. Ability to communicate and function professionally with all levels of personnel and business partners across the organization. Strong financial services product knowledge preferred. Strong organization, time management, and prioritization skills. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location Hummelstown, Pennsylvania, United States of America
    $62.2k-103.6k yearly Auto-Apply 32d ago
  • Mortgage Branch Manager

    Mutual of Omaha Mortgage 4.7company rating

    Philadelphia, PA jobs

    Job Description Calling all Top Producers or Current Branch Managers! Are you a top producer waiting for your chance to run your own office, or an established Branch Manager looking for stability in uncertain times? Now is the time to make a move - lets talk! At Mutual of Omaha Mortgage, Branch Managers oversee and serve many duties including: sales, recruiting, administration, staff supervision and client networking. Let us take care of the processing! Branch Managers work strategically with their sales team in collaboration with operations staff; overseeing their branches responsibilities for active production and pipeline management. This position has a $36,000 base salary plus incentive pay. Branch Managers are in charge of all activities at the branch, adhering to company policies and guidelines, and serve as the liaison to all other divisions of the company and executive leadership team. If you want to work with a winning team and a legendary brand name, this is the place. Additional Responsibilities Include: Stay current and up to date on all loan program guidelines (FHA, VA, FNMA, FHLMC) and federal and state regulations. Collaborate with corporate management and executive management team to execute company goals and sales Coordinate sales and operations team meetings according to company's objectives and goals Conduct trainings according to industry and company updates Tracking and improving employee performance, including daily pipeline review and management Meet all company sales goals Recruit top mortgage professionals Maintain and develop new marketing strategies Develop and maintain strategic client relationships that are congruent with Mutual of Omaha Mortgage's corporate objectives and goal Calculate, review, and submit employee commission statements and payroll according to accounting and payroll guidelines and deadlines Requirements: Minimum 2 years recent experience as a Mortgage Branch Manager with proven production history Robust knowledge of FNMA/FHLMC and FHA/VA programs Working knowledge of Encompass and Velocify (Leads 360) Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) Multiple PPO Medical Plans, as well as HDHP eligible plan. Dental Coverage Vision Coverage Company Paid Life Insurance Additional Benefits including - Optional Life, FSA, Pet Insurance etc. 401K with a generous employer match Free Legal Services Employee Loan Program Powered by JazzHR xFcrbTfG3s
    $36k yearly 11d ago
  • Mortgage Branch Manager

    Mutual of Omaha Mortgage 4.7company rating

    Philadelphia, PA jobs

    Calling all Top Producers or Current Branch Managers! Are you a top producer waiting for your chance to run your own office, or an established Branch Manager looking for stability in uncertain times? Now is the time to make a move - lets talk! At Mutual of Omaha Mortgage, Branch Managers oversee and serve many duties including: sales, recruiting, administration, staff supervision and client networking. Let us take care of the processing! Branch Managers work strategically with their sales team in collaboration with operations staff; overseeing their branches responsibilities for active production and pipeline management. This position has a $36,000 base salary plus incentive pay. Branch Managers are in charge of all activities at the branch, adhering to company policies and guidelines, and serve as the liaison to all other divisions of the company and executive leadership team. If you want to work with a winning team and a legendary brand name, this is the place. Additional Responsibilities Include: Stay current and up to date on all loan program guidelines (FHA, VA, FNMA, FHLMC) and federal and state regulations. Collaborate with corporate management and executive management team to execute company goals and sales Coordinate sales and operations team meetings according to company's objectives and goals Conduct trainings according to industry and company updates Tracking and improving employee performance, including daily pipeline review and management Meet all company sales goals Recruit top mortgage professionals Maintain and develop new marketing strategies Develop and maintain strategic client relationships that are congruent with Mutual of Omaha Mortgage's corporate objectives and goal Calculate, review, and submit employee commission statements and payroll according to accounting and payroll guidelines and deadlines Requirements: Minimum 2 years recent experience as a Mortgage Branch Manager with proven production history Robust knowledge of FNMA/FHLMC and FHA/VA programs Working knowledge of Encompass and Velocify (Leads 360) Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) Multiple PPO Medical Plans, as well as HDHP eligible plan. Dental Coverage Vision Coverage Company Paid Life Insurance Additional Benefits including - Optional Life, FSA, Pet Insurance etc. 401K with a generous employer match Free Legal Services Employee Loan Program
    $36k yearly Auto-Apply 10d ago

Learn more about Lincoln Financial Group jobs

View all jobs