National Bank of Commerce jobs in Denver, CO - 22 jobs
Treasury Management Client Service Specialist
National Bank of Arizona 4.4
National Bank of Arizona job in Denver, CO
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
The Treasury Management Operations team has an opportunity for a Treasury Management Client Services Specialist. The role will be located in one of our operations centers located in the western United States - locations are listed below.
The ideal candidate will have the skills and experience to:
* Provide exceptional customer service to Treasury Management clients on a broad range of issues posed by telephone or email.
* Handle questions or problems related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services.
* Open a Salesforce case for each client issue, respond in a timely fashion, ensure follow-up is completed within established department expectations and document activity/resolution in the Salesforce case.
* Work to identify the root cause of errors and escalate issues as appropriate/needed to supervisor.
* Proactively reach out to clients when issues occur to provide workaround solutions.
* Work with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, and coordinating updates.
* Troubleshoot customer issues by conducting research in internal Treasury systems.
Qualifications:
* Working knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis. Must have good customer service, problem solving and communications skills, both verbal and written.
* Requires High School diploma, GED or equivalent education and some experience in banking, bank operations and products, accounting or equivalent education and experience. A combination of education and experience may meet job requirements.
* Ability to work well with clients and team members.
* Good attention to detail and accuracy.
* Good organizational and time management skills.
* Proficient in the use of Microsoft Office products: Word, Excel, and related systems.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
* Mental health benefits including coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees.
Pay range (depending on location and experience): $17-28/hr
Location and Schedule:
This position is full-time in office with variable schedule options. The available office locations are:
* Chandler, AZ - 1265 S Price Road, Chandler, AZ
* Los Angeles, CA - 707 Wilshire Boulevard, Los Angeles CA 90017
* Denver, CO - 7222 E Layton Ave, DenverCO 80237
* Houston, TX - 1801 Main Street, Houston TX 77002
* Midvale, UT - 7860 S Bingham Junction Blvd, Midvale UT 84047
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
The Appraisal Review Manager selected for this opportunity will be working within Real Estate Technical Services to support daily operations across multiple teams. This dynamic position will require the successful candidate to be comfortable with change, development of new skills, and consistently being self-driven to balance multiple responsibilities simultaneously within prescribed deadlines. This role will report to the new Enterprise Technology Center in Midvale, UT.
Responsibilities:
* The Appraisal Review Manager is responsible for the residential appraisal review area and serves as liaison, efficiency expert and problem-solver between loan production and the residential Appraisal Review Department.
* Participates in the automation of the appraisal procurement, review, scoring and system monitoring process to ensure industry "best practices" and provide a competitive advantage.
* Manages the daily operations, focusing on increasing reliability, accuracy and efficiencies relating to procurement and review of residential real estate appraisals for consumer and mortgage lending, across all regions.
* May be required to perform appraisal reviews.
* Develops, administers, and manages the training of the appraisal review specialists, for both direct reports and applicable bank staff.
* Manages the consumer and mortgage lending "appraisal dispute" function for consumer and mortgage lending customers.
* Resolves appraisal disputes and appraiser or client complaints, as necessary.
* Performs project management leadership functions as a project manager or team member, as needed.
* May be responsible to drive process improvement initiatives, including gathering and documenting business requirements.
* Strong project management experience and data analytics proficiency preferred.
* Possesses proficiency in MS Office, as well as experience in Power BI, Power Apps, Power Automate, and TEAMS. Proficiency in SQL and Python, preferred.
* Assists in all phases of third-party supplier risk management life cycle for valuation services vendors.
* Keeps abreast of industry knowledge and regulations pertaining to appraisal methodology and secondary mortgage market policies and procedures to ensure both regulatory and investor compliance.
* Provides oversight to executive management by developing and providing various departmental reports, as necessary, to department management.
* Facilitates the efficient integration of all applicable operating systems.
* Responsible to ensure compliance with bank policies, federal regulations and USPAP standards. Ensures that appraisals are consistent with regulations.
* Responsible for interpreting and implementing current regulations.
* May also order appraisals to control costs, ensure independence between loan and appraisal departments and give proper instructions for the appraisers.
* Responsible for hiring, transfers, terminations, and performance evaluations.
* Other duties as assigned.
Qualifications:
* Requires a bachelor's degree in business, finance, or related fields,
* 6+ years of directly related appraisal, credit, or financial analysis or equivalent.
* Management experience required. Management experience at a federally regulated institution preferred.
* Certified Residential Appraiser license required at a minimum.
* Professional appraisal association designation preferred.
* Requires advanced knowledge of appraisals, appraisal practices, principles, applications, and methods.
* Advanced knowledge of audit procedures, legal and regulatory requirements.
* Must possess applicable appraisal licensing, valuation experience and requisite mortgage and consumer lending knowledge to facilitate the efficient integration of all applicable operating systems.
* Must have strong management, client relations and communication skills, both written and verbal.
* Must possess advanced analysis and problem-solving skills.
* Ability to work with internal and external clients.
This position is eligible to earn a base salary in the range of $115,000 to $145,000 annually depending on job-related factors such as level of experience and location
Work Location:
This position can be located at one of our headquarters in the following locations:
* Phoenix, AZ
* Denver, CO
* Las Vegas, NV
* Houston, TX
* Midvale, UT
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
$115k-145k yearly 5d ago
Premier Mortgage Client Servicing Escalation Manager
City National Bank 4.9
Denver, CO job
WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs to encompass all mortgage servicing activities. This person is responsible for the day-to-day interaction with customers of the U.S. Wealth, Entertainment, and all other internal lines of business for premier wealth clients for issues our sub-servicer. They are the primary contact person providing proactive emails and calls will offer expert mortgage and servicing heloc expertise to provide consultative support to resolve operational questions, confusion, or issues that may from time to time arise within end-to-end servicing. Advises clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs. As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients.
WHAT WILL YOU DO?
* Coordinates the implementation of the service and operational functions necessary to ensure proper servicing of clients and the timely/accurate execution of any mortgage or HELOC servicing activities, issues, or inquiries
* Acts as a liaison and owner of every escalation or issue between the advisors, their clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities.
* Identify, track, and route new business inquiries or cross-selling opportunities to sales or the deposits team
* Drive new project rollouts, regulatory change control, process updates, and ideas calls and research meetings to stay current on all Mortgage activities with champions from LOBs and RBC wealth, their advisors, and bankers with deck and training documentation prepation.
* Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
* Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
* Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
* Be on call if we a weekend escalated matter requires acknowledgement or support outside of operating business hours and be willing to work overtime as needed
* Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
* Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
* Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests
* Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes.
* Performs other necessary duties and participates in Firm projects assigned.
* Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment
* Strong organizational skills including strong verbal and written skill set for complaint responses with concise summaries
* Prepare executive level decks, reporting, overviews, and materials weekly/monthly/quarterly
* Flexible and willing to perform other tasks as assigned
* Meet the volume, SLA, and quality metrics including scorecard tracking and contact center metrics including average speed to answer, abandonment rate, and all other inbound outbound calling expectations
* Ability adapt to changing scalable environment and willing to take on new initiatives and strategies
* Travel as needed
* Prepare weekly executive decks, monthly roll-up, and quarterly presentations to the executive leadership team as a required discipline.
* Able to handle any adhoc service requests through solution or partner with another line for a warm hand-off
* Be tied to productivity tracking, IVR, SLA, and quality metrics and ensure positive surveys are obtained.
* Track through reporting or trackers all complaints needed for trending and follow through with remediation action steps or issues that may need to be raised
* Take full ownership of any itemwhile having the ability to work with urgency and work through high stress levels from clients and high stress situations that need resolution
* Maintain excellent working relationships with both internal and external partners
* Adhere to any other requirements requested of the role not listed
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 10 years of mortgage or banking experience
* 10 years of mortgage servicing experience in a senior capacity
* 5 years of Call center experience or of experience handling complaints, escalations, requests verbally with a client
* 5 years' experience preparing executive level presentations and reporting
* 5 years of experience working with high-net worth clients
* Excellent leadership and written and verbal communication skills
* Proficiency with excel, word, power point and Adobe
*Additional Qualifications*
* Experience with Black Knight Mortgage Servicing Package systems and products highly preferred
* Strong organizational, research, analytical and problem solving skills
* Working knowledge of mortgage servicing financial performance, metrics, Mortgage Servicing Rights valuations and forecasting
* Good verbal and written communication skills
* High attention to detail
* A problem solver and critical thinker
* Ability to handle multiple projects at the same time while prioritizing client escalations
* Client obsessed self-starter with a friendly positive personality that can be firm when needed
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $37.97 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location.
*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.
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a Loan Closing Administrator to join Zions Bancorporation. The Loan Closing Administrator plays a key role in the loan closing process and is responsible for interacting with Relationship Managers, various internal teams, and legal counsel to help facilitate a smooth loan closing.
The Loan Closing Administrator will:
* Review complex loan documentation and loan terms to ensure consistency with Credit approval
* Prepare a Closing Due Diligence needs list and work directly with the Relationship Manager team to ensure all closing requirements are met
* Collateral document review
* Clear QC findings, Document exceptions and setting up Ticklers for Post Close items
Requirements:
* 4+ years of Complex C&I or Commercial Real Estate documentation/closing or other similar experience
* Working knowledge of Commercial and Industrial and/or Real Estate Loan Closing processes, or lending compliance and regulations, loan systems and loan documentation.
* Strong working knowledge of loan principles and processes.
* Ability to read and interpret complex loan and legal documentation.
* Strong analytical and research skills.
* Must be accurate, detail oriented and can multi-task and prioritize.
* Must have strong problem resolution, audit, customer service and communication skills, both verbal and written.
* Demonstrate the ability to utilize sound judgment and to proactively seek assistance when needed.
* Ability to work under limited supervision.
* Ability to communicate effectively with Relationship Managers internal/external legal counsel and Credit Management.
* Strong computer skills, including Microsoft Word and Excel and Adobe
* Ability to assist with training and mentoring less experienced loan specialists/closers may be required.
* Bachelor's degree in business, Finance or a related field. A combination of education and experience may meet requirements.
Location:
The position is in-office 5 days per week (Mon-Fri) and the candidate must be within commuting distance of one of the following locations:
* Phoenix, AZ
* Los Angeles, CA
* Denver, CO
* Las Vegas, NV
* Houston, TX
* Midvale, UT
Compensation: $27/hr- $50/hr depending on experience and location
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$27 hourly 45d ago
Treasury Management Implementation Specialist
California Bank & Trust 4.4
Denver, CO job
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Zions Bancorporation has an opportunity for a Treasury Management Implementation Specialist located at one of our Operations centers across the Western United States (details below). If you are ready to move your career forward, read on.
What will your day look like? You will be:
* Onboarding Treasury Management clients with products and services for our new-to-bank or existing clients requesting additional services.
* Responsible for the fulfillment of requests submitted from clients, TM Sales Officers, or Client Service Specialists.
* Communicating (via telephone, e-mail, Teams, or in-person) to ensure clients receive the best interaction based on their needs.
* Delivering excellent client experience to every customer, every time.
* Responsible to generate client documents, coordinate signatures with clients through DocuSign (or other acceptable means) and activating services by direct input of client options into host systems (TIB, NextGen, etc.).
* Responsible for working with operational partners to activate other products such as ACH, Lockbox, Remote Deposit, etc.
* Responsible for ensuring requests are appropriately authorized by the clients.
* Following up on outstanding exceptions and documentation.
* Ensuring work is completed within established SLAs and departmental guidelines.
* May be responsible for client training through the introduction of the TM Knowledge Center or one-on-one training.
* Keeping abreast of product updates, reading all product documentation.
Who should apply? We want someone who has:
* Some experience in banking, bank and treasury management products and operations, accounting or other directly related experience.
* Some knowledge of treasury and cash management products, procedures, services, financial and account analysis.
* Excellent customer service and problem solving,
* Good follow-through, organizational and communication skills, both verbal and written.
* Good attention to detail.
* Ability to work with clients, vendors and staff.
* Proficient in the use of Microsoft Office products: Word, Excel and related systems.
* A High School diploma, GED or equivalent education. A combination of education and experience may meet job requirements.
Pay Range: $18-$29/hr (Based upon location and experience)
Location: This position is five days per week in-office (M-Fri) and you will need to live within commuting distance of these locations:
* Mesa, AZ
* Los Angeles, CA
* Denver, CO
* Las Vegas, NV
* Houston, TX
* Midvale, UT
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$18-29 hourly 20d ago
Relationship Manager Senior CB
City National Bank 4.9
Denver, CO job
WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
WHAT WILL YOU DO?
* Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank.
* Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank.
* Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers.
* Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc.
* Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions.
* Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank.
* Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
* Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
* Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management.
* Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues.
* Maintains awareness of competitive products, practices, rates and changes in market conditions.
* Analyzes problem credits and meets with client to develop solutions to minimize loss exposure.
* May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations.
* Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of lending experience required.
* Minimum 5 years of credit experience required
*Additional Qualifications*
* Good understanding of all products and services applicable to target client segment.
* Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures.
* Demonstrated sales and marketing abilities.
* Good credit analysis and accounting skills.
* Capable of working well independently and in teams.
* Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.
* Strong interpersonal, verbal, and written communication skills.
* Strong demonstrated sales and marketing abilities including cross selling skills.
* Superior client relationship skills.
* Good understanding of commercial credit policies and procedures.
* General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction.
* Sound credit analysis and accounting skills.
* Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility.
* Must be capable of working well independently and in teams.
* Strong interpersonal, verbal, and written communication skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,535 - $208,715 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.
$122.5k-208.7k yearly 60d+ ago
Merchant Service Operations Specialist
California Bank & Trust 4.4
Denver, CO job
Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $80 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we have not forgotten who keeps us in business, meaning we are committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career.
Zions Bancorporation has an opportunity for an Operations Specialist to join the Treasury Management Merchant Services team. The Merchant Services Center of Excellence is responsible for enabling sales teams in business development efforts, supporting the onboarding of new Bank-managed client accounts, and serving as the liaison to our vendor partners ensuring all banker and client inquiries are appropriately routed and serviced. The objective of this center is to support the growth of the Bank's merchant portfolio and minimize client attrition. To answer this call, the Merchant team is relationship-driven, focused on cultivating trust, adding value, and anticipating needs.
We are seeking a highly motivated individual who possesses natural tenacity combined with a passion to enable others to be successful. As a Merchant Operations Specialist, you will have the opportunity to collaborate with internal and external partners in the service of providing subject matter expertise and support to sales teams and merchant customers.
The ideal candidate will have the skills and experience necessary to support Merchant bid activities, customer onboarding, revenue protection activities, and to collaborate on projects designed to support the growth of the merchant portfolio. The candidate must be passionate about learning as well as serving customers to support their business objectives.
Key Responsibilities:
* Provide daily assistance and operational support for the merchant portfolios of the Bank, including produce bids/analyses, complete new applications, fulfill equipment requests, research client statements, and ongoing revenue protection activities
* Facilitate requested account maintenance and documentation management related to client accounts
* Contribute to strategy execution by delivering on defined high-value activities for the role and meeting service level agreements
* Drive key initiatives and commitments forward, ensuring that they are completed on time and to a high standard
* With an eye for business process improvement and enhanced relationship management, consider creative solutions that drive innovation, optimize workflows, and enable the team to be more effective and impactful
* Collaborate closely with product, sales, and vendor partners to galvanize efforts and ensure that portfolio goals are met
* Demonstrate a hunger and commitment to learn, especially the ever-changing merchant product offerings, systems, and functionality
* Be committed to the growth and development of the team and peers with a focus on overall team success through training, collaboration, proactive support, and other efforts to improve collective effectiveness
* Perform other job duties as assigned
What You Can Expect
* Must reside within the Zions Bancorporation Footprint in: CO, NV, TX, or UT
* Overtime eligible
What Makes You a Great Fit?
* Requires High School diploma or equivalent and 1+ years' experience with merchant or credit card processing, servicing, and operations; a combination of education and experience
* Basic working knowledge of treasury and cash management products, procedures, services, accounting, and financial and account analysis
* Strong analysis, audit, and research skills
* Proven customer service skills, including written and oral communication
* Good decision making, problem solving, and analytical skills
* Strong attention to detail, accuracy, and quality
* Working knowledge of various software, including Microsoft applications
* Naturally tenacious with a proven track record of pushing through obstacles to achieve success
* A passion to support others - peers, leadership, partners, and customers - to best position them for success
* Demonstrated competencies in galvanizing, invention, and/or discernment, with a deep understanding of how these skills can be used to support business objectives and drive shared success
* Excellent interpersonal skills and capable of working collaboratively with both interdependent and cross-functional teams
* Strong communication skills with the ability to convey complex ideas and proposals to stakeholders at all levels
* Advocate for and promoter of others
What Makes Us a Great Fit?
* Work with a cohesive and supportive team in a culture of development and continuous improvement; will learn everyday
* Your colleagues and leadership are committed to the success of both you and the collective team
* Provide exposure to leaders across Enterprise Treasury, Commercial Products, and Payment Operations
* Continuing education, personal training, development, and coaching opportunities
* Engagement and experience events and employee forums
* Support flexibility to help you balance life and work
* Opportunity to develop advanced knowledge of Microsoft Applications (e.g., SharePoint, Teams, Forms, Automate, etc.)
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
* Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Salary Range (Depending on experience and location): $21-$34/hr
We believe everyone has a unique set of natural talents and abilities, and we strive to create an environment where everyone can thrive and be fulfilled by their work. If you are naturally tenacious and enjoy enabling others to succeed, we encourage you to apply for this exciting opportunity to join our team as a Merchant Services Operations Specialist
$21-34 hourly 4d ago
Commercial Banking Sales Performance Facilitator (in-office) - AZ, CA, CO, NV, TX, or UT
California Bank & Trust 4.4
Greenwood Village, CO job
Commercial Banking Sales Performance Facilitator Location: In-Office at any of Zions Bancorporation's Major Hubs: Salt Lake City, Houston, San Diego, Phoenix, Las Vegas, or Denver (May consider other Zions Bancorporation Affiliate locations for the right candidate.)
Travel Required: Up to 25%
Are you passionate about helping others succeed through engaging learning experiences?
Zions Bancorporation is seeking a Commercial Sales Performance Facilitator to join our Learning & Development team. This role is ideal for someone with strong facilitation skills and experience in training, coaching, or sales enablement. Experience in commercial or small business banking is preferred.
What You'll Do:
* Facilitate dynamic and effective sales training in both in-person and virtual classroom settings.
* Develop and deliver blended learning programs that drive adoption of proven sales methodologies.
* Coach and support sales managers and sales teams post-training to ensure sustained behavior change.
* Collaborate with cross-functional teams such as sales leadership, product, marketing, and enablement to embed training into daily workflows.
* Monitor and report on training effectiveness and performance metrics to identify and overcome adoption barriers.
* Apply adult learning principles and instructional design to create impactful learning experiences.
* Contribute subject matter expertise to projects that integrate sales training into operational processes.
Who You Are:
* Requires a bachelor's in Finance, Business or a related field and 4+ years of commercial lending, credit, banking, sales training practices and procedures or other directly related experience.
* A combination of education and experience may meet job requirements.
* Experienced facilitator with strong communication and coaching skills.
* Background in training, learning & development, or sales enablement.
* Commercial and/or small business banking experience preferred.
* Proficient in Microsoft Office and comfortable using data to inform decisions.
* Someone who values integrity, sound judgment, and professional ethics.
Why Zions Bancorporation?
Zions Bancorporation is one of the nation's premier financial services companies, operating through a collection of locally managed banks across the western U.S. We're known for our commitment to community, innovation, and employee development. Our culture values integrity, collaboration, and continuous improvement-and we're proud to invest in the growth of our people.
In this role, you'll be part of a forward-thinking Learning & Development team that supports a diverse and talented workforce. You'll have the opportunity to work in one of our major hubs-Salt Lake City, Houston, San Diego, Phoenix, Las Vegas, or Denver-where you'll collaborate closely with regional banking teams and L&D professionals.
What We Offer:
* Competitive compensation and benefits - Salary (depending on experience and location) : $85,000-$112,500
* A collaborative, mission-driven work environment
* Opportunities to shape the future of commercial banking talent
* A role that values your experience and leverages your strengths
Ready to make a difference?
Apply today and help us build the future of banking-one relationship manager at a time.
$85k-112.5k yearly 15d ago
Strategic Change Manager
City National Bank 4.9
Denver, CO job
WHAT IS THE OPPORTUNITY? The purpose of the Strategic Change Manager is to support the execution of City National Bank's Strategic Priorities through application of the bank's Enterprise Change Enablement & Adoption (ECEA) methodology and tools at the enterprise portfolio level including creation and execution of required deliverables and supporting material in partnership with the Strategic Change Delivery Manager, Strategic Change Enablement Manager, CNB division leadership, delivery partners, and related teams.The primary purpose of this role is supporting ECEA's role in planning and delivering strategic and transformational change for a given portfolio of projects, which is based on achieving measurable performance improvement and significantly enhancing CNB's function's ability to provide advisory services to business partners, enhancing controls and governance of financial reporting, and to meet regulatory and accounting policy changes.This role is responsible for leading a portfolio of strategic priority programs with day-to-day focus on planning, prioritizing, and delivering change enablement needs of varying size, complexity and type:Partner with Change Owners and Project Management resources to understand the nature, magnitude, and timing of changes to prioritize and align Change Consultants and develop the right team engagement model with program and project teams.
WHAT WILL YOU DO?
* Strategic Change Enablement & Adoption Delivery for City National Bank
* Acts as change enabler and drives a portfolio of enterprise change initiatives across the bank identified as strategic priorities and provide guidance and support to related project teams
* Partners with Change Owners and project teams across the enterprise to drive and support implementation and adoption of our most important strategic priorities and key initiatives, as well as deliver an organizational culture of service excellence, efficiency, effort, collaboration, and enterprise
* Partners with leaders to enable the human side of transformation, ensuring people adopt the changes needed to promote the long-term success of our business
* Collaborates with Change Owners, stakeholders, and partners to understand business strategy around assigned projects, and own responsibility for the development, support and execution of organizational change management strategies and processes for defined projects related to the company's aims & objectives
* Ensures effective and consistent implementation of change projects, support on-going improvement efforts of project management and implementation discipline.
* Works closely with Strategic Delivery Manager and Change Owners to ensure project change needs are appropriately resourced and delivered in an effective manner, and benefits realized
* Lead change enablement and adoption project resources, directing their activities to achieve assigned goals
* Ensures alignment with the bank's Enterprise Change Risk Management policy and Enterprise Change Management Office Procedure
* Drives business value through Enterprise Change Enablement & Adoption processes and tools
* Builds strong, collaborative relationships with Change Owners and delivery partners
* Effectively manages and coaches Change Consultants in a direct reporting or matrix environment as required
* Strategic Change Enablement Capability Adoption for City National Bank
* Drives forward the Enterprise Change Enablement & Adoption's goal to enable the organization to consistently apply common change management processes and tools, ensure all colleagues have the individual competency to lead change and have that reflected in their performance expectations and to ensure the application of change management is developed as a strategic capability with ECEA embedded in all large-scale programs
* Serves as an active and visible coach to business partners, to model change leadership behavior, enablement, and integration into City National Bank change transformation delivery in alignment with the Enterprise Change Management Office and Enterprise Change Risk Management Policy
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 10+ years of progressive relevant experience leading large change programs with a high level of value (benefit/cost), and very high level of complexity and uncertainty
* Experience managing a portfolio of large cross-enterprise programs/projects, programs/projects with third party vendors and programs/projects with significant technical and/or regulatory components
* 5 years previous experience working in a consulting, project/program management and/or dedicated organizational change management function in an organizational change leadership role
* 5+ years of progressive relevant experience leading project/initiative teams, including directing the activities of organizational change specialists or influencing the activities of those with influence over or partial responsibility for completion of OCM-related deliverables
* Prosci or other industry-recognized organizational change certification
*Additional Qualifications*
* MBA or graduate degree in relevant field preferred
* ACMP Certified Change Management Professional (CCMP) strongly preferred.
* Microsoft 365, enterprise collaboration platforms, SaaS-based organizational change, analytics and/or project management tools
* Organizational Change Management
* Team Management in a Matrix Environment
* Vendor and Contingent Workforce Management
* Impact and Influence
* Leadership
* Dealing with Ambiguity
* Organizational Awareness
* Resourceful Use of Others
* Financial - Leverages understanding of business and financial concepts
* Analytical and Conceptual Thinking
* Stakeholder Management
* Teamwork and Cooperation
* Achievement Orientation
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,535 - $208,715 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.
$122.5k-208.7k yearly 2d ago
Loan Closer - Enterprise Fulfillment
California Bank & Trust 4.4
Denver, CO job
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a Loan Closer to join Zions Bancorporation. The Loan Closer plays a key role in completing all due diligence associated with satisfying approval and collateral lien perfection conditions prior to the preparation of loan closing documents. This includes requesting, reviewing, and critically interpreting all third-party documents needed to issue the "clear to close" for various types of loans, including real estate and non-real estate secured loans.
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
May reside in one of these locations: AZ, CA, CO, NV, TX, UT
The Loan Closer will:
* Review loan approvals for closing conditions, regulatory compliance, appropriate lending authority, and lien perfection requirements
* Establish conditions to close
* Perform all loan closing tasks and proactively interact with sales, portfolio management, underwriting, document preparation, third-party vendors (e.g., title companies, insurance agencies), and bank customers.
* Effectively communicate with all parties, including field personnel and customers, which is essential to expedite loan documentation requests while meeting underwriting, bank policy, compliance, and regulatory requirements.
* Other duties as assigned
Requirements:
* 4+ years of loan closing, documentation, processing, or other directly related experience.
* Advanced knowledge of loan closing processes and procedures, lending compliance and regulations, loan systems, and loan documentation.
* Must be accurate, detail-oriented, and able to multi-task.
* Strong problem resolution, audit, customer service (including direct customer contact), and communication skills-both verbal and written.
* Solid working knowledge of loan principles and loan systems.
* Solid computer skills, including proficiency in word processing and spreadsheet software.
* Requires a High School diploma or equivalent. A combination of education and experience may meet requirements.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
* This position is eligible to earn a base salary in the range of $23.36 - $40.19/hourly depending on job-related factors such as level of experience and location
$23.4-40.2 hourly 5d ago
Mortgage Loan Underwriter Senior
City National Bank 4.9
Denver, CO job
WHAT IS THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a residential mortgage. The Underwriter III analyzes and interprets the most complex financial and non-financial data decisioning the requests with the goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter III is also responsible for LLCs along with other complex borrower types. The Underwriter III works within established lending authorities and guidelines, with complex or unusual situations escalated to the next highest authority level for resolution. This includes mentoring and training of Underwriters I and II including second level reviews.
What you will do
* Reviews the loan package received to ensure completeness verifying that all supporting documents are included to make a credit decision per established policies
* Identifies issues and recommends appropriate resolution within policy service level agreements
* Analyzes and determines the financial capacity of the borrower's ability to repay:
* Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads
* Reviews for stability of residency and employment
* Verifies income per established policy
* Identifies any exceptions to current policies
* Documents a reasonable conclusion mitigating any identified risks supporting the request will be repaid
* Accurately sets and clears conditions
* Interacts with RLC and Processor throughout the life cycle of the loan, providing information, updates and assistance as required
* Updates System(s) with pertinent information and appropriate data as required
* Renders a decision within his/her lending authority. If deal is outside of lending authority, provides a recommended decision and submits for appropriate level signing authority
* Originates appropriate client letters; Commitment, Counter Offer, Declination
* Certifies and provides a final Workbook to the Processor
* Ensures compliance with bank and statutory/regulatory guidelines
* Client Satisfaction
* Promotes a team environment fostering a positive working environment
* Functions as a collaborator and innovator to drive continuous improvement
* Provides guidance and support to the RLC and Processor when required
* Utilizes systems and tools to ensure that the RLC's are updated on the status of loans
* Interacts and communicates daily with all levels as required to support business units, Processors, Funding/Doc Prep to ensure requirements are understood and met
* Provides timely, complete and accurate response to inquiries
* Handles all situations in a professional and ethical manner
* Takes the lead in resolving problems for his/her own loans; assisting Underwriters I and II with resolutions
* Supports and contributes to the quality and customer satisfaction goals of the bank
* Productivity
* Ensures all goals and service level agreements (SLAs) are met
* Tracks, logs and provides daily, weekly, monthly, quarterly reporting of production statistics as defined by management
* Consistently meets quality control and data integrity standards
* Effectively utilizes available systems, workflow and imaging tools
* Mentor and train Underwriters I and II
* 2nd level review of Underwriters I and IIs' work
* Performs other duties as assigned by Management, including participation in projects, process improvement initiatives, etc.
*Must-Have**
* Minimum 7 years of experience as an Underwriter in a financial services or mortgage banking environment required.
* Minimum 7 years of experience in jumbo and super jumbo underwriting to investor or organization's guidelines required
* Minimum 7 years of experience with state and federal lending regulations (i.e., Ability to Repay (ATR), RESPA, Reg B, Reg O, Reg Z, Fair Lending, etc.).
*Skills and Knowledge*
* Bachelor's degree in Business, Finance or Economics or related discipline with 10 or more years of experience in a mortgage banking environment required
* Familiar with FNMA/FHLMC guidelines
* Computer literate with experience using Microsoft applications with mortgage industry standard software, preferably InterLink E3 or NetOxygen/Gallagher.
* Superior ability to communicate effectively in both verbal and written form
* Strong time management skills to plan and organize a high daily loan volume
* Strong ability to be very detail oriented
* Must be a team player and work constructively with their fellow colleagues
* Specific knowledge and exposure to funding and loan documentation to resolve more complex situations such as occur with LLC's, irrevocable trusts, and Co-operatives
*Compensation*
Starting base salary: $41.83 - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
**To be considered for this position you must meet at least these basic qualifications*
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
*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. Get an inside look at our ****************************************************************************************************
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit *********************
*EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION*
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. **************************************************************************************************
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$41.8-66.8 hourly 60d+ ago
Wealth Strategist
National Bank of Arizona 4.4
National Bank of Arizona job in Denver, CO
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our Family Office offering. The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession planning. This role involves working closely with current and prospective clients to develop and implement customized financial plans that align with their long-term objectives.
This position will be located in office in any of the following locations: Salt Lake City, UT; Las Vegas, NV; Phoenix, AZ; Denver, CO
Key Responsibilities:
* Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs. Ability to partner with wealth advisors to sell the benefits of the advanced planning services. Ability to communicate the value of planning for one's current and future goals. This person must be capable of working in a team environment with Wealth Advisors, Trust Administrators and Portfolio Managers.
* Financial Planning: Develop and communicate advanced financial planning strategies, in areas such as retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate plan review and recommendations, tax review and recommendations, wealth transfer planning, risk management, and providing wealth recommendations that align with client goals.
* Compliance: Ensure all financial planning activities comply with regulatory requirements and company policies.
* Team Collaboration: Work closely with other financial advisors, analysts, and support staff to deliver exceptional service to clients.
* Continuous Improvement: Stay updated on industry trends, market conditions, and regulatory changes to provide the best advice to clients.
Qualifications:
* Bachelor's degree in Finance, Economics, Accounting, Financial Planning or a related field.
* CFP required.
* CPA, JD, or MBA preferred.
* Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods.
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal skills.
* Proficiency in financial planning software and tools.
* In-depth knowledge of investment products, tax laws, and estate planning strategies.
This position is eligible to earn a base salary in the range of $180,000 - $200,000 annually depending on job-related factors such as level of experience and location.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a Loan Closing Manager to join Zions Bancorporation. The Loan Closing Manager I plays a key role in managing loan closing operations and staff, ensuring quality customer service and compliance with bank policies and regulations. This position oversees the completion of due diligence activities, preparation of loan closing documents, and the review and interpretation of third-party documents to provide the "clear to close." The role is responsible for daily workflow management, staff training, and the implementation of departmental productivity measures. As a leader, you will drive process improvements, maintain strong working relationships across departments, and support the development and performance of your team.
Responsibilities
* Manage loan closing operations and staff, including workflow, scheduling, and training
* Establish and maintain closing processes and procedures to ensure quality customer service
* Oversee completion of due diligence activities and preparation of loan closing documents
* Review, request, and interpret third-party documents required for loan closings
* Assign and monitor due diligence and closing tasks for middle office loan closers
* Troubleshoot Credit Lead issues and provide technical support and guidance to staff
* Implement and maintain productivity measures for individuals and the department
* Administer bank policies and procedures, ensuring compliance with laws and regulations
* Recommend and implement process improvements and departmental policies
* Handle complex or unique transactions and manage overflow or backlogs as needed
Qualifications
* 4+ years of loan processing, loan operations, credit analysis, or other directly related experience required
* Management or supervisory experience required
* Considerable working knowledge of lending operations, processing, documentation, credit analysis, and loan procedures
* Strong analytical and problem resolution skills
* Solid leadership and management capabilities; goal-oriented
* Excellent organizational, project management, and communication skills (verbal and written)
* Ability to maintain effective working relationships with lenders, management, and administrative staff
* Experience in banking, lending, and credit administration preferred
* Ability to resolve problems and issues with team members to accomplish objectives
* Bachelor's Degree in a related field required
Work Location
* Phoenix, AZ
* Irvine, CA
* Los Angeles, CA
* Denver, CO
* Las Vegas, NV
* Houston, TX
* Midvale, UT
Pay Range $45 - $77/hr (Based upon related experience and location)
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$38k-56k yearly est. 8d ago
Community Lending Mortgage Banker
City National Bank 4.9
Denver, CO job
WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy
* Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans
* Provide sound and ethical loan counseling to all potential applicants.
* Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service
* Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices.
* Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements
* Develop and/or implement sourcing strategies as required by written goals.
* Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand
* Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends.
* Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations
* Attend regularly scheduled sales meetings, training sessions and Bank functions.
* Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division
* Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes.
* Commitment to work of nonprofit organizations and making a positive impact in the community
* Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 5 years of retail residential mortgage sales experience
* Minimum 3 years of mortgage or financial experience as part of a community lending team
* Minimum of 5 years of experience with diverse and underserved clients
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Highly prefer network of professional and nonprofit referral sources
* Highly prefer a BA/BS degree with preference for business, finance, or economics degree
* Demonstrated superior sales and marketing ability
* Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank
* Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite
* Knowledge of mortgage credit policies and current industry compliance standards
* Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities
*WHAT'S IN IT FOR YOU?*
*Compensation*
This is a commission-based role and does not have a set salary range.
*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.
\#LI-RK
\#CA-RK
$22k-37k yearly est. 60d+ ago
Treasury Management Client Service Specialist
California Bank & Trust 4.4
Denver, CO job
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
The Treasury Management Operations team has an opportunity for a Treasury Management Client Services Specialist. The role will be located in one of our operations centers located in the western United States - locations are listed below.
The ideal candidate will have the skills and experience to:
* Provide exceptional customer service to Treasury Management clients on a broad range of issues posed by telephone or email.
* Handle questions or problems related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services.
* Open a Salesforce case for each client issue, respond in a timely fashion, ensure follow-up is completed within established department expectations and document activity/resolution in the Salesforce case.
* Work to identify the root cause of errors and escalate issues as appropriate/needed to supervisor.
* Proactively reach out to clients when issues occur to provide workaround solutions.
* Work with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, and coordinating updates.
* Troubleshoot customer issues by conducting research in internal Treasury systems.
Qualifications:
* Working knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis. Must have good customer service, problem solving and communications skills, both verbal and written.
* Requires High School diploma, GED or equivalent education and some experience in banking, bank operations and products, accounting or equivalent education and experience. A combination of education and experience may meet job requirements.
* Ability to work well with clients and team members.
* Good attention to detail and accuracy.
* Good organizational and time management skills.
* Proficient in the use of Microsoft Office products: Word, Excel, and related systems.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
* Mental health benefits including coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees.
Pay range (depending on location and experience): $17-28/hr
Location and Schedule:
This position is full-time in office with variable schedule options. The available office locations are:
* Chandler, AZ - 1265 S Price Road, Chandler, AZ
* Los Angeles, CA - 707 Wilshire Boulevard, Los Angeles CA 90017
* Denver, CO - 7222 E Layton Ave, DenverCO 80237
* Houston, TX - 1801 Main Street, Houston TX 77002
* Midvale, UT - 7860 S Bingham Junction Blvd, Midvale UT 84047
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$17-28 hourly 1d ago
Treasury Management Implementation Specialist
National Bank of Arizona 4.4
National Bank of Arizona job in Denver, CO
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Zions Bancorporation has an opportunity for a Treasury Management Implementation Specialist located at one of our Operations centers across the Western United States (details below). If you are ready to move your career forward, read on.
What will your day look like? You will be:
* Onboarding Treasury Management clients with products and services for our new-to-bank or existing clients requesting additional services.
* Responsible for the fulfillment of requests submitted from clients, TM Sales Officers, or Client Service Specialists.
* Communicating (via telephone, e-mail, Teams, or in-person) to ensure clients receive the best interaction based on their needs.
* Delivering excellent client experience to every customer, every time.
* Responsible to generate client documents, coordinate signatures with clients through DocuSign (or other acceptable means) and activating services by direct input of client options into host systems (TIB, NextGen, etc.).
* Responsible for working with operational partners to activate other products such as ACH, Lockbox, Remote Deposit, etc.
* Responsible for ensuring requests are appropriately authorized by the clients.
* Following up on outstanding exceptions and documentation.
* Ensuring work is completed within established SLAs and departmental guidelines.
* May be responsible for client training through the introduction of the TM Knowledge Center or one-on-one training.
* Keeping abreast of product updates, reading all product documentation.
Who should apply? We want someone who has:
* Some experience in banking, bank and treasury management products and operations, accounting or other directly related experience.
* Some knowledge of treasury and cash management products, procedures, services, financial and account analysis.
* Excellent customer service and problem solving,
* Good follow-through, organizational and communication skills, both verbal and written.
* Good attention to detail.
* Ability to work with clients, vendors and staff.
* Proficient in the use of Microsoft Office products: Word, Excel and related systems.
* A High School diploma, GED or equivalent education. A combination of education and experience may meet job requirements.
Pay Range: $18-$29/hr (Based upon location and experience)
Location: This position is five days per week in-office (M-Fri) and you will need to live within commuting distance of these locations:
* Mesa, AZ
* Los Angeles, CA
* Denver, CO
* Las Vegas, NV
* Houston, TX
* Midvale, UT
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$18-29 hourly 20d ago
Commercial Banking Sales Performance Facilitator (in-office) - AZ, CA, CO, NV, TX, or UT
National Bank of Arizona 4.4
National Bank of Arizona job in Greenwood Village, CO
Commercial Banking Sales Performance Facilitator Location: In-Office at any of Zions Bancorporation's Major Hubs: Salt Lake City, Houston, San Diego, Phoenix, Las Vegas, or Denver (May consider other Zions Bancorporation Affiliate locations for the right candidate.)
Travel Required: Up to 25%
Are you passionate about helping others succeed through engaging learning experiences?
Zions Bancorporation is seeking a Commercial Sales Performance Facilitator to join our Learning & Development team. This role is ideal for someone with strong facilitation skills and experience in training, coaching, or sales enablement. Experience in commercial or small business banking is preferred.
What You'll Do:
* Facilitate dynamic and effective sales training in both in-person and virtual classroom settings.
* Develop and deliver blended learning programs that drive adoption of proven sales methodologies.
* Coach and support sales managers and sales teams post-training to ensure sustained behavior change.
* Collaborate with cross-functional teams such as sales leadership, product, marketing, and enablement to embed training into daily workflows.
* Monitor and report on training effectiveness and performance metrics to identify and overcome adoption barriers.
* Apply adult learning principles and instructional design to create impactful learning experiences.
* Contribute subject matter expertise to projects that integrate sales training into operational processes.
Who You Are:
* Requires a bachelor's in Finance, Business or a related field and 4+ years of commercial lending, credit, banking, sales training practices and procedures or other directly related experience.
* A combination of education and experience may meet job requirements.
* Experienced facilitator with strong communication and coaching skills.
* Background in training, learning & development, or sales enablement.
* Commercial and/or small business banking experience preferred.
* Proficient in Microsoft Office and comfortable using data to inform decisions.
* Someone who values integrity, sound judgment, and professional ethics.
Why Zions Bancorporation?
Zions Bancorporation is one of the nation's premier financial services companies, operating through a collection of locally managed banks across the western U.S. We're known for our commitment to community, innovation, and employee development. Our culture values integrity, collaboration, and continuous improvement-and we're proud to invest in the growth of our people.
In this role, you'll be part of a forward-thinking Learning & Development team that supports a diverse and talented workforce. You'll have the opportunity to work in one of our major hubs-Salt Lake City, Houston, San Diego, Phoenix, Las Vegas, or Denver-where you'll collaborate closely with regional banking teams and L&D professionals.
What We Offer:
* Competitive compensation and benefits - Salary (depending on experience and location) : $85,000-$112,500
* A collaborative, mission-driven work environment
* Opportunities to shape the future of commercial banking talent
* A role that values your experience and leverages your strengths
Ready to make a difference?
Apply today and help us build the future of banking-one relationship manager at a time.
$39k-50k yearly est. 15d ago
Loan Closer - Enterprise Fulfillment
National Bank of Arizona 4.4
National Bank of Arizona job in Denver, CO
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a Loan Closer to join Zions Bancorporation. The Loan Closer plays a key role in completing all due diligence associated with satisfying approval and collateral lien perfection conditions prior to the preparation of loan closing documents. This includes requesting, reviewing, and critically interpreting all third-party documents needed to issue the "clear to close" for various types of loans, including real estate and non-real estate secured loans.
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
May reside in one of these locations: AZ, CA, CO, NV, TX, UT
The Loan Closer will:
* Review loan approvals for closing conditions, regulatory compliance, appropriate lending authority, and lien perfection requirements
* Establish conditions to close
* Perform all loan closing tasks and proactively interact with sales, portfolio management, underwriting, document preparation, third-party vendors (e.g., title companies, insurance agencies), and bank customers.
* Effectively communicate with all parties, including field personnel and customers, which is essential to expedite loan documentation requests while meeting underwriting, bank policy, compliance, and regulatory requirements.
* Other duties as assigned
Requirements:
* 4+ years of loan closing, documentation, processing, or other directly related experience.
* Advanced knowledge of loan closing processes and procedures, lending compliance and regulations, loan systems, and loan documentation.
* Must be accurate, detail-oriented, and able to multi-task.
* Strong problem resolution, audit, customer service (including direct customer contact), and communication skills-both verbal and written.
* Solid working knowledge of loan principles and loan systems.
* Solid computer skills, including proficiency in word processing and spreadsheet software.
* Requires a High School diploma or equivalent. A combination of education and experience may meet requirements.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
* This position is eligible to earn a base salary in the range of $23.36 - $40.19/hourly depending on job-related factors such as level of experience and location
$23.4-40.2 hourly 5d ago
Merchant Service Operations Specialist
National Bank of Arizona 4.4
National Bank of Arizona job in Denver, CO
Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $80 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we have not forgotten who keeps us in business, meaning we are committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career.
Zions Bancorporation has an opportunity for an Operations Specialist to join the Treasury Management Merchant Services team. The Merchant Services Center of Excellence is responsible for enabling sales teams in business development efforts, supporting the onboarding of new Bank-managed client accounts, and serving as the liaison to our vendor partners ensuring all banker and client inquiries are appropriately routed and serviced. The objective of this center is to support the growth of the Bank's merchant portfolio and minimize client attrition. To answer this call, the Merchant team is relationship-driven, focused on cultivating trust, adding value, and anticipating needs.
We are seeking a highly motivated individual who possesses natural tenacity combined with a passion to enable others to be successful. As a Merchant Operations Specialist, you will have the opportunity to collaborate with internal and external partners in the service of providing subject matter expertise and support to sales teams and merchant customers.
The ideal candidate will have the skills and experience necessary to support Merchant bid activities, customer onboarding, revenue protection activities, and to collaborate on projects designed to support the growth of the merchant portfolio. The candidate must be passionate about learning as well as serving customers to support their business objectives.
Key Responsibilities:
* Provide daily assistance and operational support for the merchant portfolios of the Bank, including produce bids/analyses, complete new applications, fulfill equipment requests, research client statements, and ongoing revenue protection activities
* Facilitate requested account maintenance and documentation management related to client accounts
* Contribute to strategy execution by delivering on defined high-value activities for the role and meeting service level agreements
* Drive key initiatives and commitments forward, ensuring that they are completed on time and to a high standard
* With an eye for business process improvement and enhanced relationship management, consider creative solutions that drive innovation, optimize workflows, and enable the team to be more effective and impactful
* Collaborate closely with product, sales, and vendor partners to galvanize efforts and ensure that portfolio goals are met
* Demonstrate a hunger and commitment to learn, especially the ever-changing merchant product offerings, systems, and functionality
* Be committed to the growth and development of the team and peers with a focus on overall team success through training, collaboration, proactive support, and other efforts to improve collective effectiveness
* Perform other job duties as assigned
What You Can Expect
* Must reside within the Zions Bancorporation Footprint in: CO, NV, TX, or UT
* Overtime eligible
What Makes You a Great Fit?
* Requires High School diploma or equivalent and 1+ years' experience with merchant or credit card processing, servicing, and operations; a combination of education and experience
* Basic working knowledge of treasury and cash management products, procedures, services, accounting, and financial and account analysis
* Strong analysis, audit, and research skills
* Proven customer service skills, including written and oral communication
* Good decision making, problem solving, and analytical skills
* Strong attention to detail, accuracy, and quality
* Working knowledge of various software, including Microsoft applications
* Naturally tenacious with a proven track record of pushing through obstacles to achieve success
* A passion to support others - peers, leadership, partners, and customers - to best position them for success
* Demonstrated competencies in galvanizing, invention, and/or discernment, with a deep understanding of how these skills can be used to support business objectives and drive shared success
* Excellent interpersonal skills and capable of working collaboratively with both interdependent and cross-functional teams
* Strong communication skills with the ability to convey complex ideas and proposals to stakeholders at all levels
* Advocate for and promoter of others
What Makes Us a Great Fit?
* Work with a cohesive and supportive team in a culture of development and continuous improvement; will learn everyday
* Your colleagues and leadership are committed to the success of both you and the collective team
* Provide exposure to leaders across Enterprise Treasury, Commercial Products, and Payment Operations
* Continuing education, personal training, development, and coaching opportunities
* Engagement and experience events and employee forums
* Support flexibility to help you balance life and work
* Opportunity to develop advanced knowledge of Microsoft Applications (e.g., SharePoint, Teams, Forms, Automate, etc.)
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
* Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Salary Range (Depending on experience and location): $21-$34/hr
We believe everyone has a unique set of natural talents and abilities, and we strive to create an environment where everyone can thrive and be fulfilled by their work. If you are naturally tenacious and enjoy enabling others to succeed, we encourage you to apply for this exciting opportunity to join our team as a Merchant Services Operations Specialist
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a Loan Closing Manager to join Zions Bancorporation. The Loan Closing Manager I plays a key role in managing loan closing operations and staff, ensuring quality customer service and compliance with bank policies and regulations. This position oversees the completion of due diligence activities, preparation of loan closing documents, and the review and interpretation of third-party documents to provide the "clear to close." The role is responsible for daily workflow management, staff training, and the implementation of departmental productivity measures. As a leader, you will drive process improvements, maintain strong working relationships across departments, and support the development and performance of your team.
Responsibilities
* Manage loan closing operations and staff, including workflow, scheduling, and training
* Establish and maintain closing processes and procedures to ensure quality customer service
* Oversee completion of due diligence activities and preparation of loan closing documents
* Review, request, and interpret third-party documents required for loan closings
* Assign and monitor due diligence and closing tasks for middle office loan closers
* Troubleshoot Credit Lead issues and provide technical support and guidance to staff
* Implement and maintain productivity measures for individuals and the department
* Administer bank policies and procedures, ensuring compliance with laws and regulations
* Recommend and implement process improvements and departmental policies
* Handle complex or unique transactions and manage overflow or backlogs as needed
Qualifications
* 4+ years of loan processing, loan operations, credit analysis, or other directly related experience required
* Management or supervisory experience required
* Considerable working knowledge of lending operations, processing, documentation, credit analysis, and loan procedures
* Strong analytical and problem resolution skills
* Solid leadership and management capabilities; goal-oriented
* Excellent organizational, project management, and communication skills (verbal and written)
* Ability to maintain effective working relationships with lenders, management, and administrative staff
* Experience in banking, lending, and credit administration preferred
* Ability to resolve problems and issues with team members to accomplish objectives
* Bachelor's Degree in a related field required
Work Location
* Phoenix, AZ
* Irvine, CA
* Los Angeles, CA
* Denver, CO
* Las Vegas, NV
* Houston, TX
* Midvale, UT
Pay Range $45 - $77/hr (Based upon related experience and location)
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.