North American Savings Bank Jobs

- 354 Jobs

EVP, Chief Retail Banking Officer
NASB Financial Inc. 4.1
NASB Financial Inc. Job In Kansas City, MO
Executive Vice President, Chief Retail Officer Our mission is to create exceptional experiences for our customers that help them achieve their dreams, and we seek extraordinary individuals with the talent and passion to help us bring those dreams to life. Are you looking for a fulfilling career with a dynamic company culture, growth opportunities, and the chance to make a real impact? At North American Savings Bank (NASB), we pride ourselves on delivering top-notch customer service and financial solutions to support our customers achieve their dreams, whether it's buying their first home or planning for retirement. We believe exceptional customer service starts with an outstanding work culture that rewards hard work, provides the right tools for success, and values a healthy, happy team. With over 92 years of success and continued growth, NASB is seeking new team members eager to grow with us! We are currently looking for an EVP, Chief Retail Banking & Marketing Officer to join our Retail Deposits, Banking Operations, Marketing teams. Job Summary The EVP and Chief Retail and Marketing Officer is a key member of the bank's executive leadership team, responsible for leading and aligning the bank's retail deposit operations, customer service functions, and marketing strategies. This role oversees strategic initiatives that drive customer acquisition and retention across both deposit and lending channels. The role carries full P&L accountability and is central to the growth and profitability of a $3 billion national bank with a mix of locally sourced deposit products and nationally sourced lending products. The ideal candidate has a strong leadership background, is adaptable, emotionally intelligent (EQ), and has prior experience in C-Level roles, such as Chief Marketing Officer, Chief Retail Officer, or Chief Operations Officer. What you can expect to work on Strategic Leadership & Execution: * Develop and execute the bank's retail banking and marketing strategy to support overall business objectives, including growth, profitability, and customer experience goals. * Lead enterprise-wide initiatives focused on customer acquisition, retention, and product penetration across both deposit and lending channels. * Design and implement strategies to diversify deposit and loan origination channels, including online platforms, niche real estate segments, and referral/repeat business networks. * Partner with executive leadership to shape long-term strategic direction and optimize P&L performance, including ways to optimize the bank's acquisition costs and cost of funds structure. Marketing & Brand Strategy: * Lead the Marketing team in building a national brand strategy, with a focus on digital channels (SEO, content marketing, paid media) and local community engagement. * Align brand messaging with core banking values, target audience, and regulatory standards. * Use data-driven segmentation to personalize messaging and offers based on geography, financial behavior, and product need-maximizing ROI on every customer acquisition dollar. * Identify, evaluate, and build a diversified mix of acquisition channels-including SEO, digital advertising, partnerships, affiliates, referral programs, and relationship-driven sourcing-to reduce dependence on any single channel and optimize acquisition costs. * Create marketing initiatives aimed at attracting stable, cost-effective depositors-focusing on customer segments that value security, relationship-based service, or convenience over rate alone. Retail & Deposit Operations Oversight: * Oversee all customer-facing deposit operations and service functions across local branches. * Ensure operational excellence and consistent customer experience across branch and digital channels. * Drive deposit growth through relationship development, effective service delivery, and sales leadership. Lending Channel Support: * Support the lending business through targeted marketing, lead generation, and borrower relationship development for Non-QM mortgages and construction/development loan products. * Collaborate with lending leadership to drive loan volume via national digital channels and relationship-driven sourcing. * Develop lead generation strategies for Non-QM and construction/development loans targeting borrowers who align with the bank's credit risk appetite and offer higher yield potential. * Establish strategic alliances and referral networks (e.g., real estate professionals, financial advisors, online platforms) to enhance customer acquisition efficiency and access untapped markets. Executive Management & Governance: * Serve as a key contributor to the executive leadership team, actively participating in enterprise planning, risk management, business forecasting, and strategic decision-making. * Ensure compliance with applicable laws, regulations, and internal policies across all areas of responsibility. * Report directly to the President and Chief Executive Officer (CEO), providing clear and concise updates on the performance of the lending and operations department. * Present strategic insights and key performance metrics to the board of directors and executive leadership. Executive Leadership Responsibilities: * Strategic Vision & Execution: Demonstrate the ability to develop, communicate, and execute a clear strategic vision that aligns with the organization's mission, long-term goals, and financial objectives. * Enterprise-Level Decision Making: Lead with a broad, enterprise-wide perspective; balance competing priorities while driving value creation, operational excellence, and sustainable growth * Talent Development & Culture Building: Recruit, mentor, and retain high-performing leadership teams. Champion a high-integrity, performance-driven culture that values innovation, accountability, and diversity. * P&L Ownership: Exercise full accountability for business line or enterprise P&L performance. Consistently deliver on financial, operational, and strategic goals through disciplined execution and risk-aware leadership. * Directly manage: * SVP - Banking Operations Officer * VP - Branch Sales Manager * VP - Marketing Manager * Other functional leaders in customer service and deposit operations What you offer us * Bachelor's degree in Business, Marketing, Finance, Accounting, or related field (MBA or advanced degree preferred). * Minimum 15 years of progressive leadership experience in retail banking, marketing, or financial services, with at least 5 years in an executive role or an appropriate combination of education and experience. * Prior experience in C-Level roles, such as Chief Marketing Officer, Chief Retail Officer, or Chief Operations Officer, and part of an Executive Leadership Team is preferred. * Proven track record of leading cross-functional teams and delivering measurable growth and profitability in a P&L role. * Strong understanding of deposit operations, customer experience, digital marketing, and modern banking trends. * Preference for candidates with experience in developing and managing online deposit acquisition strategies that are cost-effective and scalable. * Experience in diversifying deposit and lending channels, including online platforms, SEO, niche real estate lending, referral networks, and ability to develop repeat business channels-is highly desired. * Excellent leadership, communication, and strategic planning skills. Soft Skills & Personal Qualities: * Strategic Thinking - Ability to see the big picture, anticipate industry shifts, and align short-term actions with long-term vision. * Executive Presence - Confidence, poise, and clarity in communication that inspires trust and respect at all levels - from boardrooms to team meetings. * Emotional Intelligence (EQ) - Strong self-awareness, empathy, and the ability to manage emotions and interpersonal relationships with tact and effectiveness. * Customer-Centric Mindset - Intuitively focused on customer experience, loyalty, and advocacy - balancing this with profitability and operational goals. * Resilience - Maintains focus and drive through setbacks and challenges, demonstrating tenacity, optimism, and a solutions-oriented attitude. Work Environment * This position is based in our KCMO corporate office, primarily in-office with flexible Friday work-from-home. * Flexibility - work-from-home days may be adjusted based on business needs and conditions. * office. * Occasional business travel. Physical Requirements: * Ability to lift/carry up to 25 pounds occasionally. * Ability to remain stationary (sitting or standing) for prolonged periods. * Ability to conduct keyboard/computer work for extensive periods. * Ability to communicate clearly (understand/be understood) with customers in person or over the phone/computer. What we offer you NASB offers competitive compensation and excellent benefits packages, including: * Comprehensive health insurance options including medical, dental, and vision coverage. * 401(k) retirement plan with immediate employer match. * Generous paid vacation, sick and personal days. Plus, enjoy a bonus day off for your birthday! * Exclusive mortgage and banking benefits. * Paid holidays, volunteer time off, and free parking at NASB facilities. * Employee referral bonuses and internal training programs to help reach your career goals. If you have any questions, please contact *************. Note: This should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this at any time. The job description is not to be construed as a contract for employment. North American Savings Bank (NASB) is an Equal Opportunity/Veterans/Disabled employer.
$188k-297k yearly est. Easy Apply 33d ago
Senior VP, Banking Operations Officer
NASB Financial Inc. 4.1
NASB Financial Inc. Job In Kansas City, MO
Senior Vice President - Banking Operations Officer Our mission is to create exceptional experiences for our customers that help them achieve their dreams, and we seek extraordinary individuals with the talent and passion to help us bring those dreams to life. Are you looking for a fulfilling career with a dynamic company culture, growth opportunities, and the chance to make a real impact? At North American Savings Bank (NASB), we pride ourselves on delivering top-notch customer service and financial solutions to support our customers achieve their dreams, whether it's buying their first home or planning for retirement. We believe exceptional customer service starts with an outstanding work culture that rewards hard work, provides the right tools for success, and values a healthy, happy team. With over 92 years of success and continued growth, NASB is seeking new team members eager to grow with us! We are currently looking for a SVP, Banking Operations Officer to join our Banking Operations team. Job Summary The SVP of Banking Operations is a key member of the retail leadership team responsible for the strategic execution, management, and oversight of all deposit and branch operations. The role acts as a key partner to the EVP, Chief Retail & Marketing Officer. This includes leadership of deposit operations, system and process administration, regulatory compliance, fraud oversight, and operational support for a $3 billion asset bank offering simple deposit products such as checking, savings, and certificates of deposit. This role supports the maintenance of both locally sourced deposit accounts via branches and nationally sourced deposits acquired through digital channels. This individual will hold robust responsibility for the design, performance, and optimization of the Bank's core and ancillary systems, ensuring alignment with process efficiency, regulatory compliance, cost-to-value outcomes, and the Bank's strategic goals. The ideal candidate will bring senior operations leadership experience and demonstrate readiness to contribute at an enterprise-wide strategic level to enable business performance, scalability, and innovation. What you can expect to work on Strategic Leadership: * Develop and execute operational strategies to support the bank's deposit growth, customer experience, and efficiency goals. * Lead cross-functional initiatives to enhance operational effectiveness, risk management, and service delivery. * Serve as a key contributor to enterprise-wide planning, especially in relation to deposit growth and operational scalability. * Lead enterprise-level thinking around system, process, and operational architecture to support future-state banking models, digital innovation, and multi-channel service delivery. Operational Oversight: * Oversee the end-to-end functional operations of deposit operations, including technical support of new account onboarding, transaction processing, account maintenance, fraud, and servicing of customers. * Ensure efficient, compliant, and customer-focused execution of all branch and deposit operations. * Drive process optimization through technology integration and workflow redesign. * Take ownership of business process design and continuous improvement frameworks to drive scalability, reduce friction, and enhance cost efficiency across operational channels. Banking Systems & Process Administration: * Manage core banking system enhancements and process improvements in partnership with IT and vendors. * Ensure systems support regulatory compliance, security standards, and evolving business needs. * Provide strategic oversight of core and ancillary banking platforms (e.g., digital banking, payments, fraud, compliance, CRM) and lead system rationalization initiatives to maximize return on technology investments. * Evaluate system performance and configuration relative to value creation, service quality, and operational risk mitigation. * Manage relationships with key third-party technology vendors to ensure service level adherence, performance, and risk mitigation. * Lead strategic vendor assessments and negotiations to ensure partner capabilities align with long-term system needs and cost targets. Compliance & Risk Management: * Maintain a strong internal control environment in accordance with regulatory requirements and internal policies. * Collaborate with Compliance, Risk, and Audit teams to ensure readiness for exams and audits. * Lead operational responses to regulatory changes and industry best practices. * Ensure operational processes, technologies, and vendor arrangements meet all compliance obligations and can withstand examination scrutiny, while remaining cost-effective. Leadership & Development: * Supervise, coach, and develop a high-performance team of retail operations managers and individual contributors supporting the business. * Create a culture of continuous improvement, collaboration, and accountability within retail operations. * Foster strong communication and collaboration across departments to ensure seamless operations and alignment with organizational goals. * Mentor future operational leaders and help develop internal talent pipelines for succession planning and leadership continuity. * Provide oversight and direction to direct reports, including: 1) Business Analyst; 2) Process and System Administrator; 3) Deposit Operations Manager; 4) Branch Operations Manager Performance Monitoring & Reporting: * Establish and monitor key performance indicators (KPIs) and service-level agreements (SLAs) for all operational areas. * Regularly report on operational metrics, risk assessments, and project statuses to executive leadership. * Develop and present strategic dashboards that connect operational output and system performance with business outcomes, including cost-to-serve, customer satisfaction, and process cycle time. What you offer us * Bachelor's degree in business administration, Finance, Technology, or related field (MBA preferred). * Minimum 15 years of experience in banking operations, with at least 7 years in senior leadership roles, or an appropriate combination of education and experience. * Experience designing and optimizing complex operational processes and digital service models. * Prior responsibility for operational cost management, technology ROI evaluation, and process automation. * Prior experience working alongside or reporting to a Chief Operating Officer or Executive Leadership Team preferred. * Experience overseeing deposit operations and regulatory compliance in a mid-sized/large financial institution. * Strong understanding and prior experience with banking core systems and retail-consumer compliance * Strong understanding of branch operations, technology, and the digital deposit acquisition landscape. * Demonstrated success managing cross-functional teams and external vendors. * Excellent analytical, communication, and leadership skills. Soft Skills & Personal Qualities: * Executive-level presence and systems thinking approach to problem solving and decision making. * High Emotional Intelligence - Ability to assess situations, manage relationships, and communicate effectively. * Adaptability & Problem-Solving - Thrives in a high pace environment, proactively addressing challenges. * Strong Communication - Able to craft clear, professional messages for internal and external stakeholders. Work Environment * This position is primarily in-office at our KCMO headquarters with flexible Friday work-from-home. * WFH days may be adjusted based on business needs and conditions. * Occasional business travel to branches and industry conferences as required. Physical Requirements: * Ability to lift/carry up to 25 pounds occasionally. * Ability to remain stationary (sitting or standing) for prolonged periods. * Ability to conduct keyboard/computer work for extensive periods. * Ability to communicate clearly (understand/be understood) with customers in person or over the phone/computer. What we offer you NASB offers competitive compensation and excellent benefits packages, including: * Comprehensive health insurance options including medical, dental, and vision coverage. * 401(k) retirement plan with immediate employer match. * Generous paid vacation, sick and personal days. Plus, enjoy a bonus day off for your birthday! * Exclusive mortgage and banking benefits. * Paid holidays, volunteer time off, and free parking at NASB facilities. * Employee referral bonuses and internal training programs to help reach your career goals. If you have any questions, please contact *************. Note: This should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this at any time. The job description is not to be construed as a contract for employment. North American Savings Bank (NASB) is an Equal Opportunity/Veterans/Disabled employer.
$80k-126k yearly est. Easy Apply 33d ago
Personal Banker - West County
Commerce Bank 4.4
Fenton, MO Job
*About Working at Commerce * Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. *Compensation Range* Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.) *Are you interested in Personal Banker opportunities in the West County area?* *About This Job* Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team. Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and educate them on solutions to address those needs. As a Personal Banker, you'll: * Receive the tools, resources, and training you need to be successful. * Educate customers on a variety of retail products and digital solutions that enhance the customer experience. * Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements. * Actively listen to our customers so you can make appropriate recommendations that match their needs. * Establish relationships with internal departments and refer customers to bank specialists when complex financial needs are identified. * Interact with customers both in person and through proactive phone calls to ensure we are meeting their financial needs. * Be able to earn more than your base pay through our quarterly incentive program *Essential Functions* * Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment * Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved. * Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals * Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements * Identify complex financial needs and refer customers to bank specialists when appropriate. * Perform other duties as assigned *Knowledge, Skills & Abilities Required* * Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone. * Ability to meet personal and branch sales and customer services expectations * Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities * Team player with excellent written, verbal and interpersonal communication skills * Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values * Proficient with Microsoft Word, Excel and Outlook *Education & Experience* * High School diploma or equivalent combination of education and experience required * 1+ years sales or customer service experience required * Experience working in an environment with individual and team sales goals preferred *Current Branch Location Openings:* * Ellisville - 16303 Truman Rd * Chesterfield - 1699 Clarkson Rd * Fenton - 487 Old Smizer Mill Rd _Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education._ *For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.* _*\*\*This job posting is for general interest only. You will be notified when opportunities are available\*\**_ _*\*\*\**_For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. *Location*: 487 Old Smizer Mill Rd, Fenton, Missouri 63026 Time Type: Full time Job Type: Full-time Pay: $20.00 - $24.40 per hour Benefits: * 401(k) * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance Schedule: * Monday to Friday * Weekends as needed Work Location: In person
$20-24.4 hourly 33d ago
Wealth Management Client Associate
Bank of America 4.7
Springfield, MO Job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent 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. Shift: 1st shift (United States of America) Hours Per Week: 37.5
$41k-50k yearly est. 50d ago
Internal Advisor Recruiter
Wells Fargo 4.6
Saint Louis, MO Job
**About this role:** Wells Fargo is seeking an Internal Advisor Recruiter to join our Advisor Recruiting team within Wealth and Investment Management. The Advisor Recruiting department is charged with leading the organic growth of the Firm by attracting the most successful, experienced Financial Advisors across all Wells Fargo Advisors channels. As part of Advisor Recruiting, the Internal Advisor Recruiter is responsible for supporting the recruitment of quality, experienced Financial Advisors and providing recruiting support specific to enhancing the recruiting pipelines and facilitating conversion needs. **In this role, you will:** + Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market + Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area + Perform research within Business Growth Strategy functional area, identifying and selecting best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and to meet the unique needs of customers + Develop strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures and compliance requirements + Lead a team to meet business objectives within Business Growth Strategy functional area + Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, and both business and community leaders, including internal or external customers to grow market share and meet customer needs + Lead Business Growth Strategy projects and teams + Serve as a mentor for less experienced individuals **Required Qualifications:** + 4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Strong prospecting, outbound sales, recruiting, negotiation, and influence skills + Financial Advisor recruiting experience + Financial services industry experience + Ability to overcome sales obstacles + Knowledge and understanding of social media: LinkedIn + Knowledge and understanding of Salesforce or contact management system + Excellent organizational, multi-tasking, and prioritizing skills + Excellent verbal, written, and interpersonal communication skills + Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important + Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions + FINRA Series 7 **Job Expectations:** + Directly support MRMs, cross-channel, by facilitating recruiting next steps with FA prospects post-meeting (i.e. answer questions/concerns, provide and collect necessary forms (CRD, NAPs, etc.), gather requested deal documents, enter information into the Business Planner, introduce Pre-hire activities, etc.) + Partner with the MRMs to engage or reengage FA recruits utilizing LinkedIn, email, hearsay text and cold calling in a targeted manner through the core pipeline (i.e. Opportunity report, Maturing leads report, etc.) + Proactively reach out to external FA recruits utilizing LinkedIn, email, (hearsay) text and cold calling in a targeted manner in Markets needing to build a pipeline + Drive participation and attendance at all Advisor Recruiting led events and initiatives including Due Diligence Meetings. + Follow-up with recruits who receive Due Diligence invitation mailers for DE&I events (BAA, Women's, etc.) + Follow-up on LinkedIn Ad lead, FiNet and JoinWFA website leads + Maintain consistent recruiting activities cross-channel based on territory recruiting needs. + Document accurate recruiting notes and activity in Salesforce and ensure Stage, Project Start Date, Lead Source, Preferred Segment and Cross Channel Branch are accurate. + This position offers a hybrid work schedule + This position is not eligible for Visa sponsorship + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $73,100.00 - $155,900.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 7 Jul 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-462322
$73.1k-155.9k yearly 26d ago
Deposit Operations Specialist
NASB Financial Inc. 4.1
NASB Financial Inc. Job In Kansas City, MO Or Remote
Our mission is to create exceptional experiences for our customers that help them achieve their dreams, and we seek extraordinary individuals with the talent and passion to help us bring those dreams to life. Are you looking for a fulfilling career with a dynamic company culture, growth opportunities, and the chance to make a real impact? At North American Savings Bank (NASB), we pride ourselves on delivering top-notch customer service and financial solutions to support our customers achieve their dreams, whether it's buying their first home or planning for retirement. We believe exceptional customer service starts with an outstanding work culture that rewards hard work, provides the right tools for success, and values a healthy, happy team. With over 92 years of success and continued growth, NASB is seeking new team members eager to grow with us! We are currently looking for a Deposit Operations Specialist to join our Deposit Services team. Job Summary The Deposit Operations Specialist is a phone-based position. The ideal candidate must be comfortable working by phone utilizing excellent customer service, attention to detail, and problem-solving skills. This role works within the Deposit Services Department which provides assistance to customers and branch personnel via telephone and digital channels. The department administers all back-office deposit processes for NASB, including item processing and ACH, debit, digital, and online banking support, CIP oversight, IRA administration, online account opening management, research and adjustment services, deposit account collections and legal processing. What you can expect to work on: * Responsible for a taking a high volume of inbound calls with occasional outbound calls. * Provides excellent customer service to external and internal customers. * Resolve customer issues efficiently and effectively. * Assists customers with account inquiries. * Understands and explains deposit products and services. * Performs data and monetary maintenance on accounts and customer records. * Cross-train and backup other processes and tasks within Deposit Services Department, as assigned. * Responsible for processing all incoming ACH, Check Adjustments, Stop payments, Reg E Opt-In Requests, Reconciliation of GL's, and other duties as assign. * The hours of this position will be Monday through Friday, 8:30 am to 5:00 pm and some Saturdays, 9:00 am to Noon. What you offer us * A minimum of 1-year of Customer Service experience required. * Bank deposit operations experience preferred. * Excellent customer service skills * Strong written and verbal communication skills * Demonstrated problem solving ability. * Strong organizational skills and ability to multi-task * Ability to work under pressure and meet deadlines. * PC skills and experience with MS Office Word and Excel Work Environment This position will be based out of our corporate office, with flexibility for remote work one to two days per week. What we offer you NASB offers competitive compensation and excellent benefits packages, including: * Comprehensive health insurance options including medical, dental, and vision coverage. * 401(k) retirement plan with immediate employer match. * Generous paid vacation, sick and personal days. Plus, enjoy a bonus day off for your birthday! * Exclusive mortgage and banking benefits. * Paid holidays, volunteer time off, and free parking at NASB facilities. * Employee referral bonuses and internal training programs to help reach your career goals. If you have any questions, please contact ************* Note: This should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this at any time. The job description is not to be construed as a contract for employment. North American Savings Bank (NASB) is an Equal Opportunity/Veterans/Disabled employer.
$28k-33k yearly est. Easy Apply 12d ago
Commercial Banking Expansion Market Trainee
Commerce Bank 4.4
Clayton, MO Job
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.) About This Job Are you ready for an adventure? This is an opportunity to be part of a focused development program designed to launch successful careers in Commercial Banking. This position is focused on preparing you to be a successful and productive Commercial Banker in one of Commerce Bank's high growth expansion market in Nashville, Tennessee & Grand Rapids, Michigan. During the program, you will spend approximately one year embedded with our Corporate Commercial Banking teams in our St. Louis headquarters while also residing in that city. Additional time may be required depending on the applicant's prior education and experience. Once you've completed the program you will be transferred to our Nashville or Grand Rapids expansion market. You'll work alongside our commercial banking teams and bank executives to help our customers solve their everyday financial needs. Don't have commercial banking experience? Don't worry. We will provide all the necessary training to build the skills required to be successful. If you're a go-getter who loves to learn and win, we'd love to talk. Essential Functions * Participate in cross-functional rotations across various business lines to leverage and develop leadership skills while also gaining an understanding of the commercial bank and commercial payments solutions * Attend community and business functions, participate in networking groups to ensure a positive image for the bank and grow key networking with contacts in the marketplace * Collaborate with commercial banking teams and product partners to identify prospective clients' financial needs and add value through a full range of products and services * Support the comprehensive management of existing commercial relationships to ensure a high level of customer satisfaction and retention * Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk * Maintain loan reporting and ensure compliance with all bank policies, procedures, regulations, and laws * Perform other duties as assigned Knowledge, Skills & Abilities Required * Basic knowledge of the banking/accounting/finance field * Basic analytical skills using financial and accounting principles * Strong relationship building skills and propensity for sales * Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills * Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities * Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values * Intermediate level proficiency with Microsoft Word, Excel and Outlook * Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Education & Experience * Bachelor's degree in a business-related field * 1+ years of financial services or sales experience required For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. * For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Expansion Market Trainee - Commercial Banking job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 to $31.25 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8000 Forsyth Blvd, Clayton, Missouri 63105 Time Type: Full time
$28.9-31.3 hourly 60d+ ago
Senior Account Support Representative
Commerce Bancshares 4.4
Kansas City, MO Job
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $20.90 - $24.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to support Commercial Contract clients in a variety of ways in including assisting with the underwriting of new applications and contracts, account setup, maintenance, product changes, contract modifications, pricing changes, validations and other account changes. Essential Functions Complete both credit support and onboarding tasks listed below Assist with the underwriting of applicants for clients, while ensuring compliance of all risk and regulatory guidelines, including but not limited to SOX controls, Reg B, CIP, PATRIOT Act, Beneficial Ownership, CRA etc. Complete verification of the credit process to ensure document integrity Notify clients within regulatory timeframe regarding account status: approval, decline, and counteroffer Board and verify all new and existing accounts via manual entry or excel macros with high degree of accuracy to mitigate risk of financial liability Validate the accuracy of data for contract clients to the system of record to ensure proper setup and accurate revenue share payments Research, build and verify additional card requests to client specifications Respond accurately to external, and internal customers questions/requests via phone/email while maintaining Service Level Agreements (SLAs) Provide high touch customer service that reflects empathy and a positive attitude when responding to questions and requests via phone/email Work independently to research and address complex tasks and issues through the utilization of industry knowledge and experience Perform other duties as assigned Knowledge Skills & Abilities Required Clear understanding of the complexities of the card products and systems used to research and navigate daily tasks Strong understanding of regulatory and compliance requirements Ability to analyze multiple and diverse sources of information before moving to a solution; exercise sound judgement when making decisions Show good judgement in maintaining priorities that are related to both the Credit Support and Onboarding responsibilities Exercise sound judgement when making decisions Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Motivated and organized self- starter with strong attention to detail and ability to manage multiple priorities Ability to remain adaptable and resilient to situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Advanced ability to navigate computer systems effectively Intermediate level proficiency with Microsoft Word, Excel, PowerPoint and Outlook. General understanding of computer systems and applications. Education & Experience Associate's degree or equivalent combination of education and experience preferred 2+ years related banking and/or card industry experience required **Hybrid Schedule: In office 2 days per week ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Senior Account Support Representative level job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.90 to $24.00 per hour. #LI-Hybrid The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 922 Walnut, Kansas City, Missouri 64106 Time Type: Full time
$20.9-24 hourly 3d ago
Small Business Banking Representative
Commerce Bank 4.4
Clayton, MO Job
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $29.90 - $35.20 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to assist specialists and internal partners across the market with calling activities, credit/portfolio requests, account management/maintenance, and community events. Essential Functions Contact customers to retain and expand relationships using Consultative Selling approach Execute Credit/Portfolio tasks as required including, but not limited to: contacting customers for updated financial information and loan agreement compliance requirements, complete customer financial reporting requirements and loan covenant/provision compliance administration, and submit company and personal financial statements Facilitate loan closings for Vehicle and Equipment loans Facilitate the resolution of customer maintenance/management tasks within the market, engaging product experts as needed Participates in community and business functions/groups to ensure a positive image for the bank and to establish Centers of Influences (COI's) Review preliminary credit approval summaries Evaluate appraisal annual review requirements and coordinate service requests Support Specialists with prospecting, cross selling, business development and beginning to structure loans Perform other duties as assigned Knowledge, Skills & Abilities Required Intermediate loan documentation knowledge including best practices Basic credit analysis skills Strong customer service skills Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook Education & Experience Bachelor's degree in business administration or equivalent combination of education and experience required 1+ years banking/financial services experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Small Business Banking Representative job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $29.90 to $35.20 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8000 Forsyth Blvd, Clayton, Missouri 63105 Time Type: Full time
$29.9-35.2 hourly 46d ago
Community Home Loan Originator
Commerce Bancshares 4.4
Kansas City, MO Job
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $28.85 - $28.85 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to support and enhance Commerce Bank's community relationships with various non-profits, underserved communities, housing organizations, and community outreach entities. The job will also be responsible for creating community awareness regarding Commerce Bank's mortgage products, services and programs and encourage homeownership through networking events and community related and bank sponsored seminars. Essential Functions Actively promote Commerce Bank's affordable housing products in targeted areas Originate CRA eligible residential mortgage loans in accordance with the bank's policies and procedures Establish a strong presence for Commerce Bank in the assigned market by developing relationships with realtors and community development groups Work with non-profits and other community organizations to provide homeownership and financial education Attend Community Seminars/Workshops/Training Meet with community partners, prospects, or other CRA qualified contacts to educate on Commerce Bank's products and services Provide monthly report to management for previous week's CRA involvement/activities Perform other duties as assigned Knowledge, Skills & Abilities Required Intermediate knowledge of the home loan industry Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Associate's degree or equivalent combination of education and experience required 2+ years experience in sourcing and/or originating Community Development related first mortgage loans primarily in a regulated financial institution environment required Significant relationships/connections with Realtors, Non-Profits, Civic Leaders and other organizations that specialize in Community Development lending substantiated by referrals, letters of recommendation, public recognition, awards, etc. preferred Bilingual in Spanish is preferred For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Community Home Loan Originator job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 804 E 12th Street, Kansas City, Missouri 64106 Time Type: Full time
$28.9-28.9 hourly 3d ago
Workday Systems Analyst - Corporate Financial Management
Commerce Bancshares 4.4
Kansas City, MO Job
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $80,000.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.) Essential Functions Responsible for design and development of Workday Financial Management systems Examine existing system functionality, confirm suitability, recommend changes and/or produce specifications and outline designs of new system features or functionality, tier III+ Serve as technical administrator for Financial Accounting applications tier III+ Communicate and coordinate with IT to resolve issues if needed Respond to complex and advanced custom report requests Serve as project leader on projects supporting new functionality development or enhancement updates Develop solutions by planning, designing, configuring, testing, and finalizing end stage implementation, tier III+ Provide technical support and resolve complex configuration issues, identify root cause for bugs and outline remediation Act as a mentor to junior level team members within the department Perform other duties as assigned Knowledge, Skills & Abilities Required In-depth knowledge of Workday Financial Management and related modules, complete understanding of system architecture, business process framework and security Strong knowledge of web application security and Workday configuration architect Advanced knowledge of Workday Reporting, including calculation fields, and complex reporting Superior analytical and problem solving skills Ability to serve as a mentor to junior team members Effective project management skills Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile, and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Strong proficiency with Microsoft Office (Word, Excel, PowerPoint, Visio), based on areas supported may require knowledge of Prism, SQL, HTML, JavaScript, Workday Configuration Education & Experience Bachelor's degree in related field or equivalent combination of education and experience required 4+ years related financial systems experience required Workday experience required Accounting and/or Finance experience preferred *Hybrid Schedule: In office 2 days per week (Could be remote for the right candidate) **Level of role is determined by knowledge, experience, skills, abilities, and education ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Systems Analyst III and Senior - Corporate Financial Management job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $91,000 to $139,000 annually. #LI-Hybrid #LI-Remote The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1000 Walnut St, Kansas City, Missouri 64106 Time Type: Full time
$91k-139k yearly 3d ago
Senior Trust Officer
Bank of America 4.7
Saint Louis, MO Job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk. Responsibilities: Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience Ensures compliance with regulatory and legal requirements related to client accounts and portfolios Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects Key attributes / competencies: Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though prudent approach to providing solutions within Bank's risk/reward profile Ability / drive to “ask for the order” to close sales Good people/partner communication skills / team player Knowledge of policies, procedures, regulatory requirements High level of savvy and sophistication re: high net worth clients' concerns / issues Ability to communicate and connect with high-net-worth clients Desired Skills: Bachelor's Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred Skills: Risk Management Business Development Client Management Wealth Planning Customer and Client Focus Client Experience Branding Client Solutions Advisory Process Management Decision Making Presentation Skills Prospecting Financial Analysis Attention to Detail Critical Thinking Planning Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift: 1st shift (United States of America) Hours Per Week: 40
$57k-90k yearly est. 18d ago
Banking Compliance Advisor
Commerce Bancshares 4.4
Kansas City, MO Job
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $80,000.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to provide advice with respect to implementation of and compliance with applicable rules and regulations. Essential Functions Stay informed of compliance-related rules, regulations, and guidance in an effort to assist the Banking Compliance Manager, Chief Compliance Officer, and bank staff Review and interpret new and pending laws and regulations that potentially affect the business' operations Assist in review and/or implementation of new products, services, and/or software as it relates to compliance functions Review and evaluate operating procedures and controls related to compliance objectives Review and monitor policies and procedures to ensure compliance with federal and state banking regulations and the compliance program Maintain ongoing relationships with Commerce Bank business lines and support unit partners Demonstrate leadership to, and provide training for, bank staff in compliance-related matters Serve as liaison between the Banking Compliance department and the assigned business unit(s) on identifying and addressing compliance concerns as changes are made Assist in responding to requests from regulators and/or addressing exceptions from audit, both internal and external Provide advice during the development and installation of solutions to ensure proper implementation of compliance requirements and development of ongoing compliance controls Provide ongoing support and advice related to compliance with internal procedures and processes with recommendation for corrective measures where applicable Develop and review content for compliance training programs, including advice to business lines on 1st line of defense training opportunities and content development Assist in the completion of compliance risk assessments Perform other duties as assigned Knowledge Skills & Abilities Required Excellent knowledge of consumer compliance regulations Critical analysis skills sufficient to analyze and communicate complex regulatory concepts Ability to think strategically across multiple lines of business to create practical compliance solutions. Sound business and professional judgment Ability to troubleshoot, problem solve, and successfully manage ambiguity Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel, and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 6+ years compliance experience required 5+ years progressive banking experience preferred Certified Public Accountant (CPA), Certified Bank Auditor (CBA), Certified Regulatory Compliance Manager (CRCM) or admission to the Bar preferred **Level of role is determined by knowledge, experience, skills, abilities, and education ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Banking Compliance Advisor III and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $80,000 to $107,000 annually. #LI-Hybrid The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 922 Walnut, Kansas City, Missouri 64106 Time Type: Full time
$80k-107k yearly 3d ago
Loss Mitigation Specialist - Mortgage
Commerce Bancshares 4.4
Kansas City, MO Job
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $22.60 - $30.30 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to perform the day-to-day processes related to the collections, loss mitigation, foreclosure/real estate owned (REO), and bankruptcy functions. The primary focus of this position will be to execute the tasks necessary to mitigate the bank's loss exposure on defaulted loans in accordance with investor, state and federal laws, regulatory agencies, and company policies. Essential Functions Contact customers to remedy delinquency or non-payments, employ appropriate collection alternatives to resolve delinquencies, fully document collection efforts and perform timely follow up on customer repayment commitments while meeting productivity and delinquency ratio goals established by management Work with customers to negotiate workouts, including restructuring, modifications, short payoffs and deeds in lieu, analyze financial statements and appraisals, actively monitor Loss Mitigation cases and fully document and perform timely follow up on customer repayment commitments Work directly with investors, private mortgage insurers, and government agencies to fulfill reporting requirements and obtain approvals Review loans for consideration of Foreclosure action, ensure that all efforts to cure have been exhausted and all investor, private mortgage insurer, HUD, and state/federal requirements have been met Prepare Foreclosure Recommendation and submit to senior management for approval, review legal documents and progress of each loan in foreclosure and contact legal counsel to resolve issues. Fully document activities in Foreclosure/REO Workstations and promptly and accurately prepare mortgage insurance claims. Work directly with vendors to procure completion of property preservation items and ensure work is completed in a timely fashion and in full compliance with company and investor requirements Procure and review BPOs/Appraisals, listing agreements, contracts, and other pertinent items related to disposing of bank owned real estate. Make recommendations to senior servicing managers and work directly with bank management on disposition of properties Set up loans in bankruptcy in Bankruptcy Station, actively review progress of loans in bankruptcy to ensure all investor, state/federal timelines and requirement are being followed and submit files to legal counsel and work directly with attorneys and/or bankruptcy trustees to resolve issues Perform other duties as assigned Knowledge Skills & Abilities Required Demonstrated ability to interpret complex legal documents and perform a wide variety of tasks to ensure full compliance with company policy, procedures, and all applicable legal requirements Understanding Fannie Mae, Freddie Mac, Ginnie Mae, FHA, VA, & USDA regulations and requirements Strong analytical skills, ability to identify and resolve exceptions and interpret data Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Basic level proficiency with Microsoft Word, Excel and Outlook Education & Experience High school diploma or equivalent combination of education and experience required 3+ years collections experience required 2+ years experience in real estate loss mitigation preferred 2+ years experience in foreclosures, REO, and bankruptcy preferred Experience in loss mitigation, workouts, restructuring, modifications, short payoffs, and deeds in lieu, including knowledge of title and legal issues required **Level of role is determined by knowledge, experience, skills, abilities, and education #LI-Hybrid The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 922 Walnut, Kansas City, Missouri 64106 Time Type: Full time
$22.6-30.3 hourly 3d ago
Mortgage Whole Loan Trader
Wells Fargo 4.6
Saint Louis, MO Job
**About this role:** Wells Fargo is seeking a Mortgage Securities Trader to support Capital Markets - Secondary Marketing and Portfolio Management activities, within Home Lending, as a part of Consumer Lending. The Mortgage Securities Trader will purchase and sell mortgage whole loans on behalf of Wells Fargo Home Lending to achieve strategic objectives. This role will also be responsible for other activities in the trading process, such as loan pooling, trade analytics, and trade settlement. The Mortgage Securities Trader will also need to collaborate with internal and external stakeholders for the purpose of having successful trading outcomes. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* **In this role, you will:** + Make markets or hedge trades + Participate in less complex transactions independently within their assigned product and securities + Review and research trading strategies and market characteristics and exercise independent judgment to guide trading + Present recommendations for trading strategies and market characteristics and exercise independent judgment while developing expertise within their assigned product and securities + Collaborate and consult with more experienced staff + Actively participate in activities related to the sale and purchase of mortgage whole loans which include trade evaluation, auctions, settlement, collaborating with various teams such as Transaction Managers, Legal, Finance/Accounting, Due Diligence, Collateral Management, and Portfolio Management. The role will be responsible for deciding the sale or purchase population, trading with external counterparties and ensuring timely settlement of loan populations. + Responsible for identifying loans to be included/excluded for various whole loan purchases or sales based upon loan data and strategic intent. This is a function that will lead to trading activity. + Ability to analyze data and provide actionable insights and follow-up actions regarding loans to be purchased or sold in the Secondary Markets. This will include creating trade economic schedules so Sr. Leaders and can understand the impacts to the balance sheet and income statement as a result of the potential trade. + Responsible for procedure updates, control documentation, change control requests and any Audit requests + Process trade tickets and other trade related documentation + Work with peers, risk, compliance, and managers to meet firm deliverables while leveraging solid understanding of trading, risk, compliance, and operations **Required Qualifications:** + 2+ years of Mortgage Securities Trading experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. **Desired Qualifications:** + 2+ years of experience in Mortgage Capital Markets. Basic knowledge of Mortgage Secondary Market + A BS/BA degree or higher in business, finance, or economics + Advanced Microsoft Office (Word, Excel, and Outlook) skills + Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment + Strong time management skills and ability to meet deadlines + Excellent verbal, written, organizational and interpersonal skills + Demonstrated ability to work independently, is well organized and a self-starter, embraces being accountable for work output and timeliness + Experience in conducting and understanding due diligence reviews related to residential mortgage whole loans used to determine their acquisition eligibility + Experience in determining the valuation of mortgage loans and mortgage-backed securities + Experience in managing legal, regulatory compliance, operational and reputational risks related to residential mortgage loans **Job Expectations:** + This position is not eligible for Visa sponsorship. + This position requires compliance with all mortgages regulatory requirements and Wells Fargo's compliance policies related to these requirements including acceptable background check investigation results. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents. + Department hours of operation are Monday-Friday 8:00amCST-5:00pmCST + This position offers a hybrid work schedule. + Willingness to work on-site at stated location on the job opening. + Required location(s) listed below. Relocation assistance is not available for this position. **Location(s)** : + 114 N Beaumont St., Saint Louis MO 63103 **Posting End Date:** 30 Jun 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-458605
$68k-106k yearly est. 20d ago
Credit Specialist
Commerce Bancshares 4.4
Saint Louis, MO Job
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $23.20 - $30.75 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to analyze commercial credits by conducting comprehensive financial analysis on companies of diverse industries and sizes. You'll work with seasoned Commercial Bankers and Portfolio Managers to prepare Credit Approval Summary packets for loan committees for assigned markets requiring a high degree of accuracy. These packets are utilized by senior management for annual review of credit relationships, reaffirming loans due for renewal, and for approving new loans. In addition, the Credit Specialist will be responsible for financial statement spreading and other projects as assigned. Preparation of Credit Approval Summary packets requires an understanding of financial statements and key financial metrics such as cashflow and leverage. Daily work includes research of loan documentation and an understanding of the various bank systems. Credit Specialists works directly with Relationship Managers and Portfolio Managers in the Commercial line of business, including Commercial Banking, Business Banking, and Private Banking. The position provides an opportunity to learn credit analysis and an introduction to Commercial Banking. Essential Functions Prepare Credit Approval Summary packets (minimal to moderate complexity) Prepare financial statement spreads and other credit related items as needed Perform basic financial analysis on companies of diverse industries and sizes for commercial loan requests working to research and learn loan structuring and cash flow Research and understand basic level loan documentation and various bank systems Submit work for feedback and analysis Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of financial concepts and financial statements utilizing financial and accounting principals Basic understanding of key financial metrics such as cashflow, leverage and debt service coverage Motivated and organized with strong attention to detail and the ability to manage priorities with oversight Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to most situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree in a Business related field, with a preference for majors in Finance or Accounting, or equivalent combination of education and experience required 6 credit hours of Accounting, or related coursework and 9 credit hours of Finance, or related coursework required **Level of role is determined by knowledge, experience, skills, abilities, and education ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Credit Specialist I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.20 to $30.75 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8000 Forsyth Blvd, Clayton, Missouri 63105 Time Type: Full time
$23.2-30.8 hourly 3d ago
Mortgage Loan Processor II
NASB Financial Inc. 4.1
NASB Financial Inc. Job In Kansas City, MO
Our mission is to create exceptional experiences for our customers that help them achieve their dreams, and we seek extraordinary individuals with the talent and passion to help us bring those dreams to life. Are you looking for a fulfilling career with a dynamic company culture, growth opportunities, and the chance to make a real impact? At North American Savings Bank (NASB), we pride ourselves on delivering top-notch customer service and financial solutions to support our customers achieve their dreams, whether it's buying their first home or planning for retirement. We believe exceptional customer service starts with an outstanding work culture that rewards hard work, provides the right tools for success, and values a healthy, happy team. With over 92 years of success and continued growth, NASB is seeking new team members eager to grow with us! We are currently looking for a Mortgage Loan Processor II to join our Residential Lending Operations team. Job Summary The Mortgage Loan Processor is an integral part of our team responsible for collecting and verifying the information necessary to process complete mortgage loan applications. The loan processor is responsible for ensuring compliance with lending regulations while communicating with borrowers and loan officers to successfully clear loan conditions. Consistent and timely communication directly with the borrower, any third parties, and real estate agents. Key accountability for all aspects of a file and own the successful borrower outcome and experience. What you can expect to work on * Partner with the Loan Officer to ensure a timely and seamless experience for our customers throughout the entire process. * Provide weekly pipeline update/reviews to team; work proactively with support team to ensure all tasks are received. * Thorough knowledge of all loan products including Conventional, FHA, VA & NASB's Portfolio guidelines, with the ability to interpret and apply knowledge to help Loan Officer restructure loan scenarios and clear underwriting conditions. * Ensure accuracy by reviewing and analyzing all aspects of the mortgage credit package including but not limited to: Read and analyze AUS (DU/LP) and obtain any further requirements based on the findings, Accuracy of system input, reviewing asset and income documentation, including personal and business tax returns, credit report and credit documentation. * Reviews complete files such as application, disclosures, credit, fraud report, assets and liabilities and calculate income prior to initial underwrite. * Review credit prior to closing for undisclosed debt and address any additional debt not shown on the original credit report. * Proactively manage a pipeline to key benchmarks including internal service level agreements, contractual dates, and lock expirations. * High level of responsiveness to internal and external customers; willingness to go above and beyond, taking extra steps if necessary to ensure completeness and a smooth process for all. * Responsible for heeding any system warnings with regard to the CFPB ATR/QM rules. Reporting any information to UW and/or the Loan Originator that they may find out during the processing of the loan that could impact the loan's ATR/QM status. What you offer us Education/Experience: * A minimum of 3 years previous mortgage processing experience. * High school diploma or equivalent required; bachelor's degree or equivalent college coursework preferred. Skills: * Excellent verbal and written communication skills with a strong customer service focus. Ability to navigate difficult conversations through both internal and external groups, to achieve a positive outcome. * Strong analytical, detail oriented, problem-solving ability to exercise good judgement and to help find resolution to problems independently while also considering the downstream impact. * Ability to effectively collaborate within a teamwork environment and build strong working relationships across functional partners, maintain effective communications required to enhance customer experience, and compliance with company policies and procedures. * Ability to effectively manage pipeline and contract closing dates while delivering a consistent exceptional customer experience. * Ability to work on multiple transactions simultaneously and meet service level turnaround deadlines. * Self-motivated, entrepreneurial persona with excellent time-management and organization skills, which require minimal supervision. * Thrive in an environment focused on collaboration and innovation with the ability to implement, adapt to innovative technology and process workflows. Knowledge: * Residential Mortgage products, conventional, FHA, VA * Income Calculations, employment verification * Credit & asset review * Microsoft products (Outlook, Word & Excel) Work Environment This position is primarily in-office with remote work one to two days per week. This position will be based out of our Kansas City 435 & Holmes location. What we offer you NASB offers competitive compensation and excellent benefits packages, including: * Comprehensive health insurance options including medical, dental, and vision coverage. * 401(k) retirement plan with immediate employer match. * Generous paid vacation, sick and personal days. Plus, enjoy a bonus day off for your birthday! * Exclusive mortgage and banking benefits. * Paid holidays, volunteer time off, and free parking at NASB facilities. * Employee referral bonuses and internal training programs to help reach your career goals. If you have any questions, please contact ************* Note: This should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this at any time. The job description is not to be construed as a contract for employment. North American Savings Bank (NASB) is an Equal Opportunity/Veterans/Disabled employer.
$31k-37k yearly est. Easy Apply 25d ago
Credit Solutions Advisor - Springfield
Bank of America 4.7
Springfield, MO Job
Credit Solutions Advisor II At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Recommends financial advice and guidance that align with the clients' financial goals and needs Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year Knowledge of credit and home lending requirements Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone. Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information. Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. Strong written and verbal communications skills. Ability to handle ambiguity and adapt to changing circumstances. Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. Can be flexible to work weekends and/or extended hours as needed. A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. Ability to learn and understand technology. Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies. Desired Qualifications: Experience working in a financial center where goals were met or exceeded. Knowledge in analyzing and comprehending complex financial data and providing financial alternatives. Knowledge of banking products and services. Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government) Structuring, Processing, underwriting and closing procedures Federal regulations governing real estate lending FHA and HUD guidelines Other Lending Products (Credit Card, Vehicle Loans) Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills: Client Management Client Solutions Advisory Customer and Client Focus Referral Identification Risk Management Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Pipeline Management Referral Management Attention to Detail Collaboration Issue Management Prospecting Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
$73k-104k yearly est. 60d+ ago
Commercial Banking Expansion Market Trainee
Commerce Bancshares 4.4
Saint Louis, MO Job
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.) About This Job Are you ready for an adventure? This is an opportunity to be part of a focused development program designed to launch successful careers in Commercial Banking. This position is focused on preparing you to be a successful and productive Commercial Banker in one of Commerce Bank's high growth expansion market in Nashville, Tennessee & Grand Rapids, Michigan. During the program, you will spend approximately one year embedded with our Corporate Commercial Banking teams in our St. Louis headquarters while also residing in that city. Additional time may be required depending on the applicant's prior education and experience. Once you've completed the program you will be transferred to our Nashville or Grand Rapids expansion market. You'll work alongside our commercial banking teams and bank executives to help our customers solve their everyday financial needs. Don't have commercial banking experience? Don't worry. We will provide all the necessary training to build the skills required to be successful. If you're a go-getter who loves to learn and win, we'd love to talk. Essential Functions Participate in cross-functional rotations across various business lines to leverage and develop leadership skills while also gaining an understanding of the commercial bank and commercial payments solutions Attend community and business functions, participate in networking groups to ensure a positive image for the bank and grow key networking with contacts in the marketplace Collaborate with commercial banking teams and product partners to identify prospective clients' financial needs and add value through a full range of products and services Support the comprehensive management of existing commercial relationships to ensure a high level of customer satisfaction and retention Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Maintain loan reporting and ensure compliance with all bank policies, procedures, regulations, and laws Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of the banking/accounting/finance field Basic analytical skills using financial and accounting principles Strong relationship building skills and propensity for sales Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Education & Experience Bachelor's degree in a business-related field 1+ years of financial services or sales experience required For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Expansion Market Trainee - Commercial Banking job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 to $31.25 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8000 Forsyth Blvd, Clayton, Missouri 63105 Time Type: Full time
$28.9-31.3 hourly 3d ago
Universal Banker, Grandview
NASB Financial Inc. 4.1
NASB Financial Inc. Job In Grandview, MO
North American Savings Bank Universal Banker, Grandview $500 Sign-On Bonus Opportunity Available! Our mission is to create exceptional experiences for our customers that help them achieve their dreams, and we seek extraordinary individuals with the talent and passion to help us bring those dreams to life. Are you looking for a fulfilling career with a dynamic company culture, growth opportunities, and the chance to make a real impact? At North American Savings Bank (NASB), we pride ourselves on delivering top-notch customer service and financial solutions to support our customers achieve their dreams, whether it's buying their first home or planning for retirement. We believe exceptional customer service starts with an outstanding work culture that rewards hard work, provides the right tools for success, and values a healthy, happy team. With over 92 years of success and continued growth, NASB is seeking new team members eager to grow with us! We are currently looking for a Universal Banker to join our Grandviewbranch team. Job Summary: Our Universal Bankers provide quality customer service and promote NASB's products, services, and thoughtful solutions to make banking easy for our customers. You will be instrumental to the success of NASB by: * Providing outstanding customer service, greeting each customer as they enter the bank, answering the phone promptly, and taking ownership of each interaction; this includes the support of our mortgage sales team by making referrals. * Assisting customers in their selection of various accounts and financial services, administering accounts, and positively impacting retention of current customers while achieving branch sales and service goals. * Resolving any problems, issues, or questions to ensure customer satisfaction. * Always maintaining a positive, friendly, and professional attitude. * Assisting with all branch level marketing activities and promotions. * Performing applicable aspects of daily operations, including opening new accounts, cash controls, balancing, exercising fraud prevention, handling customer transactions, and accurately completing all CIP requirements. * Adhering to all policies and procedures, including those related to the Bank's Bank Secrecy Act/Anti-Money Laundering (BSA/AML) compliance program. You will be instrumental to the success of NASB by having: * A High school diploma, GED or foreign equivalent required, college degree or military equivalent preferred. * One year's experience in a Retail or Sales environment engaging with customers and making product recommendations leading to sales or relevant experience required. * Ability to complete credit and background checks. * Ability to work branch hours Monday - Friday and alternate Saturday mornings. * Ability to learn products, services, and procedures quickly and accurately. * Financial management and responsibility skills. * Excellent communication skills with a demonstrated ability to adapt the conversation of the NASB products/services based on the customers varying needs in person and over the phone. * Basic math skills: including the ability to solve problems and quickly identify currency denominations. * Time management and organizational skills, including being detail-oriented and thorough. * Bilingual desired, but not required. * Sound judgment and decision-making abilities. * Ability to lift/carry up to 25 pounds occasionally What we offer you NASB offers competitive compensation and excellent benefits packages, including: * Comprehensive health insurance options including medical, dental, and vision coverage. * 401(k) retirement plan with immediate employer match. * Generous paid vacation, sick and personal days. Plus, enjoy a bonus day off for your birthday! * Exclusive mortgage and banking benefits. * Paid holidays, volunteer time off, and free parking at NASB facilities. * Employee referral bonuses and internal training programs to help reach your career goals. If you have any questions, please contact *************. Note: This should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this at any time. The job description is not to be construed as a contract for employment. North American Savings Bank (NASB) is an Equal Opportunity/Veterans/Disabled employer.
$27k-31k yearly est. Easy Apply 13d ago

Learn More About North American Savings Bank Jobs

Most Common Locations At North American Savings Bank

North American Savings Bank Kansas City Jobs

Most Common Jobs At North American Savings Bank

Credit Analyst North American Savings Bank Jobs

Universal Banker North American Savings Bank Jobs

Related Company Jobs

Working At Related Companies

Jobs At Related Companies

North American Savings Bank Highest Paying Jobs

Companies
Missouri
Grandview, MO
North American Savings Bank
North American Savings Bank Jobs

Updated June 20, 2025

Zippia gives an in-depth look into the details of North American Savings Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about North American Savings Bank. The employee data is based on information from people who have self-reported their past or current employments at North American Savings Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by North American Savings Bank. The data presented on this page does not represent the view of North American Savings Bank and its employees or that of Zippia.

North American Savings Bank may also be known as or be related to NASB FINANCIAL INC, NASB Financial, NASB Financial Inc, NASB Financial, Inc., Nasb Financial, Inc. and North American Savings Bank.

North American Savings Bank Jobs

EVP, Chief Retail Banking Officer

Senior VP, Banking Operations Officer

Personal Banker - West County

Wealth Management Client Associate

Internal Advisor Recruiter

Deposit Operations Specialist

Commercial Banking Expansion Market Trainee

Senior Account Support Representative

Small Business Banking Representative

Community Home Loan Originator

Workday Systems Analyst - Corporate Financial Management

Senior Trust Officer

Banking Compliance Advisor

Loss Mitigation Specialist - Mortgage

Mortgage Whole Loan Trader

Credit Specialist

Mortgage Loan Processor II

Credit Solutions Advisor - Springfield